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 $0 and sold $198.88M worth of Morningstar, Inc. stock.
On average, over the past 5 years, insiders at Morningstar, Inc. have bought $1,152 and sold $245.26M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 5 shares for transaction amount of $1,152 was made by TSAY CAROLINE J (director) on 2021‑02‑01.
2024-06-24 | Sale | TSAY CAROLINE J | director | 290 0.0007% | $296.98 | $86,124 | +0.47% | |
2024-06-05 | Sale | Mansueto Joseph D | Executive Chairman | 397 0.0009% | $294.77 | $117,022 | -2.24% | |
2024-06-04 | Sale | Mansueto Joseph D | Executive Chairman | 6,619 0.0155% | $292.67 | $1.94M | -1.06% | |
2024-06-04 | Sale | Lyons William M | director | 750 0.0017% | $289.07 | $216,803 | -1.06% | |
2024-06-03 | Sale | Mansueto Joseph D | Executive Chairman | 9,062 0.0211% | $289.22 | $2.62M | -0.51% | |
2024-05-31 | Sale | Mansueto Joseph D | Executive Chairman | 4,535 0.0106% | $287.33 | $1.3M | +0.43% | |
2024-05-30 | Sale | Mansueto Joseph D | Executive Chairman | 5,869 0.0137% | $287.16 | $1.69M | +0.64% | |
2024-05-29 | Sale | Mansueto Joseph D | Executive Chairman | 95 0.0002% | $290.95 | $27,640 | +0.51% | |
2024-05-28 | Sale | Mansueto Joseph D | Executive Chairman | 236 0.0006% | $296.65 | $70,010 | -0.88% | |
2024-05-24 | Sale | Mansueto Joseph D | Executive Chairman | 5,082 0.012% | $296.99 | $1.51M | -2.84% | |
2024-05-23 | Sale | Mansueto Joseph D | Executive Chairman | 1,115 0.0026% | $298.62 | $332,960 | -1.85% | |
2024-05-22 | Sale | Mansueto Joseph D | Executive Chairman | 5,023 0.0118% | $300.17 | $1.51M | -3.34% | |
2024-05-21 | Sale | Mansueto Joseph D | Executive Chairman | 7,986 0.0186% | $298.32 | $2.38M | -3.22% | |
2024-05-20 | Sale | Mansueto Joseph D | Executive Chairman | 5,234 0.0124% | $300.00 | $1.57M | -2.28% | |
2024-05-17 | Sale | Mansueto Joseph D | Executive Chairman | 4,285 0.01% | $299.50 | $1.28M | -3.20% | |
2024-05-16 | Sale | Mansueto Joseph D | Executive Chairman | 6,062 0.0142% | $300.61 | $1.82M | -2.84% | |
2024-05-15 | Sale | Mansueto Joseph D | Executive Chairman | 4,804 0.0113% | $301.10 | $1.45M | -3.30% | |
2024-05-14 | Sale | Mansueto Joseph D | Executive Chairman | 4,681 0.0109% | $296.40 | $1.39M | -1.94% | |
2024-05-13 | Sale | Mansueto Joseph D | Executive Chairman | 1,558 0.0037% | $298.17 | $464,548 | -1.64% | |
2024-05-10 | Sale | Mansueto Joseph D | Executive Chairman | 5,063 0.0119% | $299.03 | $1.51M | -2.24% |
Mansueto Joseph D | Executive Chairman | 10641912 25.5829% | $294.91 | 0 | 1339 | |
Kaplan Steven N | director | 43177 0.1033% | $294.91 | 0 | 28 | |
Lyons William M | 16590 0.0385% | $294.91 | 3 | 8 | +5.54% | |
Dunn Daniel Joseph | Chief Revenue Officer | 12827 0.03% | $294.91 | 0 | 2 | |
Diamonte Robin | director | 8935 0.0209% | $294.91 | 0 | 4 | |
