MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,743 | +29.0% | 2,253 | +8.0% | 0.05% | +5.9% |
| Q2 2023 | $409,198 | +2.5% | 2,087 | +6.2% | 0.05% | -22.7% |
| Q1 2023 | $399,157 | +53.3% | 1,966 | +63.6% | 0.07% | +37.5% |
| Q4 2022 | $260,341 | -19.6% | 1,202 | -21.3% | 0.05% | -39.2% |
| Q3 2022 | $324,000 | -12.4% | 1,528 | 0.0% | 0.08% | -2.5% |
| Q2 2022 | $370,000 | -11.1% | 1,528 | +0.4% | 0.08% | -5.8% |
| Q1 2022 | $416,000 | -20.2% | 1,522 | 0.0% | 0.09% | -22.5% |
| Q4 2021 | $521,000 | +74.8% | 1,522 | +32.1% | 0.11% | +46.1% |
| Q3 2021 | $298,000 | +2.4% | 1,152 | +1.8% | 0.08% | -3.8% |
| Q2 2021 | $291,000 | +14.1% | 1,132 | 0.0% | 0.08% | -30.7% |
| Q1 2021 | $255,000 | -19.0% | 1,132 | -16.8% | 0.11% | -26.0% |
| Q4 2020 | $315,000 | +43.8% | 1,361 | 0.0% | 0.15% | +26.2% |
| Q3 2020 | $219,000 | +32.7% | 1,361 | +16.2% | 0.12% | +38.6% |
| Q2 2020 | $165,000 | +19.6% | 1,171 | -1.7% | 0.09% | -4.3% |
| Q1 2020 | $138,000 | -24.6% | 1,191 | -1.4% | 0.09% | -17.9% |
| Q4 2019 | $183,000 | – | 1,208 | – | 0.11% | – |
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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% |