Stocks › MORN
Morningstar, Inc.
MORN·Nasdaq·
United States·USD
United States·USD$195.69
+6.53 (+3.45%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
MORN
Morningstar, Inc. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
MORNS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of MORN by members of U.S. Congress · 15 on record · 9 in the last 12 months
Whale Activity
Position changes in MORN reported for 2026-06-30 by 10 tracked institutional filers
- Increased1
- New1
- Held0
- Decreased8
- Closed0
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 2.1M | $324.8M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950.1K | $148.2M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 894.4K | $139.5M | decreased |
| TWO SIGMA INVESTMENTS, LP | 484.2K | $75.6M | decreased |
| RENAISSANCE TECHNOLOGIES LLC | 238.8K | $37.3M | decreased |
| MILLENNIUM MANAGEMENT LLC | 162.6K | $25.4M | decreased |
| Point72 Asset Management, L.P. | 32.8K | $5.1M | decreased |
| CITADEL ADVISORS LLC | 27.9K | $4.4M | increased |
| D. E. Shaw & Co., Inc. | 5,594 | $873K | decreased |
| Bridgewater Associates, LP | 4,249 | $663K | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by MORN insiders, by quarter · Form 4
Recent Insider Transactions
10,067 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Mansueto Joseph DExecutive Chairman · Director | Sale | −978 | $219.44 | $215K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −226 | $221.12 | $50K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −220 | $216.01 | $48K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,740 | $218.43 | $380K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,314 | $220.42 | $290K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,181 | $217.26 | $257K | Aug 24, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −3,827 | $216.70 | $829K | Aug 21, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −268 | $217.57 | $58K | Aug 21, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −501 | $217.13 | $109K | Aug 20, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −3,157 | $212.87 | $672K | Aug 20, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −295 | $216.16 | $64K | Aug 20, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,938 | $215.18 | $417K | Aug 20, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,359 | $214.16 | $291K | Aug 20, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −680 | $210.24 | $143K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −426 | $211.52 | $90K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −369 | $215.93 | $80K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −3,031 | $213.96 | $649K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −189 | $217.01 | $41K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −1,785 | $214.81 | $383K | Aug 19, 2026 | Form 4 ↗ |
| Mansueto Joseph DExecutive Chairman · Director | Sale | −114 | $208.21 | $24K | Aug 19, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding MORN · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Baron Partners Fund BARON SELECT FUNDS | 1.9M | $295.3M | 1.64% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 842.3K | $131.4M | 1.50% | Jun 30, 2026 |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 677.9K | $130.5M | 0.52% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF iShares Trust | 754.1K | $117.7M | 0.09% | Jun 30, 2026 |
| Baron Focused Growth Fund BARON SELECT FUNDS | 728.2K | $113.6M | 2.02% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 604.1K | $94.3M | 0.00% | Jun 30, 2026 |
| Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 535.0K | $83.5M | 3.96% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 435.4K | $67.9M | 0.04% | Jun 30, 2026 |
| VANGUARD EXPLORER FUND | 319.2K | $61.5M | 0.28% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 253.3K | $39.5M | 0.04% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list MORN's shares (CUSIP 617700109), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Ronald BaronSCHEDULE 13G · passive (13G) · 3.5M shares9.2%
Aug 14, 2026 · ↗ - Baron Capital Management, Inc.SCHEDULE 13G · passive (13G) · 266.1K shares0.7%
Aug 14, 2026 · ↗ - Baron Capital Group, Inc.SCHEDULE 13G · passive (13G) · 3.5M shares9.2%
Aug 14, 2026 · ↗ - BAMCO INC /NY/SCHEDULE 13G · passive (13G) · 3.2M shares8.5%
Aug 14, 2026 · ↗ - Joseph D. MansuetoSCHEDULE 13G/A · passive (13G) · 14.7M shares39.2%
Aug 5, 2026 · ↗ - Daniel MansuetoSCHEDULE 13G/A · passive (13G) · 3.8M shares10.0%
Aug 3, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming Morningstar, Inc. as client
No lobbying filings found naming Morningstar, Inc. as the client.
Government Contracts
Federal awards to morningstar · USAspending
$336KAwarded · 4 contracts on record
- Department of the TreasuryMORNINGSTAR DATA SUBSCRIPTION PRODUCTS$85K
Sep 25, 2026 · ↗ - Department of LaborMORNINGSTAR FINANCIAL DATA SUBSCRIPTION FOR ONE (1) 12-MONTH BASE YEAR: NINE (9) MORNINGSTAR DIRECT LICENSES FIVE (5) MORNINGSTAR ADVISORY S$186K
Sep 27, 2026 · ↗ - Department of the TreasuryMORNINGSTAR ADVISOR WORKSTATION LICENSES$23K
Sep 30, 2026 · ↗ - Securities and Exchange CommissionMORNINGSTAR HEDGE FUND DATABASE SUBSCRIPTION$41K
May 1, 2025 · ↗
U.S. Patents
Recent USPTO applications naming Morningstar, Inc.
No USPTO patent applications found for Morningstar, Inc..
Annual Financials
From MORN's 10-K filings · XBRL
No annual XBRL figures on record for MORN. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in MORN's price history.
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 7.01, 9.01Reg FD disclosureSep 25, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsSep 18, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureAug 25, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 29, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureJun 25, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 18, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 22, 2026
EDGAR ↗ - 8-K · Items 5.02, 5.07Officer / director change · Shareholder voteMay 8, 2026
EDGAR ↗
About Morningstar, Inc.
From SEC EDGAR company records
Industry (SIC 6282)Investment Advice
SectorFinancials
HeadquartersCHICAGO, IL
IncorporatedIL
SEC CIK0001289419 ↗