Landis Gail S | director | 5147 0.0121% | $294.91 | 0 | 13 | |
TSAY CAROLINE J | director | 3925 0.0084% | $294.91 | 2 | 6 | +8.35% |
Huang Tao | Chief Operating Officer | 476096 1.115% | $294.91 | 0 | 118 | |
Armour Timothy K | Managing Director | 294115 0.6888% | $294.91 | 0 | 1 | |
Odelbo Catherine Gillis | Head of Corporate Strategy | 184685 0.4325% | $294.91 | 0 | 4 | |
Reinkemeyer Patrick J | President, Morningstar Assocs. | 66717 0.1562% | $294.91 | 0 | 89 | |
Rekenthaler John A | VP, Research & New Prod. Dev. | 65745 0.154% | $294.91 | 0 | 1 | |
Boruff Christopher P | Head of Global Products | 54614 0.1279% | $294.91 | 0 | 17 | |
Kirscher Elizabeth | Pres., Data Division | 46833 0.1097% | $294.91 | 0 | 28 | |
Sturm Paul W | director | 45068 0.1055% | $294.91 | 0 | 87 | |
Williams David W | Head of Design | 42774 0.1002% | $294.91 | 0 | 50 | |
FRANCIS CHERYL A | director | 31340 0.0734% | $294.91 | 0 | 99 | |
Cooley Richard Scott | Chief Financial Officer | 30280 0.0709% | $294.91 | 0 | 20 | |
Robbins Richard E | General Counsel | 22185 0.052% | $294.91 | 0 | 36 | |
Chen Peng | Pres., Investment Management | 16242 0.038% | $294.91 | 0 | 6 | |
DUBINSKY JASON | Chief Financial Officer | 15751 0.0369% | $294.91 | 0 | 4 | |
Desmond Bevin | Chief Talent & Culture Officer | 11207 0.0262% | $294.91 | 0 | 52 | |
Rothschild Tricia | Chief Product Officer | 7652 0.0179% | $294.91 | 0 | 1 | |
NOONAN JACK | director | 7327 0.0172% | $294.91 | 0 | 38 | |
ZENTMYER HUGH J | director | 1100 0.0026% | $294.91 | 1 | 0 | +2.75% |
Phillips Donald James II | director | 0 0% | $294.91 | 0 | 195 |
Select Equity Group, L.P. | $800.19M | 6.07 | 2.59M | -13.04% | -$120M | 2.89 | |
The Vanguard Group | $795.81M | 6.04 | 2.58M | +0.16% | +$1.25M | 0.02 | |
BlackRock | $754.65M | 5.73 | 2.45M | +2.31% | +$17.02M | 0.02 | |
Morgan Stanley | $597.31M | 4.53 | 1.94M | +0.05% | +$284,934.02 | 0.05 | |
Bank of America | $523.97M | 3.98 | 1.7M | +31.48% | +$125.46M | 0.05 | |
Bamco | $403.55M | 3.06 | 1.31M | -1.04% | -$4.25M | 1.08 | |
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | $378.31M | 2.87 | 1.23M | -1.58% | -$6.09M | 0.88 | |
Massachusetts Financial Services Co Ma | $337.57M | 2.56 | 1.09M | +1.76% | +$5.84M | 0.1 | |
Wellington Management Company | $243.62M | 1.85 | 790,041 | +55.07% | +$86.51M | 0.04 | |
State Street | $237.89M | 1.81 | 771,444 | +4.03% | +$9.22M | 0.01 | |
T. Rowe Price | $211.16M | 1.6 | 684,743 | -3.78% | -$8.29M | 0.03 | |
Wasatch Advisors | $173.33M | 1.32 | 562,099 | +5.28% | +$8.68M | 0.91 | |
Geode Capital Management | $141.69M | 1.08 | 459,385 | +4.63% | +$6.28M | 0.01 | |
Fidelity Investments | $137.99M | 1.05 | 447,489 | +9.51% | +$11.98M | 0.01 | |
Liontrust Investment Partners LLP | $126.79M | 0.96 | 411,161 | -3.24% | -$4.25M | 1.81 | |
