MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
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 | 96,126 | $32,874,000 | 14.56% |
| Northern Right Capital Management, L.P. | 54,997 | $18,808,000 | 5.69% |
| Engle Capital Management, L.P. | 69,609 | $23,806,000 | 4.81% |
| Select Equity Group, L.P. | 4,850,288 | $1,658,750,000 | 4.52% |
| Praesidium Investment Management Company, LLC | 226,512 | $77,465,000 | 4.35% |
| Regal Partners Ltd | 72,810 | $24,900,000 | 2.99% |
| CEERA INVESTMENTS, LLC | 13,217 | $4,520,000 | 2.34% |
| BTG Pactual Global Asset Management Ltd | 8,427 | $2,882,000 | 2.06% |
| Alamar Capital Management, LLC | 8,359 | $2,859,000 | 2.06% |
| Kensington Investment Counsel, LLC | 9,980 | $3,413,000 | 1.99% |