MORN Morningstar, Inc.: institutional ownership and insider trading
445 funds reported holding $4.46B of Morningstar, Inc. in their latest 13F filings; in Q2 2026 funds net bought $116M, with 63 new positions and 92 funds selling out; over the last 12 months insiders bought $187K and sold $76.3M on the open market; over its last four quarters it reported revenue of $2.57B and net income of $422M.
MORN revenue and earnings
- Quarter ended Jun 30, 2026: revenue $663M, net income $108M, EPS 2.83
- Quarter ended Mar 31, 2026: revenue $645M, net income $107M, EPS 2.73
- Quarter ended Dec 31, 2025: revenue $641M, net income $115M, EPS 2.79
- Quarter ended Sep 30, 2025: revenue $617M, net income $91.6M, EPS 2.17
Famous investors holding MORN
- Two Sigma (Two Sigma Investments): $75.6M, 0.1% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $37.3M, 0.1% of the portfolio
- Izzy Englander (Millennium Management): $25.4M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $8.08M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $873K, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $663K, 0.0% of the portfolio
Largest institutional holders of MORN
- BAMCO INC /NY/ — $546M
- VANGUARD GROUP INC — $516M
- BlackRock, Inc. (BLK) — $325M
- WELLINGTON MANAGEMENT GROUP LLP — $233M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $232M
- AQR CAPITAL MANAGEMENT LLC — $204M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $148M
- VANGUARD CAPITAL MANAGEMENT LLC — $140M
- STATE STREET CORP (STT, STT-PG) — $112M
- GEODE CAPITAL MANAGEMENT, LLC — $90.2M
Recent MORN insider trades
- Aug 24, 2026: Mansueto Joseph D sold 5,659 shares ($1.24M)
- Aug 21, 2026: Mansueto Joseph D sold 11,345 shares ($2.44M)
- Aug 19, 2026: Mansueto Joseph D sold 21,750 shares ($4.57M)
- Aug 14, 2026: Mansueto Joseph D sold 14,500 shares ($2.93M)
Members of Congress trading MORN
- May 6, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- May 4, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Apr 30, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Apr 17, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Apr 16, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Feb 25, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Feb 19, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Feb 6, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Jan 15, 2026: April McClain Delaney sold part of $1.00K–$15.0K
- Aug 4, 2025: Lisa C. McClain sold $1.00K–$15.0K
5%+ owners
- Joseph D. Mansueto: 39.2% (Schedule 13G/A, filed Aug 5, 2026)
- Daniel Mansueto: 10.0% (Schedule 13G/A, filed Aug 3, 2026)
- Baron Capital Group, Inc.: 9.2% (Schedule 13G, filed Aug 14, 2026)