Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 399,262
- Total 13F value
- $62,845,682
- Share change
- -66,488
- SEC-reported price per share
- $156.02
- Number of holders
- 51
- Value change
- -$12,019,231
- Number of buys
- 25
- Number of sells
- 25
- Shares outstanding
- 39,550,589
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
51
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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.
Comparable stake leader
Joseph D. Mansueto
Disclosed value leader
Joseph D. Mansueto
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 38%
13D/G row: Joseph D. Mansueto
Showing 1-6 of 15 holder rows.
Quick read
Joseph D. Mansueto leads the comparable SEC ownership view at 38%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Joseph D. Mansueto's linked filing trail.
Comparable ownership
Top 5
Joseph D. Mansueto
38%
Daniel Mansueto
9.5%
BlackRock, Inc.
5.9%
MORGAN STANLEY
4.4%
WELLINGTON MANAGEMENT GROUP LLP
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Joseph D. Mansueto |
13D/G
3/4/5
Executive Chairman, Director, 10%+ Owner
|
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 |
| BlackRock, Inc. |
13F
Company
|
5.9%
|
$395,275,707
2,338,218 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
4.4%
|
$292,549,533
1,730,549 shares
|
— | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
4.2%
|
$281,029,566
1,662,405 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
2.7%
|
$177,810,171
1,051,820 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
51
Shares
399,262
Rows available
51
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
441
Q2 2026 holders
51
Holder diff
-390
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend