Michael Holt Biography and Net Worth

CFO of Morningstar

Michael Holt, CFA, is the chief financial officer for Morningstar, responsible for controllership, tax, internal audit, financial planning and analysis, treasury, investor relations, procurement, and real estate.

Before assuming his current role in 2025, Holt served as Morningstar’s chief strategy officer for seven years. In 2023, he was also named president of the Research and Investments group, overseeing the 400-person team responsible for Morningstar’s rigorous, independent equity and managed investment analysis and ratings as well as portfolio construction for the company’s investment management capabilities.

Holt first joined Morningstar in 2008 as an equity analyst, and his strengths in assessing company value and competitive advantage earned him progressively more senior roles over the next six years. He led the global equity research team from 2014 to 2018 before he assumed the corporate strategy position, in which he played an important role in growing Morningstar’s revenue profile and set of capabilities through capital allocation and acquisitions.

He holds the Chartered Financial Analyst® designation, a master’s degree in business administration from the University of Chicago Booth School of Business, and a bachelor’s degree in business from Indiana University.

What is Michael Holt's net worth?: The estimated net worth of Michael Holt is at least $1.80 million as of March 4th, 2026. Mr. Holt owns 9,480 shares of Morningstar stock worth more than $1,797,977 as of March 5th. This net worth evaluation does not reflect any other investments that Mr. Holt may own. Learn More about Michael Holt's net worth.
How do I contact Michael Holt?: The corporate mailing address for Mr. Holt and other Morningstar executives is 22 WEST WASHINGTON STREET, CHICAGO IL, 60602. Morningstar can also be reached via phone at (312) 696-6000 and via email at [email protected]. Learn More on Michael Holt's contact information.
Has Michael Holt been buying or selling shares of Morningstar?: Over the course of the past ninety days, Michael Holt has bought $186,590.00 in Morningstar stock. Most recently, on Wednesday, March 4th, Michael Holt bought 1,000 shares of Morningstar stock. The stock was acquired at an average cost of $186.59 per share, with a total value of $186,590.00. Following the completion of the transaction, the chief financial officer now directly owns 9,480 shares of the company's stock, valued at $1,768,873.20. Learn More on Michael Holt's trading history.
Who are Morningstar's active insiders?: Morningstar's insider roster includes Bevin Desmond (Insider), Robin Diamonte (Director), Jason Dubinsky (CFO), Daniel Dunn (CRO), Michael Holt (CFO), Steven Kaplan (Director), Gail Landis (Director), William Lyons (Director), Joseph Mansueto (Founder & Executive Chairman of the Board), and Caroline Tsay (Director). Learn More on Morningstar's active insiders.
Are insiders buying or selling shares of Morningstar?: During the last year, Morningstar insiders bought shares 1 times. They purchased a total of 1,000 shares worth more than $186,590.00. During the last year, insiders at the business services provider sold shares 57 times. They sold a total of 306,188 shares worth more than $71,718,700.08. The most recent insider tranaction occured on March, 4th when CFO Michael Holt bought 1,000 shares worth more than $186,590.00. Insiders at Morningstar own 36.2% of the company. Learn More about insider trades at Morningstar.
Information on this page was last updated on 3/4/2026.

Michael Holt Insider Trading History at Morningstar

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
3/4/2026	Buy	1,000	$186.59	$186,590.00	9,480

Michael Holt Buying and Selling Activity at Morningstar

Morningstar Company Overview

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.

Today's Range

Now: $189.86

$187.51

$192.49

50 Day Range

MA: $193.08

$154.01

$220.00

2 Week Range

Now: $189.86

$149.08

$316.71

Volume

552,286 shs

Average Volume

606,095 shs

Market Capitalization

$7.51 billion

P/E Ratio

21.31

Dividend Yield

1.10%

Beta

1.1