Morningstar, Inc. (MORN) Holders & Ownership

Morningstar, Inc. (MORN) ownership: Top institutional holder: VANGUARD GROUP INC ($515.97M). Insider activity: Net Seller (0 buys, 20 sells). 10 recent congressional STOCK Act disclosures. SEC EDGAR first-party data.

Top Institutional Holders (13F)

Source: SEC Form 13F
HolderSharesMarket ValueReported
VANGUARD GROUP INC2374364.00$515.97M2025-12-31
BlackRock, Inc.2338218.00$395.28M2026-03-31
MORGAN STANLEY1730549.00$292.55M2026-03-31
WELLINGTON MANAGEMENT GROUP LLP1662405.00$281.03M2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC1051820.00$177.81M2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC989467.00$167.27M2026-03-31
TWO SIGMA INVESTMENTS, LP859459.00$145.29M2026-03-31
BAMCO INC /NY/759515.00$128.40M2026-03-31

Insider Trading Activity (Form 4)

Source: SEC Form 4
InsiderTransactionValueDate
Sellnull2026-05-27
Sellnull2026-05-22
Sellnull2026-05-22
Sellnull2026-05-22
Sellnull2026-05-22
Sellnull2026-05-22
Sellnull2026-05-22
Sellnull2026-05-21

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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.