Joseph D. Mansueto

Holdings History for Morningstar, Inc. - Common Stock, no par value (MORN)

Symbol: MORN on Nasdaq
Investment type: Equity / Common Stock, no par value
Latest Disclosed Shares Owned: 14,909,759 shares
Security Ownership %: 38%

Joseph D. Mansueto ownership in Morningstar, Inc. Common Stock, no par value (MORN)

12 Feb 2026 - Joseph D. Mansueto has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14,909,759 shares of Morningstar, Inc. Common Stock, no par value (MORN). This represents 38% ownership of the company. In their previous filing dated 12 Nov 2025, Joseph D. Mansueto had reported owning 15,037,534 shares, indicating a decrease of +0.85%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Joseph D. Mansueto	38%	+3.6%	$3,240,039,728	14,909,759	-127,775	-0.85%	$217.31	13G/A	31 Dec 2025	12 Feb 2026, 16:30
Joseph D. Mansueto	36%	+1.1%	$3,488,858,263	15,037,534	-325,000	-2.1%	$232.01	13G/A	30 Sep 2025	12 Nov 2025, 16:17
Joseph D. Mansueto	36%		$4,282,152,727	15,362,534			$278.74	13G/A	31 Dec 2024	12 Feb 2025, 16:30