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MORN Insider Trading

Insider Ownership Percentage: 36.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $70,551,180.17

Morningstar Insider Trading History Chart

This chart shows the insider buying and selling history at Morningstar by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Morningstar Share Price & Price History

Current Price: $180.39
Price Change: ▼ Price Decrease of -17.9 (-9.03%)
As of 02/3/2026 05:00 PM ET

This chart shows the closing price history over time for MORN up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Morningstar Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/29/2025Caroline J. TsayDirectorSell600$218.48$131,088.003,745View SEC Filing Icon  
11/25/2025Joseph D MansuetoChairmanSell1,286$213.12$274,072.328,600,815View SEC Filing Icon  
11/24/2025Joseph D MansuetoChairmanSell316$211.99$66,988.848,602,101View SEC Filing Icon  
11/20/2025Joseph D MansuetoChairmanSell7,250$210.89$1,528,952.508,609,667View SEC Filing Icon  
11/18/2025Joseph D MansuetoChairmanSell7,250$208.29$1,510,102.508,624,167View SEC Filing Icon  
11/17/2025Joseph D MansuetoChairmanSell1,070$211.12$225,898.408,631,417View SEC Filing Icon  
11/14/2025Joseph D MansuetoChairmanSell6,969$213.32$1,486,627.088,632,487View SEC Filing Icon  
11/13/2025Joseph D MansuetoChairmanSell6,848$215.30$1,474,374.408,639,456View SEC Filing Icon  
11/12/2025Joseph D MansuetoChairmanSell7,250$215.03$1,558,967.508,646,304View SEC Filing Icon  
11/6/2025Joseph D MansuetoChairmanSell4,093$211.61$866,119.738,675,304View SEC Filing Icon  
11/5/2025Joseph D MansuetoChairmanSell7,250$211.03$1,529,967.508,679,397View SEC Filing Icon  
11/4/2025Joseph D MansuetoChairmanSell6,918$213.72$1,478,514.968,686,647View SEC Filing Icon  
11/3/2025Joseph D MansuetoChairmanSell7,250$211.95$1,536,637.508,693,565View SEC Filing Icon  
8/27/2025Joseph D MansuetoChairmanSell6,705$260.65$1,747,658.259,312,836View SEC Filing Icon  
8/26/2025Joseph D MansuetoChairmanSell3,532$260.52$920,156.649,319,541View SEC Filing Icon  
8/25/2025Joseph D MansuetoChairmanSell1,644$263.15$432,618.609,323,073View SEC Filing Icon  
8/22/2025Joseph D MansuetoChairmanSell7,250$263.99$1,913,927.509,324,717View SEC Filing Icon  
8/21/2025Joseph D MansuetoChairmanSell1,014$261.42$265,079.889,331,967View SEC Filing Icon  
8/20/2025Joseph D MansuetoChairmanSell7,250$260.30$1,887,175.009,332,981View SEC Filing Icon  
8/18/2025Joseph D MansuetoChairmanSell7,250$258.08$1,871,080.009,347,481View SEC Filing Icon  
8/15/2025Joseph D MansuetoChairmanSell7,250$258.65$1,875,212.509,354,731View SEC Filing Icon  
8/14/2025Joseph D MansuetoChairmanSell3,944$260.28$1,026,544.329,361,981View SEC Filing Icon  
8/12/2025Joseph D MansuetoChairmanSell7,250$256.50$1,859,625.009,373,175View SEC Filing Icon  
8/11/2025Joseph D MansuetoChairmanSell6,764$260.28$1,760,533.929,380,425View SEC Filing Icon  
8/8/2025Joseph D MansuetoChairmanSell7,068$261.34$1,847,151.129,387,189View SEC Filing Icon  
8/7/2025Joseph D MansuetoChairmanSell7,250$261.21$1,893,772.509,394,257View SEC Filing Icon  
8/6/2025Joseph D MansuetoChairmanSell4,311$261.67$1,128,059.379,401,507View SEC Filing Icon  
8/5/2025Joseph D MansuetoChairmanSell394$270.39$106,533.669,405,818View SEC Filing Icon  
8/4/2025Joseph D MansuetoChairmanSell6,624$272.77$1,806,828.489,406,212View SEC Filing Icon  
