Company Analysis

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

Patents

US patents through Dec 31, 2025 · PatentsView, from the USPTO’s Open Data Portal · read Oct 27, 2026

12 patents granted to the 2 names below, as the owner printed on each patent when it was granted. A later sale, a lapse or an expiry is not read, so this is what was granted to Morningstar, Inc.’s names, not what it holds today.

Patents granted
12
10 utility, 2 design, 1976 to Dec 31, 2025
Granted in 2025
none
in the last year the record reads
Applications published
4
1 of them in 2025
Names they are printed under
2
its own name
By yearGrantedApplications published
'81'94'97'04'05'09'11'12'13'17'23'25
Each pair is one calendar year. Applications are published about eighteen months after filing, so the newest years read low.
Under which name2 counted
Morningstar, Inc. its own name
US, as the owner printed on each patent
12 granted
2 published
MORNINGSTAR INC. its own name
named as the applicant on its applications, in US
0 granted
2 published
Newest grantseach row opens the USPTO’s own copy
GrantedPatentTitleFieldOwner as printed
Aug 22, 20179,740,995Coordinate-based document processing and data entry system and methodIT methods for managementMorningstar, Inc.
Nov 5, 20138,573,142Foliage separator for a transplanterOther special machinesMorningstar, Inc.
Aug 20, 20138,513,913Photovoltaic system charge controller having buck converter with reversed MOSFETSElectrical machinery, apparatus, energyMorningstar, Inc.
Apr 24, 20128,164,299Maximum power point tracking charge controller with coupled inductor multi-phase converterElectrical machinery, apparatus, energyMorningstar, Inc.
Feb 28, 20128,122,838TransplanterOther special machinesMorningstar, Inc.
Jun 7, 20117,954,439TransplanterOther special machinesMorningstar, Inc.
Mar 15, 20117,905,186Transplanting apparatusOther special machinesMorningstar, Inc.
Sep 27, 20056,949,843Grid-connected power systems having back-up power sources and methods of providing back-up power in grid-connected power systemsElectrical machinery, apparatus, energyMorningstar, Inc.
Mar 30, 20046,714,414Spring spacer assemblies for maintaining electrical components in contact with thermal transfer surfacesSemiconductorsMorningstar, Inc.
Jun 3, 19975,635,816Method and apparatus for controlling battery charging currentElectrical machinery, apparatus, energyMorningstar, Inc.
Newest applications publishedan application is a clue, never a plan
PublishedApplicationTitleFieldOwner as printed
May 8, 20252025/0148196AI ENHANCED PDF CONVERSION INTO HUMAN READABLE AND MACHINE PARSABLE HTMLComputer technologyMORNINGSTAR INC.
Aug 10, 20232023/0252231METHOD, COMPUTER SYSTEM AND COMPUTER PROGRAM PRODUCT FOR IMPROVED TABLE PROCESSINGComputer technologyMORNINGSTAR INC. · patent 12,456,005 granted from it
Jun 22, 20232023/0196476PORTFOLIO OPTIMIZATION SYSTEM THAT SIMULTANIOUSLY SUPPORTS MULTIPLE TAX-EXEMPT, TAX-DEFERRED AND TAXABLE ACCOUNTSIT methods for managementMorningstar, Inc.
May 28, 20092009/0138406SYSTEM AND METHOD FOR PROVIDING A TARGET SPENDING PORTFOLIOIT methods for managementMorningstar, Inc.
What it applied for, 2024 to 2025: Computer technology 1.

A patent is counted where the owner printed on it when it was granted carries the company’s own name, a former name, the name of a subsidiary its annual report lists, or its own name with a patent-holding phrase (Technology Licensing, Intellectual Property and the like), once the legal form, case and punctuation are set aside, and prints a country that name counts in. PatentsView’s data are published under the Creative Commons Attribution 4.0 licence. Source: PatentsView's granted patents and pre-grant publications, disambiguated, from the USPTO's Open Data Portal, through Dec 31, 2025, read Oct 27, 2026.

SI Assistanton MORN · research, not advice