MORN Insider Trading

Insider Ownership Percentage: 37.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $79,265,789.22

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: $327.54
Price Change: Price Decrease of -1.18 (-0.36%)
As of 02/19/2025 11:39 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

Morningstar Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/12/2025Joseph D MansuetoChairmanSell1,280$320.57$410,329.6010,130,378View SEC Filing Icon  
2/10/2025Joseph D MansuetoChairmanSell1,695$325.53$551,773.3510,131,658View SEC Filing Icon  
2/7/2025Joseph D MansuetoChairmanSell2,495$326.44$814,467.8010,133,353View SEC Filing Icon  
2/5/2025Joseph D MansuetoChairmanSell3,635$325.44$1,182,974.4010,142,694View SEC Filing Icon  
2/3/2025Joseph D MansuetoChairmanSell1,716$327.89$562,659.2410,151,120View SEC Filing Icon  
12/13/2024Jason DubinskyCFOSell3,223$352.88$1,137,332.2417,304View SEC Filing Icon  
11/26/2024Joseph D MansuetoChairmanSell9,062$355.22$3,219,003.6410,738,224View SEC Filing Icon  
11/18/2024Joseph D MansuetoChairmanSell275$336.67$92,584.2510,788,103View SEC Filing Icon  
11/15/2024Joseph D MansuetoChairmanSell118$342.13$40,371.3410,788,378View SEC Filing Icon  
11/13/2024Joseph D MansuetoChairmanSell3,825$351.05$1,342,766.2510,791,380View SEC Filing Icon  
11/11/2024Joseph D MansuetoChairmanSell7,222$349.67$2,525,316.7410,801,361View SEC Filing Icon  
11/8/2024Joseph D MansuetoChairmanSell9,062$348.45$3,157,653.9010,808,583View SEC Filing Icon  
11/4/2024Joseph D MansuetoChairmanSell9,062$329.45$2,985,475.9010,836,656View SEC Filing Icon  
11/1/2024Joseph D MansuetoChairmanSell9,062$328.22$2,974,329.6410,845,718View SEC Filing Icon  
10/30/2024William M. LyonsDirectorSell750$331.88$248,910.0012,840View SEC Filing Icon  
9/30/2024William M. LyonsDirectorSell750$316.48$237,360.0013,590View SEC Filing Icon  
9/9/2024Joseph D MansuetoChairmanSell8,056$305.95$2,464,733.2010,517,257View SEC Filing Icon  
9/5/2024Joseph D MansuetoChairmanSell54$312.55$16,877.7010,525,738View SEC Filing Icon  
9/3/2024Joseph D MansuetoChairmanSell721$312.94$225,629.7410,532,253View SEC Filing Icon  
8/30/2024William M. LyonsDirectorSell750$311.60$233,700.0014,340View SEC Filing Icon  
8/29/2024Joseph D MansuetoChairmanSell6,110$312.18$1,907,419.8010,539,718View SEC Filing Icon  
8/27/2024Joseph D MansuetoChairmanSell5,724$311.27$1,781,709.4810,551,498View SEC Filing Icon  
8/21/2024Joseph D MansuetoChairmanSell6,209$312.12$1,937,953.0810,574,707View SEC Filing Icon  
8/19/2024Joseph D MansuetoChairmanSell3,838$315.90$1,212,424.2010,581,130View SEC Filing Icon  
8/14/2024Joseph D MansuetoChairmanSell5,257$310.37$1,631,615.0910,599,799View SEC Filing Icon  
8/12/2024Joseph D MansuetoChairmanSell5,149$305.30$1,571,989.7010,610,555View SEC Filing Icon  
8/8/2024Joseph D MansuetoChairmanSell5,117$304.70$1,559,149.9010,620,679View SEC Filing Icon  
8/6/2024Joseph D MansuetoChairmanSell9,062$302.64$2,742,523.6810,631,706View SEC Filing Icon  
8/1/2024Joseph D MansuetoChairmanSell1,144$317.03$362,682.3210,640,768View SEC Filing Icon  
