MORN Insider Trading

Insider Ownership Percentage: 39.90%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $86,857,791.09

Morningstar Insider Trading History Chart

This chart shows the insider buying and selling history at Morningstar by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Morningstar Share Price & Price History

Current Price: $340.32
Price Change: Price Increase of +2.38 (0.70%)
As of 12/20/2024 06:31 PM ET

This chart shows the closing price history over time for MORN up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Morningstar Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/13/2024Jason DubinskyCFOSell3,223$352.88$1,137,332.2417,304View SEC Filing Icon  
11/26/2024Joseph D MansuetoChairmanSell9,062$355.22$3,219,003.6410,738,224View SEC Filing Icon  
11/18/2024Joseph D MansuetoChairmanSell275$336.67$92,584.2510,788,103View SEC Filing Icon  
11/15/2024Joseph D MansuetoChairmanSell118$342.13$40,371.3410,788,378View SEC Filing Icon  
11/13/2024Joseph D MansuetoChairmanSell3,825$351.05$1,342,766.2510,791,380View SEC Filing Icon  
11/11/2024Joseph D MansuetoChairmanSell7,222$349.67$2,525,316.7410,801,361View SEC Filing Icon  
11/8/2024Joseph D MansuetoChairmanSell9,062$348.45$3,157,653.9010,808,583View SEC Filing Icon  
11/4/2024Joseph D MansuetoChairmanSell9,062$329.45$2,985,475.9010,836,656View SEC Filing Icon  
11/1/2024Joseph D MansuetoChairmanSell9,062$328.22$2,974,329.6410,845,718View SEC Filing Icon  
10/30/2024William M. LyonsDirectorSell750$331.88$248,910.0012,840View SEC Filing Icon  
9/30/2024William M. LyonsDirectorSell750$316.48$237,360.0013,590View SEC Filing Icon  
9/9/2024Joseph D MansuetoChairmanSell8,056$305.95$2,464,733.2010,517,257View SEC Filing Icon  
9/5/2024Joseph D MansuetoChairmanSell54$312.55$16,877.7010,525,738View SEC Filing Icon  
9/3/2024Joseph D MansuetoChairmanSell721$312.94$225,629.7410,532,253View SEC Filing Icon  
8/30/2024William M. LyonsDirectorSell750$311.60$233,700.0014,340View SEC Filing Icon  
8/29/2024Joseph D MansuetoChairmanSell6,110$312.18$1,907,419.8010,539,718View SEC Filing Icon  
8/27/2024Joseph D MansuetoChairmanSell5,724$311.27$1,781,709.4810,551,498View SEC Filing Icon  
8/21/2024Joseph D MansuetoChairmanSell6,209$312.12$1,937,953.0810,574,707View SEC Filing Icon  
8/19/2024Joseph D MansuetoChairmanSell3,838$315.90$1,212,424.2010,581,130View SEC Filing Icon  
8/14/2024Joseph D MansuetoChairmanSell5,257$310.37$1,631,615.0910,599,799View SEC Filing Icon  
8/12/2024Joseph D MansuetoChairmanSell5,149$305.30$1,571,989.7010,610,555View SEC Filing Icon  
8/8/2024Joseph D MansuetoChairmanSell5,117$304.70$1,559,149.9010,620,679View SEC Filing Icon  
8/6/2024Joseph D MansuetoChairmanSell9,062$302.64$2,742,523.6810,631,706View SEC Filing Icon  
8/1/2024Joseph D MansuetoChairmanSell1,144$317.03$362,682.3210,640,768View SEC Filing Icon  
