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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,679 | -6.6% | 146,183 | -0.4% | 0.05% | -20.3% |
| Q4 2022 | $31,789 | -99.9% | 146,773 | +0.7% | 0.06% | +1.6% |
| Q3 2022 | $30,934,000 | -13.0% | 145,692 | -1.0% | 0.06% | -4.5% |
| Q2 2022 | $35,574,000 | -12.1% | 147,101 | -0.7% | 0.07% | +22.2% |
| Q1 2022 | $40,483,000 | -17.5% | 148,198 | +3.3% | 0.05% | -8.5% |
| Q4 2021 | $49,073,000 | +30.7% | 143,494 | -1.0% | 0.06% | +28.3% |
| Q3 2021 | $37,548,000 | +3.6% | 144,959 | +2.9% | 0.05% | +4.5% |
| Q2 2021 | $36,232,000 | +18.9% | 140,920 | +4.1% | 0.04% | +12.8% |
| Q1 2021 | $30,469,000 | -2.7% | 135,396 | +0.1% | 0.04% | -4.9% |
| Q4 2020 | $31,314,000 | +63.6% | 135,228 | +13.5% | 0.04% | +46.4% |
| Q3 2020 | $19,144,000 | +12.7% | 119,193 | -1.1% | 0.03% | +3.7% |
| Q2 2020 | $16,990,000 | +31.4% | 120,523 | +8.4% | 0.03% | 0.0% |
| Q1 2020 | $12,926,000 | -24.0% | 111,186 | -1.1% | 0.03% | -6.9% |
| Q4 2019 | $17,009,000 | -3.8% | 112,411 | -7.1% | 0.03% | -14.7% |
| Q3 2019 | $17,681,000 | +26.7% | 120,991 | +25.4% | 0.03% | +30.8% |
| Q2 2019 | $13,960,000 | +67.7% | 96,512 | +46.1% | 0.03% | +62.5% |
| Q1 2019 | $8,325,000 | +40.3% | 66,071 | +22.3% | 0.02% | +14.3% |
| Q4 2018 | $5,933,000 | +6.7% | 54,013 | +22.3% | 0.01% | +27.3% |
| Q3 2018 | $5,558,000 | -0.6% | 44,149 | +1.3% | 0.01% | 0.0% |
| Q2 2018 | $5,590,000 | – | 43,586 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |