Morningstar, Inc.
MORN- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001289419
In the last 90 days, Morningstar, Inc. insiders filed 0 open-market purchases and 6 sales; 423 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $9.15B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $18.1M in total
- 6
- 13F holdersQ2 2026, −23 vs. previous quarter
- 423
- 13F valueReported value at the end of Q2 2026
- $3.79B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.45B
- +7.5% year over year
- Net income, FY2025
- $374.2M
- +1.2% year over year
- Free cash flow, FY2025
- $442.6M
- −1.4% year over year
- Revenue, Q3 FY2026
- $672.1M
- +8.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 1.09M
- Shares sold short
- Change
- −149.3K
- −12.0% vs. previous
- Days to cover
- 4.51
- At average daily volume
Superinvestors holding MORN, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding MORN at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Morningstar, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)6:12 PM ET | Nov 5 | 1 day | Mansueto Joseph DExecutive Chairman | SSale | −7.25K | $246.98 | −$1.79M | −0.1%8.59M after | 5 lots10b5-1 |
| Nov 4, 2026 (view filing)5:55 PM ET | Nov 2-4 | 2 days | Mansueto Joseph DExecutive Chairman | SSale | −21.4K | $238.10 | −$5.10M | −0.2%8.59M after | 21 lots10b5-1 |
| Aug 24, 2026 (view filing)5:15 PM ET | Aug 24 | Same day | Mansueto Joseph DExecutive Chairman | SSale | −5.66K | $218.84 | −$1.24M | −0.1%7.94M after | 6 lots10b5-1 |
| Aug 21, 2026 (view filing)4:47 PM ET | Aug 20-21 | 1 day | Mansueto Joseph DExecutive Chairman | SSale | −11.3K | $215.09 | −$2.44M | −0.1%7.94M after | 7 lots10b5-1 |
| Aug 19, 2026 (view filing)5:31 PM ET | Aug 17-19 | 2 days | Mansueto Joseph DExecutive Chairman | SSale | −21.8K | $210.25 | −$4.57M | −0.3%7.96M after | 15 lots10b5-1 |
| Aug 14, 2026 (view filing)5:56 PM ET | Aug 13-14 | 1 day | Mansueto Joseph DExecutive Chairman | SSale | −14.5K | $202.40 | −$2.93M | −0.2%7.98M after | 12 lots10b5-1 |
| Aug 12, 2026 (view filing)6:54 PM ET | Aug 10-12 | 2 days | Mansueto Joseph DExecutive Chairman | SSale | −15.5K | $198.67 | −$3.07M | −0.2%7.99M after | 6 lots10b5-1 |
| Aug 7, 2026 (view filing)7:12 PM ET | Aug 6-7 | 1 day | Mansueto Joseph DExecutive Chairman | SSale | −9.52K | $199.33 | −$1.90M | −0.1%8.01M after | 6 lots10b5-1 |
| Aug 5, 2026 (view filing)5:35 PM ET | Aug 3-5 | 2 days | Mansueto Joseph DExecutive Chairman | SSale | −21.8K | $199.98 | −$4.35M | −0.3%8.02M after | 13 lots10b5-1 |
| Aug 3, 2026 (view filing)6:15 PM ET | Aug 3 | Same day | Lyons William MDirector | SSale | −1.00K | $199.00 | −$199.0K | −7.2%12.9K after |
Top 10 13F holders, Q2 2026
See all 423 holdersThe largest institutional positions in Morningstar, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 3,499,146 | $545.9M | 0.82% | +2,739,631+360.7% | Added |
| BlackRock, Inc. | 2,081,736 | $324.8M | 0.00% | −256,482−11.0% | Reduced |
| Wellington Management Group LLP | 1,493,037 | $232.9M | 0.04% | −169,368−10.2% | Reduced |
| Morgan Stanley | 1,484,135 | $231.6M | 0.01% | −246,414−14.2% | Reduced |
| AQR Capital Management LLC | 1,304,388 | $203.5M | 0.07% | +680,759+109.2% | Added |
| Vanguard Portfolio Management LLC | 950,075 | $148.2M | 0.01% | −101,745−9.7% | Reduced |
| Vanguard Capital Management LLC | 894,406 | $139.5M | 0.00% | −95,061−9.6% | Reduced |
| State Street Corp | 716,473 | $111.8M | 0.00% | −19,101−2.6% | Reduced |
| Geode Capital Management, LLC | 578,315 | $90.2M | 0.00% | −20,907−3.5% | Reduced |
| Dimensional Fund Advisors LP | 561,857 | $87.7M | 0.02% | +44,088+8.5% | Added |
Holders of 5% or more of MORN
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Morningstar, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Mansueto Joseph D | 13G/A | 39.20%14.7M shares | +1.70 ppfrom 37.50% | Feb 10, 20219 filings | Aug 5, 2026 | SEC |
| Mansueto Daniel | 13G/A | 10.00%3.75M shares | +0.50 ppfrom 9.50% | Dec 10, 20244 filings | Aug 3, 2026 | SEC |
| Bamco Inc | 13G | 9.20%3.50M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
Politician trades
All politician trades in MORN3 members of Congress reported 13 trades in Morningstar, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jun 5, 2026 |  April McClain Delaney House · MD | Sell (partial) | $1K-$15K |
| Jun 5, 2026 | April McClain Delaney House · MD | Sell (partial) | $1K-$15K |
| May 6, 2026 | April McClain Delaney House · MD | Sell (partial) | $1K-$15K |
| May 6, 2026 | April McClain Delaney House · MD | Sell (partial) | $1K-$15K |
| May 6, 2026 | April McClain Delaney House · MD | Sell (partial) | $1K-$15K |
House · MD · Jun 5, 2026
Sell (partial)$1K-$15K
House · MD · Jun 5, 2026
Sell (partial)$1K-$15K
House · MD · May 6, 2026
Sell (partial)$1K-$15K
House · MD · May 6, 2026
Sell (partial)$1K-$15K
House · MD · May 6, 2026
Sell (partial)$1K-$15K