7/31/2024Daniel Joseph DunnCROSell1,600$320.89$513,424.0012,967View SEC Filing Icon  
7/2/2024Jason DubinskyCFOSell3,400$300.11$1,020,374.0020,181View SEC Filing Icon  
6/28/2024William M. LyonsDirectorSell750$294.21$220,657.5015,840View SEC Filing Icon  
6/24/2024Caroline J. TsayDirectorSell290$296.98$86,124.203,925View SEC Filing Icon  
6/5/2024Joseph D MansuetoChairmanSell397$294.77$117,023.6910,641,912View SEC Filing Icon  
6/4/2024William M. LyonsDirectorSell750$289.07$216,802.5016,590View SEC Filing Icon  
6/3/2024Joseph D MansuetoChairmanSell9,062$289.22$2,620,911.6410,648,928View SEC Filing Icon  
5/30/2024Joseph D MansuetoChairmanSell5,869$287.16$1,685,342.0410,662,525View SEC Filing Icon  
5/28/2024Joseph D MansuetoChairmanSell236$296.65$70,009.4010,668,489View SEC Filing Icon  
5/24/2024Joseph D MansuetoChairmanSell5,082$296.99$1,509,303.1810,668,725View SEC Filing Icon  
5/22/2024Joseph D MansuetoChairmanSell5,023$300.17$1,507,753.9110,674,922View SEC Filing Icon  
5/20/2024Joseph D MansuetoChairmanSell5,234$300.00$1,570,200.0010,687,931View SEC Filing Icon  
5/17/2024Joseph D MansuetoChairmanSell4,285$299.50$1,283,357.5010,693,165View SEC Filing Icon  
5/15/2024Joseph D MansuetoChairmanSell4,804$301.10$1,446,484.4010,703,512View SEC Filing Icon  
5/13/2024Joseph D MansuetoChairmanSell1,558$298.17$464,548.8610,712,997View SEC Filing Icon  
5/10/2024Joseph D MansuetoChairmanSell5,063$299.03$1,513,988.8910,714,555View SEC Filing Icon  
5/10/2024Steven N. KaplanDirectorSell1,250$298.13$372,662.5043,177View SEC Filing Icon  
5/8/2024Joseph D MansuetoChairmanSell134$300.43$40,257.6210,726,348View SEC Filing Icon  
5/6/2024Joseph D MansuetoChairmanSell7,486$298.30$2,233,073.8010,733,826View SEC Filing Icon  
5/3/2024Joseph D MansuetoChairmanSell8,954$294.34$2,635,520.3610,741,312View SEC Filing Icon  
5/1/2024Joseph D MansuetoChairmanSell8,325$286.72$2,386,944.0010,758,587View SEC Filing Icon  
3/11/2024Joseph D MansuetoChairmanSell1,297$307.69$399,073.9310,775,526View SEC Filing Icon  
3/11/2024Steven N. KaplanDirectorSell1,250$306.81$383,512.5044,427View SEC Filing Icon  
3/8/2024Joseph D MansuetoChairmanSell4,675$311.07$1,454,252.2510,776,823View SEC Filing Icon  
3/4/2024Joseph D MansuetoChairmanSell9,861$303.17$2,989,559.3710,811,730View SEC Filing Icon  
3/1/2024Joseph D MansuetoChairmanSell6,025$298.38$1,797,739.5010,821,591View SEC Filing Icon  
2/28/2024Joseph D MansuetoChairmanSell9,935$296.94$2,950,098.9010,832,014View SEC Filing Icon  
2/26/2024Joseph D MansuetoChairmanSell6,198$298.80$1,851,962.4010,852,973View SEC Filing Icon  
2/23/2024Joseph D MansuetoChairmanSell12,650$298.12$3,771,218.0010,859,171View SEC Filing Icon  
2/21/2024Joseph D MansuetoChairmanSell3,748$272.65$1,021,892.2010,883,563View SEC Filing Icon  
2/16/2024Joseph D MansuetoChairmanSell1,367$277.60$379,479.2010,891,487View SEC Filing Icon  
