MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,352 | +8.0% | 4,800 | -11.1% | 0.00% | -50.0% |
| Q2 2023 | $1,040,850 | -32.6% | 5,400 | -15.6% | 0.00% | 0.0% |
| Q2 2022 | $1,544,000 | -10.8% | 6,400 | +26.4% | 0.00% | 0.0% |
| Q4 2021 | $1,731,000 | +543.5% | 5,065 | +383.8% | 0.00% | – |
| Q2 2021 | $269,000 | -11.8% | 1,047 | -22.0% | 0.00% | – |
| Q1 2021 | $305,000 | -7.3% | 1,343 | -35.0% | 0.00% | -100.0% |
| Q3 2020 | $329,000 | +61.3% | 2,065 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $204,000 | – | 2,100 | – | 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% |