The Next Big Crisis Is Here
You just can’t see it yet because it’s NOT a banking, financial, or economic crisis… it’s far worse and threatens every dollar in your retirement account.
Click here to watch it, free.

MORN Insider Trading

Insider Ownership Percentage: 45.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $125,518,085.88

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: $241.44
Price Change: Price Increase of +4.56 (1.93%)
As of 01/27/2023 01:00 AM 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
The Next Big Crisis Is Here
You just can’t see it yet because it’s NOT a banking, financial, or economic crisis… it’s far worse and threatens every dollar in your retirement account.
Click here to watch it, free.

Morningstar Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
1/3/2023Joseph D MansuetoChairmanSell2,859$217.86$622,861.7411,668,225View SEC Filing Icon  
12/27/2022Joseph D MansuetoChairmanSell4,357$212.95$927,823.1511,685,804View SEC Filing Icon  
12/23/2022Joseph D MansuetoChairmanSell1,406$214.32$301,333.9211,690,161View SEC Filing Icon  
12/21/2022Joseph D MansuetoChairmanSell14,500$214.21$3,106,045.0011,697,930View SEC Filing Icon  
12/19/2022Joseph D MansuetoChairmanSell14,500$214.43$3,109,235.0011,715,230View SEC Filing Icon  
12/14/2022Joseph D MansuetoChairmanSell1,260$232.98$293,554.8011,729,730View SEC Filing Icon  
12/12/2022Joseph D MansuetoChairmanSell800$232.60$186,080.0011,741,495View SEC Filing Icon  
12/9/2022Joseph D MansuetoChairmanSell946$235.86$223,123.5611,742,295View SEC Filing Icon  
12/6/2022Joseph D MansuetoChairmanSell120$239.94$28,792.8011,811,958View SEC Filing Icon  
12/2/2022Joseph D MansuetoChairmanSell5,400$249.69$1,348,326.0012,412,078View SEC Filing Icon  
11/30/2022Joseph D MansuetoChairmanSell7,525$241.43$1,816,760.7512,425,331View SEC Filing Icon  
11/28/2022Joseph D MansuetoChairmanSell121$245.55$29,711.5512,433,637View SEC Filing Icon  
11/25/2022Joseph D MansuetoChairmanSell5,400$246.32$1,330,128.0012,433,758View SEC Filing Icon  
11/23/2022Joseph D MansuetoChairmanSell6,700$245.89$1,647,463.0012,439,158View SEC Filing Icon  
11/21/2022Joseph D MansuetoChairmanSell10,394$239.72$2,491,649.6812,452,275View SEC Filing Icon  
11/18/2022Joseph D MansuetoChairmanSell2,531$240.50$608,705.5012,462,669View SEC Filing Icon  
11/14/2022Joseph D MansuetoChairmanSell1,061$244.93$259,870.7312,479,519View SEC Filing Icon  
11/11/2022Joseph D MansuetoChairmanSell7,531$245.30$1,847,354.3012,480,580View SEC Filing Icon  
11/9/2022Joseph D MansuetoChairmanSell503$234.84$118,124.5212,500,908View SEC Filing Icon  
11/7/2022Joseph D MansuetoChairmanSell2,365$231.38$547,213.7012,511,300View SEC Filing Icon  
11/4/2022Joseph D MansuetoChairmanSell10,560$230.63$2,435,452.8012,513,665View SEC Filing Icon  
10/3/2022Joseph D MansuetoChairmanSell51$214.68$10,948.6812,223,200View SEC Filing Icon  
9/30/2022Joseph D MansuetoChairmanSell2,940$214.53$630,718.2012,223,251View SEC Filing Icon  
9/28/2022Joseph D MansuetoChairmanSell8,820$214.60$1,892,772.0012,227,568View SEC Filing Icon  
9/26/2022Joseph D MansuetoChairmanSell305$215.02$65,581.1012,242,138View SEC Filing Icon  
9/23/2022Joseph D MansuetoChairmanSell100$216.17$21,617.0012,242,443View SEC Filing Icon  
9/21/2022Joseph D MansuetoChairmanSell4,970$225.43$1,120,387.1012,242,563View SEC Filing Icon  
9/19/2022Joseph D MansuetoChairmanSell4,502$223.84$1,007,727.6812,259,521View SEC Filing Icon  
9/16/2022Joseph D MansuetoChairmanSell600$226.82$136,092.0012,264,023View SEC Filing Icon  
9/14/2022Joseph D MansuetoChairmanSell3,195$233.34$745,521.3012,265,733View SEC Filing Icon  
9/12/2022Joseph D MansuetoChairmanSell8,747$246.17$2,153,248.9912,268,928View SEC Filing Icon  
9/8/2022Joseph D MansuetoChairmanSell7,000$239.43$1,676,010.0012,285,684View SEC Filing Icon  
8/29/2022Joseph D MansuetoChairmanSell7,154$231.66$1,657,295.6412,332,309View SEC Filing Icon  
8/25/2022Joseph D MansuetoChairmanSell10,293$236.41$2,433,368.1312,340,603View SEC Filing Icon  
8/23/2022Joseph D MansuetoChairmanSell180$239.04$43,027.2012,359,381View SEC Filing Icon  
8/12/2022Joseph D MansuetoChairmanSell5,777$256.11$1,479,547.4712,372,041View SEC Filing Icon  
8/10/2022Joseph D MansuetoChairmanSell10,529$255.32$2,688,264.2812,378,813View SEC Filing Icon  
8/8/2022William M. LyonsDirectorSell2,500$249.92$624,800.0015,833View SEC Filing Icon  
8/3/2022Joseph D MansuetoChairmanSell14,500$245.43$3,558,735.0012,408,580View SEC Filing Icon  
8/1/2022Joseph D MansuetoChairmanSell120$254.35$30,522.0012,423,080View SEC Filing Icon  
6/17/2022Joseph D MansuetoChairmanSell45$228.07$10,263.1512,423,200View SEC Filing Icon  
6/14/2022Joseph D MansuetoChairmanSell14,500$226.60$3,285,700.0012,437,745View SEC Filing Icon  
6/6/2022Joseph D MansuetoChairmanSell4,582$246.40$1,129,004.8012,466,126View SEC Filing Icon  
6/2/2022Joseph D MansuetoChairmanSell9,882$251.67$2,487,002.9412,470,708View SEC Filing Icon  
5/31/2022Joseph D MansuetoChairmanSell120$261.84$31,420.8012,482,662View SEC Filing Icon  
5/27/2022Joseph D MansuetoChairmanSell7,705$260.70$2,008,693.5012,482,782View SEC Filing Icon  
5/25/2022Joseph D MansuetoChairmanSell10,377$245.62$2,548,798.7412,498,651View SEC Filing Icon  
5/23/2022Joseph D MansuetoChairmanSell10,627$246.59$2,620,511.9312,509,028View SEC Filing Icon  
