MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
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 | 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% |