MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |