Morningstar, Inc.
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 |
|---|---|---|---|---|---|---|
| Diamonte Robin | Director | SELL | $100K–$500K | 600 | $241.00 | May 17, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $237.98 | May 16, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 16K | $237.49 | May 12, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $15K–$50K | 100 | $251.71 | May 10, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 9K | $258.12 | May 6, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $254.00 | May 4, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 15K | $273.34 | Apr 5, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $276.75 | Apr 4, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 30K | $279.85 | Mar 31, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 19K | $269.98 | Mar 29, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 11K | $268.72 | Mar 25, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $282.00 | Mar 23, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 26K | $277.01 | Mar 21, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 33K | $264.97 | Mar 17, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 23K | $262.74 | Mar 15, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $268.78 | Mar 11, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $257.55 | Mar 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $271.40 | Mar 7, 2022 |
| DUBINSKY JASON | CFO | SELL | $100K–$500K | 2K | $280.04 | Mar 3, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 22K | $271.06 | Mar 3, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 31K | $278.07 | Mar 1, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $266.51 | Feb 25, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 14K | $273.62 | Feb 23, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 18K | $281.92 | Feb 17, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 6K | $293.33 | Feb 15, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 23K | $295.72 | Feb 11, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $295.39 | Feb 9, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $294.09 | Feb 7, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 28K | $291.20 | Feb 3, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 1K | $281.22 | Jan 26, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 4K | $291.71 | Jan 24, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 7K | $295.43 | Jan 20, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 2K | $310.35 | Jan 18, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 47K | $307.36 | Jan 13, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $100K–$500K | 786 | $315.69 | Jan 11, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $500K+ | 2K | $333.82 | Jan 7, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 12K | $336.52 | Jan 5, 2022 |
| Mansueto Joseph D | Executive Chairman | SELL | $1M+ | 13K | $342.60 | Jan 3, 2022 |
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