WallStreetZenWallStreetZen

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 Officer2026-03-041,000$186.59
$186.59kBuy
Joseph D. MansuetoExecutive Chairman2026-03-023,122$182.32
$569.19kSell
Joseph D. MansuetoExecutive Chairman2026-02-277,012$181.55
$1.27MSell
Joseph D. MansuetoExecutive Chairman2026-02-2738$183.41
$6.97kSell
Joseph D. MansuetoExecutive Chairman2026-02-27200$182.92
$36.58kSell
Joseph D. MansuetoExecutive Chairman2026-02-263,014$178.61
$538.33kSell
Joseph D. MansuetoExecutive Chairman2026-02-261,000$176.90
$176.90kSell
Joseph D. MansuetoExecutive Chairman2026-02-261,615$176.32
$284.76kSell
Joseph D. MansuetoExecutive Chairman2026-02-26200$172.92
$34.58kSell
Joseph D. MansuetoExecutive Chairman2026-02-26100$174.58
$17.46kSell

1 of 26

MORN insiders have sold more... subscribe to Premium to read more.
Net Insider Buy/Sell (L12M) Ownership

Be the first to know when MORN insiders and whales buy or sell their stock.

MORN Shareholders

What type of owners hold Morningstar Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Joseph D. Mansueto21.32%8,438,232$1.55BInsider
Vanguard Group Inc6.00%2,374,364$436.24MInstitution
Blackrock Inc5.97%2,363,201$434.19MInstitution
Morgan Stanley5.07%2,006,325$368.62MInstitution
Select Equity Group LP3.85%1,522,492$279.73MInstitution
Bamco Inc3.14%1,241,794$228.15MInstitution
Wellington Management Group LLP2.87%1,136,213$208.76MInstitution
Aqr Capital Management LLC2.27%900,297$165.41MInstitution
State Street Corp1.89%746,907$137.23MInstitution
Geode Capital Management LLC1.51%596,982$109.68MInstitution

1 of 3

MORN vs Financial Datum & Stock Exchange Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
MORN64.37%28.55%Net SellingNet Selling
FDS81.05%18.95%Net BuyingNet Selling
VALU5.50%92.02%
MSCI83.46%16.54%Net BuyingNet Selling
COIN55.82%15.99%Net SellingNet Selling
View Top Financial Datum & Stock Exchange Stocks

Morningstar Stock Ownership FAQ

Who owns Morningstar?

Morningstar (NASDAQ: MORN) is owned by 64.37% institutional shareholders, 28.55% Morningstar insiders, and 7.08% retail investors. Joseph D. Mansueto is the largest individual Morningstar shareholder, owning 8.44M shares representing 22.19% of the company. Joseph D. Mansueto's Morningstar shares are currently valued at $1.58B.

If you're new to stock investing, here's how to buy Morningstar stock.
©2026 WallStreetZen
Company
AboutNewsBlogStock Investing FAQPlansPrivacy PolicyTerms of ServiceCancellation & RefundsPerformanceHelp GuidesContactTwitterYouTubeNewsletter
Stock Tools
Top Performing AnalystsStock ScreenerStock ForecastTrending StocksStrong Buy StocksHighest Earnings StocksBest Dividend Paying StocksStatisticsStock Market SectorsStock Market IndustriesHow to Buy Stocks Online
Stock Ideas
Buy The DipBiggest Stock Gainers TodayBiggest Stock Losers Today52 Week High Stocks52 Week Low StocksMost Active Stocks TodayMost Undervalued StocksBest Penny Stocks to Buy NowBest Stocks Under $5Best Stocks Under $10
WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.