MORN
Morningstar, Inc.
Investment AdviceNasdaqLarge accelerated filer
Total Trades
238
Buys
1
Sells
233
Largest Trade
N/A
Insiders
9
Institutional Funds
399
Inst. Value
$1M+
Activist Filings
17
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Holt Michael | CFO | BUY | $100K–$500K | 1K | $186.59 | Mar 4, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 3K | $182.32 | Mar 2, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $179.80 | Feb 27, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $162.19 | Feb 25, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $161.62 | Feb 20, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $159.89 | Feb 18, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $155.49 | Feb 13, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 5K | $163.57 | Feb 11, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 20K | $178.67 | Feb 6, 2026 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 857 | $202.38 | Feb 4, 2026 |
| TSAY CAROLINE J | Director | SELL | $100K–$500K | 600 | $218.48 | Dec 30, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 2K | $212.90 | Nov 26, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $211.06 | Nov 24, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $208.77 | Nov 20, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $213.03 | Nov 18, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $215.16 | Nov 14, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $214.26 | Nov 12, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $211.24 | Nov 7, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $212.82 | Nov 5, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $260.96 | Aug 27, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 16K | $262.10 | Aug 22, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $306.36 | May 27, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $309.95 | May 21, 2025 |
| TSAY CAROLINE J | Director | GRANT | N/A | 620 | — | May 20, 2025 |
| TSAY CAROLINE J | Director | SELL | $50K–$100K | 200 | $309.84 | May 20, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $307.78 | May 16, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $309.12 | May 15, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $307.09 | May 13, 2025 |
| Holt Michael | CFO | SELL | $100K–$500K | 353 | $309.01 | May 13, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $300.89 | May 9, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $294.88 | May 7, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $288.08 | May 5, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 1K | $286.20 | Mar 17, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $283.39 | Mar 13, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $323.09 | Feb 28, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $322.71 | Feb 26, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $327.70 | Feb 24, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $327.40 | Feb 20, 2025 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 311 | $354.97 | Dec 3, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $355.04 | Nov 27, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $347.59 | Nov 26, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $337.61 | Nov 22, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $334.97 | Nov 20, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 3K | $346.06 | Nov 18, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $350.69 | Nov 14, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 16K | $348.99 | Nov 12, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $340.13 | Nov 8, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $331.60 | Nov 6, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $328.22 | Nov 4, 2024 |
| Lyons William M | Director | SELL | $100K–$500K | 750 | $331.88 | Oct 30, 2024 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 399 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 2.2M | $1M+ | SH |
| STATE STREET CORP | 747K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 517K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 414K | $1M+ | SH |
| WASATCH ADVISORS LP | 336K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 324K | $1M+ | SH |
| NORGES BANK | 287K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 285K | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 227K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 190K | $1M+ | SH |
| M&G Plc | 156K | $1M+ | SH |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 151K | $1M+ | SH |
| Point72 Asset Management, L.P. | 146K | $1M+ | SH |
| DF DENT & CO INC | 146K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 143K | $1M+ | SH |
| Focus Partners Wealth | 137K | $1M+ | SH |
| HRT FINANCIAL LP | 129K | $1M+ | SH |
| AMERICAN CAPITAL MANAGEMENT INC | 113K | $1M+ | SH |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 111K | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 109K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 12, 2026
9.5%
3.8M shares
SC 13G/A · Feb 12, 2026
37.5%
14.9M shares
SC 13G/A · Nov 12, 2025
8.2%
3.4M shares
SC 13G/A · Nov 12, 2025
36.2%
15.0M shares
SC 13G/A · Feb 12, 2025
35.8%
15.4M shares
SC 13G · Dec 10, 2024
5.6%
2.4M shares
SC 13G/A · Nov 14, 2024
4.1%
1.8M shares
SC 13G/A · Nov 12, 2024
36.3%
15.6M shares
SC 13G/A · Feb 14, 2024
7.0%
3.0M shares
BANK OF AMERICA CORPORATION 56-0906609
SC 13G/A · Feb 14, 2024
2.8%
1.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.0%
2.6M shares
SC 13G · Jan 29, 2024
5.6%
2.4M shares
BANK OF AMERICA CORPORATION 56-0906609
SC 13G · Feb 14, 2023
5.3%
2.3M shares
SC 13G/A · Feb 14, 2023
9.3%
3.9M shares
SC 13G/A · Feb 13, 2023
39.5%
16.8M shares
SC 13G/A · Feb 14, 2022
41.6%
17.9M shares
SC 13G/A · Feb 12, 2022
11.3%
4.9M shares