MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,804,087 | +662.0% | 11,971 | +681.9% | 0.02% | +650.0% |
| Q4 2020 | $368,000 | +8.6% | 1,531 | -16.6% | 0.00% | 0.0% |
| Q3 2020 | $339,000 | +24.2% | 1,835 | +7.6% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +31.2% | 1,706 | +14.4% | 0.00% | 0.0% |
| Q1 2020 | $208,000 | -13.0% | 1,491 | -0.5% | 0.00% | 0.0% |
| Q4 2019 | $239,000 | +16.6% | 1,498 | +6.3% | 0.00% | 0.0% |
| Q3 2019 | $205,000 | -14.6% | 1,409 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $240,000 | +14.3% | 1,551 | -5.1% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | +0.5% | 1,635 | -9.2% | 0.00% | 0.0% |
| Q3 2018 | $209,000 | -22.6% | 1,800 | -47.1% | 0.00% | 0.0% |
| Q3 2013 | $270,000 | -4.9% | 3,402 | -7.1% | 0.00% | 0.0% |
| Q2 2013 | $284,000 | – | 3,662 | – | 0.00% | – |
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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% |