5/27/2025Joseph D MansuetoChairmanSell1,246$306.52$381,923.929,427,836View SEC Filing Icon  
5/23/2025Joseph D MansuetoChairmanSell1,296$305.80$396,316.809,429,082View SEC Filing Icon  
5/22/2025Joseph D MansuetoChairmanSell7,250$306.43$2,221,617.509,430,378View SEC Filing Icon  
5/20/2025Joseph D MansuetoChairmanSell5,103$310.08$1,582,338.249,437,628View SEC Filing Icon  
5/19/2025Joseph D MansuetoChairmanSell7,250$309.86$2,246,485.009,442,731View SEC Filing Icon  
5/16/2025Caroline J. TsayDirectorSell200$309.84$61,968.004,345View SEC Filing Icon  
5/15/2025Joseph D MansuetoChairmanSell7,250$306.12$2,219,370.009,457,231View SEC Filing Icon  
5/14/2025Joseph D MansuetoChairmanSell2,412$306.67$739,688.049,464,481View SEC Filing Icon  
5/13/2025Joseph D MansuetoChairmanSell7,062$309.95$2,188,866.909,466,893View SEC Filing Icon  
5/7/2025Joseph D MansuetoChairmanSell7,250$297.25$2,155,062.509,495,705View SEC Filing Icon  
5/5/2025Joseph D MansuetoChairmanSell7,250$295.15$2,139,837.509,506,166View SEC Filing Icon  
3/13/2025Joseph D MansuetoChairmanSell2$287.10$574.2010,029,206View SEC Filing Icon  
3/11/2025Joseph D MansuetoChairmanSell9,062$282.25$2,557,749.5010,038,270View SEC Filing Icon  
3/5/2025Joseph D MansuetoChairmanSell9,062$301.10$2,728,568.2010,047,332View SEC Filing Icon  
2/26/2025Joseph D MansuetoChairmanSell4,080$323.46$1,319,716.8010,072,938View SEC Filing Icon  
2/24/2025Joseph D MansuetoChairmanSell9,062$323.03$2,927,297.8610,085,626View SEC Filing Icon  
2/20/2025Joseph D MansuetoChairmanSell8,393$327.89$2,751,980.7710,096,098View SEC Filing Icon  
2/18/2025Joseph D MansuetoChairmanSell9,062$326.86$2,962,005.3210,109,617View SEC Filing Icon  
2/12/2025Joseph D MansuetoChairmanSell1,280$320.57$410,329.6010,130,378View SEC Filing Icon  
2/10/2025Joseph D MansuetoChairmanSell1,695$325.53$551,773.3510,131,658View SEC Filing Icon  
2/7/2025Joseph D MansuetoChairmanSell2,495$326.44$814,467.8010,133,353View SEC Filing Icon  
2/5/2025Joseph D MansuetoChairmanSell3,635$325.44$1,182,974.4010,142,694View SEC Filing Icon  
2/3/2025Joseph D MansuetoChairmanSell1,716$327.89$562,659.2410,151,120View SEC Filing Icon  
12/13/2024Jason DubinskyCFOSell3,223$352.88$1,137,332.2417,304View SEC Filing Icon  
11/26/2024Joseph D MansuetoChairmanSell9,062$355.22$3,219,003.6410,738,224View SEC Filing Icon  
11/18/2024Joseph D MansuetoChairmanSell275$336.67$92,584.2510,788,103View SEC Filing Icon  
11/15/2024Joseph D MansuetoChairmanSell118$342.13$40,371.3410,788,378View SEC Filing Icon  
11/13/2024Joseph D MansuetoChairmanSell3,825$351.05$1,342,766.2510,791,380View SEC Filing Icon  
11/11/2024Joseph D MansuetoChairmanSell7,222$349.67$2,525,316.7410,801,361View SEC Filing Icon  
11/8/2024Joseph D MansuetoChairmanSell9,062$348.45$3,157,653.9010,808,583View SEC Filing Icon  
11/4/2024Joseph D MansuetoChairmanSell9,062$329.45$2,985,475.9010,836,656View SEC Filing Icon  
11/1/2024Joseph D MansuetoChairmanSell9,062$328.22$2,974,329.6410,845,718View SEC Filing Icon  
10/30/2024William M. LyonsDirectorSell750$331.88$248,910.0012,840View SEC Filing Icon  
9/30/2024William M. LyonsDirectorSell750$316.48$237,360.0013,590View SEC Filing Icon  
9/9/2024Joseph D MansuetoChairmanSell8,056$305.95$2,464,733.2010,517,257View SEC Filing Icon  
9/5/2024Joseph D MansuetoChairmanSell54$312.55$16,877.7010,525,738View SEC Filing Icon  
