Security key
617700109
Morningstar, Inc. - Common stock, no par value (MORN)
CUSIP: 617700109
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common stock, no par value
- Total 13F shares
- 161,318
- Total 13F value
- $30,656,801
- Share change
- -17,395
- SEC-reported price per share
- $190.04
- Number of holders
- 14
- Value change
- -$3,302,710
- Number of buys
- 3
- Number of sells
- 10
- Shares outstanding
- 38,034,196
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
14
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
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, no par value (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
29 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 39%
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 39%.
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
39%
Daniel Mansueto
10%
BAMCO INC /NY/
9.2%
BlackRock, Inc.
5.5%
WELLINGTON MANAGEMENT GROUP LLP
3.9%
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
|
39%
|
$2,435,200,602
14,709,759 shares
|
-$33,110,000 | 30 Jun 2026 |
| Daniel Mansueto |
13D/G
3/4/5
10%+ Owner
|
10%
|
$621,151,215
3,752,046 shares
|
-$870,793 | 29 Jul 2026 |
| BAMCO INC /NY/ |
13D/G
13F
Baron Capital Group, Inc. · Company
|
9.2%
|
$579,283,620
3,499,146 shares
|
$0 | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
5.5%
|
$324,792,409
2,081,736 shares
|
— | 30 Jun 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
3.9%
|
$232,943,633
1,493,037 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
3.9%
|
$231,555,301
1,484,135 shares
|
— | 30 Jun 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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
14
Shares
161,318
Rows available
14
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
417
Q3 2026 holders
14
Holder diff
-403
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend