// company-profile
Morningstar, Inc.
MORNExchangeNasdaqSectorInvestment AdviceInc.ILFilings238Insiders16
// api This Morningstar, Inc. insider-trading data is served live by the Form4API insider trading API. Get the same data via API.
// activity-summary
Recent insider activity is bearish. Over the last 30 days, insiders net sold $125K across 1 transaction.
// 90-day insight
Over the last 90 days, Morningstar, Inc. insiders bought $0 (16 transactions) and sold $802K (4 transactions).
- Most active insider: Mansueto Joseph D with 30 transactions totaling $6.6M.
- Largest single sale: $977K by Mansueto Joseph D on May 20, 2026.
- 88% of recent sales were pre-scheduled 10b5-1 trades — typically less informative than open-market activity.
Activity skews bullish — buys outpace sales.
Institutional Ownership
Top 13F-HR holders of Morningstar, Inc. as of 2026-03-31
Total reported AUM
$3.65B
QoQ change
-21.6%
Reporting period
2026-03-31
#1
BlackRock, Inc.
CIK 2012383
$231.9M
1.4M shares
#2
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
$230.2M
1.4M shares
#3
MORGAN STANLEY
CIK 895421
$224.8M
1.3M shares
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | Lyons William M | MORN | Sale | 700 | $179.00 | $125K |
| May 22, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 227 | $179.52 | $41K |
| May 22, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 741 | $176.30 | $131K |
| May 22, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 293 | $178.39 | $52K |
| May 22, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 114 | $174.98 | $20K |
45 more transactions hidden
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