Morningstar, Inc. (MORN) Insider Trading
Over the last 3 months, MORN insiders made 0 open-market buys and 71 sales, a net sale of -$17.4M (SEC Form 4). Over the last 6 months, 345 institutions increased and 363 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
71
Net (3m)
-$17.4M
Insider trades by month Buys Sells
Nov
Dec
Feb
Mar
May
Context3-month price -3.3%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 27, 2026 | Lyons William Mdirector | Sell | 700 | $179.00 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 578 | $177.08 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 227 | $179.52 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 234 | $174.07 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 741 | $176.30 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 5,081 | $172.33 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 114 | $174.98 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,935 | $172.87 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 317 | $174.09 |
| May 22, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 293 | $178.39 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,726 | $180.39 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,620 | $175.80 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 676 | $179.08 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 2,629 | $176.66 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 640 | $177.42 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 5,704 | $171.32 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,446 | $178.06 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 3,515 | $176.85 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 24 | $182.13 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 559 | $171.33 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 116 | $173.38 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 500 | $174.51 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,255 | $172.33 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 291 | $173.11 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 227 | $181.05 |
| May 20, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 300 | $172.43 |
| May 19, 2026 | Wiersema Conanofficer: CAO & PAO | Grant | 451 | — |
| May 19, 2026 | Wiersema Conanofficer: CAO & PAO | Option | 13 | — |
| May 19, 2026 | Kapoor Kunaldirector, officer: CEO | Tax | 3,699 | $166.05 |
| May 19, 2026 | Holt Michaelofficer: Chief Financial Officer | Option | 243 | — |
Source: MORN SEC Form 4 filings, latest May 27, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their MORN positions over the last 6 months (SEC Form 13F).
Increased
345
New positions
130
Reduced
363
Sold out
153
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 2.4M | Jan 29, 2026 |
| BLACKROCK, INC. | Reduced | 2.4M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 2.3M | May 13, 2026 |
| MORGAN STANLEY | Increased | 2.0M | Feb 13, 2026 |
| MORGAN STANLEY | Reduced | 1.7M | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 1.7M | May 15, 2026 |
| SELECT EQUITY GROUP, L.P. | Reduced | 1.5M | Feb 17, 2026 |
| BAMCO INC /NY/ | Reduced | 1.2M | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 1.1M | Feb 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 1.1M | May 8, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 989K | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 900K | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | Increased | 859K | May 15, 2026 |
| BAMCO INC /NY/ | Reduced | 760K | May 15, 2026 |
| STATE STREET CORP | Reduced | 747K | Feb 13, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.