9/3/2024Joseph D MansuetoChairmanSell721$312.94$225,629.7410,532,253View SEC Filing Icon  
8/30/2024William M. LyonsDirectorSell750$311.60$233,700.0014,340View SEC Filing Icon  
8/29/2024Joseph D MansuetoChairmanSell6,110$312.18$1,907,419.8010,539,718View SEC Filing Icon  
8/27/2024Joseph D MansuetoChairmanSell5,724$311.27$1,781,709.4810,551,498View SEC Filing Icon  
8/21/2024Joseph D MansuetoChairmanSell6,209$312.12$1,937,953.0810,574,707View SEC Filing Icon  
8/19/2024Joseph D MansuetoChairmanSell3,838$315.90$1,212,424.2010,581,130View SEC Filing Icon  
8/14/2024Joseph D MansuetoChairmanSell5,257$310.37$1,631,615.0910,599,799View SEC Filing Icon  
8/12/2024Joseph D MansuetoChairmanSell5,149$305.30$1,571,989.7010,610,555View SEC Filing Icon  
8/8/2024Joseph D MansuetoChairmanSell5,117$304.70$1,559,149.9010,620,679View SEC Filing Icon  
8/6/2024Joseph D MansuetoChairmanSell9,062$302.64$2,742,523.6810,631,706View SEC Filing Icon  
8/1/2024Joseph D MansuetoChairmanSell1,144$317.03$362,682.3210,640,768View SEC Filing Icon  
7/31/2024Daniel Joseph DunnCROSell1,600$320.89$513,424.0012,967View SEC Filing Icon  
7/2/2024Jason DubinskyCFOSell3,400$300.11$1,020,374.0020,181View SEC Filing Icon  
6/28/2024William M. LyonsDirectorSell750$294.21$220,657.5015,840View SEC Filing Icon  
6/24/2024Caroline J. TsayDirectorSell290$296.98$86,124.203,925View SEC Filing Icon  
6/5/2024Joseph D MansuetoChairmanSell397$294.77$117,023.6910,641,912View SEC Filing Icon  
6/4/2024William M. LyonsDirectorSell750$289.07$216,802.5016,590View SEC Filing Icon  
6/3/2024Joseph D MansuetoChairmanSell9,062$289.22$2,620,911.6410,648,928View SEC Filing Icon  
5/30/2024Joseph D MansuetoChairmanSell5,869$287.16$1,685,342.0410,662,525View SEC Filing Icon  
5/28/2024Joseph D MansuetoChairmanSell236$296.65$70,009.4010,668,489View SEC Filing Icon  
5/24/2024Joseph D MansuetoChairmanSell5,082$296.99$1,509,303.1810,668,725View SEC Filing Icon  
5/22/2024Joseph D MansuetoChairmanSell5,023$300.17$1,507,753.9110,674,922View SEC Filing Icon  
5/20/2024Joseph D MansuetoChairmanSell5,234$300.00$1,570,200.0010,687,931View SEC Filing Icon  
5/17/2024Joseph D MansuetoChairmanSell4,285$299.50$1,283,357.5010,693,165View SEC Filing Icon  
5/15/2024Joseph D MansuetoChairmanSell4,804$301.10$1,446,484.4010,703,512View SEC Filing Icon  
5/13/2024Joseph D MansuetoChairmanSell1,558$298.17$464,548.8610,712,997View SEC Filing Icon  
5/10/2024Joseph D MansuetoChairmanSell5,063$299.03$1,513,988.8910,714,555View SEC Filing Icon  
5/10/2024Steven N. KaplanDirectorSell1,250$298.13$372,662.5043,177View SEC Filing Icon  
5/8/2024Joseph D MansuetoChairmanSell134$300.43$40,257.6210,726,348View SEC Filing Icon  
5/6/2024Joseph D MansuetoChairmanSell7,486$298.30$2,233,073.8010,733,826View SEC Filing Icon  
5/3/2024Joseph D MansuetoChairmanSell8,954$294.34$2,635,520.3610,741,312View SEC Filing Icon  
5/1/2024Joseph D MansuetoChairmanSell8,325$286.72$2,386,944.0010,758,587View SEC Filing Icon  
3/11/2024Joseph D MansuetoChairmanSell1,297$307.69$399,073.9310,775,526View SEC Filing Icon  
3/11/2024Steven N. KaplanDirectorSell1,250$306.81$383,512.5044,427View SEC Filing Icon  
3/8/2024Joseph D MansuetoChairmanSell4,675$311.07$1,454,252.2510,776,823View SEC Filing Icon  
3/4/2024Joseph D MansuetoChairmanSell9,861$303.17$2,989,559.3710,811,730View SEC Filing Icon  
3/1/2024Joseph D MansuetoChairmanSell6,025$298.38$1,797,739.5010,821,591View SEC Filing Icon  