2/14/2024Joseph D MansuetoChairmanSell8,993$275.94$2,481,528.4210,899,717View SEC Filing Icon  
2/12/2024Joseph D MansuetoChairmanSell7,481$282.08$2,110,240.4810,908,710View SEC Filing Icon  
2/9/2024Joseph D MansuetoChairmanSell7,668$278.69$2,136,994.9210,916,191View SEC Filing Icon  
2/7/2024Joseph D MansuetoChairmanSell7,470$277.23$2,070,908.1010,927,151View SEC Filing Icon  
2/1/2024Joseph D MansuetoChairmanSell6,926$279.39$1,935,055.1410,934,986View SEC Filing Icon  
11/27/2023Joseph D MansuetoChairmanSell6,257$277.17$1,734,252.6911,342,505View SEC Filing Icon  
11/24/2023Joseph D MansuetoChairmanSell6,555$275.86$1,808,262.3011,348,762View SEC Filing Icon  
11/22/2023Joseph D MansuetoChairmanSell12,650$275.77$3,488,490.5011,355,317View SEC Filing Icon  
11/20/2023Joseph D MansuetoChairmanSell11,693$271.95$3,179,911.3511,380,617View SEC Filing Icon  
11/17/2023Joseph D MansuetoChairmanSell10,328$271.00$2,798,888.0011,392,310View SEC Filing Icon  
11/15/2023Joseph D MansuetoChairmanSell7,776$269.04$2,092,055.0411,415,288View SEC Filing Icon  
11/14/2023Robin DiamonteDirectorSell400$268.91$107,564.008,935View SEC Filing Icon  
11/13/2023Joseph D MansuetoChairmanSell8,624$265.56$2,290,189.4411,435,673View SEC Filing Icon  
11/10/2023Joseph D MansuetoChairmanSell9,525$263.82$2,512,885.5011,444,297View SEC Filing Icon  
11/8/2023Joseph D MansuetoChairmanSell6,726$262.05$1,762,548.3011,456,472View SEC Filing Icon  
11/6/2023Joseph D MansuetoChairmanSell11,334$262.98$2,980,615.3211,471,495View SEC Filing Icon  
11/3/2023Joseph D MansuetoChairmanSell9,376$262.61$2,462,231.3611,482,829View SEC Filing Icon  
11/1/2023Joseph D MansuetoChairmanSell12,650$254.85$3,223,852.5011,504,855View SEC Filing Icon  
9/5/2023Gail S. LandisDirectorSell580$250.00$145,000.005,147View SEC Filing Icon  
9/1/2023Joseph D MansuetoChairmanSell11,394$235.22$2,680,096.6811,517,505View SEC Filing Icon  
8/30/2023Joseph D MansuetoChairmanSell10,315$226.91$2,340,576.6511,541,549View SEC Filing Icon  
8/28/2023Joseph D MansuetoChairmanSell12,650$225.07$2,847,135.5011,558,479View SEC Filing Icon  
8/25/2023Joseph D MansuetoChairmanSell12,650$221.22$2,798,433.0011,571,129View SEC Filing Icon  
8/23/2023Joseph D MansuetoChairmanSell8,835$218.86$1,933,628.1011,193,914View SEC Filing Icon  
8/21/2023Joseph D MansuetoChairmanSell4,963$215.59$1,069,973.1711,211,558View SEC Filing Icon  
8/18/2023Joseph D MansuetoChairmanSell224$219.39$49,143.3611,216,521View SEC Filing Icon  
8/16/2023Joseph D MansuetoChairmanSell7,799$219.39$1,711,022.6111,229,395View SEC Filing Icon  
8/14/2023Joseph D MansuetoChairmanSell3,050$219.04$668,072.0011,242,697View SEC Filing Icon  
8/11/2023Joseph D MansuetoChairmanSell5,650$219.42$1,239,723.0011,245,747View SEC Filing Icon  
8/9/2023Joseph D MansuetoChairmanSell3,740$220.07$823,061.8011,259,645View SEC Filing Icon  