7/31/2024Daniel Joseph DunnCROSell1,600$320.89$513,424.0012,967View SEC Filing Icon  
7/2/2024Jason DubinskyCFOSell3,400$300.11$1,020,374.0020,181View SEC Filing Icon  
6/28/2024William M. LyonsDirectorSell750$294.21$220,657.5015,840View SEC Filing Icon  
6/24/2024Caroline J. TsayDirectorSell290$296.98$86,124.203,925View SEC Filing Icon  
6/5/2024Joseph D MansuetoChairmanSell397$294.77$117,023.6910,641,912View SEC Filing Icon  
6/4/2024William M. LyonsDirectorSell750$289.07$216,802.5016,590View SEC Filing Icon  
6/3/2024Joseph D MansuetoChairmanSell9,062$289.22$2,620,911.6410,648,928View SEC Filing Icon  
5/30/2024Joseph D MansuetoChairmanSell5,869$287.16$1,685,342.0410,662,525View SEC Filing Icon  
5/28/2024Joseph D MansuetoChairmanSell236$296.65$70,009.4010,668,489View SEC Filing Icon  
5/24/2024Joseph D MansuetoChairmanSell5,082$296.99$1,509,303.1810,668,725View SEC Filing Icon  
5/22/2024Joseph D MansuetoChairmanSell5,023$300.17$1,507,753.9110,674,922View SEC Filing Icon  
5/20/2024Joseph D MansuetoChairmanSell5,234$300.00$1,570,200.0010,687,931View SEC Filing Icon  
5/17/2024Joseph D MansuetoChairmanSell4,285$299.50$1,283,357.5010,693,165View SEC Filing Icon  
5/15/2024Joseph D MansuetoChairmanSell4,804$301.10$1,446,484.4010,703,512View SEC Filing Icon  
5/13/2024Joseph D MansuetoChairmanSell1,558$298.17$464,548.8610,712,997View SEC Filing Icon  
5/10/2024Joseph D MansuetoChairmanSell5,063$299.03$1,513,988.8910,714,555View SEC Filing Icon  
5/10/2024Steven N. KaplanDirectorSell1,250$298.13$372,662.5043,177View SEC Filing Icon  
5/8/2024Joseph D MansuetoChairmanSell134$300.43$40,257.6210,726,348View SEC Filing Icon  
5/6/2024Joseph D MansuetoChairmanSell7,486$298.30$2,233,073.8010,733,826View SEC Filing Icon  
5/3/2024Joseph D MansuetoChairmanSell8,954$294.34$2,635,520.3610,741,312View SEC Filing Icon  
5/1/2024Joseph D MansuetoChairmanSell8,325$286.72$2,386,944.0010,758,587View SEC Filing Icon  
3/11/2024Joseph D MansuetoChairmanSell1,297$307.69$399,073.9310,775,526View SEC Filing Icon  
3/11/2024Steven N. KaplanDirectorSell1,250$306.81$383,512.5044,427View SEC Filing Icon  
3/8/2024Joseph D MansuetoChairmanSell4,675$311.07$1,454,252.2510,776,823View SEC Filing Icon  
3/4/2024Joseph D MansuetoChairmanSell9,861$303.17$2,989,559.3710,811,730View SEC Filing Icon  
3/1/2024Joseph D MansuetoChairmanSell6,025$298.38$1,797,739.5010,821,591View SEC Filing Icon  
2/28/2024Joseph D MansuetoChairmanSell9,935$296.94$2,950,098.9010,832,014View SEC Filing Icon  
2/26/2024Joseph D MansuetoChairmanSell6,198$298.80$1,851,962.4010,852,973View SEC Filing Icon  
2/23/2024Joseph D MansuetoChairmanSell12,650$298.12$3,771,218.0010,859,171View SEC Filing Icon  
2/21/2024Joseph D MansuetoChairmanSell3,748$272.65$1,021,892.2010,883,563View SEC Filing Icon  
2/16/2024Joseph D MansuetoChairmanSell1,367$277.60$379,479.2010,891,487View SEC Filing Icon  
2/14/2024Joseph D MansuetoChairmanSell8,993$275.94$2,481,528.4210,899,717View SEC Filing Icon  
2/12/2024Joseph D MansuetoChairmanSell7,481$282.08$2,110,240.4810,908,710View SEC Filing Icon  
