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MORN Insider Trading

Insider Ownership Percentage: 38.80%
Insider Buying (Last 12 Months): $186,590.00
Insider Selling (Last 12 Months): $56,750,299.25

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: $226.19
Price Change: +0.30 (1.20%)
As of 10/30/2026 04:00 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
8/24/2026Joseph D MansuetoChairmanSell5,659$218.84$1,238,415.567,938,192View SEC Filing Icon  
8/21/2026Joseph D MansuetoChairmanSell4,095$216.75$887,591.257,943,851View SEC Filing Icon  
8/20/2026Joseph D MansuetoChairmanSell7,250$214.16$1,552,660.007,947,946View SEC Filing Icon  
8/19/2026Joseph D MansuetoChairmanSell6,594$213.75$1,409,467.507,955,196View SEC Filing Icon  
8/18/2026Joseph D MansuetoChairmanSell7,906$210.26$1,662,315.567,960,570View SEC Filing Icon  
8/17/2026Joseph D MansuetoChairmanSell7,250$207.04$1,501,040.007,969,696View SEC Filing Icon  
8/14/2026Joseph D MansuetoChairmanSell7,250$206.88$1,499,880.007,976,946View SEC Filing Icon  
8/12/2026Joseph D MansuetoChairmanSell7,250$195.27$1,415,707.507,984,196View SEC Filing Icon  
8/11/2026Joseph D MansuetoChairmanSell974$200.32$195,111.687,998,696View SEC Filing Icon  
8/10/2026Joseph D MansuetoChairmanSell7,250$201.84$1,463,340.007,999,670View SEC Filing Icon  
8/7/2026Joseph D MansuetoChairmanSell7,250$199.63$1,447,317.508,006,920View SEC Filing Icon  
8/6/2026Joseph D MansuetoChairmanSell2,272$198.38$450,719.368,014,170View SEC Filing Icon  
8/5/2026Joseph D MansuetoChairmanSell7,250$201.06$1,457,685.008,016,442View SEC Filing Icon  
8/3/2026Joseph D MansuetoChairmanSell7,250$199.20$1,444,200.008,030,942View SEC Filing Icon  
8/3/2026William M. LyonsDirectorSell1,000$199.00$199,000.0012,904View SEC Filing Icon  
5/27/2026William M. LyonsDirectorSell700$179.00$125,300.0013,904View SEC Filing Icon  
5/22/2026Joseph D MansuetoChairmanSell2,270$176.72$401,154.408,043,492View SEC Filing Icon  
5/20/2026Joseph D MansuetoChairmanSell7,250$171.57$1,243,882.508,045,762View SEC Filing Icon  
5/19/2026Joseph D MansuetoChairmanSell6,728$178.33$1,199,804.248,060,262View SEC Filing Icon  
5/18/2026Joseph D MansuetoChairmanSell7,250$175.84$1,274,840.008,066,990View SEC Filing Icon  
5/15/2026Michael HoltCFOSell270$166.05$44,833.5012,326View SEC Filing Icon  
5/14/2026Joseph D MansuetoChairmanSell7,250$167.99$1,217,927.508,081,490View SEC Filing Icon  
5/11/2026Joseph D MansuetoChairmanSell7,250$175.96$1,275,710.008,095,990View SEC Filing Icon  
5/8/2026Joseph D MansuetoChairmanSell4,002$177.08$708,674.168,103,240View SEC Filing Icon  
5/6/2026Joseph D MansuetoChairmanSell7,250$166.23$1,205,167.508,114,492View SEC Filing Icon  
5/4/2026Joseph D MansuetoChairmanSell7,250$169.97$1,232,282.508,121,742View SEC Filing Icon  
5/1/2026Joseph D MansuetoChairmanSell7,250$171.02$1,239,895.008,136,242View SEC Filing Icon  
3/4/2026Michael HoltCFOBuy1,000$186.59$186,590.009,480View SEC Filing Icon  
3/2/2026Joseph D MansuetoChairmanSell3,122$182.32$569,203.048,138,232View SEC Filing Icon  
2/26/2026Joseph D MansuetoChairmanSell7,250$178.00$1,290,500.008,148,604View SEC Filing Icon  
2/24/2026Joseph D MansuetoChairmanSell7,250$159.47$1,156,157.508,163,104View SEC Filing Icon  
2/20/2026Joseph D MansuetoChairmanSell6,608$161.34$1,066,134.728,170,354View SEC Filing Icon  
2/19/2026Joseph D MansuetoChairmanSell7,250$161.87$1,173,557.508,176,962View SEC Filing Icon  
2/18/2026Joseph D MansuetoChairmanSell6,737$159.09$1,071,789.338,184,725View SEC Filing Icon  
2/17/2026Joseph D MansuetoChairmanSell7,304$160.63$1,173,241.528,184,212View SEC Filing Icon  
2/13/2026Joseph D MansuetoChairmanSell7,250$156.21$1,132,522.508,198,253View SEC Filing Icon  
2/12/2026Joseph D MansuetoChairmanSell6,939$154.74$1,073,740.868,205,503View SEC Filing Icon  
2/10/2026Joseph D MansuetoChairmanSell3,214$162.84$523,367.768,212,442View SEC Filing Icon  
2/9/2026Joseph D MansuetoChairmanSell1,653$165.00$272,745.008,215,656View SEC Filing Icon  
2/6/2026Joseph D MansuetoChairmanSell6,352$169.57$1,077,108.648,217,309View SEC Filing Icon  
2/5/2026Joseph D MansuetoChairmanSell6,464$185.21$1,197,197.448,223,661View SEC Filing Icon  
2/4/2026Joseph D MansuetoChairmanSell7,250$180.80$1,310,800.008,230,125View SEC Filing Icon  
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  
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
10/31/2026Chicago Partners Investment Group LLC3,074$0.69M0.0%+11.1%0.008%Search for SEC Filing on Google Icon
10/31/2026Covestor Ltd221$42K0.0%+41.7%0.001%Search for SEC Filing on Google Icon