2/28/2024Joseph D MansuetoChairmanSell9,935$296.94$2,950,098.9010,832,014View SEC Filing Icon  
2/26/2024Joseph D MansuetoChairmanSell6,198$298.80$1,851,962.4010,852,973View SEC Filing Icon  
2/23/2024Joseph D MansuetoChairmanSell12,650$298.12$3,771,218.0010,859,171View SEC Filing Icon  
2/21/2024Joseph D MansuetoChairmanSell3,748$272.65$1,021,892.2010,883,563View SEC Filing Icon  
2/16/2024Joseph D MansuetoChairmanSell1,367$277.60$379,479.2010,891,487View SEC Filing Icon  
2/14/2024Joseph D MansuetoChairmanSell8,993$275.94$2,481,528.4210,899,717View SEC Filing Icon  
2/12/2024Joseph D MansuetoChairmanSell7,481$282.08$2,110,240.4810,908,710View SEC Filing Icon  
2/9/2024Joseph D MansuetoChairmanSell7,668$278.69$2,136,994.9210,916,191View SEC Filing Icon  
2/7/2024Joseph D MansuetoChairmanSell7,470$277.23$2,070,908.1010,927,151View SEC Filing Icon  
2/1/2024Joseph D MansuetoChairmanSell6,926$279.39$1,935,055.1410,934,986View SEC Filing Icon  
11/27/2023Joseph D MansuetoChairmanSell6,257$277.17$1,734,252.6911,342,505View SEC Filing Icon  
11/24/2023Joseph D MansuetoChairmanSell6,555$275.86$1,808,262.3011,348,762View SEC Filing Icon  
11/22/2023Joseph D MansuetoChairmanSell12,650$275.77$3,488,490.5011,355,317View SEC Filing Icon  
11/20/2023Joseph D MansuetoChairmanSell11,693$271.95$3,179,911.3511,380,617View SEC Filing Icon  
11/17/2023Joseph D MansuetoChairmanSell10,328$271.00$2,798,888.0011,392,310View SEC Filing Icon  
11/15/2023Joseph D MansuetoChairmanSell7,776$269.04$2,092,055.0411,415,288View SEC Filing Icon  
11/14/2023Robin DiamonteDirectorSell400$268.91$107,564.008,935View SEC Filing Icon  
11/13/2023Joseph D MansuetoChairmanSell8,624$265.56$2,290,189.4411,435,673View SEC Filing Icon  
11/10/2023Joseph D MansuetoChairmanSell9,525$263.82$2,512,885.5011,444,297View SEC Filing Icon  
11/8/2023Joseph D MansuetoChairmanSell6,726$262.05$1,762,548.3011,456,472View SEC Filing Icon  
11/6/2023Joseph D MansuetoChairmanSell11,334$262.98$2,980,615.3211,471,495View SEC Filing Icon  
11/3/2023Joseph D MansuetoChairmanSell9,376$262.61$2,462,231.3611,482,829View SEC Filing Icon  
11/1/2023Joseph D MansuetoChairmanSell12,650$254.85$3,223,852.5011,504,855View SEC Filing Icon  
9/5/2023Gail S. LandisDirectorSell580$250.00$145,000.005,147View SEC Filing Icon  
9/1/2023Joseph D MansuetoChairmanSell11,394$235.22$2,680,096.6811,517,505View SEC Filing Icon  
8/30/2023Joseph D MansuetoChairmanSell10,315$226.91$2,340,576.6511,541,549View SEC Filing Icon  
8/28/2023Joseph D MansuetoChairmanSell12,650$225.07$2,847,135.5011,558,479View SEC Filing Icon  
8/25/2023Joseph D MansuetoChairmanSell12,650$221.22$2,798,433.0011,571,129View SEC Filing Icon  
8/23/2023Joseph D MansuetoChairmanSell8,835$218.86$1,933,628.1011,193,914View SEC Filing Icon  
8/21/2023Joseph D MansuetoChairmanSell4,963$215.59$1,069,973.1711,211,558View SEC Filing Icon  
8/18/2023Joseph D MansuetoChairmanSell224$219.39$49,143.3611,216,521View SEC Filing Icon  
8/16/2023Joseph D MansuetoChairmanSell7,799$219.39$1,711,022.6111,229,395View SEC Filing Icon  
8/14/2023Joseph D MansuetoChairmanSell3,050$219.04$668,072.0011,242,697View SEC Filing Icon  
8/11/2023Joseph D MansuetoChairmanSell5,650$219.42$1,239,723.0011,245,747View SEC Filing Icon  
8/9/2023Joseph D MansuetoChairmanSell3,740$220.07$823,061.8011,259,645View SEC Filing Icon  
8/7/2023Joseph D MansuetoChairmanSell8,543$221.31$1,890,651.3311,269,407View SEC Filing Icon  