2/9/2024Joseph D MansuetoChairmanSell7,668$278.69$2,136,994.9210,916,191View SEC Filing Icon  
2/7/2024Joseph D MansuetoChairmanSell7,470$277.23$2,070,908.1010,927,151View SEC Filing Icon  
2/1/2024Joseph D MansuetoChairmanSell6,926$279.39$1,935,055.1410,934,986View SEC Filing Icon  
11/27/2023Joseph D MansuetoChairmanSell6,257$277.17$1,734,252.6911,342,505View SEC Filing Icon  
11/24/2023Joseph D MansuetoChairmanSell6,555$275.86$1,808,262.3011,348,762View SEC Filing Icon  
11/22/2023Joseph D MansuetoChairmanSell12,650$275.77$3,488,490.5011,355,317View SEC Filing Icon  
11/20/2023Joseph D MansuetoChairmanSell11,693$271.95$3,179,911.3511,380,617View SEC Filing Icon  
11/17/2023Joseph D MansuetoChairmanSell10,328$271.00$2,798,888.0011,392,310View SEC Filing Icon  
11/15/2023Joseph D MansuetoChairmanSell7,776$269.04$2,092,055.0411,415,288View SEC Filing Icon  
11/14/2023Robin DiamonteDirectorSell400$268.91$107,564.008,935View SEC Filing Icon  
11/13/2023Joseph D MansuetoChairmanSell8,624$265.56$2,290,189.4411,435,673View SEC Filing Icon  
11/10/2023Joseph D MansuetoChairmanSell9,525$263.82$2,512,885.5011,444,297View SEC Filing Icon  
11/8/2023Joseph D MansuetoChairmanSell6,726$262.05$1,762,548.3011,456,472View SEC Filing Icon  
11/6/2023Joseph D MansuetoChairmanSell11,334$262.98$2,980,615.3211,471,495View SEC Filing Icon  
11/3/2023Joseph D MansuetoChairmanSell9,376$262.61$2,462,231.3611,482,829View SEC Filing Icon  
11/1/2023Joseph D MansuetoChairmanSell12,650$254.85$3,223,852.5011,504,855View SEC Filing Icon  
9/5/2023Gail S. LandisDirectorSell580$250.00$145,000.005,147View SEC Filing Icon  
9/1/2023Joseph D MansuetoChairmanSell11,394$235.22$2,680,096.6811,517,505View SEC Filing Icon  
8/30/2023Joseph D MansuetoChairmanSell10,315$226.91$2,340,576.6511,541,549View SEC Filing Icon  
8/28/2023Joseph D MansuetoChairmanSell12,650$225.07$2,847,135.5011,558,479View SEC Filing Icon  
8/25/2023Joseph D MansuetoChairmanSell12,650$221.22$2,798,433.0011,571,129View SEC Filing Icon  
8/23/2023Joseph D MansuetoChairmanSell8,835$218.86$1,933,628.1011,193,914View SEC Filing Icon  
8/21/2023Joseph D MansuetoChairmanSell4,963$215.59$1,069,973.1711,211,558View SEC Filing Icon  
8/18/2023Joseph D MansuetoChairmanSell224$219.39$49,143.3611,216,521View SEC Filing Icon  
8/16/2023Joseph D MansuetoChairmanSell7,799$219.39$1,711,022.6111,229,395View SEC Filing Icon  
8/14/2023Joseph D MansuetoChairmanSell3,050$219.04$668,072.0011,242,697View SEC Filing Icon  
8/11/2023Joseph D MansuetoChairmanSell5,650$219.42$1,239,723.0011,245,747View SEC Filing Icon  
8/9/2023Joseph D MansuetoChairmanSell3,740$220.07$823,061.8011,259,645View SEC Filing Icon  
8/7/2023Joseph D MansuetoChairmanSell8,543$221.31$1,890,651.3311,269,407View SEC Filing Icon  
8/3/2023Joseph D MansuetoChairmanSell9,477$225.05$2,132,798.8511,278,933View SEC Filing Icon  
8/2/2023Daniel Joseph DunnCROSell2,000$224.93$449,860.0012,827View SEC Filing Icon  
8/1/2023Joseph D MansuetoChairmanSell4,695$229.98$1,079,756.1011,288,530View SEC Filing Icon  
