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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): $68,903,985.68

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: $166.56
Price Change: ▼ Price Decrease of -1.11 (-0.66%)
As of 05/5/2026 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
5/4/2026Joseph D MansuetoChairmanSell7,250$169.97$1,232,282.508,128,992View 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  
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  
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
5/5/2026Bank of New York Mellon Corp175,006$29.59M0.0%+3.0%0.460%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC3,074$0.52M0.0%+29.3%0.008%Search for SEC Filing on Google Icon
5/5/2026Hillsdale Investment Management Inc.6,810$1.15M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/4/2026Calamos Wealth Management LLC1,881$0.32M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/4/2026Calamos Advisors LLC1,881$0.32M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,257$0.21M0.0%+32.6%0.003%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System5,500$0.93M0.0%-1.8%0.014%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.77,073$13.03M0.0%-12.5%0.203%Search for SEC Filing on Google Icon
5/4/2026Chicago Partners Investment Group LLC2,449$0.46M0.0%+7.3%0.006%Search for SEC Filing on Google Icon
5/4/2026Procyon Advisors LLC1,680$0.28M0.0%-6.3%0.004%Search for SEC Filing on Google Icon
5/2/2026Diversify Wealth Management LLC5,951$1.12M0.0%+42.8%0.016%Search for SEC Filing on Google Icon
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,752$0.97M0.0%-3.6%0.015%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp6,933$1.17M0.0%+2,122.1%0.018%Search for SEC Filing on Google Icon
5/1/2026Sequoia Financial Advisors LLC1,872$0.32M0.0%-36.8%0.005%Search for SEC Filing on Google Icon
5/1/2026Kornitzer Capital Management Inc. KS2,064$0.35M0.0%-85.1%0.005%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC10,149$1.71M0.0%+2.3%0.026%Search for SEC Filing on Google Icon
4/30/2026Personal CFO Solutions LLC1,840$0.31M0.0%+8.0%0.005%Search for SEC Filing on Google Icon
4/29/2026R Squared Ltd2,551$0.43M0.2%-21.3%0.007%Search for SEC Filing on Google Icon
4/28/2026Abel Hall LLC1,233$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
4/28/2026AdvisorShares Investments LLC2,720$0.46M0.1%+22.5%0.007%Search for SEC Filing on Google Icon
4/28/2026Praxis Investment Management Inc.1,903$0.32M0.0%N/A0.005%Search for SEC Filing on Google Icon
4/27/2026HB Wealth Management LLC1,766$0.30M0.0%-46.8%0.005%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System4,738$0.80M0.0%-15.4%0.012%Search for SEC Filing on Google Icon
4/27/2026Y Intercept Hong Kong Ltd9,583$1.62M0.0%+105.8%0.025%Search for SEC Filing on Google Icon
4/22/2026Janney Montgomery Scott LLC2,236$0.38M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/22/2026Pictet Asset Management Holding SA4,119$0.70M0.0%+6.1%0.011%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC334$56K0.0%-38.0%0.001%Search for SEC Filing on Google Icon
4/21/2026GHP Investment Advisors Inc.2,486$0.42M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/21/2026Aaron Wealth Advisors LLC3,323$0.56M0.0%+50.9%0.009%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System6,700$1.13M0.0%N/A0.017%Search for SEC Filing on Google Icon
4/20/2026OP Asset Management Ltd12,147$2.05M0.0%N/A0.032%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC46,937$7.94M0.0%+211.0%0.122%Search for SEC Filing on Google Icon
3/20/2026Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC21,531$4.68M0.0%+7.0%0.054%Search for SEC Filing on Google Icon
3/6/2026Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%Search for SEC Filing on Google Icon
2/25/2026MidFirst Bank15,647$3.40M0.3%N/A0.040%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.2,884$0.63M0.0%-37.7%0.007%Search for SEC Filing on Google Icon
2/23/2026Kera Capital Partners Inc.3,396$0.69M0.1%N/A0.009%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.271,999$59.11M0.0%-8.2%0.687%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC260,978$56.71M0.0%+1,196.5%0.659%Search for SEC Filing on Google Icon
2/19/2026Alberta Investment Management Corp6,300$1.37M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV10,061$2.19M0.0%+153.0%0.024%Search for SEC Filing on Google Icon
2/18/2026Vident Advisory LLC14,429$3.14M0.0%+4.5%0.035%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury10,031$2.03M0.0%-4.1%0.024%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp2,860$0.62M0.0%-18.3%0.007%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC1,133$0.25M0.0%+1,352.6%0.003%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd30,112$6.54M0.2%+1,007.1%0.073%Search for SEC Filing on Google Icon
2/18/2026Kensington Investment Counsel LLC7,100$1.54M0.6%-25.8%0.017%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC226,605$49.24M0.2%+21.1%0.551%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP1,136,213$246.91M0.1%+85.4%2.762%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.1,393$0.30M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL4,710$1.02M0.0%-47.8%0.011%Search for SEC Filing on Google Icon
2/18/2026Numerai GP LLC11,688$2.54M0.3%+239.1%0.028%Search for SEC Filing on Google Icon
2/18/2026Occudo Quantitative Strategies LP8,227$1.79M0.1%+433.2%0.020%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC343,833$74.72M0.0%+15.1%0.836%Search for SEC Filing on Google Icon
2/18/2026Man Group plc9,536$2.07M0.0%-11.9%0.023%Search for SEC Filing on Google Icon
2/18/2026Incline Global Management LLC6,278$1.36M0.5%-90.6%0.015%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC57,589$12.51M0.0%+29.3%0.140%Search for SEC Filing on Google Icon
2/18/2026Gotham Asset Management LLC100,283$21.79M0.1%+314.6%0.244%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP78,179$16.99M0.2%+35.9%0.190%Search for SEC Filing on Google Icon
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.3,661$0.80M0.0%-17.3%0.009%Search for SEC Filing on Google Icon
2/18/2026Bamco Inc. NY1,241,794$269.85M0.7%-12.2%3.019%Search for SEC Filing on Google Icon
2/17/2026American Capital Management Inc.113,064$24.57M1.1%+14.0%0.275%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC10,712$2.33M0.0%-55.8%0.026%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC900,297$195.64M0.1%+48.0%2.189%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers5,864$1.27M0.0%-3.5%0.014%Search for SEC Filing on Google Icon
2/17/2026Lazard Asset Management LLC11,917$2.59M0.0%-81.9%0.029%Search for SEC Filing on Google Icon
2/17/2026DF Dent & Co. Inc.145,591$31.64M0.5%-27.1%0.354%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC15,612$3.39M0.0%-9.4%0.038%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP20,323$4.42M0.0%+403.2%0.049%Search for SEC Filing on Google Icon
2/17/2026Amundi1,398$0.30M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2026iSAM Funds UK Ltd1,000$0.22M0.1%-57.6%0.002%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC50,467$10.97M0.1%+51.7%0.123%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD21,777$4.73M0.0%-67.7%0.053%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.17,813$3.87M0.0%-5.8%0.043%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC3,173$0.69M0.0%+19.9%0.008%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio6,957$1.51M0.0%-5.7%0.017%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System25,407$5.52M0.0%-0.3%0.062%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.8,453$1.84M0.0%-29.9%0.021%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board8,907$1.94M0.0%+17.6%0.022%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors11,545$2.51M0.0%-82.7%0.028%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS1,401$0.31M0.0%-55.8%0.003%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada8,747$1.90M0.0%-74.6%0.021%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL2,384$0.52M0.0%-11.2%0.006%Search for SEC Filing on Google Icon
2/17/2026Rothschild Wealth LLC945$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/17/2026Aster Capital Management DIFC Ltd727$0.16M0.1%-49.5%0.002%Search for SEC Filing on Google Icon
2/17/2026Alberta Investment Management Corp6,300$1.37M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC34,267$7.45M0.0%-27.5%0.083%Search for SEC Filing on Google Icon
2/16/2026Vanguard Personalized Indexing Management LLC5,219$1.13M0.0%+38.1%0.013%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC37,343$8.12M0.0%+87.8%0.091%Search for SEC Filing on Google Icon
2/16/2026Panagora Asset Management Inc.38,809$8.43M0.0%-33.2%0.094%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC13,251$2.88M0.0%+61.5%0.032%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC16,979$3.69M0.0%+151.3%0.041%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC1,784$0.39M0.1%N/A0.004%Search for SEC Filing on Google Icon
2/16/2026Focus Partners Wealth136,904$29.75M0.0%+6.2%0.333%Search for SEC Filing on Google Icon
2/16/2026Healthcare of Ontario Pension Plan Trust Fund23,600$5.13M0.0%-34.8%0.057%Search for SEC Filing on Google Icon
2/16/2026Entropy Technologies LP4,435$0.96M0.1%+209.1%0.011%Search for SEC Filing on Google Icon
2/16/2026Epoch Investment Partners Inc.7,631$1.66M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/16/2026Arax Advisory Partners152$33K0.0%-97.6%0.000%Search for SEC Filing on Google Icon
2/16/2026Aurora Investment Counsel9,596$2.09M1.1%+151.9%0.023%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: $166.56
Low: $161.18
High: $170.53

