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 | $12,797,468 | +13.4% | 54,634 | -5.1% | 1.42% | +31.1% |
| Q2 2023 | $11,286,181 | +13.5% | 57,562 | +17.6% | 1.08% | +12.9% |
| Q1 2023 | $9,941,567 | -1.1% | 48,966 | +5.5% | 0.96% | -10.1% |
| Q4 2022 | $10,049,993 | +14.9% | 46,401 | +12.6% | 1.06% | +15.3% |
| Q3 2022 | $8,749,000 | -23.7% | 41,208 | -13.0% | 0.92% | -11.8% |
| Q2 2022 | $11,460,000 | -10.3% | 47,390 | +1.3% | 1.05% | +16.2% |
| Q1 2022 | $12,776,000 | -32.0% | 46,770 | -14.9% | 0.90% | -20.5% |
| Q4 2021 | $18,786,000 | +67.9% | 54,932 | +27.2% | 1.13% | +33.1% |
| Q3 2021 | $11,189,000 | – | 43,194 | – | 0.85% | – |
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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% |