7/27/2023Gail S. LandisDirectorSell395$225.00$88,875.005,727View SEC Filing Icon  
7/10/2023Joseph D MansuetoChairmanSell11,684$198.17$2,315,418.2811,293,225View SEC Filing Icon  
7/7/2023Joseph D MansuetoChairmanSell11,218$197.46$2,215,106.2811,304,909View SEC Filing Icon  
7/5/2023Joseph D MansuetoChairmanSell260$195.61$50,858.6011,322,677View SEC Filing Icon  
7/3/2023Joseph D MansuetoChairmanSell6,950$195.81$1,360,879.5011,322,937View SEC Filing Icon  
6/30/2023Joseph D MansuetoChairmanSell12,650$194.47$2,460,045.5011,329,887View SEC Filing Icon  
6/28/2023Joseph D MansuetoChairmanSell7,644$188.15$1,438,218.6011,355,187View SEC Filing Icon  
6/26/2023Joseph D MansuetoChairmanSell240$192.92$46,300.8011,375,481View SEC Filing Icon  
6/23/2023Joseph D MansuetoChairmanSell2,589$195.99$507,418.1111,375,721View SEC Filing Icon  
6/21/2023Joseph D MansuetoChairmanSell5,519$203.03$1,120,522.5711,378,310View SEC Filing Icon  
6/16/2023Joseph D MansuetoChairmanSell4,280$207.38$887,586.4011,383,829View SEC Filing Icon  
6/14/2023Joseph D MansuetoChairmanSell3,423$204.63$700,448.4911,396,582View SEC Filing Icon  
6/12/2023Joseph D MansuetoChairmanSell1$203.58$203.5811,410,544View SEC Filing Icon  
6/9/2023Joseph D MansuetoChairmanSell3,761$205.54$773,035.9411,410,545View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/5/2023Joseph D MansuetoChairmanSell1,081$205.51$222,156.3111,433,358View SEC Filing Icon  
5/30/2023Joseph D MansuetoChairmanSell12,650$203.99$2,580,473.5011,455,575View SEC Filing Icon  
5/15/2023Caroline J. TsayDirectorSell651$191.32$124,549.323,576View SEC Filing Icon  
3/20/2023Joseph D MansuetoChairmanSell7,948$183.63$1,459,491.2411,474,376View SEC Filing Icon  
3/17/2023Joseph D MansuetoChairmanSell503$185.35$93,231.0511,482,324View SEC Filing Icon  
3/14/2023Joseph D MansuetoChairmanSell14,500$189.29$2,744,705.0011,494,411View SEC Filing Icon  
3/10/2023Joseph D MansuetoChairmanSell140$200.56$28,078.4011,508,911View SEC Filing Icon  
3/8/2023Joseph D MansuetoChairmanSell8,620$207.18$1,785,891.6011,514,073View SEC Filing Icon  
3/6/2023Joseph D MansuetoChairmanSell9,748$212.48$2,071,255.0411,523,013View SEC Filing Icon  
3/3/2023Joseph D MansuetoChairmanSell12,893$209.13$2,696,313.0911,532,761View SEC Filing Icon  
3/1/2023Joseph D MansuetoChairmanSell14,500$207.07$3,002,515.0011,555,781View SEC Filing Icon  
2/27/2023Joseph D MansuetoChairmanSell12,982$207.50$2,693,765.0011,582,699View SEC Filing Icon  
2/22/2023Joseph D MansuetoChairmanSell8,491$232.75$1,976,280.2511,604,954View SEC Filing Icon  
2/17/2023Joseph D MansuetoChairmanSell5,347$237.30$1,268,843.1011,613,445View SEC Filing Icon  
2/15/2023Joseph D MansuetoChairmanSell6,362$238.44$1,516,955.2811,620,972View SEC Filing Icon  
2/13/2023Joseph D MansuetoChairmanSell8,859$236.86$2,098,342.7411,630,946View SEC Filing Icon  
2/9/2023Joseph D MansuetoChairmanSell4,140$243.82$1,009,414.8011,639,905View SEC Filing Icon  
2/7/2023Joseph D MansuetoChairmanSell3,916$243.92$955,190.7211,645,542View SEC Filing Icon  
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  
See Full Table

