| $705M | ||
| $677M | ||
| $350M | ||
| $213M | ||
| $93M | ||
| $77M |
Buys | $186,590 | 1 | 1 |
Sells | $74,719,524 | 68 | 99 |
| Holt Michael | Chief Financial Officer | 1 | $186,590 | 1 | $44,834 | $141,757 |
| TSAY CAROLINE J | director | 0 | $0 | 1 | $131,090 | $-131,090 |
| Lyons William M | director | 0 | $0 | 2 | $324,300 | $-324,300 |
| Mansueto Joseph D | Executive Chairman | 0 | $0 | 65 | $75.76M | $-75.76M |
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its …
Over the last 12 months, insiders at Morningstar, Inc. have bought $186,590 and sold $74.72M worth of Morningstar, Inc. stock.
On average, over the past 5 years, insiders at Morningstar, Inc. have bought $186,590 and sold $155.11M 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.
| 2026-08-24 | Sale | Mansueto Joseph D | Executive Chairman | 5,659 0.0151% | $218.84 | $1.24M | -6.05% | |
| 2026-08-21 | Sale | Mansueto Joseph D | Executive Chairman | 4,095 0.011% | $216.75 | $887,609 | -5.37% | |
| 2026-08-20 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.019% | $214.16 | $1.55M | -6.01% | |
| 2026-08-19 | Sale | Mansueto Joseph D | Executive Chairman | 6,594 0.0176% | $213.75 | $1.41M | -4.31% | |
| 2026-08-18 | Sale | Mansueto Joseph D | Executive Chairman | 7,906 0.0212% | $210.26 | $1.66M | -1.76% | |
| 2026-08-17 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0192% | $207.04 | $1.5M | -0.52% | |
| 2026-08-14 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0193% | $206.88 | $1.5M | -0.58% | |
| 2026-08-13 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0185% | $197.92 | $1.43M | -0.07% | |
| 2026-08-12 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0191% | $195.27 | $1.42M | +4.71% | |
| 2026-08-11 | Sale | Mansueto Joseph D | Executive Chairman | 974 0.0027% | $200.32 | $195,108 | +5.81% | |
| 2026-08-10 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0193% | $201.84 | $1.46M | +2.57% | |
| 2026-08-07 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0192% | $199.63 | $1.45M | +2.49% | |
| 2026-08-06 | Sale | Mansueto Joseph D | Executive Chairman | 2,272 0.0061% | $198.38 | $450,730 | +4.32% | |
| 2026-08-05 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0195% | $201.06 | $1.46M | +2.57% | |
| 2026-08-04 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0193% | $199.67 | $1.45M | +2.08% | |
| 2026-08-03 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.0192% | $199.20 | $1.44M | +2.73% | |
| 2026-08-03 | Sale | Lyons William M | director | 1,000 0.0026% | $199.00 | $199,000 | +2.73% | |
| 2026-05-27 | Sale | Lyons William M | director | 700 0.0019% | $179.00 | $125,300 | +11.26% | |
| 2026-05-22 | Sale | Mansueto Joseph D | Executive Chairman | 2,270 0.0061% | $176.72 | $401,145 | +9.26% | |
| 2026-05-21 | Sale | Mansueto Joseph D | Executive Chairman | 7,250 0.019% | $172.53 | $1.25M | +13.12% |
| Lyons William M | director | 12904 0.0348% | $3.05M | 3 | 15 | +5.54% |
| Holt Michael | Chief Financial Officer | 12326 0.0332% | $2.92M | 1 | 2 | |
| TSAY CAROLINE J | director | 3745 0.0101% | $886,363.32 | 2 | 8 | +8.35% |
| ZENTMYER HUGH J | director | 1100 0.003% | $260,381.00 | 1 | 0 | +2.75% |
| 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 |