Morningstar, Inc. (MORN) Institutional Ownership & Insider Trading
418 institutions reported holding Morningstar, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 262 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
MORNMorningstar, Inc.Follow MORN — free
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- Market cap
- 8.4B
- P/E TTM
- 21.4
- Dividend yield
- 0.9%
- 52-week
- —
- Next earnings
- 28 Oct, in 4 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters418 institutions held 64.6% of the shares. Across filers that reported both quarters, shares held changed +2.1%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 418 | 24 | +2.1% | 122 | 51 | 164 | 86 |
| Mar 26 | 439 | 24 | +0.6% | 157 | 54 | 156 | 83 |
| Dec 25 | 467 | 24 | -4.5% | 136 | 68 | 184 | 49 |
| Sep 25 | 443 | 25 | -1.0% | 144 | 39 | 167 | 60 |
| Jun 25 | 472 | 26 | +1.9% | 157 | 58 | 138 | 35 |
| Mar 25 | 457 | 25 | -1.9% | 162 | 53 | 120 | 40 |
| Dec 24 | 442 | 26 | -1.7% | 133 | 45 | 119 | 23 |
| Sep 24 | 402 | 25 | -8.0% | 145 | 40 | 91 | 29 |
Morningstar, Inc. — questions
- Who owns Morningstar, Inc. stock?
- 418 institutions reported Morningstar, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BAMCO INC /NY/ (9.3%), BlackRock, Inc. (5.5%), WELLINGTON MANAGEMENT GROUP LLP (4.0%).
- Are Morningstar, Inc. insiders buying or selling?
- 262 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Morningstar, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.