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 | $17,778 | +19.7% | 76 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $14,857 | -3.2% | 76 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $15,352 | -6.1% | 76 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,352 | +2.2% | 76 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -11.1% | 75 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $18,000 | -14.3% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -19.2% | 75 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $26,000 | +36.8% | 75 | 0.0% | 0.01% | +33.3% |
| Q3 2021 | $19,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +11.8% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +41.7% | 75 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $12,000 | +9.1% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 75 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $11,000 | – | 75 | – | 0.00% | – |
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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% |