5/19/2022Caroline J. TsayDirectorSell369$227.53$83,958.576,344View SEC Filing Icon  
5/19/2022Joseph D MansuetoChairmanSell11,846$236.18$2,797,788.2812,529,784View SEC Filing Icon  
5/16/2022Joseph D MansuetoChairmanSell800$242.19$193,752.0012,553,048View SEC Filing Icon  
5/16/2022Robin DiamonteDirectorSell600$241.00$144,600.008,467View SEC Filing Icon  
5/12/2022Joseph D MansuetoChairmanSell7,345$233.73$1,716,746.8512,568,348View SEC Filing Icon  
5/10/2022Joseph D MansuetoChairmanSell12,385$236.94$2,934,501.9012,579,299View SEC Filing Icon  
5/6/2022Joseph D MansuetoChairmanSell100$251.71$25,171.0012,591,684View SEC Filing Icon  
5/4/2022Joseph D MansuetoChairmanSell9,007$258.12$2,324,886.8412,591,784View SEC Filing Icon  
5/2/2022Joseph D MansuetoChairmanSell9,309$252.70$2,352,384.3012,613,891View SEC Filing Icon  
4/4/2022Joseph D MansuetoChairmanSell15,077$273.34$4,121,147.1812,623,200View SEC Filing Icon  
4/1/2022Joseph D MansuetoChairmanSell2,200$272.60$599,720.0012,638,277View SEC Filing Icon  
3/30/2022Joseph D MansuetoChairmanSell13,614$280.21$3,814,778.94View SEC Filing Icon  
3/28/2022Joseph D MansuetoChairmanSell8,976$271.92$2,440,753.92View SEC Filing Icon  
3/24/2022Joseph D MansuetoChairmanSell11,429$268.72$3,071,200.88View SEC Filing Icon  
3/21/2022Joseph D MansuetoChairmanSell3,506$281.97$988,586.82View SEC Filing Icon  
3/18/2022Joseph D MansuetoChairmanSell14,025$280.29$3,931,067.25View SEC Filing Icon  
3/16/2022Joseph D MansuetoChairmanSell17,688$267.10$4,724,464.80View SEC Filing Icon  
3/14/2022Joseph D MansuetoChairmanSell13,618$262.12$3,569,550.16View SEC Filing Icon  
3/11/2022Joseph D MansuetoChairmanSell9,683$263.62$2,552,632.46View SEC Filing Icon  
3/9/2022Joseph D MansuetoChairmanSell11,937$268.78$3,208,426.86View SEC Filing Icon  
3/7/2022Joseph D MansuetoChairmanSell579$266.43$154,262.97View SEC Filing Icon  
3/3/2022Joseph D MansuetoChairmanSell11,922$271.40$3,235,630.80View SEC Filing Icon  
3/1/2022Jason DubinskyCFOSell1,500$280.04$420,060.00View SEC Filing Icon  
2/24/2022Joseph D MansuetoChairmanSell13,499$265.26$3,580,744.74View SEC Filing Icon  
2/22/2022Joseph D MansuetoChairmanSell4,545$273.14$1,241,421.30View SEC Filing Icon  
2/18/2022Joseph D MansuetoChairmanSell9,819$273.85$2,688,933.15View SEC Filing Icon  
2/14/2022Joseph D MansuetoChairmanSell700$284.79$199,353.00View SEC Filing Icon  
2/11/2022Joseph D MansuetoChairmanSell5,149$294.49$1,516,329.01View SEC Filing Icon  
2/7/2022Joseph D MansuetoChairmanSell12,171$295.48$3,596,287.08View SEC Filing Icon  
2/3/2022Joseph D MansuetoChairmanSell950$294.24$279,528.00View SEC Filing Icon  
2/1/2022Joseph D MansuetoChairmanSell12,629$287.61$3,632,226.69View SEC Filing Icon  
1/24/2022Joseph D MansuetoChairmanSell1,116$281.22$313,841.52View SEC Filing Icon  
1/20/2022Joseph D MansuetoChairmanSell3,457$292.00$1,009,444.00View SEC Filing Icon  
1/18/2022Joseph D MansuetoChairmanSell100$295.19$29,519.00View SEC Filing Icon  
1/13/2022Joseph D MansuetoChairmanSell1,334$318.31$424,625.54View SEC Filing Icon  
1/11/2022Joseph D MansuetoChairmanSell18,030$304.84$5,496,265.20View SEC Filing Icon  
1/5/2022Joseph D MansuetoChairmanSell1,619$335.30$542,850.70View SEC Filing Icon  
1/3/2022Joseph D MansuetoChairmanSell1,850$341.35$631,497.50View SEC Filing Icon  
12/29/2021Joseph D MansuetoChairmanSell8,449$345.58$2,919,805.42View SEC Filing Icon  
12/27/2021Joseph D MansuetoChairmanSell8,859$343.99$3,047,407.41View SEC Filing Icon  
12/22/2021Joseph D MansuetoChairmanSell10,000$336.36$3,363,600.00View SEC Filing Icon  
12/20/2021Joseph D MansuetoChairmanSell1,100$330.12$363,132.00View SEC Filing Icon  
12/17/2021Joseph D MansuetoChairmanSell9,021$335.73$3,028,620.33View SEC Filing Icon  
12/15/2021Joseph D MansuetoChairmanSell13,591$327.89$4,456,352.99View SEC Filing Icon  
12/13/2021Joseph D MansuetoChairmanSell9,277$323.89$3,004,727.53View SEC Filing Icon  
12/10/2021Joseph D MansuetoChairmanSell10,516$321.34$3,379,211.44View SEC Filing Icon  
12/8/2021Joseph D MansuetoChairmanSell8,053$322.97$2,600,877.41View SEC Filing Icon  
12/6/2021Joseph D MansuetoChairmanSell10,898$314.54$3,427,856.92View SEC Filing Icon  
12/3/2021Joseph D MansuetoChairmanSell648$320.71$207,820.08View SEC Filing Icon  
11/29/2021Joseph D MansuetoChairmanSell10,825$318.39$3,446,571.75View SEC Filing Icon  
11/24/2021Joseph D MansuetoChairmanSell7,437$318.22$2,366,602.14View SEC Filing Icon  
11/22/2021Jason DubinskyCFOSell3,007$318.96$959,112.72View SEC Filing Icon  
11/22/2021Joseph D MansuetoChairmanSell1,776$323.58$574,678.08View SEC Filing Icon  
11/19/2021Joseph D MansuetoChairmanSell7,778$325.02$2,528,005.56View SEC Filing Icon  
11/17/2021Joseph D MansuetoChairmanSell5,258$320.94$1,687,502.52View SEC Filing Icon  
11/15/2021Joseph D MansuetoChairmanSell2,462$317.29$781,167.98View SEC Filing Icon  
11/12/2021Joseph D MansuetoChairmanSell8,915$317.34$2,829,086.10View SEC Filing Icon  
11/11/2021Steven N. KaplanDirectorSell1,000$312.87$312,870.00View SEC Filing Icon  
11/10/2021Joseph D MansuetoChairmanSell9,509$312.46$2,971,182.14View SEC Filing Icon  
11/8/2021Joseph D MansuetoChairmanSell4,792$312.17$1,495,918.64View SEC Filing Icon  
11/5/2021Joseph D MansuetoChairmanSell2,213$314.44$695,855.72View SEC Filing Icon  
