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 | $992,006 | +29.3% | 4,235 | +8.3% | 0.46% | +34.9% |
| Q2 2023 | $767,026 | +6.3% | 3,912 | +10.1% | 0.34% | -7.1% |
| Q1 2023 | $721,366 | -4.1% | 3,553 | +2.3% | 0.36% | -0.5% |
| Q4 2022 | $752,434 | -17.7% | 3,474 | -11.6% | 0.37% | -19.9% |
| Q3 2022 | $914,000 | -1.9% | 3,930 | +7.7% | 0.46% | -3.4% |
| Q2 2022 | $932,000 | +2.2% | 3,648 | +1.3% | 0.47% | -4.6% |
| Q1 2022 | $912,000 | -17.7% | 3,601 | +11.1% | 0.50% | -16.6% |
| Q4 2021 | $1,108,000 | +14.9% | 3,241 | +6.5% | 0.60% | +10.8% |
| Q3 2021 | $964,000 | +44.7% | 3,043 | +15.5% | 0.54% | +35.9% |
| Q2 2021 | $666,000 | +21.3% | 2,635 | +13.1% | 0.40% | +5.3% |
| Q1 2021 | $549,000 | +17.8% | 2,330 | +24.0% | 0.38% | +13.6% |
| Q4 2020 | $466,000 | – | 1,879 | – | 0.33% | – |
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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% |