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NASDAQ: MORN
Morningstar Inc Stock Ownership - Who owns Morningstar?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Morningstar Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Michael HoltChief Financial Officer2025-09-0149$262.42
$12.86kSell
Conan WiersemaCAO PAO2025-09-0120$262.42
$5.25kSell
Joseph D. MansuetoExecutive Chairman2025-08-27130$263.07
$34.20kSell
Joseph D. MansuetoExecutive Chairman2025-08-275,806$260.14
$1.51MSell
Joseph D. MansuetoExecutive Chairman2025-08-2748$261.45
$12.55kSell
Joseph D. MansuetoExecutive Chairman2025-08-27505$264.01
$133.33kSell
Joseph D. MansuetoExecutive Chairman2025-08-27216$265.12
$57.27kSell
Joseph D. MansuetoExecutive Chairman2025-08-26100$261.67
$26.17kSell
Joseph D. MansuetoExecutive Chairman2025-08-263,432$260.48
$893.98kSell
Joseph D. MansuetoExecutive Chairman2025-08-251,528$263.10
$402.01kSell

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Net Insider Buy/Sell (L12M) Ownership

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MORN Shareholders

What type of owners hold Morningstar Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Joseph D. Mansueto22.79%9,612,836$2.47BInsider
Vanguard Group Inc6.24%2,633,801$677.26MInstitution
Blackrock Inc5.97%2,519,517$647.87MInstitution
Morgan Stanley4.91%2,072,978$533.05MInstitution
Bamco Inc3.07%1,295,326$333.08MInstitution
Select Equity Group LP2.64%1,113,301$286.27MInstitution
Bank Of America Corp2.16%912,053$234.53MInstitution
Kayne Anderson Rudnick Investment Management LLC2.01%848,569$218.20MInstitution
Millennium Management LLC1.92%811,158$208.58MInstitution
State Street Corp1.86%784,175$201.64MInstitution

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MORN vs Financial Datum & Stock Exchange Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
MORN60.75%28.51%Net SellingNet Selling
FDS80.84%19.16%Net SellingNet Selling
VALU5.63%91.80%
MSCI84.27%15.73%Net SellingNet Buying
NDAQ60.43%39.57%Net SellingNet Selling
View Top Financial Datum & Stock Exchange Stocks

Morningstar Stock Ownership FAQ

Who owns Morningstar?

Morningstar (NASDAQ: MORN) is owned by 60.75% institutional shareholders, 28.51% Morningstar insiders, and 10.73% retail investors. Joseph D. Mansueto is the largest individual Morningstar shareholder, owning 9.61M shares representing 22.79% of the company. Joseph D. Mansueto's Morningstar shares are currently valued at $2.47B.

If you're new to stock investing, here's how to buy Morningstar stock.
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