11/3/2021Joseph D MansuetoChairmanSell5,751$311.00$1,788,561.00View SEC Filing Icon  
11/1/2021Joseph D MansuetoChairmanSell2,812$315.83$888,113.96View SEC Filing Icon  
10/18/2021Joseph D MansuetoChairmanSell3,719$275.08$1,023,022.52View SEC Filing Icon  
10/15/2021Joseph D MansuetoChairmanSell7,400$273.77$2,025,898.00View SEC Filing Icon  
10/13/2021Joseph D MansuetoChairmanSell8,292$267.49$2,218,027.08View SEC Filing Icon  
10/11/2021Joseph D MansuetoChairmanSell4,547$273.17$1,242,103.99View SEC Filing Icon  
10/7/2021Joseph D MansuetoChairmanSell11,036$271.06$2,991,418.16View SEC Filing Icon  
10/5/2021Joseph D MansuetoChairmanSell10,322$260.68$2,690,738.96View SEC Filing Icon  
10/1/2021Joseph D MansuetoChairmanSell9,880$260.36$2,572,356.80View SEC Filing Icon  
9/29/2021Joseph D MansuetoChairmanSell3,437$268.92$924,278.04View SEC Filing Icon  
9/27/2021Joseph D MansuetoChairmanSell250$277.68$69,420.00View SEC Filing Icon  
9/24/2021Joseph D MansuetoChairmanSell9,634$278.18$2,679,986.12View SEC Filing Icon  
9/22/2021Joseph D MansuetoChairmanSell9,036$272.78$2,464,840.08View SEC Filing Icon  
9/20/2021Joseph D MansuetoChairmanSell1,195$275.12$328,768.40View SEC Filing Icon  
9/17/2021Joseph D MansuetoChairmanSell2,946$275.39$811,298.94View SEC Filing Icon  
9/15/2021Joseph D MansuetoChairmanSell8,000$275.08$2,200,640.00View SEC Filing Icon  
9/13/2021Joseph D MansuetoChairmanSell353$278.13$98,179.8913,619,424View SEC Filing Icon  
9/9/2021Joseph D MansuetoChairmanSell7,886$282.34$2,226,533.24View SEC Filing Icon  
9/7/2021Joseph D MansuetoChairmanSell9,297$279.82$2,601,486.54View SEC Filing Icon  
9/3/2021Joseph D. MansuetoChairmanSell9,500$278.47$2,645,465.0013,660,696View SEC Filing Icon  
9/1/2021Joseph D. MansuetoChairmanSell11,641$273.38$3,182,416.5813,684,955View SEC Filing Icon  
8/30/2021Joseph D MansuetoChairmanSell11,194$264.85$2,964,730.90View SEC Filing Icon  
8/27/2021Joseph D. MansuetoChairmanSell3,162$262.68$830,594.1613,709,699View SEC Filing Icon  
8/25/2021Joseph D MansuetoChairmanSell7,900$264.81$2,091,999.0013,723,229View SEC Filing Icon  
8/23/2021Joseph D. MansuetoChairmanSell7,733$262.47$2,029,680.5118,241,938View SEC Filing Icon  
8/20/2021Joseph D MansuetoChairmanSell8,834$262.22$2,316,451.48View SEC Filing Icon  
8/18/2021Joseph D MansuetoChairmanSell350$263.33$92,165.50View SEC Filing Icon  
8/16/2021Joseph D. MansuetoChairmanSell10,505$265.38$2,787,816.9018,269,880View SEC Filing Icon  
8/13/2021Joseph D MansuetoChairmanSell7,209$260.53$1,878,160.77View SEC Filing Icon  
8/11/2021Joseph D MansuetoChairmanSell7,455$261.29$1,947,916.95View SEC Filing Icon  
8/11/2021Steven N. KaplanDirectorSell1,000$261.94$261,940.00View SEC Filing Icon  
8/9/2021Joseph D. MansuetoChairmanSell9,251$263.11$2,434,030.6118,292,977View SEC Filing Icon  
8/6/2021Joseph D MansuetoChairmanSell9,218$261.22$2,407,925.96View SEC Filing Icon  
8/4/2021Joseph D MansuetoChairmanSell15,722$267.45$4,204,848.9018,328,227View SEC Filing Icon  
8/2/2021Caroline J. TsayDirectorSell466$253.23$118,005.186,034View SEC Filing Icon  
8/2/2021Joseph D MansuetoChairmanSell15,746$256.81$4,043,730.2618,356,405View SEC Filing Icon  
7/22/2021Joseph D. MansuetoChairmanSell15$252.07$3,781.0518,367,460View SEC Filing Icon  
7/20/2021Joseph D MansuetoChairmanSell10,781$250.78$2,703,659.18View SEC Filing Icon  
7/16/2021Joseph D MansuetoChairmanSell10,203$247.80$2,528,303.40View SEC Filing Icon  
7/14/2021Joseph D MansuetoChairmanSell253$249.93$63,232.2918,390,263View SEC Filing Icon  
7/12/2021Joseph D. MansuetoChairmanSell7,249$252.81$1,832,619.6918,401,472View SEC Filing Icon  
7/9/2021Joseph D MansuetoChairmanSell7,829$252.24$1,974,786.96View SEC Filing Icon  
7/6/2021Joseph D MansuetoChairmanSell9,155$257.12$2,353,933.60View SEC Filing Icon  
7/2/2021Joseph D MansuetoChairmanSell11,823$255.90$3,025,505.7018,437,691View SEC Filing Icon  
6/30/2021Joseph D MansuetoChairmanSell11,064$257.07$2,844,222.48View SEC Filing Icon  
6/28/2021Joseph D MansuetoChairmanSell8,620$251.04$2,163,964.8018,475,891View SEC Filing Icon  
6/25/2021Joseph D MansuetoChairmanSell11,654$248.12$2,891,590.4818,475,891View SEC Filing Icon  
6/23/2021Joseph D. MansuetoChairmanSell6,611$247.74$1,637,809.1418,482,397View SEC Filing Icon  
6/21/2021Joseph D MansuetoChairmanSell9,789$246.12$2,409,268.6818,507,114View SEC Filing Icon  
6/18/2021Joseph D MansuetoChairmanSell5,569$243.55$1,356,329.9518,521,897View SEC Filing Icon  
6/16/2021Joseph D MansuetoChairmanSell9,556$238.44$2,278,532.6418,539,272View SEC Filing Icon  
6/14/2021Joseph D MansuetoChairmanSell8,588$237.42$2,038,962.9618,562,363View SEC Filing Icon  
6/11/2021Joseph D MansuetoChairmanSell10,240$235.58$2,412,339.2018,562,363View SEC Filing Icon  
6/9/2021Joseph D MansuetoChairmanSell11,031$231.52$2,553,897.1218,579,640View SEC Filing Icon  
6/7/2021Joseph D MansuetoChairmanSell3,976$233.46$928,236.9618,594,151View SEC Filing Icon  
6/4/2021Joseph D MansuetoChairmanSell8,649$232.80$2,013,487.2018,605,478View SEC Filing Icon  
6/2/2021Joseph D MansuetoMajor ShareholderSell12,208$233.61$2,851,910.8818,605,478View SEC Filing Icon  
5/28/2021Joseph D MansuetoChairmanSell10,722$236.12$2,531,678.6418,638,632View SEC Filing Icon  