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

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

Institutional Buying and Selling by Quarter

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

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

Morningstar Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025Public Employees Retirement System of Ohio9,295$3.13M0.0%-5.3%0.022%Search for SEC Filing on Google Icon
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,337$33.12M0.0%+10.9%0.229%Search for SEC Filing on Google Icon
2/17/2025Squarepoint Ops LLC10,703$3.60M0.0%-19.8%0.025%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP20,600$6.94M0.0%+795.7%0.048%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP36,237$12.20M0.0%N/A0.085%Search for SEC Filing on Google Icon
2/17/2025Tidal Investments LLC1,695$0.57M0.0%+40.3%0.004%Search for SEC Filing on Google Icon
2/17/2025Select Equity Group L.P.1,374,435$462.86M1.8%-21.9%3.205%Search for SEC Filing on Google Icon
2/17/2025Rafferty Asset Management LLC617$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
2/17/2025Point72 Hong Kong Ltd647$0.22M0.0%+257.5%0.002%Search for SEC Filing on Google Icon
2/17/2025Praesidium Investment Management Company LLC90,058$30.33M5.1%-8.8%0.210%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC1,263$0.43M0.0%+7.4%0.003%Search for SEC Filing on Google Icon
2/17/2025Quantinno Capital Management LP6,924$2.33M0.0%+25.1%0.016%Search for SEC Filing on Google Icon
2/17/2025Man Group plc16,618$5.60M0.0%+23.1%0.039%Search for SEC Filing on Google Icon
2/17/2025Nomura Holdings Inc.3,585$1.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/17/2025Nuveen Asset Management LLC90,029$30.32M0.0%+25.9%0.210%Search for SEC Filing on Google Icon
2/17/2025Occudo Quantitative Strategies LP2,111$0.71M0.1%N/A0.005%Search for SEC Filing on Google Icon
2/17/2025OMERS ADMINISTRATION Corp2,200$0.74M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC287,658$96.87M0.0%-41.9%0.671%Search for SEC Filing on Google Icon
2/17/2025Lazard Asset Management LLC1,690$0.57M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/17/2025Gotham Asset Management LLC2,595$0.87M0.0%-60.6%0.006%Search for SEC Filing on Google Icon
2/17/2025Graham Capital Management L.P.1,774$0.60M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/17/2025Focus Partners Wealth3,712$1.28M0.0%-24.2%0.009%Search for SEC Filing on Google Icon
2/17/2025Ensign Peak Advisors Inc12,972$4.37M0.0%-28.9%0.030%Search for SEC Filing on Google Icon
2/17/2025Ethic Inc.2,578$0.87M0.0%+10.9%0.006%Search for SEC Filing on Google Icon
2/17/2025Fiduciary Trust Co1,080$0.36M0.0%-9.4%0.003%Search for SEC Filing on Google Icon
2/17/2025Deutsche Bank AG1,798$0.61M0.0%+2.4%0.004%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.2,481$0.84M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/17/2025Corton Capital Inc.612$0.21M0.1%N/A0.001%Search for SEC Filing on Google Icon
2/17/2025Cresset Asset Management LLC1,453$0.49M0.0%-37.6%0.003%Search for SEC Filing on Google Icon
2/17/2025Cubist Systematic Strategies LLC5,711$1.92M0.0%-86.2%0.013%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers2,077$0.70M0.0%+8.0%0.005%Search for SEC Filing on Google Icon
2/17/2025Captrust Financial Advisors9,026$3.04M0.0%+167.8%0.021%Search for SEC Filing on Google Icon
2/17/2025Balyasny Asset Management L.P.168,026$56.58M0.1%N/A0.392%Search for SEC Filing on Google Icon
2/17/2025Bamco Inc. NY1,305,155$439.52M1.1%0.0%3.044%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE1,303,330$438.91M0.0%-16.3%3.039%Search for SEC Filing on Google Icon
2/17/2025Benjamin Edwards Inc.1,700$0.57M0.0%+8.8%0.004%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets4,333$1.46M0.0%-27.6%0.010%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.31,074$10.46M0.0%-3.0%0.072%Search for SEC Filing on Google Icon
2/17/2025Algert Global LLC37,086$12.49M0.3%+45.4%0.086%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC1,311$0.44M0.0%-56.8%0.003%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank8,912$3M0.0%-4.3%0.021%Search for SEC Filing on Google Icon
2/14/2025Voleon Capital Management LP21,915$7.38M0.5%N/A0.051%Search for SEC Filing on Google Icon
2/14/2025Schonfeld Strategic Advisors LLC7,390$2.49M0.0%+212.3%0.017%Search for SEC Filing on Google Icon
2/14/2025AQR Capital Management LLC13,100$4.41M0.0%+70.2%0.031%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp230,149$77.51M0.0%+18.6%0.537%Search for SEC Filing on Google Icon
2/14/2025The Manufacturers Life Insurance Company 22,492$7.57M0.0%-1.7%0.052%Search for SEC Filing on Google Icon
2/14/2025Quarry LP542$0.18M0.0%+942.3%0.001%Search for SEC Filing on Google Icon
2/14/2025Aquatic Capital Management LLC2,679$0.90M0.0%-23.0%0.006%Search for SEC Filing on Google Icon
