MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,818 | +19.8% | 1,233 | +0.2% | 0.12% | -16.7% |
| Q2 2023 | $241,167 | -3.4% | 1,230 | 0.0% | 0.14% | +26.3% |
| Q1 2023 | $249,727 | +15.0% | 1,230 | +22.6% | 0.11% | +6.5% |
| Q4 2022 | $217,240 | +2.0% | 1,003 | 0.0% | 0.11% | -10.1% |
| Q3 2022 | $213,000 | -12.3% | 1,003 | 0.0% | 0.12% | -13.1% |
| Q2 2022 | $243,000 | -11.3% | 1,003 | 0.0% | 0.14% | +9.6% |
| Q1 2022 | $274,000 | -20.1% | 1,003 | 0.0% | 0.12% | -17.8% |
| Q4 2021 | $343,000 | +27.0% | 1,003 | -3.7% | 0.15% | +26.7% |
| Q3 2021 | $270,000 | +0.7% | 1,041 | 0.0% | 0.12% | +8.1% |
| Q2 2021 | $268,000 | +14.5% | 1,041 | 0.0% | 0.11% | +6.7% |
| Q1 2021 | $234,000 | -6.4% | 1,041 | -3.6% | 0.10% | -15.4% |
| Q4 2020 | $250,000 | – | 1,080 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |