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| Morningstar Inc
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|---|---|
| CIK # | 0001673385, 0001289419 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Energy Transfer Equity LP | 1.7 | ||
| Enterprise Products Partners L P | 1.6 | ||
| Plains All American Pipeline LP | 1.6 | ||
| Susser Petroleum Partners LP | 1.6 | ||
| Western Gas Equity Partners LP | 1.6 | ||
| MPLX LP | 1.5 | ||
| Hess Midstream LP | 1.2 | ||
| Cheniere Energy Partners LP | 0.6 | ||
| USA Compression Partners LP | 0.5 | ||
| Cameco Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001289419] | |
| 10-Q | [0001289419] | |
| 3 | [0001289419] | |
| 4 | [0001289419] | |
| 5 | [0001289419] | |
| 8-K | [0001289419] | |
| SC 13G | [0001289419] | |
| 13F-HR | [0001673385] | |
| 13F-NT | [0001673385] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Mansueto Daniel | Morningstar Inc | [2024-12-10] |
| BlackRock Inc | Morningstar Inc | [2024-01-29] |
| Bank of America Corp /DE/ | Morningstar Inc | [2023-02-14] |
| Vanguard Group Inc | Morningstar Inc | [2022-02-10] |
| Select Equity Group LP | Morningstar Inc | [2021-02-12] |
| [2012-01-10] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Morningstar Inc | |
| Lyons William M | |
| Mansueto Joseph D | |
| Kaplan Steven N | |
| Francis Cheryl A | |
| Holt Michael | |
| Wiersema Conan | |
| Sutton Doniel | |
| Diamonte Robin | |
| Bramman Anne L | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Morningstar Inc MORN
Common Stock
|
2026-03-04 | Buy | 1,000 | $186.59 | 186,590 |
|
Morningstar Inc MORN
Common Stock
|
2026-03-02 | Sell | 3,122 | $182.32 | 569,203 |
|
Morningstar Inc MORN
Common Stock (Restricted Stock Units)
|
2026-03-01 | Grant | 301 | $0.00 | |
|
Morningstar Inc MORN
Common Stock (Restricted Stock Units)
|
2026-03-01 | Grant | 684 | $0.00 | |
|
Morningstar Inc MORN
Common Stock
|
2026-02-27 | Sell | 200 | $182.92 | 36,584 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-27 | Sell | 7,012 | $181.55 | 1,273,029 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-27 | Sell | 38 | $183.41 | 6,970 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 1,000 | $176.90 | 176,900 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 752 | $179.38 | 134,894 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 121 | $180.86 | 21,884 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 100 | $174.58 | 17,458 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 1,615 | $176.32 | 284,757 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 288 | $182.69 | 52,615 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 160 | $181.81 | 29,090 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 3,014 | $178.61 | 538,331 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-26 | Sell | 200 | $172.92 | 34,584 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-25 | Sell | 3,650 | $164.72 | 601,228 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-25 | Sell | 231 | $172.16 | 39,769 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-25 | Sell | 1,102 | $165.43 | 182,304 |
|
Morningstar Inc MORN
Common Stock
|
2026-02-25 | Sell | 1,395 | $162.32 | 226,436 |
| showing 20 of 200 most recent transactions | |||||