Morningstar Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MORN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Nov 23	SellUS$107,564	Robin Diamonte	Individual	400	US$268.91
02 Aug 23	SellUS$449,850	Daniel Dunn	Individual	2,000	US$224.93
15 May 23	SellUS$124,549	Caroline Tsay	Individual	651	US$191.32

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MORN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,909	0.00909%
State or Government	23,902	0.0556%
Hedge Funds	2,984,115	6.94%
Individual Insiders	15,931,281	37.1%
Institutions	24,050,095	55.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 87.54% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
36.7%	Joseph Mansueto	15,669,575	US$4.5b	-1.94%	no data
6.98%	Select Equity Group, L.P.	2,984,115	US$854.3m	-17.1%	2.95%
6.03%	The Vanguard Group, Inc.	2,576,670	US$737.7m	0.93%	0.01%
5.6%	BlackRock, Inc.	2,392,043	US$684.8m	0.71%	0.01%
4.43%	Eaton Vance Management	1,894,767	US$542.5m	0%	0.16%
3.1%	Baron Capital Group, Inc.	1,322,451	US$378.6m	-0.31%	0.99%
2.92%	Kayne Anderson Rudnick Investment Management, LLC	1,246,569	US$356.9m	-0.49%	0.87%
2.77%	Bank of America Corporation, Asset Management Arm	1,181,869	US$338.4m	-0.09%	0.16%
2.64%	Artisan Partners Limited Partnership	1,127,862	US$322.9m	0%	0.27%
2.52%	Massachusetts Financial Services Company	1,075,731	US$308.0m	6.75%	0.07%
1.74%	State Street Global Advisors, Inc.	741,535	US$212.3m	3.93%	0.01%
1.67%	T. Rowe Price Group, Inc.	711,632	US$203.7m	2.59%	0.02%
1.32%	Wasatch Advisors LP	562,099	US$160.9m	5.27%	0.64%
1.19%	Wellington Management Group LLP	509,486	US$145.9m	45.9%	0.02%
1.03%	Geode Capital Management, LLC	439,038	US$125.7m	3.91%	0.01%
0.99%	Liontrust Asset Management PLC	424,939	US$121.7m	-6.22%	0.49%
0.95%	FMR LLC	407,929	US$116.8m	-5.97%	0.01%
0.89%	BNY Mellon Asset Management	381,303	US$109.2m	-1.44%	0.02%
0.7%	Norges Bank Investment Management	299,798	US$85.8m	21.1%	0.01%
0.69%	Dimensional Fund Advisors LP	296,015	US$84.7m	0.06%	0.02%
0.68%	Allspring Global Investments, LLC	291,490	US$83.5m	2.13%	0.13%
0.52%	Royce & Associates, LP	223,652	US$64.0m	1.08%	0.57%
0.52%	JP Morgan Asset Management	223,421	US$64.0m	-30.1%	0.01%
0.51%	Renaissance Technologies LLC	215,900	US$61.8m	-18.5%	0.1%
0.47%	Columbia Management Investment Advisers, LLC	202,597	US$58.0m	-20.2%	0.01%