MORN
Morningstar (MORN)
NASDAQ
$247.76+$1.68 (+0.68%)
Price as of Nov 13, 2026 1:09 PM EST
  • $9.1B
    Market Cap
  • 16.26%
    1-Year Change
  • Financial Data & Stock Exchanges
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
BAMCO INC /NY/
9.43%
3.5M
+2.7M (+78.29%)
Jun 30, 2026
BLACKROCK FUNDING, INC. /DE
7.19%
2.7M
+90,894 (+3.41%)
Dec 31, 2024
BLACKROCK INC.
6.84%
2.5M
+89,443 (+3.53%)
Jun 30, 2024
VANGUARD GROUP INC
6.40%
2.4M
-235,971 (-9.94%)
Dec 31, 2025
BLACKROCK, INC.
5.61%
2.1M
-256,482 (-12.32%)
Jun 30, 2026
WELLINGTON MANAGEMENT GROUP LLP
4.02%
1.5M
-169,368 (-11.34%)
Jun 30, 2026
MORGAN STANLEY
4.00%
1.5M
-246,414 (-16.60%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions481.5M (73.89%)
  • Mutual Funds156.7M (24.04%)
  • Insiders13.5M (2.07%)
  • Other0 (0.00%)

Insider Transactions

  • 2.07% (13.5M)
    Current InsiderOwnership (%, shares)
  • 1
    Number of InsiderBuying (last 12 months)
  • $1.6M
    Amount of InsiderBuying (last 12 months)
  • 2
    Number of InsiderSelling (last 12 months)
  • $211.0B
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Mansueto Joseph D
Executive Chairman
Sell
Nov 05, 2026
$19,107.14
78
$244.96
8.6M
Mansueto Joseph D
Executive Chairman
Sell
Nov 05, 2026
$466,655.09
1,896
$246.13
8.6M
Mansueto Joseph D
Executive Chairman
Sell
Nov 05, 2026
$723,953.61
2,932
$246.91
8.6M
Mansueto Joseph D
Executive Chairman
Sell
Nov 05, 2026
$556,991.68
2,248
$247.77
8.6M
Mansueto Joseph D
Executive Chairman
Sell
Nov 05, 2026
$23,882.88
96
$248.78
8.6M
Mansueto Daniel
Other
Sep 30, 2026
$0.00
657,779
$0.00
3.2M
Wiersema Conan
CAO & PAO
In Kind
Sep 01, 2026
$6,349.26
29
$218.94
3,068
Holt Michael
Chief Financial Officer
In Kind
Sep 01, 2026
$11,822.76
54
$218.94
12,272
Mansueto Daniel
Other
Aug 24, 2026
$0.00
376,969
$0.00
3.5M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$47,521.83
220
$216.01
7.9M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$256,580.64
1,181
$217.26
7.9M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$380,074.12
1,740
$218.43
7.9M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$214,608.99
978
$219.44
7.9M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$289,635.43
1,314
$220.42
7.9M
Mansueto Joseph D
Executive Chairman
Sell
Aug 24, 2026
$49,972.94
226
$221.12
7.9M
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