5/26/2021Joseph D MansuetoChairmanSell871$235.71$205,303.4118,651,386View SEC Filing Icon  
5/24/2021Joseph D MansuetoChairmanSell11,498$236.59$2,720,311.8218,670,266View SEC Filing Icon  
5/20/2021Joseph D MansuetoChairmanSell17,286$237.12$4,098,856.3218,691,206View SEC Filing Icon  
5/18/2021Joseph D MansuetoChairmanSell275$242.16$66,594.0018,691,836View SEC Filing Icon  
5/13/2021Joseph D MansuetoChairmanSell10,376$245.53$2,547,619.2818,707,549View SEC Filing Icon  
5/10/2021Joseph D MansuetoChairmanSell2,256$261.82$590,665.9218,721,160View SEC Filing Icon  
5/7/2021Joseph D. MansuetoChairmanSell8,266$261.65$2,162,798.9018,721,160View SEC Filing Icon  
5/5/2021Joseph D MansuetoChairmanSell10,488$263.35$2,762,014.8018,725,232View SEC Filing Icon  
5/3/2021Joseph D. MansuetoChairmanSell17,032$264.46$4,504,282.7218,740,886View SEC Filing Icon  
5/3/2021Robin DiamonteDirectorSell250$264.75$66,187.508,027View SEC Filing Icon  
4/23/2021Bevin DesmondInsiderSell3,000$245.01$735,030.0026,326View SEC Filing Icon  
4/5/2021Joseph D MansuetoChairmanSell12,026$236.53$2,844,509.7818,768,302View SEC Filing Icon  
3/31/2021Joseph D MansuetoChairmanSell8,133$227.33$1,848,874.8918,785,142View SEC Filing Icon  
3/29/2021Joseph D MansuetoChairmanSell8,149$226.00$1,841,674.0018,798,387View SEC Filing Icon  
3/26/2021Joseph D MansuetoChairmanSell11,620$225.42$2,619,380.4018,817,585View SEC Filing Icon  
3/24/2021Joseph D MansuetoChairmanSell255$233.00$59,415.0018,828,327View SEC Filing Icon  
3/22/2021Joseph D MansuetoChairmanSell260$236.45$61,477.0018,843,603View SEC Filing Icon  
3/19/2021Joseph D MansuetoChairmanSell16,005$237.76$3,805,348.8018,843,603View SEC Filing Icon  
3/17/2021Joseph D MansuetoChairmanSell10,498$241.28$2,532,957.4418,853,197View SEC Filing Icon  
3/15/2021Joseph D MansuetoChairmanSell14,168$247.98$3,513,380.6418,873,011View SEC Filing Icon  
3/11/2021Joseph D MansuetoChairmanSell10,266$243.84$2,503,261.4418,884,149View SEC Filing Icon  
3/9/2021Joseph D MansuetoChairmanSell13,808$242.03$3,341,950.2418,916,584View SEC Filing Icon  
3/1/2021Joseph D MansuetoChairmanSell11,463$229.86$2,634,885.1818,986,532View SEC Filing Icon  
2/25/2021Joseph D MansuetoChairmanSell3,609$224.69$810,906.2119,004,727View SEC Filing Icon  
2/23/2021Bevin DesmondInsiderSell3,000$228.48$685,440.00View SEC Filing Icon  
2/23/2021Jason DubinskyCFOSell4,211$227.93$959,813.23View SEC Filing Icon  
2/19/2021Joseph D MansuetoChairmanSell6,580$248.60$1,635,788.0019,006,762View SEC Filing Icon  
2/17/2021Joseph D MansuetoChairmanSell256$251.63$64,417.2819,025,120View SEC Filing Icon  
2/10/2021Joseph D MansuetoChairmanSell11,138$239.43$2,666,771.3419,093,304View SEC Filing Icon  
2/8/2021Joseph D MansuetoMajor ShareholderSell17,771$239.77$4,260,952.6719,093,304View SEC Filing Icon  
2/3/2021Joseph D MansuetoChairmanSell142$244.08$34,659.3619,125,506View SEC Filing Icon  
12/23/2020Joseph D MansuetoChairmanSell10,657$223.16$2,378,216.1219,264,113View SEC Filing Icon  
12/21/2020Joseph D MansuetoChairmanSell293$221.86$65,004.9819,276,541View SEC Filing Icon  
12/16/2020Joseph D MansuetoChairmanSell10,507$211.66$2,223,911.6219,320,081View SEC Filing Icon  
12/14/2020Joseph D MansuetoChairmanSell13,577$209.59$2,845,603.4319,349,135View SEC Filing Icon  
12/11/2020Joseph D MansuetoChairmanSell17,238$204.60$3,526,894.8019,349,135View SEC Filing Icon  
12/9/2020Joseph D MansuetoChairmanSell13,904$202.10$2,809,998.4019,381,885View SEC Filing Icon  
12/7/2020Joseph D MansuetoChairmanSell20,525$201.31$4,131,887.7519,418,784View SEC Filing Icon  
12/4/2020Joseph D MansuetoChairmanSell8,959$201.93$1,809,090.8719,484,260View SEC Filing Icon  
12/2/2020Joseph D MansuetoChairmanSell8,861$202.58$1,795,061.3819,502,473View SEC Filing Icon  
12/2/2020William M. LyonsDirectorSell1,158$202.33$234,298.1418,194View SEC Filing Icon  
11/30/2020Joseph D MansuetoChairmanSell12,398$200.03$2,479,971.9419,522,150View SEC Filing Icon  
11/27/2020Joseph D MansuetoChairmanSell9,926$198.10$1,966,340.6019,522,150View SEC Filing Icon  
11/25/2020Joseph D MansuetoChairmanSell7,736$197.79$1,530,103.4419,536,074View SEC Filing Icon  
11/23/2020Joseph D MansuetoChairmanSell141$202.26$28,518.6619,556,550View SEC Filing Icon  
11/19/2020Joseph D MansuetoMajor ShareholderSell9,453$199.68$1,887,575.0419,556,550View SEC Filing Icon  
11/16/2020Joseph D MansuetoChairmanSell1,881$205.92$387,335.5219,578,731View SEC Filing Icon  
11/13/2020Joseph D MansuetoMajor ShareholderSell7,443$206.40$1,536,235.20
11/11/2020Joseph D MansuetoMajor ShareholderSell31,144$213.30$6,643,015.20
11/9/2020Joseph D MansuetoChairmanSell17,030$212.86$3,625,005.8019,644,137View SEC Filing Icon  
11/5/2020Joseph D MansuetoMajor ShareholderSell25,823$206.41$5,330,125.43View SEC Filing Icon  
11/3/2020Joseph D MansuetoMajor ShareholderSell28,768$195.58$5,626,445.4419,702,136View SEC Filing Icon  
11/2/2020Gail S. LandisDirectorSell1,382$189.72$262,193.043,963View SEC Filing Icon  
10/5/2020Joseph D MansuetoChairmanSell12,783$163.64$2,091,810.1219,726,852View SEC Filing Icon  
10/2/2020Joseph D MansuetoChairmanSell17,337$163.64$2,837,026.6819,726,852View SEC Filing Icon  
9/30/2020Joseph D MansuetoChairmanSell12,756$160.34$2,045,297.0419,762,835View SEC Filing Icon  
9/28/2020Joseph D MansuetoChairmanSell11,301$158.21$1,787,931.2119,779,933View SEC Filing Icon  