10/30/2026Oregon Public Employees Retirement Fund3,943$0.75M0.0%-14.0%0.011%Search for SEC Filing on Google Icon
10/30/2026Keeler Thomas Management LLC2,057$0.39M0.2%-38.6%0.005%Search for SEC Filing on Google Icon
10/29/2026Aviance Capital Partners LLC9,427$1.79M0.2%N/A0.025%Search for SEC Filing on Google Icon
10/29/2026Vise Technologies Inc.1,463$0.28M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/29/2026State of Wyoming353$67K0.0%-70.6%0.001%Search for SEC Filing on Google Icon
10/28/2026VIRGINIA RETIREMENT SYSTEMS ET Al11,600$2.20M0.0%+23.4%0.031%Search for SEC Filing on Google Icon
10/28/2026Redmond Asset Management LLC2,296$0.44M0.1%-70.1%0.000%Search for SEC Filing on Google Icon
10/28/2026Motley Fool Asset Management LLC8,573$1.63M0.1%-8.5%0.000%Search for SEC Filing on Google Icon
10/28/2026VestGen Advisors LLC1,065$0.20M0.0%-28.6%0.000%Search for SEC Filing on Google Icon
10/26/2026Park Avenue Securities LLC4,423$0.84M0.0%+5.4%0.012%Search for SEC Filing on Google Icon
10/23/2026Signaturefd LLC662$0.13M0.0%+12.8%0.002%Search for SEC Filing on Google Icon
10/23/2026Citizens Financial Group Inc. RI1,977$0.38M0.0%+36.3%0.005%Search for SEC Filing on Google Icon
10/23/2026Simplicity Wealth LLC1,468$0.28M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/23/2026Evergreen Capital Management LLC1,265$0.24M0.0%-51.0%0.003%Search for SEC Filing on Google Icon
10/23/2026Wedbush Securities Inc.5,895$1.12M0.0%-2.3%0.016%Search for SEC Filing on Google Icon
10/22/2026Yousif Capital Management LLC4,934$0.94M0.0%-18.9%0.013%Search for SEC Filing on Google Icon
10/22/2026Root Financial Partners LLC558$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
10/22/2026Cardinal Capital Management15,939$3.03M0.4%+5.9%0.042%Search for SEC Filing on Google Icon
10/21/2026Crossmark Global Holdings Inc.1,306$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/21/2026Berkeley Inc13,494$2.56M0.8%-11.2%0.036%Search for SEC Filing on Google Icon
10/21/2026Nisa Investment Advisors LLC403$77K0.0%+32.6%0.001%Search for SEC Filing on Google Icon
10/17/2026IFP Advisors Inc403$77K0.0%+27.9%0.001%Search for SEC Filing on Google Icon
10/16/2026TD Waterhouse Canada Inc.13,031$2.49M0.0%+2,895.6%0.035%Search for SEC Filing on Google Icon
10/15/2026State of Alaska Department of Revenue23,351$4.44M0.0%-1.5%0.062%Search for SEC Filing on Google Icon
10/15/2026Curated Wealth Partners LLC1,383$0.26M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/15/2026Martin Capital Advisors LLP4,086$0.78M0.4%-2.8%0.011%Search for SEC Filing on Google Icon
10/15/2026Fortitude Family Office LLC234$44K0.0%+260.0%0.001%Search for SEC Filing on Google Icon
10/14/2026Copeland Capital Management LLC333,586$63.40M1.4%+45.3%0.889%Search for SEC Filing on Google Icon
10/14/2026Krilogy Financial LLC1,880$0.38M0.0%-6.6%0.005%Search for SEC Filing on Google Icon
10/9/2026GAMMA Investing LLC365$69K0.0%-13.1%0.001%Search for SEC Filing on Google Icon
10/8/2026Farther Finance Advisors LLC652$0.12M0.0%+43.6%0.002%Search for SEC Filing on Google Icon
10/8/2026YHB Investment Advisors Inc.2,090$0.40M0.0%-11.8%0.006%Search for SEC Filing on Google Icon
10/2/2026Versant Capital Management Inc726$0.14M0.0%-25.2%0.002%Search for SEC Filing on Google Icon
10/1/2026Confluence Investment Management LLC149,383$28.39M0.4%-10.1%0.398%Search for SEC Filing on Google Icon
9/9/2026Sequoia Financial Advisors LLC2,575$0.40M0.0%+37.6%0.007%Search for SEC Filing on Google Icon
9/9/2026Tidal Investments LLC5,653$0.88M0.0%+9.2%0.015%Search for SEC Filing on Google Icon
9/9/2026Engineers Gate Manager LP39,989$6.24M0.1%+182.2%0.107%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC4,076$0.64M0.0%+60.3%0.011%Search for SEC Filing on Google Icon
9/9/2026NewEdge Advisors LLC2,907$0.45M0.0%+95.0%0.008%Search for SEC Filing on Google Icon
9/9/2026IFP Advisors Inc315$49K0.0%+45.2%0.001%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC47,742$7.45M0.0%N/A0.127%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP1,505$0.24M0.0%+191.7%0.004%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System5,580$0.87M0.0%-17.7%0.015%Search for SEC Filing on Google Icon
9/8/2026Nykredit A S1,206$0.19M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP10,796$1.68M0.0%-43.6%0.029%Search for SEC Filing on Google Icon
8/26/2026HighTower Advisors LLC7,933$1.24M0.0%-12.6%0.021%Search for SEC Filing on Google Icon
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al9,400$1.47M0.0%N/A0.025%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC2,562$0.40M0.0%+45.1%0.007%Search for SEC Filing on Google Icon
