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MORN · NASDAQ · Financial - Data & Stock Exchanges

Morningstar (MORN)

Provides investment data, research, ratings, and software across public and private markets.

$195.23
After hours0.00 (0.00%)
At close$195.23(−3.10%)

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13F · 13D/G · Form 4

Institutions65.24%24.47M shares
426 holders · as of Jun 30, 2026
Insiders48.53%18.21M shares
10 holders · as of Sep 2, 2026
Adds to113.77%

37.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 113.77%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Joseph D. Mansueto1Insiderdirector, 10 percent owner, officer: Executive Chairman
38.93%14.91Mfiled Aug 24, 2026
Bamco Inc /NY/Institution
9.33%3.50Mas of Jun 30, 2026
Daniel Mansueto2,3Insider10 percent owner
9.01%3.76Mfiled Aug 26, 2026
BlackRock, Inc.Institution
5.55%2.08Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
3.98%1.49Mas of Jun 30, 2026
Morgan StanleyInstitution
3.96%1.48Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
3.48%1.30Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.53%950,075as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.38%894,406as of Jun 30, 2026
State Street CorpInstitution
1.91%716,473as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.54%578,315as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.50%561,857as of Jun 30, 2026
Los Angeles Capital Management LLCInstitution
1.49%557,955as of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.29%484,249as of Jun 30, 2026
Jane Street Group, LLCInstitution
1.15%431,301as of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
1.12%420,742as of Jun 30, 2026
Kensico Capital Management CorpInstitution
0.76%284,100as of Jun 30, 2026
Invesco Ltd.Institution
0.69%259,287as of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
0.65%244,324as of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.64%238,770as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.63%236,316as of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.62%232,481as of Jun 30, 2026
Copeland Capital Management, LLCInstitution
0.61%229,546as of Jun 30, 2026
UBS Group AGInstitution
0.56%209,075as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.55%206,136as of Jun 30, 2026
  1. Joseph D. Mansueto's transaction reports restate only vehicles that traded; the 2026 ownership statement (14.91M) less the 305.3K net shares sold since is used instead.
  2. Daniel Mansueto's transaction reports restate only vehicles that traded; the 2026 ownership statement (3.76M) less the 377.0K net shares sold since is used instead.
  3. Daniel Mansueto reports a block also reported by Bamco Inc /NY/; it is counted once, under Bamco Inc /NY/.

13F, as of Jun 30, 2026

426 holders · 24.47M shares · 69 new positions · 200 increased · 172 reduced · 98 closed

HolderShares% outstandingChg q/qFiled
Bamco Inc /NY/3.50M9.33%+2.74MAug 14, 2026
BlackRock, Inc.2.08M5.55%−256.5KAug 7, 2026
Wellington Management Group LLP1.49M3.98%−169.4KAug 14, 2026
Morgan Stanley1.48M3.96%−246.4KAug 13, 2026
AQR Capital Management LLC1.30M3.48%+680.8KAug 14, 2026
Vanguard Portfolio Management LLC950.1K2.53%−101.7KAug 13, 2026
Vanguard Capital Management LLC894.4K2.38%−95.1KAug 13, 2026
State Street Corp716.5K1.91%−19.1KAug 7, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Joseph D. Mansueto37.50%14.91M13GFeb 12, 2026
Daniel Mansueto9.50%3.76M13GFeb 12, 2026
Bamco Inc /NY/8.50%3.23M13GAug 14, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 24, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 6 lots5,659$218.847,938,192
Aug 21, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 2 lots4,095$216.757,943,851
Aug 20, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 5 lots7,250$214.167,947,946
Aug 19, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 7 lots6,594$213.757,955,196
Aug 18, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 6 lots7,906$210.267,960,570
Aug 17, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 2 lots7,250$207.047,969,696
Aug 14, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 4 lots7,250$206.887,976,946
Aug 13, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 8 lots7,250$197.927,984,196
Aug 12, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale · 4 lots7,250$195.277,991,446
Aug 11, 2026
Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman
Sale974$200.327,998,696

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. April Delaney · MD06Sale$1,001 – $15,000May 6, 2026Jun 8, 2026
Rep. April Delaney · MD06Sale$1,001 – $15,000May 4, 2026Jun 8, 2026
Rep. April Delaney · MD06Sale$1,001 – $15,000Apr 30, 2026May 7, 2026
Rep. April Delaney · MD06Sale$1,001 – $15,000Apr 17, 2026May 7, 2026
Rep. April Delaney · MD06Sale$1,001 – $15,000Apr 16, 2026May 7, 2026