9/25/2020Joseph D MansuetoChairmanSell12,682$154.04$1,953,535.2819,799,709View SEC Filing Icon  
9/23/2020Joseph D MansuetoChairmanSell9,216$155.14$1,429,770.2419,833,324View SEC Filing Icon  
9/21/2020Joseph D MansuetoMajor ShareholderSell11,001$157.63$1,734,087.6319,845,626View SEC Filing Icon  
9/18/2020Joseph D MansuetoChairmanSell8,899$157.99$1,405,953.0119,845,626View SEC Filing Icon  
9/16/2020Joseph D MansuetoChairmanSell9,082$161.92$1,470,557.4419,858,867View SEC Filing Icon  
9/10/2020Joseph D MansuetoChairmanSell8,498$159.56$1,355,940.8819,910,824View SEC Filing Icon  
9/8/2020Joseph D MansuetoChairmanSell2,815$156.70$441,110.5019,913,739View SEC Filing Icon  
9/4/2020Joseph D MansuetoChairmanSell2,250$158.72$357,120.0019,913,739View SEC Filing Icon  
9/2/2020Joseph D MansuetoChairmanSell11,373$164.17$1,867,105.4119,916,384View SEC Filing Icon  
8/31/2020Joseph D MansuetoChairmanSell4,498$161.06$724,447.8819,946,061View SEC Filing Icon  
8/28/2020Joseph D MansuetoMajor ShareholderSell18,809$162.18$3,050,443.62
8/26/2020Joseph D MansuetoChairmanSell10,260$161.02$1,652,065.2019,986,824View SEC Filing Icon  
8/24/2020Joseph D MansuetoChairmanSell8,371$156.38$1,309,056.9820,004,597View SEC Filing Icon  
8/21/2020Joseph D MansuetoChairmanSell9,084$157.24$1,428,368.1620,004,597View SEC Filing Icon  
8/19/2020Joseph D MansuetoChairmanSell10,566$156.97$1,658,545.0220,018,762View SEC Filing Icon  
8/14/2020Joseph D MansuetoChairmanSell8,458$157.70$1,333,826.6020,057,437View SEC Filing Icon  
8/12/2020Joseph D MansuetoChairmanSell8,358$159.39$1,332,181.6220,074,363View SEC Filing Icon  
8/10/2020Joseph D MansuetoChairmanSell123$159.88$19,665.2420,081,096View SEC Filing Icon  
8/7/2020Joseph D MansuetoChairmanSell679$162.49$110,330.7120,081,096View SEC Filing Icon  
8/5/2020Joseph D MansuetoChairmanSell6,742$163.28$1,100,833.7620,092,073View SEC Filing Icon  
6/30/2020Joseph D MansuetoMajor ShareholderSell21,481$141.17$3,032,472.7720,126,680View SEC Filing Icon  
6/26/2020Joseph D MansuetoMajor ShareholderSell31,472$143.56$4,518,120.32
6/22/2020Joseph D MansuetoChairmanSell2,803$150.78$422,636.3420,163,743View SEC Filing Icon  
6/19/2020Joseph D MansuetoChairmanSell10,322$150.99$1,558,518.7820,177,445View SEC Filing Icon  
6/17/2020Joseph D MansuetoMajor ShareholderSell22,354$150.28$3,359,359.1220,206,576View SEC Filing Icon  
6/15/2020Joseph D MansuetoMajor ShareholderSell20,710$145.15$3,006,056.5020,206,576View SEC Filing Icon  
6/9/2020Joseph D MansuetoMajor ShareholderSell22,683$149.75$3,396,779.25
6/4/2020Joseph D MansuetoChairmanSell847$153.12$129,692.6420,263,465View SEC Filing Icon  
6/1/2020Joseph D MansuetoChairmanSell11,035$153.68$1,695,858.8020,295,585View SEC Filing Icon  
5/29/2020Joseph D MansuetoChairmanSell13,079$151.34$1,979,375.8620,295,585View SEC Filing Icon  
5/27/2020Joseph D MansuetoChairmanSell11,003$143.07$1,574,199.2120,326,216View SEC Filing Icon  
5/20/2020Joseph D MansuetoChairmanSell13,055$141.88$1,852,243.4020,374,004View SEC Filing Icon  
5/11/2020Joseph D MansuetoChairmanSell9,520$144.71$1,377,639.2020,469,570View SEC Filing Icon  
5/8/2020Joseph D MansuetoChairmanSell11,024$144.03$1,587,786.7220,469,570View SEC Filing Icon  
5/4/2020Joseph D MansuetoChairmanSell1,367$150.82$206,170.9420,501,063View SEC Filing Icon  
5/1/2020Cheryl A FrancisDirectorSell874$151.83$132,699.4232,458View SEC Filing Icon  
4/13/2020Joseph D MansuetoChairmanSell2,371$124.07$294,169.9720,503,719View SEC Filing Icon  
4/8/2020Joseph D MansuetoChairmanSell11,798$121.96$1,438,884.0829,528,046View SEC Filing Icon  
4/6/2020Joseph D MansuetoChairmanSell15,574$114.10$1,776,993.4020,557,794View SEC Filing Icon  
4/3/2020Joseph D MansuetoChairmanSell1,116$112.03$125,025.4820,559,425View SEC Filing Icon  
4/1/2020Joseph D MansuetoChairmanSell10,725$115.61$1,239,917.2520,571,931View SEC Filing Icon  
3/30/2020Joseph D MansuetoChairmanSell10,928$117.02$1,278,794.5620,601,527View SEC Filing Icon  
3/27/2020Joseph D MansuetoChairmanSell10,734$119.44$1,282,068.9620,601,527View SEC Filing Icon  
3/25/2020Joseph D MansuetoChairmanSell15,452$120.34$1,859,493.6820,634,345View SEC Filing Icon  
3/23/2020Joseph D MansuetoChairmanSell17,033$107.93$1,838,371.6920,663,296View SEC Filing Icon  
3/19/2020Joseph D MansuetoChairmanSell15,587$110.07$1,715,661.0920,687,950View SEC Filing Icon  
3/13/2020Joseph D MansuetoChairmanSell20,985$117.38$2,463,219.3020,727,787View SEC Filing Icon  
3/6/2020Joseph D MansuetoChairmanSell5,893$139.71$823,311.0320,744,062View SEC Filing Icon  
2/24/2020Joseph D MansuetoChairmanSell33$160.63$5,300.7920,803,463View SEC Filing Icon  
2/20/2020Joseph D MansuetoChairmanSell8,483$165.11$1,400,628.1320,803,922View SEC Filing Icon  
2/18/2020Joseph D MansuetoChairmanSell9,213$160.20$1,475,922.6020,829,098View SEC Filing Icon  
2/12/2020Joseph D MansuetoChairmanSell6,827$156.65$1,069,449.5520,852,478View SEC Filing Icon  
2/10/2020Joseph D MansuetoChairmanSell7,142$157.05$1,121,651.1020,865,670View SEC Filing Icon  
2/7/2020Joseph D MansuetoChairmanSell500$157.86$78,930.0020,865,670View SEC Filing Icon  
2/3/2020Joseph D MansuetoChairmanSell8,500$160.22$1,361,870.0020,902,283View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Morningstar (NASDAQ:MORN)

