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Morningstar (MORN)
NASDAQ
$156.28+$2.87 (+1.87%)
Price as of Jun 23, 2026 6:45 PM EDT- $5.8BMarket Cap
- -48.90%1-Year Change
- Financial Data & Stock ExchangesIndustry
Morningstar (MORN)
$156.28+$2.87 (+1.87%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 7.02% | 2.7M | +90,894 (+3.41%) | Dec 31, 2024 |
BLACKROCK INC. | 6.67% | 2.5M | +89,443 (+3.53%) | Jun 30, 2024 |
VANGUARD GROUP INC | 6.24% | 2.4M | -235,971 (-9.94%) | Dec 31, 2025 |
BLACKROCK, INC. | 6.15% | 2.3M | -24,983 (-1.07%) | Mar 31, 2026 |
MORGAN STANLEY | 4.55% | 1.7M | -275,776 (-15.94%) | Mar 31, 2026 |
WELLINGTON MANAGEMENT GROUP LLP | 4.37% | 1.7M | +526,192 (+31.65%) | Mar 31, 2026 |
N/A | 2.77% | 1.1M | +1.1M (+100.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 4.55% | 1.7M | -35,177 (-2.03%) | Mar 31, 2026 |
iSHARES TRUST | 3.34% | 1.3M | -23,331 (-1.83%) | Mar 31, 2026 |
EATON VANCE GROWTH TRUST | 2.89% | 1.1M | -314,211 (-28.58%) | Mar 31, 2026 |
VANGUARD WINDSOR FUNDS | 1.87% | 711,303 | +711,303 (+100.00%) | Jan 31, 2026 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1.41% | 535,000 | -372,070 (-69.55%) | Mar 31, 2026 |
VANGUARD EXPLORER FUND | 1.04% | 393,956 | -21,962 (-5.57%) | Jan 31, 2026 |
T. Rowe Price Mid-Cap Value Fund, Inc. | 0.94% | 357,854 | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions451.9M (75.70%)
- Mutual Funds135.3M (22.67%)
- Insiders9.7M (1.63%)
- Other0 (0.00%)
Insider Transactions
- 1.63% (9.7M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $1.6MAmount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $229.7BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Holt Michael Chief Financial Officer | Buy | Mar 04, 2026 | $186,590.00 | 1,000 | $186.59 | 9,480 |
Mansueto Joseph D Executive Chairman | Sell | Mar 02, 2026 | $569,190.86 | 3,122 | $182.32 | 8.1M |
Wiersema Conan CAO & PAO | Award | Mar 01, 2026 | $0.00 | 301 | $0.00 | 2,286 |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $226,442.40 | 1,395 | $162.32 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $49,036.50 | 300 | $163.46 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $601,223.98 | 3,650 | $164.72 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $182,308.16 | 1,102 | $165.43 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $13,043.16 | 78 | $167.22 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $39,401.69 | 234 | $168.38 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $22,062.04 | 130 | $169.71 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $17,759.70 | 104 | $170.77 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $39,768.91 | 231 | $172.16 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 25, 2026 | $4,494.62 | 26 | $172.87 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $69,357.31 | 442 | $156.92 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $362,986.79 | 2,298 | $157.96 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $204,885.01 | 1,286 | $159.32 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $315,407.26 | 1,965 | $160.51 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $146,836.51 | 910 | $161.36 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $56,362.34 | 347 | $162.43 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 24, 2026 | $326.02 | 2 | $163.01 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 20, 2026 | $829,195.60 | 5,147 | $161.10 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 20, 2026 | $236,915.61 | 1,461 | $162.16 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 19, 2026 | $1.2M | 7,138 | $161.86 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 19, 2026 | $18,228.00 | 112 | $162.75 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 18, 2026 | $201,885.40 | 1,278 | $157.97 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 18, 2026 | $668,430.77 | 4,201 | $159.11 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 18, 2026 | $172,264.64 | 1,077 | $159.95 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 18, 2026 | $29,190.41 | 181 | $161.27 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 17, 2026 | $83,460.02 | 513 | $162.69 | 8.2M |
Mansueto Joseph D Executive Chairman | Sell | Feb 17, 2026 | $285,373.33 | 1,786 | $159.78 | 8.2M |