Morningstar Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 41 superinvestors own shares of Morningstar Inc (MORN), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Morningstar Inc (MORN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Morningstar Inc (MORN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Morningstar Inc (MORN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Andrew Lewis@Genesis Private Wealth, Llc
| 0.15% | $259,305 770 shares@ 336.76 avg price | New Position |
Jeffrey A. Smith@Atomi Financial Group, Inc.
| 0.02% | $245,498 729 shares@ 336.76 avg price | New Position |
Kenneth D Hochstetler@Everence Capital Management Inc
| 0.02% | $236,000 700 shares@ 337.15 avg price | New Position |
Matthew Heller@Willner & Heller, Llc
| 0.19% | $207,479 616 shares@ 336.82 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $1,684 5 shares@ 336.8 avg price | New Position |
Geoffrey A. Frazier@Global Financial Private Client, Llc
| 0.01% | $337 1 shares@ 337.0 avg price | New Position |