MORN

Morningstar Inc

Latest period2024 - Q4Total superinvestors41

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 3.54%
0.03%
$19.506M
57,505 shares@ 339.21 avg price
Amy Jones@Barlow Wealth Partners, Inc.
Recent Activity
Increased 5.33%
1.49%
$11.762M
35,962 shares@ 327.07 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 0.67%
0.09%
$1.895M
5,626 shares@ 336.83 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Increased 194.9%
0.43%
$1.44M
4,276 shares@ 336.77 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 4.97%
0.01%
$1.16M
3,446 shares@ 336.63 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 25.66%
0.07%
$891,189
2,821 shares@ 315.92 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 41.45%
0.01%
$493,000
1,464 shares@ 336.75 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 1.06%
0.01%
$420,276
1,248 shares@ 336.76 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 0.48%
0.05%
$354,271
1,052 shares@ 336.76 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 13.08%
0.01%
$157,267
467 shares@ 336.77 avg price