Morningstar, Inc.

NasdaqGS:MORN Stock Report

Market Cap: US$12.9b

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
DateValueNameEntityRoleSharesMax Price
16 May 25SellUS$61,968Caroline TsayIndividual200US$309.84
12 May 25SellUS$109,081Michael HoltIndividual353US$309.01
13 Dec 24SellUS$1,137,347Jason DubinskyIndividual3,223US$356.49
31 Jul 24SellUS$513,424Daniel DunnIndividual1,600US$320.89
30 Jul 24SellUS$243,623William LyonsIndividual750US$324.83
28 Jun 24SellUS$220,658William LyonsIndividual750US$294.21
24 Jun 24SellUS$86,124Caroline TsayIndividual290US$296.98
04 Jun 24SellUS$216,803William LyonsIndividual750US$289.07

Insider Trading Volume

Insider Buying: MORN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MORN?
Owner TypeNumber of SharesOwnership Percentage
State or Government22,6690.0513%
Individual Insiders17,592,15339.8%
Institutions26,574,84460.1%

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

Top Shareholders

Top 25 shareholders own 87.52% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
35.4%
Joseph Mansueto
14,936,087US$4.6b-0.52%no data
6.4%
BlackRock, Inc.
2,704,022US$826.9m1.36%0.01%
6.3%
The Vanguard Group, Inc.
2,660,458US$813.6m-5.11%0.01%
5.66%
Daniel Mansueto
2,390,545US$731.1m0%no data
4.83%
Eaton Vance Management
2,039,810US$623.8m2.98%0.14%
3.08%
Baron Capital Group, Inc.
1,299,508US$397.4m-0.43%0.99%
2.78%
Select Equity Group, L.P.
1,172,567US$358.6m-14.7%1.39%
2.56%
Wellington Management Group LLP
1,079,805US$330.2m-0.07%0.05%
2.15%
Kayne Anderson Rudnick Investment Management, LLC
910,156US$278.3m-6.67%0.6%
2.04%
Massachusetts Financial Services Company
862,259US$263.7m-15.2%0.06%
2.02%
Artisan Partners Limited Partnership
852,032US$260.6m0%0.18%
2.01%
State Street Global Advisors, Inc.
850,005US$259.9m0.99%0.01%
1.94%
Bank of America Corporation, Asset Management Arm
821,577US$251.3m-32.2%0.07%
1.57%
Wasatch Advisors LP
664,245US$203.1m-3.75%0.7%
1.46%
Geode Capital Management, LLC
615,533US$188.2m9.64%0.01%
1.28%
Millennium Management LLC
540,795US$165.4m88%0.14%
0.99%
FMR LLC
418,959US$128.1m5.12%0.01%
0.79%
Norges Bank Investment Management
331,673US$101.4m0%0.01%
0.76%
Liontrust Asset Management PLC
322,920US$98.8m-3.21%0.41%
0.75%
Dimensional Fund Advisors LP
317,127US$97.0m3.97%0.01%
0.63%
BNY Asset Management
265,721US$81.3m-6.38%0.02%
0.6%
Allspring Global Investments, LLC
255,057US$78.0m-6.56%0.12%
0.56%
Renaissance Technologies LLC
235,270US$71.9m24.9%0.1%
0.52%
Northern Trust Global Investments
217,616US$66.6m-5.45%0.01%
0.51%
UBS Asset Management AG
214,507US$65.6m4.02%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/22 06:41
End of Day Share Price 2025/05/22 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Morningstar, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey SilberBMO Capital Markets Equity Research
Niamh AlexanderKeefe, Bruyette, & Woods
Russell QuelchRedburn Atlantic