MORN MORNINGSTAR INC
2026Q1 · CUSIP 617700109 · Sector: Financials
⚪ Neutral · No signal
Holders
440
Δ holders QoQ
-34
Breadth percentile
Top 96%
Whale holders
203
Δ whales
+5
Inst. holding value
$3.9B
New positions
68
Closed positions
102
Price momentum (1Q)
+12.2%
Put / Call
3/3
Breadth history (34 quarters)
Past Lit Events & Aftermath 13 lit events
| Period | Percentile | Next-1Q return | Next-2Q return |
|---|---|---|---|
| 2025Q1 | Top 16% | -16.1% | -33.0% |
| 2024Q4 | Top 12% | -5.3% | -20.5% |
| 2024Q1 | Top 8% | +5.4% | +12.9% |
| 2023Q4 | Top 17% | +9.6% | +15.5% |
| 2023Q3 | Top 4% | +1.1% | +10.0% |
| 2021Q4 | Top 18% | -17.5% | -8.9% |
| 2021Q3 | Top 7% | -12.6% | -27.8% |
| 2020Q4 | Top 17% | -3.7% | +5.8% |
| 2020Q3 | Top 16% | +21.7% | +14.0% |
| 2020Q2 | Top 13% | +31.4% | +60.5% |
| 2019Q3 | Top 12% | +6.3% | -8.4% |
| 2018Q3 | Top 6% | +5.1% | +12.9% |
| 2018Q2 | Top 10% | -10.3% | -6.5% |
Options Sentiment
Put holders
3
QoQ: 0
Call holders
3
QoQ: 0
See methodology →