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

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Los Angeles Capital Management LLC
13F manager
AddCommon stock$109.08M+645K
+581327.03%
645,384
1.72% of shares
high
Q1 2026
as of
Bamco Inc /Ny
13F manager
TrimCommon stock$-81.53M-482K
-38.84%
759,515
2.02% of shares
high
Q1 2026
as of
Two Sigma Investments, LP
13F manager
AddCommon stock$80.64M+477K
+124.72%
859,459
2.29% of shares
high
Q1 2026
as of
Norges Bank
13F manager
ExitCommon stock$-62.37M-287K
-100.00%
0
high
Q1 2026
as of
AQR Capital Management, LLC
13F manager
TrimCommon stock$-46.67M-277K
-30.73%
623,629
1.66% of shares
medium
Q2 2026
as of
BlackRock, Inc.
13F manager
TrimCommon stock$-43.91M-281K
-11.91%
2,081,736
5.55% of shares
medium
Q1 2026
as of
Kensico Capital Management Corp
13F manager
NewCommon stock$22.82M+135K
135,000
0.36% of shares
medium
Q4 2023
as of
Barclays PLC
13F manager
TrimCommon stock$-21.25M-74K
-75.69%
23,841
0.06% 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—