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 |
|---|---|---|---|---|---|---|
| Lyons William M | Director | SELL | $100K–$500K | 750 | $316.48 | Sep 30, 2024 |
| Lyons William M | Director | SELL | $100K–$500K | 750 | $311.60 | Sep 3, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $312.21 | Sep 3, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $311.30 | Aug 29, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $313.28 | Aug 27, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $312.05 | Aug 23, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $315.85 | Aug 21, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $313.96 | Aug 19, 2024 |
| Lyons William M | Director | SELL | $100K–$500K | 750 | $324.83 | Jul 31, 2024 |
| Dunn Daniel Joseph | Chief Revenue Offi… | SELL | $500K+ | 2K | $320.89 | Jul 31, 2024 |
| DUBINSKY JASON | CFO | SELL | $1M+ | 3K | $300.11 | Jul 3, 2024 |
| Lyons William M | Director | SELL | $100K–$500K | 750 | $294.21 | Jul 1, 2024 |
| TSAY CAROLINE J | Director | SELL | $50K–$100K | 290 | $296.98 | Jun 25, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $292.78 | Jun 6, 2024 |
| Lyons William M | Director | SELL | $100K–$500K | 750 | $289.07 | Jun 6, 2024 |
| Lyons William M | Director | GRANT | N/A | 639 | — | Jun 6, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $288.59 | Jun 4, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $287.22 | May 31, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $50K–$100K | 236 | $296.65 | May 29, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $297.28 | May 28, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $299.03 | May 23, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $288.42 | May 3, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $298.49 | Mar 4, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 21K | $295.85 | Feb 29, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 19K | $298.34 | Feb 27, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $275.33 | Feb 23, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $273.07 | Feb 21, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $277.75 | Feb 20, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $275.94 | Feb 15, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $280.37 | Feb 13, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $277.36 | Feb 9, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $15K–$50K | 145 | $276.43 | Feb 7, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $279.38 | Feb 5, 2024 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $277.17 | Nov 29, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $275.86 | Nov 27, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $274.94 | Nov 24, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $271.50 | Nov 21, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 20K | $269.76 | Nov 17, 2023 |
| Diamonte Robin | Director | SELL | $100K–$500K | 400 | $268.91 | Nov 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 21K | $267.28 | Nov 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $263.45 | Nov 13, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $262.26 | Nov 9, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 21K | $262.81 | Nov 7, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $256.28 | Nov 3, 2023 |
| Landis Gail S | Director | SELL | $100K–$500K | 580 | $250.00 | Sep 7, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 24K | $233.13 | Sep 5, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $226.74 | Aug 31, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $223.15 | Aug 29, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $219.57 | Aug 25, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $215.44 | Aug 23, 2023 |
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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