MORN
Morningstar, Inc.
NASDAQ · Financial Services · Financial - Data & Stock Exchanges · US
$209.40
−2.95%0
Insider buys (3m)
65
Insider sells (3m)
-$20.7M
Net value (3m)
+13.3%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Sep 2, 2026 | Holt Michael · officer: Chief Financial Officer | F-InKind | 54 | $219 |
| Sep 2, 2026 | Wiersema Conan · officer: CAO & PAO | F-InKind | 29 | $219 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 978 | $219 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 220 | $216 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 226 | $221 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,314 | $220 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,181 | $217 |
| Aug 24, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,740 | $218 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,938 | $215 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 3,157 | $213 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 3,827 | $217 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 295 | $216 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 268 | $218 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 501 | $217 |
| Aug 21, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,359 | $214 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 680 | $210 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 3,031 | $214 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 2,708 | $210 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 656 | $213 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,785 | $215 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,935 | $209 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 106 | $212 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 426 | $212 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 369 | $216 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 114 | $208 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,501 | $208 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 913 | $208 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 189 | $217 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 1,588 | $211 |
| Aug 19, 2026 | Mansueto Joseph D · director, 10 percent owner, officer: Executive Chairman | Sale | 5,749 | $207 |
Institutional positioning
13F filings over the trailing two quarters
New 136Increased 299Reduced 346Sold out 92
| Filer | Action | Shares | Filed |
|---|---|---|---|
| BAMCO INC /NY/ | Increased | 3,499,146 | Aug 14, 2026 |
| BLACKROCK, INC. | Reduced | 2,338,218 | May 13, 2026 |
| BlackRock, Inc. | Reduced | 2,081,736 | Aug 7, 2026 |
| MORGAN STANLEY | Reduced | 1,730,549 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 1,662,405 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1,493,037 | Aug 14, 2026 |
| MORGAN STANLEY | Reduced | 1,484,135 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1,304,388 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 1,051,820 | May 8, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 989,467 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 950,075 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 894,406 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | Increased | 859,459 | May 15, 2026 |
| BAMCO INC /NY/ | Reduced | 759,515 | May 15, 2026 |
| STATE STREET CORP | Reduced | 735,574 | May 15, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Sep 2, 2026