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 |
|---|---|---|---|---|---|---|
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $220.97 | Aug 21, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $219.06 | Aug 17, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $219.29 | Aug 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $219.43 | Aug 11, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $221.03 | Aug 9, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $225.02 | Aug 7, 2023 |
| Dunn Daniel Joseph | Chief Revenue Offi… | SELL | $100K–$500K | 2K | $224.93 | Aug 3, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $229.90 | Aug 3, 2023 |
| Landis Gail S | Director | SELL | $50K–$100K | 395 | $225.00 | Jul 28, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 23K | $197.82 | Jul 11, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $193.81 | Jul 7, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $195.81 | Jul 5, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $192.64 | Jul 3, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 20K | $187.98 | Jun 29, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 3K | $195.73 | Jun 27, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $203.03 | Jun 23, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $206.49 | Jun 20, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $203.69 | Jun 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 4K | $205.53 | Jun 13, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $206.21 | Jun 9, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $206.35 | Jun 7, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 16K | $205.50 | Jun 5, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $204.77 | Jun 1, 2023 |
| TSAY CAROLINE J | Director | SELL | $100K–$500K | 651 | $191.32 | May 18, 2023 |
| TSAY CAROLINE J | Director | GRANT | N/A | 868 | — | May 18, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $187.25 | Mar 23, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $183.74 | Mar 21, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $186.30 | Mar 17, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $189.29 | Mar 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $207.52 | Mar 13, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $207.25 | Mar 9, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 23K | $210.58 | Mar 7, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $206.94 | Mar 3, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 25K | $207.53 | Mar 1, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $233.82 | Feb 27, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $232.75 | Feb 23, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $237.30 | Feb 21, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $238.55 | Feb 17, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $237.12 | Feb 15, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $243.68 | Feb 13, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $244.13 | Feb 9, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 19K | $250.64 | Feb 3, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 3K | $217.86 | Jan 4, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $217.44 | Jan 3, 2023 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $212.66 | Dec 29, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 1K | $214.32 | Dec 27, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 21K | $214.36 | Dec 23, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $214.29 | Dec 21, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $235.04 | Dec 15, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 2K | $234.37 | Dec 13, 2022 |
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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