8/3/2023Joseph D MansuetoChairmanSell9,477$225.05$2,132,798.8511,278,933View SEC Filing Icon  
8/2/2023Daniel Joseph DunnCROSell2,000$224.93$449,860.0012,827View SEC Filing Icon  
8/1/2023Joseph D MansuetoChairmanSell4,695$229.98$1,079,756.1011,288,530View SEC Filing Icon  
7/27/2023Gail S. LandisDirectorSell395$225.00$88,875.005,727View SEC Filing Icon  
7/10/2023Joseph D MansuetoChairmanSell11,684$198.17$2,315,418.2811,293,225View SEC Filing Icon  
7/7/2023Joseph D MansuetoChairmanSell11,218$197.46$2,215,106.2811,304,909View SEC Filing Icon  
7/5/2023Joseph D MansuetoChairmanSell260$195.61$50,858.6011,322,677View SEC Filing Icon  
7/3/2023Joseph D MansuetoChairmanSell6,950$195.81$1,360,879.5011,322,937View SEC Filing Icon  
6/30/2023Joseph D MansuetoChairmanSell12,650$194.47$2,460,045.5011,329,887View SEC Filing Icon  
6/28/2023Joseph D MansuetoChairmanSell7,644$188.15$1,438,218.6011,355,187View SEC Filing Icon  
6/26/2023Joseph D MansuetoChairmanSell240$192.92$46,300.8011,375,481View SEC Filing Icon  
6/23/2023Joseph D MansuetoChairmanSell2,589$195.99$507,418.1111,375,721View SEC Filing Icon  
6/21/2023Joseph D MansuetoChairmanSell5,519$203.03$1,120,522.5711,378,310View SEC Filing Icon  
6/16/2023Joseph D MansuetoChairmanSell4,280$207.38$887,586.4011,383,829View SEC Filing Icon  
6/14/2023Joseph D MansuetoChairmanSell3,423$204.63$700,448.4911,396,582View SEC Filing Icon  
6/12/2023Joseph D MansuetoChairmanSell1$203.58$203.5811,410,544View SEC Filing Icon  
6/9/2023Joseph D MansuetoChairmanSell3,761$205.54$773,035.9411,410,545View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/5/2023Joseph D MansuetoChairmanSell1,081$205.51$222,156.3111,433,358View SEC Filing Icon  
5/30/2023Joseph D MansuetoChairmanSell12,650$203.99$2,580,473.5011,455,575View SEC Filing Icon  
5/15/2023Caroline J. TsayDirectorSell651$191.32$124,549.323,576View SEC Filing Icon  
3/20/2023Joseph D MansuetoChairmanSell7,948$183.63$1,459,491.2411,474,376View SEC Filing Icon  
3/17/2023Joseph D MansuetoChairmanSell503$185.35$93,231.0511,482,324View SEC Filing Icon  
3/14/2023Joseph D MansuetoChairmanSell14,500$189.29$2,744,705.0011,494,411View SEC Filing Icon  
3/10/2023Joseph D MansuetoChairmanSell140$200.56$28,078.4011,508,911View SEC Filing Icon  
3/8/2023Joseph D MansuetoChairmanSell8,620$207.18$1,785,891.6011,514,073View SEC Filing Icon  
3/6/2023Joseph D MansuetoChairmanSell9,748$212.48$2,071,255.0411,523,013View SEC Filing Icon  
3/3/2023Joseph D MansuetoChairmanSell12,893$209.13$2,696,313.0911,532,761View SEC Filing Icon  
3/1/2023Joseph D MansuetoChairmanSell14,500$207.07$3,002,515.0011,555,781View SEC Filing Icon  
2/27/2023Joseph D MansuetoChairmanSell12,982$207.50$2,693,765.0011,582,699View SEC Filing Icon  
2/22/2023Joseph D MansuetoChairmanSell8,491$232.75$1,976,280.2511,604,954View SEC Filing Icon  
2/17/2023Joseph D MansuetoChairmanSell5,347$237.30$1,268,843.1011,613,445View SEC Filing Icon  
2/15/2023Joseph D MansuetoChairmanSell6,362$238.44$1,516,955.2811,620,972View SEC Filing Icon  
2/13/2023Joseph D MansuetoChairmanSell8,859$236.86$2,098,342.7411,630,946View SEC Filing Icon  
2/9/2023Joseph D MansuetoChairmanSell4,140$243.82$1,009,414.8011,639,905View SEC Filing Icon  
2/7/2023Joseph D MansuetoChairmanSell3,916$243.92$955,190.7211,645,542View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Morningstar (NASDAQ:MORN)

