MASSACHUSETTS FINANCIAL SERVICES CO /MA/ - MORNINGSTAR INC ownership

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
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$236,054,891
+91.9%
1,007,748
+60.6%
0.08%
+107.5%
Q2 2023$123,005,886
-4.6%
627,357
-1.3%
0.04%
-9.1%
Q1 2023$128,990,643
-0.9%
635,328
+5.7%
0.04%
-2.2%
Q4 2022$130,130,955
+26.2%
600,817
+23.7%
0.04%
+15.4%
Q3 2022$103,097,000
-12.1%
485,572
+0.1%
0.04%
-2.5%
Q2 2022$117,354,000
-1.3%
485,276
+11.5%
0.04%
+14.3%
Q1 2022$118,852,000
-7.6%
435,085
+15.6%
0.04%0.0%
Q4 2021$128,670,000376,2390.04%
Other shareholders
MORNINGSTAR INC shareholders Q1 2022
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 73,374$17,744,00022.50%
Praesidium Investment Management Company, LLC 297,952$72,054,0006.29%
Select Equity Group, L.P. 4,097,822$990,976,0003.17%
Regal Partners Ltd 55,640$13,455,0002.29%
Alamar Capital Management, LLC 8,229$1,990,0002.25%
Kensington Investment Counsel, LLC 8,862$2,143,0001.83%
CEERA INVESTMENTS, LLC 13,009$3,146,0001.80%
Covey Capital Advisors, LLC 4,823$1,166,0001.72%
AMERICAN CAPITAL MANAGEMENT INC 183,683$44,420,0001.66%
Yorktown Management & Research Co Inc 4,700$1,137,0001.47%
View complete list of MORNINGSTAR INC shareholders