MORN

Morningstar Inc

Latest period2024 - Q4Total superinvestors33

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, 33 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.61%
0.3%
$21.348M
63,393 shares@ 336.77 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 3.54%
0.03%
$19.506M
57,505 shares@ 339.21 avg price
Shauna Haglof@Bright Rock Capital Management, Llc
Recent Activity
0.54%
$2.526M
7,500 shares@ 336.76 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 0.67%
0.09%
$1.895M
5,626 shares@ 336.83 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -0.32%
0.3%
$1.688M
5,288 shares@ 319.13 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Increased 194.9%
0.43%
$1.44M
4,276 shares@ 336.77 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 25.66%
0.07%
$891,189
2,821 shares@ 315.92 avg price
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