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| Keyboard |
| Morningstar Inc | |
|---|---|
| Ticker | MORN |
| CIK # | 0001289419 |
| CUSIP | 617700109 |
| Sector | Finance - Investment Advice |
| Address | 22 West Washington Street, Chicago, IL 60602 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [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 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Holt Michael
Common Stock
|
2026-03-04 | Buy | 1,000 | $186.59 | 186,590 |
|
Mansueto Joseph D
Common Stock
|
2026-03-02 | Sell | 3,122 | $182.32 | 569,203 |
|
Holt Michael
Common Stock (Restricted Stock Units)
|
2026-03-01 | Grant | 684 | $0.00 | |
|
Wiersema Conan
Common Stock (Restricted Stock Units)
|
2026-03-01 | Grant | 301 | $0.00 | |
|
Mansueto Joseph D
Common Stock
|
2026-02-27 | Sell | 7,012 | $181.55 | 1,273,029 |
|
Mansueto Joseph D
Common Stock
|
2026-02-27 | Sell | 38 | $183.41 | 6,970 |
|
Mansueto Joseph D
Common Stock
|
2026-02-27 | Sell | 200 | $182.92 | 36,584 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 1,000 | $176.90 | 176,900 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 200 | $172.92 | 34,584 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 1,615 | $176.32 | 284,757 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 121 | $180.86 | 21,884 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 100 | $174.58 | 17,458 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 160 | $181.81 | 29,090 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 288 | $182.69 | 52,615 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 752 | $179.38 | 134,894 |
|
Mansueto Joseph D
Common Stock
|
2026-02-26 | Sell | 3,014 | $178.61 | 538,331 |
|
Mansueto Joseph D
Common Stock
|
2026-02-25 | Sell | 1,102 | $165.43 | 182,304 |
|
Mansueto Joseph D
Common Stock
|
2026-02-25 | Sell | 78 | $167.22 | 13,043 |
|
Mansueto Joseph D
Common Stock
|
2026-02-25 | Sell | 130 | $169.71 | 22,062 |
|
Mansueto Joseph D
Common Stock
|
2026-02-25 | Sell | 1,395 | $162.32 | 226,436 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 442 | 23,438,091 |
| 2025-12-31 | 475 | 23,973,853 |
| 2025-09-30 | 453 | 24,808,683 |
| 2025-06-30 | 481 | 25,200,042 |
| 2025-03-31 | 467 | 24,856,014 |
| 2024-12-31 | 453 | 24,757,611 |
| 2024-09-30 | 414 | 25,260,304 |
| 2024-06-30 | 395 | 25,229,168 |
| 2024-03-31 | 389 | 28,852,351 |
| 2023-12-31 | 355 | 26,455,031 |
| 2023-09-30 | 326 | 25,351,910 |
| 2023-06-30 | 295 | 23,900,858 |