54.79% 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
1/27/2023M&G Investment Management Ltd.125,730$27.28M0.1%+26.0%0.296%Search for SEC Filing on Google Icon
1/26/2023Baker Tilly Wealth Management LLC3,636$0.79M0.1%-5.4%0.009%Search for SEC Filing on Google Icon
1/25/2023Whittier Trust Co.141$31K0.0%+76.3%0.000%Search for SEC Filing on Google Icon
1/24/2023Pallas Capital Advisors LLC6,107$1.47M0.1%+2.4%0.014%Search for SEC Filing on Google Icon
1/24/2023National Bank of Canada FI32,202$6.98M0.0%-45.6%0.076%Search for SEC Filing on Google Icon
1/24/2023Xponance Inc.3,120$0.68M0.0%+15.3%0.007%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC232,220$50.30M0.1%+131.8%0.547%Search for SEC Filing on Google Icon
1/23/2023Scout Investments Inc.62,662$13.57M0.3%N/A0.148%Search for SEC Filing on Google Icon
1/23/2023Cardinal Capital Management10,535$2.28M0.5%+0.9%0.025%Search for SEC Filing on Google Icon
1/20/2023Vestmark Advisory Solutions Inc.2,242$0.49M0.0%+8.8%0.005%Search for SEC Filing on Google Icon
1/20/2023Chicago Capital LLC67,213$14.56M0.8%-3.5%0.158%Search for SEC Filing on Google Icon
1/19/2023Pendal Group Ltd381,928$82.72M0.7%+8.9%0.900%Search for SEC Filing on Google Icon
1/19/2023Procyon Advisors LLC1,202$0.26M0.0%-21.3%0.003%Search for SEC Filing on Google Icon
1/18/2023Maryland State Retirement & Pension System1,914$0.42M0.0%N/A0.005%Search for SEC Filing on Google Icon
1/18/2023Bank of Stockton5,948$1.29M0.5%-4.6%0.014%Search for SEC Filing on Google Icon
1/13/2023Copeland Capital Management LLC94,003$20.36M0.5%+54.5%0.221%Search for SEC Filing on Google Icon
1/13/2023Allworth Financial LP150$32K0.0%+70.5%0.000%Search for SEC Filing on Google Icon
1/12/2023YHB Investment Advisors Inc.19,103$4.14M0.4%-1.9%0.045%Search for SEC Filing on Google Icon
1/12/2023State of Alaska Department of Revenue12,072$2.61M0.0%+6.2%0.028%Search for SEC Filing on Google Icon
1/11/2023North Star Investment Management Corp.612$0.13M0.0%-14.0%0.001%Search for SEC Filing on Google Icon
1/10/2023UMB Bank n.a.475$0.10M0.0%-34.5%0.001%Search for SEC Filing on Google Icon
1/4/2023Confluence Investment Management LLC71,729$15.54M0.2%-1.8%0.169%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp289,155$61.39M0.0%-2.6%0.681%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System31,941$6.78M0.0%-2.3%0.075%Search for SEC Filing on Google Icon
11/18/2022Alamar Capital Management LLC7,424$1.58M1.8%-9.8%0.017%Search for SEC Filing on Google Icon
11/17/2022CENTRAL TRUST Co130$28K0.0%-53.1%0.000%Search for SEC Filing on Google Icon
11/17/2022M&T Bank Corp9,729$2.07M0.0%-0.7%0.023%Search for SEC Filing on Google Icon
11/17/2022Grandeur Peak Global Advisors LLC4,197$0.89M0.1%-33.1%0.010%Search for SEC Filing on Google Icon
11/16/2022Kayne Anderson Rudnick Investment Management LLC1,003,530$213.07M0.7%-1.7%2.364%Search for SEC Filing on Google Icon
11/16/2022Captrust Financial Advisors13,674$2.90M0.0%+35.1%0.032%Search for SEC Filing on Google Icon
11/16/2022Arbor Capital Management Inc. ADV4,074$0.90M0.8%+1.5%0.010%Search for SEC Filing on Google Icon
11/16/2022Baird Financial Group Inc.1,398$0.30M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/16/2022Kensington Investment Counsel LLC8,913$1.89M1.6%+0.6%0.021%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC8,197$1.74M0.0%-23.2%0.019%Search for SEC Filing on Google Icon
11/16/2022Ashford Capital Management Inc.6,608$1.40M0.2%+3.5%0.016%Search for SEC Filing on Google Icon
11/15/2022Neuberger Berman Group LLC8,872$1.88M0.0%-6.9%0.021%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.9,540$2.03M0.0%-1.4%0.022%Search for SEC Filing on Google Icon
11/15/2022State Street Corp388,294$82.44M0.0%+2.9%0.915%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio12,828$2.72M0.0%+0.9%0.030%Search for SEC Filing on Google Icon
11/15/2022Algert Global LLC13,666$2.90M0.2%+209.1%0.032%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Advisers LP6,600$1.40M0.0%-8.3%0.016%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP2,700$0.57M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/15/2022UBS Asset Management Americas Inc.43,563$9.25M0.0%+1.6%0.103%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.2,439,021$517.85M0.0%+1.3%5.746%Search for SEC Filing on Google Icon
11/15/2022Pathstone Family Office LLC962$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2022Price T Rowe Associates Inc. MD30,461$6.47M0.0%+206.8%0.072%Search for SEC Filing on Google Icon
11/15/2022Praesidium Investment Management Company LLC327,284$69.49M6.8%+9.8%0.771%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP1,859$0.40M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2022Ensign Peak Advisors Inc4,430$0.94M0.0%+18.1%0.010%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP13,389$2.84M0.0%-2.1%0.032%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp289,155$61.39M0.0%-2.6%0.681%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.1,052,474$223.46M0.0%-1.0%2.479%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC5,065$1.08M0.0%+191.3%0.012%Search for SEC Filing on Google Icon
