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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 8 sales; 420 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.

Holders of 5% or more of MORN

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Morningstar, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of MORN
HolderLatest formStakeChangeFirst filedLatest filingFiling
Mansueto Joseph D13G/A37.50%14.9M shares+1.30 ppfrom 36.20%Feb 12, 20253 filingsFeb 12, 2026SEC
Mansueto Daniel13G/A9.50%3.76M shares+1.30 ppfrom 8.20%Nov 12, 20252 filingsFeb 12, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

6 Schedule 13D and 13G filings on Morningstar, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on MORN
Filed (ET)FilerFormStakeChangeEvent dateFiling
Mar 27, 202610:52 AM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Feb 12, 20264:33 PM ETMansueto Daniel13G/A9.50%3.76M shares+1.30 ppfrom 8.20%Dec 31, 2025SEC
Feb 12, 20264:30 PM ETMansueto Joseph D13G/A37.50%14.9M shares+1.30 ppfrom 36.20%Dec 31, 2025SEC
Nov 12, 20254:18 PM ETMansueto Daniel13G/A8.20%3.42M shares–Sep 30, 2025SEC
Nov 12, 20254:17 PM ETMansueto Joseph D13G/A36.20%15.0M shares+0.40 ppfrom 35.80%Sep 30, 2025SEC
Feb 12, 20254:30 PM ETMansueto Joseph D13G/A35.80%15.4M shares–Dec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Morningstar, Inc. shares.

No Form 144 notices for Morningstar, Inc. are on file.