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 | $14,757 | +19.5% | 63 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $12,352 | -3.4% | 63 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $12,791 | -6.3% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,645 | +36.4% | 63 | +31.2% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | +25.0% | 48 | +45.5% | 0.00% | +100.0% |
| Q2 2022 | $8,000 | -11.1% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -18.2% | 33 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $11,000 | +22.2% | 33 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $9,000 | +12.5% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -12.5% | 33 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $8,000 | +60.0% | 33 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $5,000 | 0.0% | 33 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $5,000 | – | 33 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | +33.3% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | – | 33 | – | 0.00% | – |
Download | ||||||
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% |