57.02% of Morningstar stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at MORN by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Morningstar Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/3/2026Ballentine Partners LLC1,636$0.36M0.0%-15.3%0.004%Search for SEC Filing on Google Icon
2/3/2026Diversify Wealth Management LLC4,168$0.90M0.0%+2.0%0.010%Search for SEC Filing on Google Icon
2/3/2026Sequoia Financial Advisors LLC2,960$0.64M0.0%+179.0%0.007%Search for SEC Filing on Google Icon
2/3/2026Premier Fund Managers Ltd56,272$12.26M0.7%-37.9%0.137%Search for SEC Filing on Google Icon
2/2/2026Alliance Wealth Advisors LLC UT2,246$0.49M0.1%-49.7%0.005%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp7,907$1.72M0.0%+47.9%0.019%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.4,714$1.03M0.0%+64.2%0.011%Search for SEC Filing on Google Icon
2/2/2026Kornitzer Capital Management Inc. KS13,827$3.01M0.1%-40.6%0.034%Search for SEC Filing on Google Icon
2/2/2026Horizon Investments LLC515$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
2/2/2026Fifth Third Bancorp312$68K0.0%-18.8%0.001%Search for SEC Filing on Google Icon
2/2/2026Danske Bank A S300$65K0.0%-88.3%0.001%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer Asset Management Inc.7,304$1.59M0.0%-18.8%0.018%Search for SEC Filing on Google Icon
1/30/2026New York State Teachers Retirement System5,600$1.22M0.0%-5.1%0.014%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D10,278$2.23M0.0%+25.0%0.025%Search for SEC Filing on Google Icon
1/30/2026Cardinal Capital Management13,043$2.83M0.4%-6.2%0.032%Search for SEC Filing on Google Icon
1/30/2026Certuity LLC1,134$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
1/30/2026R Squared Ltd3,241$0.70M0.3%-9.1%0.008%Search for SEC Filing on Google Icon
1/30/2026M&T Bank Corp3,728$0.81M0.0%-48.0%0.009%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank6,453$1.40M0.0%-10.0%0.016%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA3,881$0.84M0.0%+6.4%0.009%Search for SEC Filing on Google Icon
1/29/2026State of Michigan Retirement System5,600$1.22M0.0%-3.4%0.014%Search for SEC Filing on Google Icon
1/29/2026Inscription Capital LLC1,451$0.32M0.0%N/A0.004%Search for SEC Filing on Google Icon
1/29/2026Verdence Capital Advisors LLC1,423$0.31M0.0%+3.9%0.003%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG295,347$64.18M0.0%+88.4%0.718%Search for SEC Filing on Google Icon
1/29/2026Sanctuary Advisors LLC2,378$0.52M0.0%+36.4%0.006%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.2,374,364$515.97M0.0%-9.0%5.773%Search for SEC Filing on Google Icon
1/29/2026Copeland Capital Management LLC105,282$22.88M0.5%+19.8%0.256%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System7,090$1.54M0.0%-12.6%0.017%Search for SEC Filing on Google Icon
1/28/2026WPG Advisers LLC185$40K0.0%+36.0%0.000%Search for SEC Filing on Google Icon
1/28/2026Chicago Partners Investment Group LLC2,283$0.48M0.0%+105.5%0.006%Search for SEC Filing on Google Icon
1/28/2026B. Metzler seel. Sohn & Co. AG5,410$1.18M0.0%+14.4%0.013%Search for SEC Filing on Google Icon
1/28/2026HB Wealth Management LLC3,322$0.72M0.0%+16.1%0.008%Search for SEC Filing on Google Icon
1/28/2026M&T Bank Corp1,672$0.36M0.0%-76.7%0.004%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH8,764$1.91M0.0%+27.7%0.021%Search for SEC Filing on Google Icon
1/27/2026Evergreen Capital Management LLC1,388$0.30M0.0%+9.5%0.003%Search for SEC Filing on Google Icon
1/27/2026Krilogy Financial LLC2,174$0.46M0.0%-5.9%0.005%Search for SEC Filing on Google Icon
1/27/2026Bayforest Capital Ltd219$48K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/26/2026Chicago Capital LLC69,041$15M0.4%-1.4%0.168%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC5,896$1.28M0.0%+91.4%0.014%Search for SEC Filing on Google Icon
1/26/2026Whittier Trust Co.130$28K0.0%-63.4%0.000%Search for SEC Filing on Google Icon
1/26/2026Berkeley Inc17,382$3.78M1.2%N/A0.042%Search for SEC Filing on Google Icon
1/26/2026CWM LLC12,816$2.79M0.0%+17.8%0.031%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC733$0.16M0.0%+75.8%0.002%Search for SEC Filing on Google Icon
1/23/2026Transcend Capital Advisors LLC990$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue16,948$3.68M0.0%-1.7%0.041%Search for SEC Filing on Google Icon
1/23/2026Altfest L J & Co. Inc.1,423$0.31M0.0%N/A0.003%Search for SEC Filing on Google Icon
1/23/2026Gibbs Wealth Management2,434$0.53M0.1%-23.0%0.006%Search for SEC Filing on Google Icon
1/23/2026Diversify Advisory Services LLC1,728$0.37M0.0%+5.3%0.004%Search for SEC Filing on Google Icon
1/22/2026Massachusetts Financial Services Co. MA361,687$78.60M0.0%-19.8%0.879%Search for SEC Filing on Google Icon
1/22/2026V Square Quantitative Management LLC160$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/22/2026Personal CFO Solutions LLC1,704$0.37M0.1%+89.3%0.004%Search for SEC Filing on Google Icon
