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 | $1,929,669 | +24.4% | 8,238 | +4.1% | 1.20% | +21.9% |
| Q2 2023 | $1,551,110 | -6.3% | 7,911 | -3.0% | 0.98% | -21.4% |
| Q1 2023 | $1,655,710 | -14.2% | 8,155 | -8.5% | 1.25% | -17.6% |
| Q4 2022 | $1,930,467 | +2.0% | 8,913 | 0.0% | 1.52% | -4.7% |
| Q3 2022 | $1,892,000 | -11.7% | 8,913 | +0.6% | 1.59% | -12.9% |
| Q2 2022 | $2,143,000 | -13.6% | 8,862 | -2.3% | 1.83% | +11.4% |
| Q1 2022 | $2,479,000 | -27.4% | 9,075 | -9.1% | 1.64% | -17.5% |
| Q4 2021 | $3,413,000 | +47.9% | 9,980 | +11.2% | 1.99% | +25.7% |
| Q2 2021 | $2,307,000 | +17.0% | 8,971 | +2.4% | 1.58% | +6.8% |
| Q1 2021 | $1,972,000 | +4.2% | 8,762 | +7.2% | 1.48% | -5.2% |
| Q4 2020 | $1,893,000 | – | 8,173 | – | 1.56% | – |
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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% |