Morningstar, Inc. MORN
We take great care to ensure that the data presented and summarized in this overview for Morningstar, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MORN
View all-
Select Equity Group, L.P. New York, NY2.59MShares$772 Million2.98% of portfolio
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Vanguard Group Inc Valley Forge, PA2.58MShares$768 Million0.02% of portfolio
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Black Rock Inc. New York, NY2.45MShares$728 Million0.02% of portfolio
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Morgan Stanley New York, NY1.94MShares$576 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.7MShares$506 Million0.05% of portfolio
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Bamco Inc New York, NY1.31MShares$389 Million1.09% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.23MShares$365 Million0.9% of portfolio
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Massachusetts Financial Services CO Boston, MA1.09MShares$326 Million0.11% of portfolio
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Atlanta Capital Management CO L L C Atlanta, GA1.03MShares$306 Million0.97% of portfolio
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Wellington Management Group LLP Boston, MA790KShares$235 Million0.04% of portfolio
Latest Institutional Activity in MORN
Top Purchases
Top Sells
About MORN
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Insider Transactions at MORN
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
May 30
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
5,869
-0.02%
|
$1,684,403
$287.88 P/Share
|
May 29
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
95
-0.0%
|
$27,550
$290.95 P/Share
|
May 28
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
236
-0.0%
|
$69,856
$296.65 P/Share
|
May 24
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
5,082
-0.01%
|
$1,504,272
$296.54 P/Share
|
May 23
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
1,115
-0.01%
|
$332,270
$298.89 P/Share
|
May 22
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
5,023
-0.02%
|
$1,506,900
$300.4 P/Share
|
May 21
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
7,986
-0.01%
|
$2,379,828
$298.76 P/Share
|
May 20
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
5,234
-0.02%
|
$1,570,200
$300.3 P/Share
|
May 17
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
4,285
-0.02%
|
$1,281,215
$299.76 P/Share
|
May 17
2024
|
Daniel Joseph Dunn Chief Revenue Officer |
BUY
Grant, award, or other acquisition
|
Direct |
50
+0.34%
|
-
|
May 17
2024
|
Daniel Joseph Dunn Chief Revenue Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
652
-4.32%
|
$193,644
$297.26 P/Share
|
May 17
2024
|
Daniel Joseph Dunn Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
697
+4.37%
|
-
|
May 17
2024
|
Kunal Kapoor CEO |
BUY
Grant, award, or other acquisition
|
Direct |
404
+0.3%
|
-
|
May 17
2024
|
Kunal Kapoor CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
6,662
-4.81%
|
$1,978,614
$297.26 P/Share
|
May 17
2024
|
Kunal Kapoor CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
5,580
+3.87%
|
-
|
May 17
2024
|
Jason Dubinsky Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
91
+0.35%
|
-
|
May 17
2024
|
Jason Dubinsky Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,302
-4.75%
|
$386,694
$297.26 P/Share
|
May 17
2024
|
Jason Dubinsky Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,254
+4.81%
|
-
|
May 17
2024
|
Conan Wiersema CAO & PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
52
-4.63%
|
$15,444
$297.26 P/Share
|
May 16
2024
|
Joseph D Mansueto Executive Chairman |
SELL
Open market or private sale
|
Direct |
6,062
-0.02%
|
$1,824,662
$301.0 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 13.7K shares |
---|---|
Exercise of conversion of derivative security | 14.7K shares |
Bona fide gift | 47.6K shares |
---|---|
Open market or private sale | 784K shares |
Payment of exercise price or tax liability | 12.4K shares |