| $705M | ||
| $248M | ||
| $183M | ||
| $155M | ||
| $119M | ||
| $68M |
Buys | $186,590 | 1 | 1 |
Sells | $102,031,808 | 78 | 99 |
| Holt Michael | Chief Financial Officer | 1 | $186,590 | 1 | $109,081 | $77,509 |
| TSAY CAROLINE J | director | 0 | $0 | 2 | $193,059 | $-193,059 |
| Mansueto Joseph D | Executive Chairman | 0 | $0 | 75 | $101.73M | $-101.73M |
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.
Over the last 12 months, insiders at Morningstar, Inc. have bought $186,590 and sold $102.03M worth of Morningstar, Inc. stock.
On average, over the past 5 years, insiders at Morningstar, Inc. have bought $186,590 and sold $196.36M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Holt Michael (Chief Financial Officer) — $186,590.
The last purchase of 1,000 shares for transaction amount of $186,590 was made by Holt Michael (Chief Financial Officer) on 2026‑03‑04.
| 2026-03-04 | Holt Michael | Chief Financial Officer | 1,000 0.0024% | $186.59 | $186,590 | +3.26% | ||
| 2026-03-02 | Sale | Mansueto Joseph D | Executive Chairman | 3,122 0.0076% | $182.32 | $569,191 | +1.93% | |
| 2026-02-27 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0175% | $181.60 | $1.32M | +2.50% | |
| 2026-02-26 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0172% | $178.00 | $1.29M | +2.19% | |
| 2026-02-25 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0169% | $164.90 | $1.2M | +10.81% | |
| 2026-02-24 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0173% | $159.47 | $1.16M | +14.70% | |
| 2026-02-20 | Sale | Mansueto Joseph D | Executive Chairman | 6,608 0.0158% | $161.34 | $1.07M | +12.12% | |
| 2026-02-19 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0171% | $161.87 | $1.17M | +11.18% | |
| 2026-02-18 | Sale | Mansueto Joseph D | Executive Chairman | 6,737 0.0156% | $159.09 | $1.07M | +12.44% | |
| 2026-02-17 | Sale | Mansueto Joseph D | Executive Chairman | 7,304 0.0176% | $160.63 | $1.17M | +12.23% | |
| 2026-02-13 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0168% | $156.21 | $1.13M | +14.66% | |
| 2026-02-12 | Sale | Mansueto Joseph D | Executive Chairman | 6,939 0.0165% | $154.74 | $1.07M | +16.78% | |
| 2026-02-10 | Sale | Mansueto Joseph D | Executive Chairman | 3,214 0.0077% | $162.84 | $523,356 | +4.28% | |
| 2026-02-09 | Sale | Mansueto Joseph D | Executive Chairman | 1,653 0.004% | $165.00 | $272,750 | -0.07% | |
| 2026-02-06 | Sale | Mansueto Joseph D | Executive Chairman | 6,352 0.0154% | $169.57 | $1.08M | -2.60% | |
| 2026-02-05 | Sale | Mansueto Joseph D | Executive Chairman | 6,464 0.0168% | $185.21 | $1.2M | -8.86% | |
| 2026-02-04 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0172% | $180.80 | $1.31M | -8.59% | |
| 2026-02-02 | Sale | Mansueto Joseph D | Executive Chairman | 857 0.0021% | $202.38 | $173,443 | -15.72% | |
| 2025-12-29 | Sale | TSAY CAROLINE J | director | 600 0.0014% | $218.48 | $131,090 | -12.51% | |
| 2025-11-25 | Sale | Mansueto Joseph D | Executive Chairman | 1,286 0.003% | $213.12 | $274,069 | -1.62% |
| Mansueto Joseph D | Executive Chairman | 8138232 19.787% | $1.5B | 0 | 1481 | |
| Holt Michael | Chief Financial Officer | 9480 0.023% | $1.75M | 1 | 1 | |