8/22/2026AlphaGrep UK Ltd4,414$0.69M0.2%N/A0.012%Search for SEC Filing on Google Icon
8/22/2026denkapparat Operations GmbH6,596$1.03M0.3%+44.2%0.018%Search for SEC Filing on Google Icon
8/22/2026TD Waterhouse Canada Inc.435$70K0.0%-45.6%0.001%Search for SEC Filing on Google Icon
8/22/2026Barlow Wealth Partners LLC57,602$9.51M1.0%-0.2%0.154%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S1,206$0.19M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/21/2026Keeler Thomas Management LLC3,348$0.52M0.2%+14.3%0.009%Search for SEC Filing on Google Icon
8/20/2026Benjamin Edwards Inc.33,499$5.23M0.0%-3.5%0.089%Search for SEC Filing on Google Icon
8/20/2026Wedbush Securities Inc.6,031$0.94M0.0%+2.7%0.016%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,984$9.67M0.0%-10.5%0.165%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC2,337$0.36M0.0%-77.0%0.006%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP1,493,037$232.94M0.0%-10.2%3.980%Search for SEC Filing on Google Icon
8/18/2026Dearborn Partners LLC8,465$1.32M0.1%N/A0.023%Search for SEC Filing on Google Icon
8/18/2026Jefferies Financial Group Inc.3,676$0.57M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio5,785$0.90M0.0%N/A0.015%Search for SEC Filing on Google Icon
8/17/2026Redwood Investment Management LLC13,997$2.18M0.2%N/A0.037%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP7,586$1.18M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/17/2026Bamco Inc. NY3,499,146$545.94M0.8%N/A9.329%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE192,610$30.05M0.0%N/A0.513%Search for SEC Filing on Google Icon
8/15/2026American Capital Management Inc.114,947$17.93M0.8%N/A0.306%Search for SEC Filing on Google Icon
8/15/2026Caisse de depot et placement du Quebec8,600$1.34M0.0%N/A0.023%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC91,390$14.26M0.0%N/A0.244%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC2,337$0.36M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/14/2026Canada Pension Plan Investment Board50,700$7.91M0.0%N/A0.135%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc27,422$4.28M0.0%N/A0.073%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company15,846$2.47M0.0%N/A0.042%Search for SEC Filing on Google Icon
8/14/2026Dearborn Partners LLC8,680$1.47M0.1%N/A0.023%Search for SEC Filing on Google Icon
8/14/2026Algert Global LLC35,197$5.49M0.1%-28.1%0.094%Search for SEC Filing on Google Icon
8/13/2026Sanctuary Advisors LLC3,295$0.51M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/13/2026Globeflex Capital L P780$0.12M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/12/2026Quantbot Technologies LP13,602$2.12M0.1%N/A0.036%Search for SEC Filing on Google Icon
8/12/2026Westpac Banking Corp819$0.13M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/12/2026Ieq Capital LLC53,907$8.41M0.0%N/A0.144%Search for SEC Filing on Google Icon
8/12/2026Callan Family Office LLC5,421$0.85M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP1,505$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/11/2026Advisors Preferred LLC4,259$0.71M0.1%N/A0.011%Search for SEC Filing on Google Icon
8/11/2026Aurora Investment Counsel9,515$1.49M0.8%N/A0.025%Search for SEC Filing on Google Icon
8/10/2026Diversify Advisory Services LLC1,224$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/8/2026Meeder Asset Management Inc.11,232$1.75M0.1%N/A0.030%Search for SEC Filing on Google Icon
8/7/2026Citizens Financial Group Inc. RI1,450$0.23M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/7/2026MidFirst Bank18,560$2.90M0.2%N/A0.049%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.2,081,736$324.79M0.0%N/A5.550%Search for SEC Filing on Google Icon
8/7/2026Pallas Capital Advisors LLC1,663$0.26M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG2,554$0.40M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/6/2026Global Retirement Partners LLC312$49K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp232,481$36.27M0.0%N/A0.620%Search for SEC Filing on Google Icon
8/6/2026Focus Partners Advisor Solutions LLC3,206$0.50M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/6/2026State of Wyoming1,199$0.19M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/9/2026Fluent Financial LLC14,362$2.24M0.8%+150.0%0.038%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC420$66K0.0%-23.4%0.001%Search for SEC Filing on Google Icon
7/7/2026Grove Bank & Trust158$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Morningstar logo
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: $226.19
Low: $222.52
High: $227.05

