Morningstar, Inc.
MORN- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001289419
Insider trades, last 90 days
0 buys · 8 sells
- Sold $20.71M
- Open-market purchases (P) and sales (S), counted by Form 4 filing.
13F holders, Q2 2026
420
- −27 vs. Q1 2026
- Total value $3.79B
Superinvestors holding MORN
0
- None of the superinvestors held MORN at the end of Q2 2026.
Price chart
Latest insider trades
View all: Latest insider tradesOpen-market purchases and sales by MORN insiders, newest first.
| Filed (ET) | Trade date | Insider | Transaction | Shares | Avg price | Value | Shares after | Holding change | Filing |
|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 20265:15 PM ET | Aug 24, 2026 | Mansueto Joseph DExecutive Chairman | SSaleCommon Stock | −5.66K | $218.8362 | −$1.24M | 7.94M | −0.1% | SEC10b5-1 |
| Aug 21, 20264:47 PM ET | Aug 20 – Aug 21, 2026 | Mansueto Joseph DExecutive Chairman | SSaleCommon Stock | −11.35K | $215.0937 | −$2.44M | 7.94M | −0.1% | SEC10b5-1 |
| Aug 19, 20265:31 PM ET | Aug 17 – Aug 19, 2026 | Mansueto Joseph DExecutive Chairman | SSaleCommon Stock | −21.75K | $210.245 | −$4.57M | 7.96M | −0.3% | SEC10b5-1 |
| Aug 14, 20265:56 PM ET | Aug 13 – Aug 14, 2026 | Mansueto Joseph DExecutive Chairman | SSaleCommon Stock | −14.5K | $202.4006 | −$2.93M | 7.98M | −0.2% | SEC10b5-1 |
| Aug 12, 20266:54 PM ET | Aug 10 – Aug 12, 2026 | Mansueto Joseph DExecutive Chairman | SSaleCommon Stock | −15.47K | $198.6655 | −$3.07M | 7.99M | −0.2% | SEC10b5-1 |
Top 5 13F holders, Q2 2026
View all: Top 5 13F holders, Q2 2026The largest institutional positions in MORN at the end of Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 3,499,146 | $545.94M | 0.82% | +2,739,631+360.7% | Added |
| BlackRock, Inc. | 2,081,736 | $324.79M | 0.00% | −256,482−11.0% | Reduced |
| WELLINGTON MANAGEMENT GROUP LLP | 1,493,037 | $232.94M | 0.04% | −169,368−10.2% | Reduced |
| MORGAN STANLEY | 1,484,135 | $231.56M | 0.01% | −246,414−14.2% | Reduced |
| AQR CAPITAL MANAGEMENT LLC | 1,304,388 | $203.51M | 0.07% | +680,759+109.2% | Added |