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 | $370,567 | +20.4% | 1,582 | +0.8% | 0.00% | – |
| Q2 2023 | $307,830 | -0.2% | 1,570 | +0.4% | 0.00% | – |
| Q1 2023 | $308,563 | +9.8% | 1,563 | +20.4% | 0.00% | – |
| Q4 2022 | $281,134 | +17.1% | 1,298 | +14.6% | 0.00% | – |
| Q3 2022 | $240,000 | +9.6% | 1,133 | +76.8% | 0.00% | – |
| Q4 2021 | $219,000 | -91.4% | 641 | -96.3% | 0.00% | -100.0% |
| Q3 2019 | $2,539,000 | +435.7% | 17,377 | +199.8% | 0.00% | +200.0% |
| Q2 2016 | $474,000 | -16.7% | 5,796 | -10.1% | 0.00% | 0.0% |
| Q1 2016 | $569,000 | -37.7% | 6,447 | -43.2% | 0.00% | 0.0% |
| Q4 2015 | $913,000 | -22.6% | 11,357 | -23.4% | 0.00% | 0.0% |
| Q2 2015 | $1,179,000 | +60.4% | 14,827 | +57.4% | 0.00% | 0.0% |
| Q4 2013 | $735,000 | – | 9,418 | – | 0.00% | – |
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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% |