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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 6 sales; 423 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.

Four kinds of short-selling data, each measuring something different:

  • Short interest: shares sold short and not yet bought back, as of a settlement date. FINRA publishes it twice a month, about eight business days after the settlement date.
  • Daily short volume: shares sold short each day in off-exchange trades reported to FINRA. It counts trades, not open positions, and is published the next day.
  • Fails-to-deliver: shares not delivered by the settlement date. The SEC publishes them twice a month, about two weeks late.
  • ATS (dark pool) volume: weekly volume on alternative trading systems and other off-exchange venues. FINRA publishes it two to four weeks after the week.

More in the glossary.

Short interest

Shares sold short and not yet bought back, from FINRA, on every settlement date in the last two years.

Short interest
1.09M
Shares, settlement Oct 30, 2026
Change
−149.3K
−12.0% vs. Oct 15, 2026
Days to cover
4.51
Short interest ÷ average daily volume
Average daily volume
242.7K
Shares, as reported by FINRA
Short interest by settlement date
Oct 31, 2024: 118,371 sharesNov 15, 2024: 461,040 sharesNov 29, 2024: 481,156 sharesDec 13, 2024: 507,408 sharesDec 31, 2024: 527,372 sharesJan 15, 2025: 569,689 sharesJan 31, 2025: 509,510 sharesFeb 14, 2025: 525,350 sharesFeb 28, 2025: 560,901 sharesMar 14, 2025: 697,585 sharesMar 31, 2025: 245,023 sharesApr 15, 2025: 359,310 sharesApr 30, 2025: 436,252 sharesMay 15, 2025: 550,187 sharesMay 30, 2025: 510,393 sharesJun 13, 2025: 561,668 sharesJun 30, 2025: 487,441 sharesJul 15, 2025: 623,335 sharesJul 31, 2025: 513,657 sharesAug 15, 2025: 654,926 sharesAug 29, 2025: 933,630 sharesSep 15, 2025: 1,067,584 sharesSep 30, 2025: 721,319 sharesOct 15, 2025: 768,870 sharesOct 31, 2025: 655,624 sharesNov 14, 2025: 785,510 sharesNov 28, 2025: 871,311 sharesDec 15, 2025: 823,059 sharesDec 31, 2025: 771,725 sharesJan 15, 2026: 730,290 sharesJan 30, 2026: 739,347 sharesFeb 13, 2026: 1,401,034 sharesFeb 27, 2026: 1,587,239 sharesMar 13, 2026: 1,487,136 sharesMar 31, 2026: 1,370,461 sharesApr 15, 2026: 1,457,028 sharesApr 30, 2026: 1,470,992 sharesMay 15, 2026: 1,707,611 sharesMay 29, 2026: 1,936,111 sharesJun 15, 2026: 1,893,668 sharesJun 30, 2026: 1,671,973 sharesJul 15, 2026: 1,463,478 sharesJul 31, 2026: 1,458,889 sharesAug 14, 2026: 1,535,373 sharesAug 31, 2026: 1,395,887 sharesSep 15, 2026: 1,434,731 sharesSep 30, 2026: 1,424,280 sharesOct 15, 2026: 1,243,745 sharesOct 30, 2026: 1,094,455 shares
