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 | $238.17 | Dec 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $15K–$50K | 120 | $239.94 | Dec 8, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $248.83 | Dec 5, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $241.34 | Dec 1, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $246.31 | Nov 29, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $245.89 | Nov 28, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $240.40 | Nov 23, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 3K | $240.50 | Nov 21, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $245.26 | Nov 21, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $244.58 | Nov 17, 2022 |
| Desmond Bevin | Chief Talent & Cul… | SELL | $1M+ | 10K | $241.75 | Nov 14, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $241.42 | Nov 14, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $233.43 | Nov 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $230.63 | Nov 7, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 3K | $214.54 | Oct 4, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $214.57 | Sep 30, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $211.21 | Sep 28, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $15K–$50K | 120 | $216.69 | Sep 26, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $225.37 | Sep 22, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $224.19 | Sep 20, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $232.79 | Sep 16, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $246.17 | Sep 14, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $242.34 | Sep 12, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 17K | $231.58 | Sep 8, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 2K | $230.70 | Sep 6, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $228.85 | Sep 2, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $230.98 | Aug 31, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $236.69 | Aug 29, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $235.62 | Aug 25, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $256.09 | Aug 19, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 8K | $258.83 | Aug 17, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $256.35 | Aug 15, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $255.32 | Aug 11, 2022 |
| Lyons William M | Director | SELL | $500K+ | 3K | $249.92 | Aug 10, 2022 |
| TSAY CAROLINE J | Director | SELL | $50K–$100K | 225 | $249.80 | Aug 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $249.97 | Aug 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $246.66 | Aug 5, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $15K–$50K | 120 | $254.35 | Aug 3, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1K–$15K | 45 | $228.07 | Jun 21, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 29K | $230.13 | Jun 16, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 5K | $242.33 | Jun 10, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $245.32 | Jun 8, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 2K | $259.10 | Jun 2, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 16K | $256.18 | May 31, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 10K | $245.62 | May 26, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 21K | $243.80 | May 24, 2022 |
| TSAY CAROLINE J | Director | SELL | $100K–$500K | 963 | $235.63 | May 20, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $236.18 | May 20, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $242.21 | May 18, 2022 |
| Diamonte Robin | Director | GRANT | N/A | 679 | — | May 17, 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