50 Day Range

MA: $205.90
Low: $183.55
High: $226.19

52 Week Range

Now: $226.19
Low: $141.49
High: $227.05

Volume

217,863 shs

Average Volume

257,112 shs

Market Capitalization

$8.39 billion

P/E Ratio

19.75

Dividend Yield

0.88%

Beta

0.9

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

Morningstar's top insider investors include:
  1. Joseph D Mansueto (Chairman)
  2. Joseph D Mansueto (Insider)
  3. Joseph D Mansueto (Chairman)
  4. Joseph D Mansueto (Major Shareholder)
  5. Paul W Sturm (Director)
  6. Steven N Kaplan (Director)
  7. Gail S Landis (Director)
  8. David W Williams (Insider)
  9. Bevin Desmond (Insider)
  10. Cheryl A Francis (Director)
Learn More about top insider investors at Morningstar.

Who are the major institutional investors of Morningstar?

Morningstar's top institutional shareholders include:
  1. Copeland Capital Management LLC — 0.89%
  2. Confluence Investment Management LLC — 0.40%
  3. State of Alaska Department of Revenue — 0.06%
  4. Cardinal Capital Management — 0.04%
  5. Berkeley Inc — 0.04%
  6. TD Waterhouse Canada Inc. — 0.03%
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. Confluence Investment Management LLC
  2. Redmond Asset Management LLC
  3. Berkeley Inc
  4. Evergreen Capital Management LLC
  5. Keeler Thomas Management LLC
  6. Yousif Capital Management LLC
  7. State of Wyoming
  8. Motley Fool Asset Management LLC
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. William M Lyons (Director)
  3. Michael Holt (CFO)
  4. Caroline J Tsay (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. Copeland Capital Management LLC
  2. TD Waterhouse Canada Inc.
  3. Aviance Capital Partners LLC
  4. VIRGINIA RETIREMENT SYSTEMS ET Al
  5. Simplicity Wealth LLC
  6. Vise Technologies Inc.
  7. Curated Wealth Partners LLC
  8. Crossmark Global Holdings Inc.

Morningstar Active Insiders

Jason Dubinsky
Jason Dubinsky (Age 52)
CFO
Michael Holt
Michael Holt
CFO
1 recent trades
Joseph D Mansueto
Joseph D Mansueto (Age 70)
Founder & Executive Chairman of the Board
23 recent trades
Steven N Kaplan
Steven N Kaplan
Director
Caroline J Tsay
Caroline J Tsay
Director
Robin Diamonte
Robin Diamonte
Director
Gail S Landis
Gail S Landis
Director
William M Lyons
Director
2 recent trades
Bevin Desmond
Bevin Desmond (Age 59)
Insider
Daniel Joseph Dunn
Daniel Joseph Dunn (Age 50)
CRO