MORN

Morningstar Inc

Latest period2026 - Q1Total superinvestors440

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 440 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

SuperinvestorPortfolio %Reported Value
Spencer Fleming@Blackrock, Inc.
Recent Activity
Decreased -1.05%
0.01%
$395.276M
2.338M shares@ 169.05 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -13.74%
0.02%
$292.55M
1.731M shares@ 169.06 avg price
Jason Cronin@Wellington Management Group Llp
Recent Activity
Increased 46.32%
0.06%
$281.03M
1.662M shares@ 169.06 avg price
Christine M. Buchanan@Vanguard Portfolio Management Llc
Recent Activity
New Position
0.01%
$177.81M
1.052M shares@ 169.05 avg price
Christine M. Buchanan@Vanguard Capital Management Llc
Recent Activity
New Position
0.01%
$167.269M
989,467 shares@ 169.05 avg price
Steve H. Metzger@Two Sigma Investments, Lp
Recent Activity
Increased 124.73%
0.12%
$145.292M
859,459 shares@ 169.06 avg price
Jane Liang@Bamco Inc Ny
Recent Activity
Decreased -38.83%
0.39%
$128.396M
759,515 shares@ 169.06 avg price
ELIZABETH SCHAEFER@State Street Corp
Recent Activity
Decreased -1.51%
0.01%
$124.349M
735,574 shares@ 169.06 avg price
Jennifer Pepin@Los Angeles Capital Management Llc
Recent Activity
Increased 581327.03%
0.43%
$109.102M
645,384 shares@ 169.05 avg price
Jennifer Vinsonhaler@Select Equity Group, L.p.
Recent Activity
Decreased -58.11%
0.56%
$107.807M
637,723 shares@ 169.05 avg price

1-10 of 440