1/21/2026Oak Thistle LLC3,535$0.77M0.1%N/A0.009%Search for SEC Filing on Google Icon
1/21/2026Yousif Capital Management LLC7,350$1.52M0.0%-3.9%0.018%Search for SEC Filing on Google Icon
1/21/2026Greenleaf Trust1,340$0.29M0.0%N/A0.003%Search for SEC Filing on Google Icon
1/21/2026Azzad Asset Management Inc. ADV1,473$0.32M0.0%N/A0.004%Search for SEC Filing on Google Icon
1/21/2026Aaron Wealth Advisors LLC2,202$0.48M0.0%N/A0.005%Search for SEC Filing on Google Icon
1/21/2026Portside Wealth Group LLC1,909$0.42M0.1%-48.9%0.005%Search for SEC Filing on Google Icon
1/20/2026Signaturefd LLC861$0.19M0.0%+176.8%0.002%Search for SEC Filing on Google Icon
1/20/2026Thurston Springer Miller Herd & Titak Inc.116$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/20/2026Harbor Capital Advisors Inc.2,140$0.47M0.0%+23.8%0.005%Search for SEC Filing on Google Icon
1/16/2026YHB Investment Advisors Inc.9,682$2.10M0.1%-13.7%0.024%Search for SEC Filing on Google Icon
1/16/2026Linden Thomas Advisory Services LLC4,849$1.05M0.1%-4.9%0.012%Search for SEC Filing on Google Icon
1/16/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management948$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/15/2026Frank Rimerman Advisors LLC1,975$0.43M0.0%N/A0.005%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC1,321$0.29M0.0%N/A0.003%Search for SEC Filing on Google Icon
1/15/2026Retirement Systems of Alabama28,629$6.22M0.0%-3.2%0.070%Search for SEC Filing on Google Icon
1/15/2026Barlow Wealth Partners LLC55,533$12.04M1.3%-3.4%0.135%Search for SEC Filing on Google Icon
1/14/2026Cooper Investors PTY Ltd.31,887$6.93M2.3%+2.9%0.078%Search for SEC Filing on Google Icon
1/14/2026Fluent Financial LLC11,691$2.54M1.0%N/A0.028%Search for SEC Filing on Google Icon
1/14/2026Exchange Traded Concepts LLC515$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
1/14/2026Pallas Capital Advisors LLC2,183$0.47M0.0%N/A0.005%Search for SEC Filing on Google Icon
1/13/2026Cadent Capital Advisors LLC955$0.21M0.1%-14.0%0.002%Search for SEC Filing on Google Icon
1/13/2026Norden Group LLC1,922$0.42M0.0%-56.1%0.005%Search for SEC Filing on Google Icon
1/9/2026Congress Asset Management Co.74,541$16.20M0.1%+12.7%0.181%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC15,090$3.28M0.0%+368.3%0.037%Search for SEC Filing on Google Icon
1/8/2026True Wealth Design LLC172$37K0.0%+120.5%0.000%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC11,200$2.42M0.0%+105.8%0.027%Search for SEC Filing on Google Icon
1/8/2026Nordea Investment Management AB76,524$16.67M0.0%-13.1%0.186%Search for SEC Filing on Google Icon
1/7/2026MassMutual Private Wealth & Trust FSB177$38K0.0%+142.5%0.000%Search for SEC Filing on Google Icon
1/7/2026Harbor Investment Advisory LLC197$43K0.0%-46.3%0.000%Search for SEC Filing on Google Icon
1/5/2026Confluence Investment Management LLC71,033$15.44M0.2%+17.9%0.173%Search for SEC Filing on Google Icon
1/5/2026Park Avenue Securities LLC3,922$0.85M0.0%+45.5%0.010%Search for SEC Filing on Google Icon
1/5/2026GAMMA Investing LLC359$78K0.0%+40.2%0.001%Search for SEC Filing on Google Icon
1/1/2026Tudor Investment Corp ET AL9,029$2.10M0.0%-63.3%0.022%Search for SEC Filing on Google Icon
12/9/2025Tudor Investment Corp ET AL9,029$2.10M0.0%-63.3%0.022%Search for SEC Filing on Google Icon
12/2/2025Allworth Financial LP268$62K0.0%+72.9%0.001%Search for SEC Filing on Google Icon
12/2/2025IFP Advisors Inc253$59K0.0%+84.7%0.001%Search for SEC Filing on Google Icon
12/2/2025Swiss Life Asset Management Ltd1,264$0.29M0.0%+76.0%0.003%Search for SEC Filing on Google Icon
11/26/2025JPMorgan Chase & Co.318,478$73.89M0.0%+34.8%0.774%Search for SEC Filing on Google Icon
11/24/2025CIBC Private Wealth Group LLC4,117$0.96M0.0%-28.7%0.010%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.4,188$0.97M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/20/2025Kensington Investment Counsel LLC9,574$2.22M0.9%-7.4%0.023%Search for SEC Filing on Google Icon
11/19/2025Captrust Financial Advisors66,612$15.46M0.0%-11.9%0.162%Search for SEC Filing on Google Icon
11/19/2025Danske Bank A S2,573$0.60M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/19/2025Caitong International Asset Management Co. Ltd386$90K0.1%+1,106.3%0.001%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co19,435$4.55M0.0%-4.1%0.047%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP25,257$5.86M0.2%N/A0.061%Search for SEC Filing on Google Icon
11/17/2025XTX Topco Ltd2,720$0.63M0.0%-22.1%0.007%Search for SEC Filing on Google Icon
11/17/2025United Capital Financial Advisors LLC25,361$5.88M0.0%+1.8%0.062%Search for SEC Filing on Google Icon
11/17/2025Utah Retirement Systems1,243$0.29M0.0%-70.6%0.003%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Read More on Morningstar