2/14/2025Johnson Financial Group Inc.215$71K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/14/2025Boothbay Fund Management LLC1,468$0.49M0.0%+60.6%0.003%Search for SEC Filing on Google Icon
2/14/2025Susquehanna Fundamental Investments LLC10,188$3.43M0.0%N/A0.024%Search for SEC Filing on Google Icon
2/14/2025Two Sigma Securities LLC765$0.26M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2025Kovitz Investment Group Partners LLC654$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC11,859$3.99M0.0%-4.7%0.028%Search for SEC Filing on Google Icon
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.2,237$0.76M0.0%-5.5%0.005%Search for SEC Filing on Google Icon
2/14/2025Pinebridge Investments L.P.23,880$8.04M0.1%+369.4%0.056%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD668,889$225.26M0.0%-2.4%1.560%Search for SEC Filing on Google Icon
2/14/2025Hsbc Holdings PLC6,266$2.12M0.0%+557.5%0.015%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp18,633$6.28M0.0%+1.5%0.043%Search for SEC Filing on Google Icon
2/14/2025State of Tennessee Department of Treasury10,460$3.52M0.0%-2.7%0.024%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC 1,577$0.53M0.0%+122.1%0.004%Search for SEC Filing on Google Icon
2/14/2025Teachers Retirement System of The State of Kentucky7,770$2.62M0.0%-5.1%0.018%Search for SEC Filing on Google Icon
2/14/2025Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%Search for SEC Filing on Google Icon
2/14/2025MML Investors Services LLC5,095$1.72M0.0%+19.0%0.012%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC16,401$5.52M0.0%+8.2%0.038%Search for SEC Filing on Google Icon
2/14/2025Natixis15,902$5.36M0.0%-50.2%0.037%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP305,014$102.72M0.0%+4.5%0.711%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP29,886$10.06M0.0%+6.0%0.070%Search for SEC Filing on Google Icon
2/14/2025Forum Financial Management LP662$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2025Commerce Bank10,166$3.42M0.0%-9.1%0.024%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co22,989$7.72M0.0%+1.4%0.054%Search for SEC Filing on Google Icon
2/13/2025Wasatch Advisors LP690,154$232.42M1.2%-0.8%1.609%Search for SEC Filing on Google Icon
2/13/2025United Capital Financial Advisors LLC12,919$4.35M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/13/2025Jump Financial LLC2,286$0.77M0.0%-62.5%0.005%Search for SEC Filing on Google Icon
2/13/2025Tribune Investment Group LP16,000$5.39M3.0%N/A0.037%Search for SEC Filing on Google Icon
2/13/2025XTX Topco Ltd760$0.26M0.0%-66.9%0.002%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC1,705$0.57M0.0%+10.7%0.004%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC21,469$7.23M0.0%+29.6%0.050%Search for SEC Filing on Google Icon
2/13/2025Summit Investment Advisors Inc.5,411$1.82M1.6%-2.4%0.013%Search for SEC Filing on Google Icon
2/13/2025Townsquare Capital LLC42,075$14.17M0.2%+0.3%0.098%Search for SEC Filing on Google Icon
2/13/2025Grandeur Peak Global Advisors LLC6,499$2.19M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/13/2025Sterling Capital Management LLC431$0.15M0.0%-11.1%0.001%Search for SEC Filing on Google Icon
2/13/2025Covestor Ltd416$0.14M0.1%+14.6%0.001%Search for SEC Filing on Google Icon
2/13/2025Treasurer of the State of North Carolina11,739$3.95M0.0%+0.7%0.027%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.48,986$16.50M0.0%N/A0.114%Search for SEC Filing on Google Icon
2/13/2025Advisory Services Network LLC2,833$0.95M0.0%-13.2%0.007%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC188,370$63.44M0.1%+2.7%0.439%Search for SEC Filing on Google Icon
2/13/2025Bank of Nova Scotia19,000$6.40M0.0%-40.5%0.044%Search for SEC Filing on Google Icon
2/13/2025Southeast Asset Advisors LLC11,725$3.95M0.5%-23.7%0.027%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc46,245$15.57M0.0%-9.4%0.108%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.194,182$65.39M0.0%+65.8%0.453%Search for SEC Filing on Google Icon
2/13/2025Bank of Montreal Can5,355$1.80M0.0%-2.1%0.012%Search for SEC Filing on Google Icon
2/13/2025Cerity Partners LLC4,628$1.48M0.0%-26.7%0.011%Search for SEC Filing on Google Icon
2/13/2025FMR LLC399,585$134.56M0.0%-0.2%0.932%Search for SEC Filing on Google Icon
2/13/2025Federated Hermes Inc.2,214$0.75M0.0%-3.4%0.005%Search for SEC Filing on Google Icon
2/13/2025Aster Capital Management DIFC Ltd163$55K0.0%-36.3%0.000%Search for SEC Filing on Google Icon
2/13/2025Sepio Capital LP5,937$2M0.2%-1.1%0.014%Search for SEC Filing on Google Icon
2/13/2025Russell Investments Group Ltd.15,606$5.26M0.0%-24.5%0.036%Search for SEC Filing on Google Icon
2/13/2025Envestnet Asset Management Inc.94,135$31.70M0.0%+22.3%0.220%Search for SEC Filing on Google Icon
2/13/2025Dynamic Technology Lab Private Ltd1,860$0.63M0.1%+175.6%0.004%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: $327.54
Low: $326.45
High: $327.66

