Morningstar, Inc. (MORN)
Nasdaq: MORN · Investment Advice · Chicago, IL · filing with the SEC since 2004
Grade6.1
◀ Past 7.4● Present 5.7▶ Future 5.3
Who owns Morningstar, Inc.
As filed with the SECHolders of 5% or more
3
Joseph D. Mansueto holds 39.2% of Common Stock, no par value, as its SCHEDULE 13G/A filed Aug 5, 2026 says.
Directors and officers
13
report now, of 30 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Joseph D. Mansueto
SCHEDULE 13G/A · filed Aug 5, 2026 · Common Stock, no par value · 37.5% in Feb 12, 2026
Daniel Mansueto
SCHEDULE 13G/A · filed Aug 3, 2026 · Common Stock, no par value · 9.5% in Feb 12, 2026
Baron Capital Group, Inc.
SCHEDULE 13G · filed Aug 14, 2026 · Common stock, no par value
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What MORN reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Wealth Advisors
An investee · investee · invested in, named in the 10-K filed Feb 13, 2026
98 subsidiaries in 32 countries, from the list filed with the 10-K filed Feb 13, 2026.
Insider tradesForm 4
270sales
1purchases
266sales on a scheduled plan
4people selling
$76.9Msold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 31 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Mansueto Joseph D | Executive Chairman | 269 | $78.0M | 269 | 0 | $0 |
| Lyons William M | director | 2 | $300,000 | 0 | 0 | $0 |
| Tsay Caroline J | director | 1 | $100,000 | 0 | 0 | $0 |
| Holt Michael | Chief Financial Officer | 1 | $0 | 0 | 1 | $200,000 |