Today's Range

Now: $180.39
Low: $179.15
High: $195.39

50 Day Range

MA: $212.98
Low: $180.39
High: $220.00

52 Week Range

Now: $180.39
Low: $179.15
High: $335.00

Volume

938,296 shs

Average Volume

376,900 shs

Market Capitalization

$7.42 billion

P/E Ratio

20.52

Dividend Yield

1.01%

Beta

1.08

Who are the company insiders with the largest holdings of Morningstar?

Morningstar's top insider investors include:
  1. Joseph D Mansueto (Chairman)
  2. Steven N Kaplan (Director)
  3. Jason Dubinsky (CFO)
  4. William M Lyons (Director)
  5. Daniel Joseph Dunn (CRO)
  6. Caroline J Tsay (Director)
Learn More about top insider investors at Morningstar.

Who are the major institutional investors of Morningstar?

Morningstar's top institutional shareholders include:
  1. Vanguard Group Inc. — 5.77%
  2. Massachusetts Financial Services Co. MA — 0.88%
  3. UBS Group AG — 0.72%
  4. Copeland Capital Management LLC — 0.26%
  5. Nordea Investment Management AB — 0.19%
  6. Congress Asset Management Co. — 0.18%
Learn More about top institutional investors of Morningstar stock.

Which major investors are selling Morningstar stock?

In the last quarter, MORN stock was sold by these institutional investors:
  1. Vanguard Group Inc.
  2. Massachusetts Financial Services Co. MA
  3. Premier Fund Managers Ltd
  4. Nordea Investment Management AB
  5. Kornitzer Capital Management Inc. KS
  6. M&T Bank Corp
  7. M&T Bank Corp
  8. Norden Group LLC
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. Steven N Kaplan (Director)
Learn More investors selling Morningstar stock.

Which major investors are buying Morningstar stock?

During the previous quarter, MORN stock was acquired by institutional investors including:
  1. UBS Group AG
  2. Berkeley Inc
  3. Copeland Capital Management LLC
  4. SG Americas Securities LLC
  5. Fluent Financial LLC
  6. Confluence Investment Management LLC
  7. Congress Asset Management Co.
  8. Wealth Enhancement Advisory Services LLC