Short interest in MORN by settlement date
Settlement dateShort interestChangeChange %Avg. daily volumeDays to cover
Oct 30, 20261.09M−149.3K−12.0%242.7K4.51
Oct 15, 20261.24M−180.5K−12.7%252.5K4.93
Sep 30, 20261.42M−10.5K−0.7%315.7K4.51
Sep 15, 20261.43M+38.8K+2.8%288.1K4.98
Aug 31, 20261.40M−139.5K−9.1%280.1K4.98
Aug 14, 20261.54M+76.5K+5.2%314.8K4.88
Jul 31, 20261.46M−4.59K−0.3%467.5K3.12
Jul 15, 20261.46M−208.5K−12.5%413.1K3.54
Jun 30, 20261.67M−221.7K−11.7%531.5K3.15
Jun 15, 20261.89M−42.4K−2.2%462.1K4.10
May 29, 20261.94M+228.5K+13.4%471.5K4.11
May 15, 20261.71M+236.6K+16.1%600.3K2.84
Apr 30, 20261.47M+14.0K+1.0%509.2K2.89
Apr 15, 20261.46M+86.6K+6.3%483.8K3.01
Mar 31, 20261.37M−116.7K−7.9%501.8K2.73
Mar 13, 20261.49M−100.1K−6.3%520.4K2.86
Feb 27, 20261.59M+186.2K+13.3%631.2K2.51
Feb 13, 20261.40M+661.7K+89.5%939.4K1.49
Jan 30, 2026739.3K+9.06K+1.2%296.4K2.49
Jan 15, 2026730.3K−41.4K−5.4%473.7K1.54
Dec 31, 2025771.7K−51.3K−6.2%412.9K1.87
Dec 15, 2025823.1K−48.3K−5.5%391.0K2.10
Nov 28, 2025871.3K+85.8K+10.9%269.7K3.23
Nov 14, 2025785.5K+129.9K+19.8%430.9K1.82
Oct 31, 2025655.6K−113.2K−14.7%370.3K1.77
Oct 15, 2025768.9K+47.6K+6.6%371.6K2.07
Sep 30, 2025721.3K−346.3K−32.4%584.9K1.23
Sep 15, 20251.07M+134.0K+14.4%350.0K3.05
Aug 29, 2025933.6K+278.7K+42.6%374.6K2.49
Aug 15, 2025654.9K+141.3K+27.5%336.0K1.95
Jul 31, 2025513.7K−109.7K−17.6%338.6K1.52
Jul 15, 2025623.3K+135.9K+27.9%307.3K2.03
Jun 30, 2025487.4K−74.2K−13.2%344.3K1.42
Jun 13, 2025561.7K+51.3K+10.1%167.9K3.35
May 30, 2025510.4K−39.8K−7.2%179.6K2.84
May 15, 2025550.2K+113.9K+26.1%206.7K2.66
Apr 30, 2025436.3K+76.9K+21.4%205.7K2.12
Apr 15, 2025359.3K+114.3K+46.6%211.8K1.70
Mar 31, 2025245.0K−452.6K−64.9%222.1K1.10
Mar 14, 2025697.6K+136.7K+24.4%227.4K3.07
Feb 28, 2025560.9K+35.6K+6.8%170.5K3.29
Feb 14, 2025525.4K+15.8K+3.1%98.7K5.33
Jan 31, 2025509.5K−60.2K−10.6%113.3K4.50
Jan 15, 2025569.7K+42.3K+8.0%112.9K5.04
Dec 31, 2024527.4K+20.0K+3.9%123.6K4.27
Dec 13, 2024507.4K+26.3K+5.5%134.3K3.78
Nov 29, 2024481.2K+20.1K+4.4%145.6K3.30
Nov 15, 2024461.0K+342.7K+289.5%179.6K2.57
Oct 31, 2024118.4K−28.7K−19.5%126.4K1.00

