Morningstar, Inc.MORNEarnings & Financial Report
Nasdaq · Financials · Investment Advice
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.
Top Holders
| Holder | % Owned | Shares | Change | As of |
|---|---|---|---|---|
| The Vanguard Group | 6.03% | 2.6M | — | 2024-02-13 |
| BlackRock, Inc. | 5.60% | 2.4M | — | 2024-01-29 |
| s. | 5.60% | 2.4M | ▼ -30.67pp | 2024-12-10 |
| Select Equity Group, L.P. | 4.10% | 1.8M | ▼ -2.90pp | 2024-11-14 |
| NOS. OF ABOVE PERSONS | 2.80% | 1.2M | — | 2024-02-13 |
Insider Transactions
Net 90d: −$16.59M · buys $186.6K / sells $16.77MRange:
Action:
Role:
| Insider | Role | Action | ||||
|---|---|---|---|---|---|---|
| 2026-03-04 | Michael Holt | Chief Financial Officer | Buy (open market) | 1.0K | $186.59 | $186.6K |
| 2026-03-02 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 3.1K | $182.32 | $569.2K |
| 2026-03-01 | Michael Holt | Chief Financial Officer | Grant | 684 | $0.00 | $0 |
| 2026-03-01 | Conan Wiersema | CAO & PAO | Grant | 301 | $0.00 | $0 |
| 2026-02-27 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 7.0K | $181.55 | $1.27M |
| 2026-02-27 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 200 | $182.92 | $36.6K |
| 2026-02-27 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 38 | $183.41 | $7.0K |
| 2026-02-26 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 200 | $172.91 | $34.6K |
| 2026-02-26 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 100 | $174.58 | $17.5K |
| 2026-02-26 | Mansueto Joseph D | Executive Chairman | Sell (open market) | 1.6K | $176.32 | $284.8K |
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