11 Best Alternatives to Bloomberg Terminal in 2024
Bloomberg Terminal is a powerful software system offered by Bloomberg L.P.
Morningstar Inc. (MORN)
Market is closed
Sector: Investment Advice
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 1,759,321 | $561,434,517 | -28% | 2.01% |
| 2. | Millennium Management Israel Englander | 495,106 | $157,998,227 | +55% | 0.07% |
| 3. | Royce & Associates Chuck Royce | 191,290 | $61,044,465 | -2% | 0.55% |
| 4. | Renaissance Technologies Jim Simons | 183,470 | $58,548,946 | +4% | 0.08% |
| 5. | Citadel Investment Group Ken Griffin | 118,070 | $37,678,498 | +38% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | Director | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | Director | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | Director | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | Director | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | Director | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.12 | 1,307 | Large Shareholder, Officer, Director | 10,779,041 | 2024-11-19 | Filing | |
| $335.74 | 1,228 | Large Shareholder, Officer, Director | 10,780,348 | 2024-11-19 | Filing | |
| $334.69 | 3,368 | Large Shareholder, Officer, Director | 10,781,576 | 2024-11-19 | Filing | |
| $333.94 | 3,159 | Large Shareholder, Officer, Director | 10,784,944 | 2024-11-19 | Filing | |
| $336.67 | 275 | Large Shareholder, Officer, Director | 10,788,103 | 2024-11-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,576,670 | $737,546,021 | 0.01% | |
| 2. | 2,392,043 | $684,698,429 | 0.01% | |
| 3. | 1,936,055 | $554,176,911 | 0.04% | |
| 4. | 1,322,451 | $378,538,374 | 1% | |
| 5. | 1,292,308 | $369,910,301 | 0.03% |
News See All
Does Morningstar (MORN) Provide Good Value Growth?
Bonhoeffer Capital Management, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
16 Most Exclusive Credit Cards in the World
In this article, we shall discuss the 16 most exclusive credit cards in the world.
What Makes Morningstar (MORN) a Prospective Investment?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Here's What Makes Morningstar (MORN) a Great Investment Choice
Baron Funds, an investment management firm, released its "Baron FinTech Fund" third quarter 2023 investor letter, a copy of which can be downloaded here.
5 Best Dividend Stocks For Steady Growth
In this article, we discuss 5 best dividend stocks for steady growth.
Should You Consider Adding Morningstar (MORN) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here.
Will Morningstar (MORN) Grow Durably Over a Multi-Year Period?
Baron Funds, an investment management company, released its “Baron Asset Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. U.S.
Should You Sell Morningstar (MORN) Now?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.
10 Best April Dividend Stocks To Buy
In this article, we discuss 10 best April dividend stocks to buy.