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 | $34,715,070 | +23.7% | 148,355 | +3.6% | 0.16% | +38.4% |
| Q2 2023 | $28,070,336 | -2.4% | 143,216 | +1.0% | 0.11% | -17.6% |
| Q1 2023 | $28,774,032 | +5.5% | 141,744 | +12.7% | 0.14% | +0.7% |
| Q4 2022 | $27,283,410 | +29.0% | 125,730 | +26.0% | 0.14% | +9.8% |
| Q3 2022 | $21,156,000 | -11.6% | 99,792 | +0.9% | 0.12% | -13.4% |
| Q2 2022 | $23,938,000 | -3.1% | 98,916 | +9.3% | 0.14% | +195.8% |
| Q1 2022 | $24,708,000 | – | 90,507 | – | 0.05% | – |
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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% |