MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,494 | +12.9% | 1,317 | -5.5% | 0.01% | +20.0% |
| Q2 2023 | $273,321 | +9.4% | 1,394 | +13.3% | 0.01% | 0.0% |
| Q1 2023 | $249,726 | -52.0% | 1,230 | -48.8% | 0.01% | -50.0% |
| Q4 2022 | $520,032 | -2.1% | 2,401 | -4.0% | 0.01% | -9.1% |
| Q3 2022 | $531,000 | -10.5% | 2,501 | +2.0% | 0.01% | -8.3% |
| Q2 2022 | $593,000 | -2.6% | 2,451 | +9.9% | 0.01% | +9.1% |
| Q1 2022 | $609,000 | -20.2% | 2,231 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $763,000 | +27.4% | 2,231 | -3.6% | 0.01% | +18.2% |
| Q3 2021 | $599,000 | +65.0% | 2,314 | +64.0% | 0.01% | +57.1% |
| Q2 2021 | $363,000 | – | 1,411 | – | 0.01% | – |
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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% |