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 |
---|---|---|---|
Lorraine Wang@Gamma Investing Llc
| 0.02% | $157,267 467 shares@ 336.77 avg price | Increased 49.21% |
Brandon Yee@Versant Capital Management, Inc
| 0.03% | $95,977 285 shares@ 336.77 avg price | Increased 15.86% |
Erkko Etula@Brooklyn Investment Group
| 0.01% | $10,103 30 shares@ 336.77 avg price | Increased 20% |
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
| 0.01% | $7,409 22 shares@ 336.78 avg price | Increased 15.79% |