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

Insider buying vs selling

Have Morningstar Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
William M. LyonsDirector2026-05-27700$179.00
$125.30kSell
Joseph D. MansuetoExecutive Chairman2026-05-22227$179.52
$40.75kSell
Joseph D. MansuetoExecutive Chairman2026-05-22317$174.09
$55.19kSell
Joseph D. MansuetoExecutive Chairman2026-05-22741$176.30
$130.64kSell
Joseph D. MansuetoExecutive Chairman2026-05-22578$177.08
$102.35kSell
Joseph D. MansuetoExecutive Chairman2026-05-22293$178.39
$52.27kSell
Joseph D. MansuetoExecutive Chairman2026-05-22114$174.98
$19.95kSell
Joseph D. MansuetoExecutive Chairman2026-05-211,935$172.88
$334.51kSell
Joseph D. MansuetoExecutive Chairman2026-05-21234$174.07
$40.73kSell
Joseph D. MansuetoExecutive Chairman2026-05-215,081$172.33
$875.59kSell

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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. Mansueto21.94%8,343,492$1.46BInsider
Blackrock Inc6.15%2,338,218$409.70MInstitution
Morgan Stanley4.55%1,730,549$303.23MInstitution
Wellington Management Group LLP4.37%1,662,405$291.29MInstitution
Vanguard Portfolio Management LLC2.77%1,051,820$184.30MInstitution
Vanguard Capital Management LLC2.60%989,467$173.37MInstitution
Two Sigma Investments LP2.26%859,459$150.59MInstitution
Bamco Inc2.00%759,515$133.08MInstitution
State Street Corp1.93%735,574$128.89MInstitution
Los Angeles Capital Management LLC1.70%645,384$113.08MInstitution

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MORN vs Financial Datum & Stock Exchange Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
MORN61.97%28.36%Net SellingNet Selling
FDS81.62%18.38%Net Buying
VALU5.42%92.02%Net BuyingNet Buying
COIN54.13%16.03%Net SellingNet Selling
MSCI83.00%17.00%Net BuyingNet Selling

Morningstar Stock Ownership FAQ

Who owns Morningstar?

Morningstar (NASDAQ: MORN) is owned by 61.97% institutional shareholders, 28.36% Morningstar insiders, and 9.67% retail investors. Joseph D. Mansueto is the largest individual Morningstar shareholder, owning 8.34M shares representing 21.94% of the company. Joseph D. Mansueto's Morningstar shares are currently valued at $1.46B.

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