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
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 0.48%
0.05%
$354,271
1,052 shares@ 336.76 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.15%
0.02%
$259,979
772 shares@ 336.77 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
0.15%
$259,305
770 shares@ 336.76 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.02%
$245,498
729 shares@ 336.76 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.02%
$236,000
700 shares@ 337.15 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Decreased -0.14%
0.1%
$234,385
696 shares@ 336.77 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -68.58%
0.01%
$215,000
639 shares@ 336.47 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
New Position
0.19%
$207,479
616 shares@ 336.82 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 13.08%
0.01%
$157,267
467 shares@ 336.77 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 49.21%
0.02%
$157,267
467 shares@ 336.77 avg price