Companies / Morningstar, Inc.

Morningstar, Inc.

Nasdaq: MORNCIK 1289419CHICAGO, ILmorningstar.com ↗
Insider flow · last 90 daysNet sells $5.50M

Financials · FY2025

Revenue$2.45B
Net income$374.20M
Total debt$1.73B
Cash$474.50M
Diluted EPS$8.87
Shares outstanding37.5M

Ownership

37.5M shares outstanding · as of Jul 24, 2026
49.8%10%+ / strategic
Ownership
10%+ / strategic49.76%18,667,065
Institutions65.86%24,708,244
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 13

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Insider% of sharesShares
Mansueto Joseph DFormerExecutive Chairman · Director · 10% owner
21.44%8,043,492
Kapoor KunalCEOFormerCEO · Director
0.40%151,275
Kaplan Steven NFormerDirector
0.11%43,080
Francis Cheryl aFormerDirector
0.10%36,934
Lyons William MFormerDirector
0.04%13,904
Holt MichaelFormerChief Financial Officer
0.03%12,326
Diamonte RobinFormerDirector
0.03%11,338
Joynt StephenFormerDirector
0.02%6,282
Sutton DonielFormerDirector
0.01%4,970
Tsay Caroline JFormerDirector
0.01%4,889

Institutional holders 491

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HolderValue% of shares
Vanguard Group Inc$515.97M6.33%
Morgan Stanley$435.99M5.35%
Select Equity Group, L.P.$330.85M4.06%
BlackRock, Inc.$324.79M5.55%
Wellington Management Group LLP$246.91M3.03%
Two Sigma Investments, LP$145.29M2.29%
Bamco Inc /Ny$128.40M2.02%
State Street Corporation$111.78M1.91%
Los Angeles Capital Management LLC$109.10M1.72%
AQR Capital Management, LLC$105.21M1.66%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Feb 27, 2026Mansueto Joseph D
Executive
SellCommon Stock$1.27M-7K
-0.09%
8,141,592
21.70% of shares
medium
May 11, 2026Mansueto Joseph D
Executive
SellCommon Stock$1.27M-7K
-0.09%
8,096,008
21.58% of shares
medium
Feb 19, 2026Mansueto Joseph D
Executive
SellCommon Stock$1.16M-7K
-0.09%
8,177,074
21.80% of shares
medium
May 6, 2026Mansueto Joseph D
Executive
SellCommon Stock$992.2K-6K
-0.07%
8,115,765
21.63% of shares
medium
May 20, 2026Mansueto Joseph D
Executive
SellCommon Stock$977.2K-6K
-0.07%
8,054,558
21.47% of shares
medium
Feb 12, 2026Mansueto Joseph D
Executive
SellCommon Stock$945.6K-6K
-0.07%
8,206,326
21.88% of shares
medium
May 21, 2026Mansueto Joseph D
Executive
SellCommon Stock$875.6K-5K
-0.06%
8,047,931
21.45% of shares
medium
Feb 20, 2026Mansueto Joseph D
Executive
SellCommon Stock$829.2K-5K
-0.06%
8,171,815
21.78% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Mansueto Joseph DPassive13G/A—14,909,759—
Daniel MansuetoPassive13G/A—3,757,306—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
MORN——617700109—