| TSAY CAROLINE J | director | 3745 0.0091% | $690,263.25 | 2 | 8 | +8.35% |
| Huang Tao | Chief Operating Officer | 476096 1.1576% | $87.76M | 0 | 118 | |
| Armour Timothy K | Managing Director | 294115 0.7151% | $54.22M | 0 | 1 | |
| Odelbo Catherine Gillis | Head of Corporate Strategy | 184685 0.449% | $34.04M | 0 | 4 | |
| Reinkemeyer Patrick J | President, Morningstar Assocs. | 66717 0.1622% | $12.3M | 0 | 89 | |
| Rekenthaler John A | VP, Research & New Prod. Dev. | 65745 0.1598% | $12.12M | 0 | 1 | |
| Boruff Christopher P | Head of Global Products | 54614 0.1328% | $10.07M | 0 | 17 | |
| Kirscher Elizabeth | Pres., Data Division | 46833 0.1139% | $8.63M | 0 | 28 | |
| Sturm Paul W | director | 45068 0.1096% | $8.31M | 0 | 87 | |
| Kaplan Steven N | director | 43177 0.105% | $7.96M | 0 | 28 | |
| Williams David W | Head of Design | 42774 0.104% | $7.88M | 0 | 50 | |
| FRANCIS CHERYL A | director | 31340 0.0762% | $5.78M | 0 | 99 | |
| Cooley Richard Scott | Chief Financial Officer | 30280 0.0736% | $5.58M | 0 | 20 | |
| Robbins Richard E | General Counsel | 22185 0.0539% | $4.09M | 0 | 36 | |
| DUBINSKY JASON | Chief Financial Officer | 17304 0.0421% | $3.19M | 0 | 6 | |
| Chen Peng | Pres., Investment Management | 16242 0.0395% | $2.99M | 0 | 6 | |
| Dunn Daniel Joseph | Chief Revenue Officer | 12967 0.0315% | $2.39M | 0 | 3 | |
| Lyons William M | director | 12840 0.0312% | $2.37M | 3 | 13 | +5.54% |
| Desmond Bevin | Chief Talent & Culture Officer | 11207 0.0272% | $2.07M | 0 | 52 | |
| Diamonte Robin | director | 8935 0.0217% | $1.65M | 0 | 4 | |
| Rothschild Tricia | Chief Product Officer | 7652 0.0186% | $1.41M | 0 | 1 | |
| NOONAN JACK | director | 7327 0.0178% | $1.35M | 0 | 38 | |
| Landis Gail S | director | 5147 0.0125% | $948,797.98 | 0 | 13 | |
| ZENTMYER HUGH J | director | 1100 0.0027% | $202,774.00 | 1 | 0 | +2.76% |
| Phillips Donald James II | director | 0 0% | $0 | 0 | 195 |
| Increased Positions | 245 | +44.14% | 3M | +13.18% |
| Decreased Positions | 254 | -45.77% | 4M | -15.25% |
| New Positions | 90 | New | 239,077 | New |
| Sold Out Positions | 61 | Sold Out | 426,459 | Sold Out |
| Total Postitions | 546 | -1.62% | 25M | -2.07% |
| Vanguard Group Inc | $549,267.00 | 6.37% | 2.61M | -23,466 | -0.89% | 2025-09-30 |
| Blackrock, Inc. | $503,920.00 | 5.84% | 2.39M | -124,689 | -4.95% | 2025-09-30 |
| Select Equity Group, L.P. | $442,661.00 | 5.13% | 2.1M | +990,401 | +88.96% | 2025-09-30 |
| Morgan Stanley | $412,205.00 | 4.78% | 1.96M | -114,013 | -5.5% | 2025-09-30 |
| Bamco Inc /Ny/ | $297,598.00 | 3.45% | 1.41M | +118,979 | +9.19% | 2025-09-30 |
| Kayne Anderson Rudnick Investment Management Llc | $161,069.00 | 1.87% | 765,463 | -83,106 | -9.79% | 2025-09-30 |
| State Street Corp | $160,597.00 | 1.86% | 763,223 | -20,952 | -2.67% | 2025-09-30 |
| Geode Capital Management, Llc | $129,576.00 | 1.5% | 615,795 | -11,146 | -1.78% | 2025-09-30 |
| Wellington Management Group Llp | $128,951.00 | 1.5% | 612,826 | -168,015 | -21.52% | 2025-09-30 |
| Aqr Capital Management Llc | $127,987.00 | 1.48% | 608,244 | +314,275 | +106.91% | 2025-09-30 |