11/14/2022Macquarie Group Ltd.248$0.13M0.0%-58.5%0.001%Search for SEC Filing on Google Icon
11/14/2022Segall Bryant & Hamill LLC50,167$10.65M0.1%+28.3%0.118%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada2,953$0.63M0.0%-57.7%0.007%Search for SEC Filing on Google Icon
11/14/2022Eaton Vance Management78,754$16.72M0.0%+5.5%0.186%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC2,192$0.47M0.0%-26.9%0.005%Search for SEC Filing on Google Icon
11/14/2022Fiduciary Trust Co.2,501$0.53M0.0%+2.0%0.006%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC369,070$78.36M0.1%-6.4%0.870%Search for SEC Filing on Google Icon
11/14/2022Lazard Asset Management LLC97,424$20.69M0.0%-12.9%0.230%Search for SEC Filing on Google Icon
11/14/2022Regal Partners Ltd49,119$10.43M2.0%-11.7%0.116%Search for SEC Filing on Google Icon
11/14/2022MML Investors Services LLC2,339$0.50M0.0%+3.9%0.006%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC91,005$19.32M0.0%-1.3%0.214%Search for SEC Filing on Google Icon
11/14/2022Healthcare of Ontario Pension Plan Trust Fund25,079$5.33M0.0%+1,655.0%0.059%Search for SEC Filing on Google Icon
11/14/2022Aviva PLC6,922$1.47M0.0%-17.1%0.016%Search for SEC Filing on Google Icon
11/14/2022Veritable L.P.3,888$0.83M0.0%-5.8%0.009%Search for SEC Filing on Google Icon
11/14/2022Shell Asset Management Co.1,578$0.34M0.0%-20.8%0.004%Search for SEC Filing on Google Icon
11/14/2022Pictet Asset Management SA1,692$0.36M0.0%+10.6%0.004%Search for SEC Filing on Google Icon
11/14/2022Oppenheimer Asset Management Inc.8,930$1.90M0.0%-5.0%0.021%Search for SEC Filing on Google Icon
11/10/2022Envestnet Asset Management Inc.13,440$2.85M0.0%+4.5%0.032%Search for SEC Filing on Google Icon
11/10/2022Intech Investment Management LLC4,035$0.86M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG31,761$6.74M0.0%+0.9%0.075%Search for SEC Filing on Google Icon
11/10/2022Quadrant Capital Group LLC381$81K0.0%-23.5%0.001%Search for SEC Filing on Google Icon
11/10/2022Connectus Wealth LLC1,516$0.32M0.0%+49.5%0.004%Search for SEC Filing on Google Icon
11/10/2022Redmond Asset Management LLC8,500$1.81M0.7%+37.3%0.020%Search for SEC Filing on Google Icon
11/10/2022ExodusPoint Capital Management LP3,677$0.78M0.0%-88.3%0.009%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP305,888$64.95M0.0%+0.0%0.721%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 1,094$0.23M0.0%+1,284.8%0.003%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG6,295$1.34M0.0%-54.9%0.015%Search for SEC Filing on Google Icon
11/10/2022Artisan Partners Limited Partnership358,330$76.08M0.1%-1.2%0.844%Search for SEC Filing on Google Icon
11/9/2022Amalgamated Bank5,545$1.18M0.0%-5.6%0.013%Search for SEC Filing on Google Icon
11/9/2022Massachusetts Financial Services Co. MA485,572$103.10M0.0%+0.1%1.144%Search for SEC Filing on Google Icon
11/9/2022Legacy Advisors LLC1,827$0.39M0.1%+32.4%0.004%Search for SEC Filing on Google Icon
11/9/2022California Public Employees Retirement System53,259$11.31M0.0%+3.8%0.125%Search for SEC Filing on Google Icon
11/8/2022Fisher Asset Management LLC28,844$6.12M0.0%+4.6%0.068%Search for SEC Filing on Google Icon
11/8/2022State Board of Administration of Florida Retirement System26,661$5.66M0.0%+0.2%0.063%Search for SEC Filing on Google Icon
11/8/2022Ceera Investments LLC12,660$2.69M1.8%-2.7%0.030%Search for SEC Filing on Google Icon
11/8/2022Treasurer of the State of North Carolina10,652$2.26M0.0%+1.2%0.025%Search for SEC Filing on Google Icon
11/8/2022New York State Common Retirement Fund108,971$23.14M0.0%-0.4%0.257%Search for SEC Filing on Google Icon
11/8/2022Quantinno Capital Management LP1,405$0.30M0.0%+24.7%0.003%Search for SEC Filing on Google Icon
11/7/2022Cullen Frost Bankers Inc.200$42K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/7/2022Pallas Capital Advisors LLC5,964$1.37M0.2%-44.0%0.014%Search for SEC Filing on Google Icon
11/7/2022Nisa Investment Advisors LLC2,269$0.49M0.0%+48.6%0.005%Search for SEC Filing on Google Icon
11/7/2022Quantbot Technologies LP2,508$0.53M0.0%+1,653.8%0.006%Search for SEC Filing on Google Icon
11/4/2022Commerce Bank13,973$2.97M0.0%-0.3%0.033%Search for SEC Filing on Google Icon
11/4/2022George Kaiser Family Foundation15,095$3.21M0.6%+11.0%0.036%Search for SEC Filing on Google Icon
11/4/2022Prudential Financial Inc.51,116$10.91M0.0%-2.5%0.120%Search for SEC Filing on Google Icon
11/4/2022Southeast Asset Advisors Inc.30,213$6.42M1.1%+1.2%0.071%Search for SEC Filing on Google Icon
11/4/2022Asset Management One Co. Ltd.49,106$10.45M0.1%+1.7%0.116%Search for SEC Filing on Google Icon
Data available starting January 2016

