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
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -19.83%
0.03%
$862,779
2,562 shares@ 336.76 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
0.01%
$716,632
2,128 shares@ 336.77 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -0.81%
0.05%
$657,123
1,951 shares@ 336.82 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -27.85%
0.02%
$549,000
1,629 shares@ 337.02 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$463,212
1,452 shares@ 319.02 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
0.17%
$470,117
1,396 shares@ 336.77 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 1.06%
0.01%
$420,276
1,248 shares@ 336.76 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -5.88%
0.02%
$338,744
1,072 shares@ 316.0 avg price
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
Decreased -7.25%
0.24%
$338,587
1,061 shares@ 319.13 avg price