MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,368,190 | +31.1% | 5,841 | +9.7% | 1.29% | +68.2% |
| Q2 2023 | $1,043,875 | -30.5% | 5,324 | -28.0% | 0.77% | -38.6% |
| Q1 2023 | $1,502,226 | -5.4% | 7,398 | +0.9% | 1.25% | -23.2% |
| Q4 2022 | $1,587,396 | +0.7% | 7,329 | -1.3% | 1.63% | -8.1% |
| Q3 2022 | $1,576,000 | -20.8% | 7,424 | -9.8% | 1.77% | -21.1% |
| Q2 2022 | $1,990,000 | -14.2% | 8,229 | -3.1% | 2.25% | +15.4% |
| Q1 2022 | $2,319,000 | -18.9% | 8,491 | +1.6% | 1.95% | -5.3% |
| Q4 2021 | $2,859,000 | – | 8,359 | – | 2.06% | – |
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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% |