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 | $777,677 | +22.0% | 3,320 | +2.1% | 0.46% | +22.8% |
| Q2 2023 | $637,424 | +2.1% | 3,251 | +5.7% | 0.38% | -5.3% |
| Q1 2023 | $624,317 | -1.6% | 3,075 | +5.0% | 0.40% | -8.5% |
| Q4 2022 | $634,392 | +4.7% | 2,929 | +2.6% | 0.44% | -5.6% |
| Q3 2022 | $606,000 | -15.1% | 2,856 | -3.2% | 0.46% | -10.8% |
| Q2 2022 | $714,000 | -15.3% | 2,951 | -4.4% | 0.52% | -2.1% |
| Q1 2022 | $843,000 | -18.0% | 3,087 | +2.7% | 0.53% | -19.2% |
| Q4 2021 | $1,028,000 | +36.2% | 3,006 | +3.1% | 0.66% | +22.9% |
| Q3 2021 | $755,000 | – | 2,916 | – | 0.53% | – |
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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% |