Fails-to-deliver

Shares that weren't delivered by the settlement date, from the SEC, for the last 30 dates with fails. The price is the previous day's closing price published by the SEC.

Fails-to-deliver in MORN by settlement date
Settlement dateSharesPriceValue
Oct 14, 20265$204.37$1.02K
Oct 8, 202610$200.65$2.01K
Oct 7, 202614$195.69$2.74K
Oct 1, 202614$190.04$2.66K
Sep 30, 202614$186.35$2.61K
Sep 29, 202614$191.56$2.68K
Sep 21, 2026395$203.83$80.5K
Sep 11, 202614$193.15$2.70K
Sep 8, 202614$209.40$2.93K
Sep 3, 20262$209.80$419.6
Sep 1, 202614$218.94$3.07K
Aug 31, 202614$217.65$3.05K
Aug 27, 20263,594$212.44$763.5K
Aug 20, 20262$213.65$427.3
Aug 5, 2026395$200.25$79.1K
Jul 29, 202614,557$194.12$2.83M
Jul 22, 2026105$165.70$17.4K
Jul 20, 2026313$172.48$54.0K
Jul 10, 202614$165.55$2.32K
Jul 9, 202614$165.03$2.31K
Jul 7, 202614$166.38$2.33K
Jul 6, 202610$165.94$1.66K
Jul 2, 202614$161.97$2.27K
Jul 1, 202614$156.02$2.18K
Jun 30, 202614$155.85$2.18K
Jun 29, 202614$154.65$2.17K
Jun 26, 202614$141.84$1.99K
Jun 25, 202614$153.23$2.15K
Jun 24, 202611$156.21$1.72K
Jun 22, 2026118$153.68$18.1K

Daily short volume

Off-exchange short-sale volume, not short interest: shares sold short each day in trades reported to FINRA, for the last 30 trading days.

The short volume ratio isn't a sentiment gauge: market makers sell short to fill buy orders and to hedge, so short sales are usually about half of off-exchange volume.

Off-exchange short volume in MORN by trade date
Trade dateShort volumeShort exemptOff-exchange volumeShort volume ratio
Nov 11, 202651,419065,75378.2%
Nov 10, 202641,888065,69063.8%
Nov 9, 202678,2139121,40464.4%
Nov 6, 202661,588897,68663.0%
Nov 5, 2026122,10632191,26463.8%
Nov 4, 202659,811096,18862.2%
Nov 3, 202691,9110129,20571.1%
Nov 2, 202667,574423120,57256.0%
Oct 30, 202645,493075,84260.0%
Oct 29, 202699,925515123,70980.8%
Oct 28, 202656,513086,38665.4%
Oct 27, 202687,2750122,58971.2%
Oct 26, 202698,44121130,55475.4%
Oct 23, 202680,6470124,57164.7%
Oct 22, 202672,1050148,88348.4%
Oct 21, 202643,588065,00067.1%
Oct 20, 202646,1122572,07964.0%
Oct 19, 202630,1231,19242,49470.9%
Oct 16, 202662,2424787,49371.1%
Oct 15, 202650,157071,55970.1%
Oct 14, 202639,302055,61470.7%
Oct 13, 202646,702071,30365.5%
Oct 12, 202644,7691062,87071.2%
Oct 9, 202653,958079,46267.9%
Oct 8, 202695,7960134,77971.1%
Oct 7, 2026144,3490201,52871.6%
Oct 6, 202668,1060108,80862.6%
Oct 5, 202644,8463390,43049.6%
Oct 2, 202648,161064,95074.2%
Oct 1, 202636,8368663,31758.2%

ATS (dark pool) volume

Weekly volume on alternative trading systems (ATS) and other off-exchange (OTC) venues, from FINRA, for the last 12 weeks. ATS share is ATS volume ÷ (ATS + OTC volume), not a share of all trading.

Weekly ATS and OTC volume in MORN
Week ofTierATS sharesATS tradesOther OTC sharesOther OTC tradesATS share
Oct 19, 2026T1389,31617,38286,5205,26481.8%
Oct 12, 2026T1267,83315,918105,6384,57771.7%
Oct 5, 2026T1463,45719,266212,3895,13568.6%
Sep 28, 2026T1343,30418,611126,2675,28873.1%
Sep 21, 2026T1369,71420,078263,1405,58658.4%
Sep 14, 2026T1396,34522,537311,5325,34856.0%
Sep 7, 2026T1379,33224,015127,8783,95874.8%
Aug 31, 2026T1398,23021,397194,3434,90967.2%
Aug 24, 2026T1401,09715,734187,4604,60268.1%
Aug 17, 2026T1426,01220,900137,5285,18775.6%
Aug 10, 2026T1506,16819,401267,7684,99465.4%
Aug 3, 2026T1479,33221,264120,9434,54279.9%