Follow The Filings

MORN Morningstar Inc.

Financials, filed as MORNINGSTAR INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 0.8%
  • $547M
  • 1 add

In 2026 Q2 Ron Baron added to Morningstar.

Who owns this now

Largest portfolio weights among holders, up to 0.8% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Add 0.82%
  2. Robert Vinall 0.15%

Who owns MORN

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.82%, was 0.39% Add +360.7% 3,499,146 $546M History
Robert Vinall, Rv Capital AG 0.15% Hold 3,700 $577K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MORN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MORN insider trades
  • $187K bought by 1 insider
  • $500K sold by 3 insiders outside a trading plan
  • $75.8M sold by 1 insider under 10b5-1 plans
  1. Joseph D Mansueto Chair
    Planned sale
    $1.2M 5,659 shares at $218.84 0.1% of stake
    Traded Aug 24 Filed Aug 24
    ↗
  2. Joseph D Mansueto Chair
    Planned sale
    $2.4M 11,345 shares at $215.09 0.1% of stake
    Traded Aug 20–21 Filed Aug 21
    ↗
  3. Joseph D Mansueto Chair
    Planned sale
    $4.6M 21,750 shares at $210.25 0.3% of stake
    Traded Aug 17–19 Filed Aug 19
    ↗
  4. Joseph D Mansueto Chair
    Planned sale
    $2.9M 14,500 shares at $202.40 0.2% of stake
    Traded Aug 13–14 Filed Aug 14
    ↗
  5. Joseph D Mansueto Chair
    Planned sale
    $3.1M 15,474 shares at $198.67 0.2% of stake
    Traded Aug 10–12 Filed Aug 12
    ↗
  6. Joseph D Mansueto Chair
    Planned sale
    $1.9M 9,522 shares at $199.33 0.1% of stake
    Traded Aug 6–7 Filed Aug 7
    ↗
  7. Joseph D Mansueto Chair
    Planned sale
    $4.3M 21,750 shares at $199.98 0.3% of stake
    Traded Aug 3–5 Filed Aug 5
    ↗
  8. William M Lyons Director
    Sale
    $199K 1,000 shares at $199.00 7.2% of stake
    Traded Aug 3 Filed Aug 3
    ↗
  9. William M Lyons Director
    Sale
    $125K 700 shares at $179.00 4.8% of stake
    Traded May 27 Filed May 27
    ↗
  10. Joseph D Mansueto Chair
    Planned sale
    $1.7M 9,520 shares at $173.53 0.1% of stake
    Traded May 21–22 Filed May 22
    ↗
  11. Joseph D Mansueto Chair
    Planned sale
    $3.7M 21,228 shares at $175.17 0.3% of stake
    Traded May 18–20 Filed May 20
    ↗
  12. Michael Holt CFO
    Sale
    $45K 270 shares at $166.05 2.1% of stake
    Traded May 15 Filed May 19
    ↗
  13. Joseph D Mansueto Chair
    Planned sale
    $2.4M 14,500 shares at $168.66 0.2% of stake
    Traded May 14–15 Filed May 15
    ↗
  14. Joseph D Mansueto Chair
    Planned sale
    $3.3M 18,502 shares at $176.70 0.2% of stake
    Traded May 8–12 Filed May 12
    ↗
  15. Joseph D Mansueto Chair
    Planned sale
    $3.7M 21,750 shares at $168.78 0.3% of stake
    Traded May 5–7 Filed May 7
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 8 share withholdings for taxes, 6 option exercises, 2 gifts, and 2 other transactions.

Congress

2 members of Congress traded MORN in the last three years: 2 buys and 10 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 6 filed Jun 5
  2. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 4 filed Jun 5
  3. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Apr 30 filed May 6
  4. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Apr 17 filed May 6
  5. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Apr 16 filed May 6
  6. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Feb 25 filed Mar 10

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.04B $2.28B $2.45B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.816B $1.01B $1.04B
Total non-current assets * $2.59B $2.53B $2.55B
Total assets $3.4B $3.55B $3.59B
Total current liabilities $0.881B $0.967B $1.05B
Total non-current liabilities * $1.19B $0.963B $1.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $316.4M $591.6M $589.7M
Cash from investing -$81.9M -$21.3M -$139.3M
Cash from financing -$278.4M -$384.4M -$514.7M
Net change in cash -$38.7M $164.8M -$28.2M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.