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Morningstar logo
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
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Today's Range

Now: $241.44
Low: $235.30
High: $243.12

50 Day Range

MA: $231.41
Low: $209.58
High: $249.98

52 Week Range

Now: $241.44
Low: $207.11
High: $298.51

Volume

47,733 shs

Average Volume

69,387 shs

Market Capitalization

$10.25 billion

P/E Ratio

84.72

Dividend Yield

0.63%

Beta

1.13

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 (Major Shareholder)
  3. Joseph D Mansueto (Chairman)
  4. Bevin Desmond (Insider)
  5. William M Lyons (Director)
  6. Robin Diamonte (Director)
  7. Caroline J Tsay (Director)
  8. Jason Dubinsky (CFO)
  9. Peter G Thomson (VP)
  10. Steven N Kaplan (Director)
Learn More about top insider investors at Morningstar.

Who are the major institutional investors of Morningstar?

Morningstar's top institutional shareholders include:
  1. Pendal Group Ltd — 0.90%
  2. Allspring Global Investments Holdings LLC — 0.55%
  3. M&G Investment Management Ltd. — 0.30%
  4. Copeland Capital Management LLC — 0.22%
  5. Confluence Investment Management LLC — 0.17%
  6. Chicago Capital LLC — 0.16%
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. National Bank of Canada FI
  2. Chicago Capital LLC
  3. Confluence Investment Management LLC
  4. YHB Investment Advisors Inc.
  5. Procyon Advisors LLC
  6. Bank of Stockton
  7. UMB Bank n.a.
  8. Baker Tilly Wealth Management LLC
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. Joseph D Mansueto (Major Shareholder)
  3. Joseph D Mansueto (Chairman)
  4. Bevin Desmond (Insider)
  5. William M Lyons (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. Allspring Global Investments Holdings LLC
  2. Scout Investments Inc.
  3. Copeland Capital Management LLC
  4. Pendal Group Ltd
  5. M&G Investment Management Ltd.
  6. Maryland State Retirement & Pension System
  7. State of Alaska Department of Revenue
  8. Xponance Inc.
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