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Morningstar (MORN)
NASDAQ
$216.12+$0.15 (+0.07%)
Price as of Aug 21, 2026 7:30 PM EDT- $8.1BMarket Cap
- -17.29%1-Year Change
- Financial Data & Stock ExchangesIndustry
Morningstar (MORN)
$216.12+$0.15 (+0.07%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BAMCO INC /NY/ | 9.33% | 3.5M | +2.7M (+78.29%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 7.11% | 2.7M | +90,894 (+3.41%) | Dec 31, 2024 |
BLACKROCK INC. | 6.76% | 2.5M | +89,443 (+3.53%) | Jun 30, 2024 |
VANGUARD GROUP INC | 6.33% | 2.4M | -235,971 (-9.94%) | Dec 31, 2025 |
BLACKROCK, INC. | 5.55% | 2.1M | -256,482 (-12.32%) | Jun 30, 2026 |
WELLINGTON MANAGEMENT GROUP LLP | 3.98% | 1.5M | -169,368 (-11.34%) | Jun 30, 2026 |
MORGAN STANLEY | 3.96% | 1.5M | -246,414 (-16.60%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 4.61% | 1.7M | -35,177 (-2.03%) | Mar 31, 2026 |
EATON VANCE GROWTH TRUST | 2.93% | 1.1M | 0 (0.00%) | May 31, 2026 |
VANGUARD WINDSOR FUNDS | 1.84% | 689,404 | -21,899 (-3.18%) | Apr 30, 2026 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1.43% | 535,000 | -372,070 (-69.55%) | Mar 31, 2026 |
VANGUARD EXPLORER FUND | 1.18% | 444,168 | +50,212 (+11.30%) | Apr 30, 2026 |
T. Rowe Price Mid-Cap Value Fund, Inc. | 0.95% | 357,854 | 0 (0.00%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.78% | 291,002 | +62,441 (+21.46%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions476.8M (75.38%)
- Mutual Funds142.2M (22.49%)
- Insiders13.5M (2.13%)
- Other0 (0.00%)
Insider Transactions
- 2.13% (13.5M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $1.6MAmount of InsiderBuying (last 12 months)
- 2Number of InsiderSelling (last 12 months)
- $249.2BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Mansueto Joseph D Executive Chairman | Sell | Aug 21, 2026 | $829,301.33 | 3,827 | $216.70 | 7.9M |
Mansueto Joseph D Executive Chairman | Sell | Aug 21, 2026 | $58,307.82 | 268 | $217.57 | 7.9M |
Mansueto Joseph D Executive Chairman | Sell | Aug 20, 2026 | $672,018.91 | 3,157 | $212.87 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 20, 2026 | $291,050.23 | 1,359 | $214.16 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 20, 2026 | $417,009.15 | 1,938 | $215.18 | 7.9M |
Mansueto Joseph D Executive Chairman | Sell | Aug 20, 2026 | $63,766.52 | 295 | $216.16 | 7.9M |
Mansueto Joseph D Executive Chairman | Sell | Aug 20, 2026 | $108,783.68 | 501 | $217.13 | 7.9M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $23,735.76 | 114 | $208.21 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $142,965.85 | 680 | $210.24 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $90,108.20 | 426 | $211.52 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $648,511.55 | 3,031 | $213.96 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $383,437.99 | 1,785 | $214.81 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $79,676.58 | 369 | $215.93 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 19, 2026 | $41,015.06 | 189 | $217.01 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $139,422.30 | 656 | $212.53 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $190,022.32 | 913 | $208.13 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $405,345.73 | 1,935 | $209.48 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $569,546.02 | 2,708 | $210.32 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $335,480.72 | 1,588 | $211.26 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 18, 2026 | $22,493.70 | 106 | $212.20 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 17, 2026 | $1.2M | 5,749 | $206.84 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 17, 2026 | $311,927.01 | 1,501 | $207.81 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 14, 2026 | $809,448.61 | 3,924 | $206.28 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 14, 2026 | $582,386.60 | 2,809 | $207.33 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 14, 2026 | $50,028.07 | 240 | $208.45 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 14, 2026 | $57,999.37 | 277 | $209.38 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 13, 2026 | $689,331.62 | 3,498 | $197.06 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 13, 2026 | $580,961.59 | 2,936 | $197.88 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 13, 2026 | $85,552.63 | 430 | $198.96 | 8.0M |
Mansueto Joseph D Executive Chairman | Sell | Aug 13, 2026 | $5,193.50 | 26 | $199.75 | 8.0M |