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

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

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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. Mansueto21.32%8,438,232$1.55BInsider
Vanguard Group Inc6.00%2,374,364$435.01MInstitution
Blackrock Inc5.97%2,363,201$432.96MInstitution
Morgan Stanley5.07%2,006,325$367.58MInstitution
Select Equity Group LP3.85%1,522,492$278.94MInstitution
Bamco Inc3.14%1,241,794$227.51MInstitution
Wellington Management Group LLP2.87%1,136,213$208.17MInstitution
Aqr Capital Management LLC2.27%900,297$164.94MInstitution
State Street Corp1.89%746,907$136.84MInstitution
Geode Capital Management LLC1.51%596,982$109.37MInstitution

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MORN vs Financial Datum & Stock Exchange Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
MORN61.84%27.43%Net SellingNet Selling
FDS81.05%18.95%Net BuyingNet Buying
VALU5.49%91.99%
MSCI83.45%16.55%Net BuyingNet Buying
NDAQ56.38%43.62%Net SellingNet Selling

Morningstar Stock Ownership FAQ

Who owns Morningstar?

Morningstar (NASDAQ: MORN) is owned by 61.84% institutional shareholders, 27.43% Morningstar insiders, and 10.73% retail investors. Joseph D. Mansueto is the largest individual Morningstar shareholder, owning 8.44M shares representing 21.32% of the company. Joseph D. Mansueto's Morningstar shares are currently valued at $1.55B.

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