Morningstar Inc

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Morningstar Inc
CIK #0001289419, 0001673385
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)
25201510502011201620212027
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
Tsay Caroline J
Kapoor Kunal
Joynt Stephen
Dunn Daniel Joseph
Landis Gail S
Dubinsky Jason
McGarry Kimberly J
Desmond Bevin
Noonan Jack
Kelly Haywood
Needham Daniel
Maloney Patrick J
Rothschild Tricia
Zentmyer Hugh J
Biehler Stephane
Pinkerton Robert B
Odelbo Catherine Gillis
Phillips Donald James II
Williams David W
Tanner James
Sturm Paul W
Goff Gregory R
Robbins Richard E
Idzorek Thomas
Boruff Christopher P
Cooley Richard Scott
Chen Peng
Kirscher Elizabeth
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
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