50 Day Range

MA: $176.85
Low: $156.81
High: $191.02

52 Week Range

Now: $166.56
Low: $149.08
High: $316.71

Volume

979,053 shs

Average Volume

521,824 shs

Market Capitalization

$6.33 billion

P/E Ratio

16.96

Dividend Yield

1.19%

Beta

0.99

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. Principal Financial Group Inc. — 0.20%
  2. SG Americas Securities LLC — 0.12%
  3. OP Asset Management Ltd — 0.03%
  4. Hsbc Holdings PLC — 0.03%
  5. Y Intercept Hong Kong Ltd — 0.02%
  6. Fifth Third Bancorp — 0.02%
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. Kornitzer Capital Management Inc. KS
  2. Principal Financial Group Inc.
  3. HB Wealth Management LLC
  4. Sequoia Financial Advisors LLC
  5. New York State Teachers Retirement System
  6. R Squared Ltd
  7. Commonwealth of Pennsylvania Public School Empls Retrmt SYS
  8. Sterling Capital Management LLC
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. 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. SG Americas Securities LLC
  2. OP Asset Management Ltd
  3. Hillsdale Investment Management Inc.
  4. Louisiana State Employees Retirement System
  5. Fifth Third Bancorp
  6. Y Intercept Hong Kong Ltd
  7. GHP Investment Advisors Inc.
  8. Janney Montgomery Scott LLC

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
25 recent trades
Steven N Kaplan
Steven N Kaplan
Director
Caroline J Tsay
Caroline J Tsay
Director
1 recent trades
Robin Diamonte
Robin Diamonte
Director
Gail S Landis
Gail S Landis
Director
William M Lyons
Director
Bevin Desmond
Bevin Desmond (Age 59)
Insider
Daniel Joseph Dunn
Daniel Joseph Dunn (Age 50)
CRO