50 Day Range

MA: $332.66
Low: $315.92
High: $358.78

52 Week Range

Now: $327.54
Low: $269.51
High: $365.00

Volume

11,413 shs

Average Volume

106,781 shs

Market Capitalization

$14.04 billion

P/E Ratio

43.22

Dividend Yield

0.56%

Beta

1.2

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

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

Who are the major institutional investors of Morningstar?

Morningstar's top institutional shareholders include:
  1. Vanguard Group Inc. — 6.54%
  2. Select Equity Group L.P. — 3.21%
  3. Bamco Inc. NY — 3.04%
  4. Bank of America Corp DE — 3.04%
  5. Wellington Management Group LLP — 2.52%
  6. Massachusetts Financial Services Co. MA — 2.37%
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. Select Equity Group L.P.
  2. Bank of America Corp DE
  3. Millennium Management LLC
  4. Amundi
  5. Massachusetts Financial Services Co. MA
  6. Kayne Anderson Rudnick Investment Management LLC
  7. Cubist Systematic Strategies LLC
  8. Royce & Associates LP
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. Steven N Kaplan (Director)
  3. Jason Dubinsky (CFO)
  4. William M Lyons (Director)
  5. Daniel Joseph Dunn (CRO)
  6. Robin Diamonte (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. Norges Bank
  2. Balyasny Asset Management L.P.
  3. Premier Fund Managers Ltd
  4. Wellington Management Group LLP
  5. Schroder Investment Management Group
  6. Arrowstreet Capital Limited Partnership
  7. Invesco Ltd.
  8. Geode Capital Management LLC