BNY Mellon | $110.75M | 0.84 | 359,151 | -7.07% | -$8.43M | 0.02 | |
Allspring Global Investments | $89.89M | 0.68 | 291,490 | +2.13% | +$1.88M | 0.14 | |
Dimensional Fund Advisors | $82.44M | 0.63 | 267,353 | -9.68% | -$8.84M | 0.02 | |
JPMorgan Chase | $81.17M | 0.62 | 263,212 | -3.42% | -$2.87M | 0.01 | |
ROYCE & ASSOCIATES INC | $69.38M | 0.53 | 224,994 | +0.6% | +$413,832.54 | 0.61 | |
Goldman Sachs | $65.92M | 0.5 | 213,753 | +30.89% | +$15.55M | 0.01 | |
Renaissance Technologies | $57.51M | 0.44 | 186,500 | -13.62% | -$9.07M | 0.09 | |
Charles Schwab | $56.79M | 0.43 | 184,172 | +1.42% | +$793,127.65 | 0.01 | |
Northern Trust | $52.88M | 0.4 | 171,468 | -12.04% | -$7.24M | 0.01 | |
American Capital Management, Inc. | $44.18M | 0.34 | 143,256 | +0.37% | +$163,127.73 | 1.42 | |
Praesidium Investment Management Company, LLC | $43.23M | 0.33 | 140,192 | -20.88% | -$11.41M | 6.38 | |
SEI Investments Company | $39.14M | 0.3 | 126,932 | +2.82% | +$1.07M | 0.06 | |
Millennium Management LLC | $38.87M | 0.3 | 126,064 | +8,885.32% | +$38.44M | 0.03 | |
Copeland Capital Management LLC | $32.28M | 0.25 | 104,693 | +4.35% | +$1.35M | 0.59 | |
Wells Fargo | $31.47M | 0.24 | 102,054 | +0.32% | +$99,602.70 | 0.01 | |
Parnassus Investments Ca | $29.21M | 0.22 | 94,728 | 0% | +$0 | 0.06 | |
Nuveen | $27.1M | 0.21 | 87,876 | +1.4% | +$372,819.33 | 0.01 | |
Cramer Rosenthal McGlynn, LLC | $26.35M | 0.2 | 85,435 | -7.6% | -$2.17M | 1.43 | |
Envestnet Asset Management Inc | $24.92M | 0.19 | 80,807 | +104.38% | +$12.73M | 0.01 | |
RhumbLine Advisers | $23.09M | 0.18 | 74,880 | -3.3% | -$786,958.07 | 0.02 | |
Confluence Investment Management | $20.99M | 0.16 | 68,054 | New | +$20.99M | 0.29 | |
Nordea Investment Management Ab | $20.08M | 0.15 | 65,167 | -0.67% | -$135,299.80 | 0.02 | |
Chicago Capital Llc | $18.25M | 0.14 | 59,168 | -1.06% | -$195,816.57 | 0.56 | |
Ubs Asset Management Americas Inc | $15.72M | 0.12 | 50,984 | +8.7% | +$1.26M | 0.01 | |
Swiss National Bank | $15.6M | 0.12 | 50,600 | +0.2% | +$30,837.00 | 0.01 | |
Credit Suisse | $14.78M | 0.11 | 47,934 | +0.69% | +$101,145.36 | 0.01 | |
Df Dent Co Inc | $14.55M | 0.11 | 47,169 | -0.55% | -$80,175.94 | 0.18 | |
CalPERS | $14.31M | 0.11 | 46,416 | +16.36% | +$2.01M | 0.01 | |
CI Investments Inc/Canada | $13.72M | 0.1 | 44,502 | +1.48% | +$199,514.20 | 0.06 | |
Legal & General | $13.38M | 0.1 | 43,401 | +0.51% | +$67,224.66 | <0.01 | |
Scout Investments | $13.03M | 0.1 | 42,549 | +75.79% | +$5.62M | 0.33 | |
TownSquare Capital | $12.82M | 0.1 | 41,583 | +32.04% | +$3.11M | 0.2 | |
Scotiabank | $12.82M | 0.1 | 41,567 | +81.76% | +$5.77M | 0.03 | |
Invesco | $12.65M | 0.1 | 41,032 | -30.43% | -$5.53M | <0.01 | |
Asset Management One Co Ltd | $11.24M | 0.09 | 36,435 | -4.83% | -$570,792.87 | 0.04 |