MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,967 | +36.3% | 1,498 | +14.1% | 0.01% | +25.0% |
| Q2 2023 | $257,501 | -2.0% | 1,313 | +1.5% | 0.01% | -11.1% |
| Q1 2023 | $262,782 | -18.8% | 1,294 | -13.4% | 0.01% | -30.8% |
| Q4 2022 | $323,585 | -17.2% | 1,494 | -18.9% | 0.01% | -27.8% |
| Q3 2022 | $391,000 | -32.8% | 1,842 | -23.5% | 0.02% | -33.3% |
| Q2 2022 | $582,000 | -24.1% | 2,408 | -14.3% | 0.03% | -27.0% |
| Q1 2022 | $767,000 | +22.9% | 2,809 | +53.8% | 0.04% | 0.0% |
| Q4 2021 | $624,000 | +139.1% | 1,826 | +81.3% | 0.04% | +60.9% |
| Q3 2021 | $261,000 | -1.9% | 1,007 | -2.6% | 0.02% | -17.9% |
| Q2 2021 | $266,000 | -7.6% | 1,034 | -19.2% | 0.03% | -36.4% |
| Q1 2021 | $288,000 | +16.6% | 1,279 | +19.8% | 0.04% | -18.5% |
| Q4 2020 | $247,000 | – | 1,068 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |