Morningstar, Inc.

NasdaqGS:MORN Stock Report

Market Cap: US$14.4b

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
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: 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 TypeNumber of SharesOwnership Percentage
State or Government22,4140.0521%
Individual Insiders15,623,29936.3%
Institutions27,363,42763.6%

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

Top Shareholders

Top 25 shareholders own 86.71% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
35.8%
Joseph Mansueto
15,356,175US$5.1b-1.28%no data
6.42%
The Vanguard Group, Inc.
2,752,013US$921.6m0.51%0.01%
5.92%
BlackRock, Inc.
2,536,665US$849.5m0%0.01%
4.72%
Eaton Vance Management
2,025,308US$678.2m2.37%0.16%
4.1%
Select Equity Group, L.P.
1,759,321US$589.2m-27.7%1.98%
3.41%
Bank of America Corporation, Asset Management Arm
1,462,259US$489.7m3.2%0.14%
3.04%
Baron Capital Group, Inc.
1,305,588US$437.2m-0.1%1.04%
2.8%
Massachusetts Financial Services Company
1,201,708US$402.4m9.3%0.09%
2.48%
Artisan Partners Limited Partnership
1,064,163US$356.4m0%0.28%
2.43%
Kayne Anderson Rudnick Investment Management, LLC
1,043,082US$349.3m-7.62%0.71%
2.22%
Wellington Management Group LLP
950,512US$318.3m0.55%0.05%
1.88%
State Street Global Advisors, Inc.
804,293US$269.3m3.7%0.01%
1.62%
Wasatch Advisors LP
696,023US$233.1m13.9%0.81%
1.6%
T. Rowe Price Group, Inc.
685,192US$229.5m0.07%0.02%
1.16%
Geode Capital Management, LLC
497,411US$166.6m2.14%0.01%
1.15%
Millennium Management LLC
495,106US$165.8m54.6%0.14%
0.94%
Liontrust Asset Management PLC
402,775US$134.9m0%0.56%
0.93%
FMR LLC
399,691US$133.8m10.9%0.01%
0.76%
Norges Bank Investment Management
324,445US$108.6m0%0.01%
0.68%
Dimensional Fund Advisors LP
291,859US$97.7m7.27%0.01%
0.65%
BNY Asset Management
278,809US$93.4m-13.9%0.02%
0.64%
Allspring Global Investments, LLC
273,398US$91.6m-3.23%0.13%
0.45%
Northern Trust Global Investments
194,016US$65.0m-0.14%0.01%
0.45%
Amundi Asset Management SAS
192,776US$64.6m0.4%0.01%
0.45%
Charles Schwab Investment Management, Inc.
191,765US$64.2m2.7%0.01%