Morningstar Inc

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Morningstar Inc
TickerMORN
CIK #0001289419
CUSIP617700109
SectorFinance - Investment Advice
Address22 West Washington Street, Chicago, IL 60602
Source [EDGAR]
CIK Filing 2011 - 2025
[0001289419] 10-K
[0001289419] 10-Q
[0001289419] 3
[0001289419] 4
[0001289419] 5
[0001289419] 8-K
[0001289419] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Mansueto Daniel Morningstar Inc [2024-12-10] 5.6
BlackRock Inc Morningstar Inc [2024-01-29] 5.6
Bank of America Corp /DE/ Morningstar Inc [2023-02-14] 5.3
Vanguard Group Inc Morningstar Inc [2022-02-10] 5.27
Select Equity Group LP Morningstar Inc [2021-02-12] 5.22
[2012-01-10] None
Form 3/4/5 Filer 2011 - 2025
Morningstar, Inc.
Mansueto Joseph D
Kaplan Steven N
Holt Michael
Sutton Doniel
Joynt Stephen
Lyons William M
Kapoor Kunal
Wiersema Conan
Tsay Caroline J
Diamonte Robin
Francis Cheryl A
Landis Gail S
Dunn Daniel Joseph
Dubinsky Jason
McGarry Kimberly J
Desmond Bevin
Noonan Jack
Kelly Haywood
Maloney Patrick J
Rothschild Tricia
Needham Daniel
Zentmyer Hugh J
Pinkerton Robert B
Biehler Stephane
Odelbo Catherine Gillis
Phillips Donald James II
Tanner James
Williams David W
Sturm Paul W
Goff Gregory R
Robbins Richard E
Idzorek Thomas
Boruff Christopher P
Cooley Richard Scott
Chen Peng
Kirscher Elizabeth
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2025-06-30] SOLE 0 2,592,643
BlackRock, Inc. [2025-06-30] SOLE 2,421,255 2,519,454
Morgan Stanley [2025-06-30] DFND 1,939,511 2,072,978
BAMCO Inc /NY/ [2025-06-30] DFND 0 1,295,326
Select Equity Group LP [2025-06-30] SOLE 1,104,637 1,113,301
Bank of America Corp /DE/ [2025-06-30] DFND 2,869 912,053
Millennium Management LLC [2025-06-30] SOLE 811,158 811,158
State Street Corp [2025-06-30] DFND 714,543 784,175
Wellington Management Group LLP [2025-06-30] DFND 0 780,841
Wasatch Advisors LP [2025-06-30] SOLE 492,153 644,799
Geode Capital Management LLC [2025-06-30] DFND 622,107 626,941
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] DFND 0 596,956
Massachusetts Financial Services Co /MA/ [2025-06-30] SOLE 503,724 503,724
Liontrust Investment Partners LLP [2025-06-30] SOLE 391,816 391,816
Goldman Sachs Group Inc [2025-06-30] DFND 368,970 377,483
Norges Bank [2025-06-30] SOLE 296,958 296,958
AQR Capital Management LLC [2025-06-30] DFND 286,648 289,003
Dimensional Fund Advisors LP [2025-06-30] SOLE 254,479 282,022
Invesco Ltd. [2025-06-30] DFND 0 280,923
FMR LLC [2025-06-30] DFND 271,460 273,755
Renaissance Technologies LLC [2025-06-30] SOLE 265,170 265,170
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] SOLE 237,907 251,613
JPMorgan Chase & Co [2025-06-30] DFND 191,220 235,773
Allspring Global Investments Holdings, LLC [2025-06-30] DFND 71,794 208,552
Bank of New York Mellon Corp [2025-06-30] DFND 183,833 198,377
Northern Trust Corp [2025-06-30] DFND 195,156 195,468
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 187,977 193,612
Charles Schwab Investment Management Inc [2025-06-30] SOLE 193,532 193,541
Schroder Investment Management Group [2025-06-30] SOLE 166,898 166,898
M&G Plc [2025-06-30] SOLE 163,887 163,887
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