Security key
617700109
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 39,550,589
- Total 13F shares
- 24,238,391
- Share change
- -563,219
- Total reported value
- $5,267,052,834
- Put/Call ratio
- 31%
- Reported price per share
- $217.31
- Number of holders
- 473
- Value change
- -$128,864,603
- Number of buys
- 226
- Number of sells
- 248
Security identity
2 facts
Holder snapshot
9 facts
Report period
Q4 2025
Institutions
473
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
Ownership snapshot
Top reported holders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Joseph D. Mansueto
13D/G signal
Joseph D. Mansueto
Evidence rows
15
Latest as of
31 Dec 2025
13D/G
13F
Lead comparable stake: 38%
13D/G row: Joseph D. Mansueto
Showing 1-6 of 15 holder rows.
Rank 1 holder
Joseph D. Mansueto
13D/G
- Ownership
- 38%
- Position
- $3.24B
Rank 2 holder
Daniel Mansueto
13D/G
- Ownership
- 9.5%
- Position
- $816.5M
Rank 3 holder
VANGUARD GROUP INC
13F
- Ownership
- 6.6%
- Position
- $605.62M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Joseph D. Mansueto |
13D/G
|
38%
|
$3,240,039,728
14,909,759 shares
|
-$27,766,785 | 31 Dec 2025 |
| Daniel Mansueto |
13D/G
|
9.5%
|
$816,500,167
3,757,306 shares
|
+$72,757,126 | 31 Dec 2025 |
| VANGUARD GROUP INC |
13F
Company
|
6.6%
|
$605,623,824
2,610,335 shares
|
— | 30 Sep 2025 |
| BlackRock, Inc. |
13F
Company
|
6.1%
|
$555,624,040
2,394,828 shares
|
— | 30 Sep 2025 |
| Select Equity Group, L.P. |
13F
Company
|
5.3%
|
$488,079,901
2,103,702 shares
|
— | 30 Sep 2025 |
| MORGAN STANLEY |
13F
Company
|
5%
|
$454,499,742
1,958,965 shares
|
— | 30 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
473
Shares
24,238,391
Rows available
473
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
446
Q4 2025 holders
473
Holder diff
27
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend