MORN
Morningstar Inc
202.90$
+0.1%
vs. previous close
Closing price · As of: Sep 17, 2026
Ownership
Ownership Structure
Who owns Morningstar Inc (MORN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 51.4% of the shares are freely tradable; institutional investors hold 64.5%.
Institutional ownership
?Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings.
64.5%
Insiders
?Share of the stock held by the executives, founders and major shareholders of the company itself.
49.3%
Float
?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders.
51.4%
Short % of float
?Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices.
6.2%
Shares Outstanding
?Total number of shares issued. Price times share count gives market cap.
38Mio.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 6.23 | 2,338,218 | -1.1 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 4.61 | 1,730,549 | -13.7 | 03/31/2026 |
| Wellington Management Company LLP | 3.98 | 1,493,037 | -10.2 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.80 | 1,051,820 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 2.64 | 989,467 | +0.0 | 03/31/2026 |
| BAMCO Inc | 2.02 | 759,515 | -38.8 | 03/31/2026 |
| State Street Corp | 1.96 | 735,574 | -1.5 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Baron Partners Retail | 5.05 | 1,892,591 | +0.0 | 06/30/2026 |
| Eaton Vance Atlanta Capital SMID-Cap I | 2.18 | 817,101 | -3.0 | 07/31/2026 |
| iShares Core S&P Mid-Cap ETF | 2.06 | 772,233 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Mansueto Joseph D | Executive Chairman | 7,938,192 | 1,610,659,157 $ | Aug 24, 2026 | direct |
| Mansueto Daniel | 10% Owner | 3,483,827 | 706,868,498 $ | Aug 24, 2026 | indirect |
| Lyons William M | Director | 12,904 | 2,618,222 $ | Aug 3, 2026 | direct |
| Holt Michael | Chief Financial Officer | 12,272 | 2,489,978 $ | Sep 1, 2026 | direct |
| Wiersema Conan | CAO & PAO | 3,068 | 622,497 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Holt Michael | Chief Financial Officer | Other | 54 | 218.94 | 11,823 |
| Sep 1, 2026 | Wiersema Conan | CAO & PAO | Other | 29 | 218.94 | 6,349 |
| Aug 24, 2026 | Mansueto Daniel | 10% Owner | Other | 376,969 | 0.00 | – |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 226 | 221.12 | 49,973 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,314 | 220.42 | 289,635 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 978 | 219.44 | 214,609 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,740 | 218.43 | 380,074 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,181 | 217.26 | 256,581 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 220 | 216.01 | 47,522 |
| Aug 21, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 268 | 217.57 | 58,308 |
| Aug 21, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 3,827 | 216.70 | 829,301 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 501 | 217.13 | 108,784 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 295 | 216.16 | 63,767 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,938 | 215.18 | 417,009 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,359 | 214.17 | 291,050 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 3,157 | 212.87 | 672,019 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 189 | 217.01 | 41,015 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 369 | 215.93 | 79,677 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,785 | 214.81 | 383,438 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 3,031 | 213.96 | 648,512 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 426 | 211.52 | 90,108 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 680 | 210.24 | 142,966 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 114 | 208.21 | 23,736 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 656 | 212.53 | 139,422 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 106 | 212.20 | 22,494 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,588 | 211.26 | 335,481 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 2,708 | 210.32 | 569,546 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,935 | 209.48 | 405,346 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 913 | 208.13 | 190,022 |
| Aug 17, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,501 | 207.81 | 311,927 |
| Aug 17, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 5,749 | 206.84 | 1,189,141 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 277 | 209.38 | 57,999 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 240 | 208.45 | 50,028 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 2,809 | 207.33 | 582,387 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 3,924 | 206.28 | 809,449 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 178 | 206.78 | 36,808 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 78 | 203.79 | 15,896 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 52 | 205.66 | 10,694 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 26 | 199.75 | 5,194 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 430 | 198.96 | 85,553 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 2,936 | 197.88 | 580,962 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 3,498 | 197.06 | 689,332 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 26 | 197.63 | 5,138 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 291 | 197.09 | 57,352 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 1,906 | 195.77 | 373,138 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 5,027 | 194.96 | 980,044 |
| Aug 11, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 974 | 200.32 | 195,108 |
| Aug 10, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 7,250 | 201.84 | 1,463,370 |
| Aug 7, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 506 | 201.53 | 101,974 |
| Aug 7, 2026 | Mansueto Joseph D | Executive Chairman | Sell | 2,566 | 200.40 | 514,235 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.