8/7/2023Joseph D MansuetoChairmanSell8,543$221.31$1,890,651.3311,269,407View SEC Filing Icon  
8/3/2023Joseph D MansuetoChairmanSell9,477$225.05$2,132,798.8511,278,933View SEC Filing Icon  
8/2/2023Daniel Joseph DunnCROSell2,000$224.93$449,860.0012,827View SEC Filing Icon  
8/1/2023Joseph D MansuetoChairmanSell4,695$229.98$1,079,756.1011,288,530View SEC Filing Icon  
7/27/2023Gail S. LandisDirectorSell395$225.00$88,875.005,727View SEC Filing Icon  
7/10/2023Joseph D MansuetoChairmanSell11,684$198.17$2,315,418.2811,293,225View SEC Filing Icon  
7/7/2023Joseph D MansuetoChairmanSell11,218$197.46$2,215,106.2811,304,909View SEC Filing Icon  
7/5/2023Joseph D MansuetoChairmanSell260$195.61$50,858.6011,322,677View SEC Filing Icon  
7/3/2023Joseph D MansuetoChairmanSell6,950$195.81$1,360,879.5011,322,937View SEC Filing Icon  
6/30/2023Joseph D MansuetoChairmanSell12,650$194.47$2,460,045.5011,329,887View SEC Filing Icon  
6/28/2023Joseph D MansuetoChairmanSell7,644$188.15$1,438,218.6011,355,187View SEC Filing Icon  
6/26/2023Joseph D MansuetoChairmanSell240$192.92$46,300.8011,375,481View SEC Filing Icon  
6/23/2023Joseph D MansuetoChairmanSell2,589$195.99$507,418.1111,375,721View SEC Filing Icon  
6/21/2023Joseph D MansuetoChairmanSell5,519$203.03$1,120,522.5711,378,310View SEC Filing Icon  
6/16/2023Joseph D MansuetoChairmanSell4,280$207.38$887,586.4011,383,829View SEC Filing Icon  
6/14/2023Joseph D MansuetoChairmanSell3,423$204.63$700,448.4911,396,582View SEC Filing Icon  
6/12/2023Joseph D MansuetoChairmanSell1$203.58$203.5811,410,544View SEC Filing Icon  
6/9/2023Joseph D MansuetoChairmanSell3,761$205.54$773,035.9411,410,545View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/7/2023Joseph D MansuetoChairmanSell3,517$207.24$728,863.0811,422,784View SEC Filing Icon  
6/5/2023Joseph D MansuetoChairmanSell1,081$205.51$222,156.3111,433,358View SEC Filing Icon  
5/30/2023Joseph D MansuetoChairmanSell12,650$203.99$2,580,473.5011,455,575View SEC Filing Icon  
5/15/2023Caroline J. TsayDirectorSell651$191.32$124,549.323,576View SEC Filing Icon  
3/20/2023Joseph D MansuetoChairmanSell7,948$183.63$1,459,491.2411,474,376View SEC Filing Icon  
3/17/2023Joseph D MansuetoChairmanSell503$185.35$93,231.0511,482,324View SEC Filing Icon  
3/14/2023Joseph D MansuetoChairmanSell14,500$189.29$2,744,705.0011,494,411View SEC Filing Icon  
3/10/2023Joseph D MansuetoChairmanSell140$200.56$28,078.4011,508,911View SEC Filing Icon  
3/8/2023Joseph D MansuetoChairmanSell8,620$207.18$1,785,891.6011,514,073View SEC Filing Icon  
3/6/2023Joseph D MansuetoChairmanSell9,748$212.48$2,071,255.0411,523,013View SEC Filing Icon  
3/3/2023Joseph D MansuetoChairmanSell12,893$209.13$2,696,313.0911,532,761View SEC Filing Icon  
3/1/2023Joseph D MansuetoChairmanSell14,500$207.07$3,002,515.0011,555,781View SEC Filing Icon  
2/27/2023Joseph D MansuetoChairmanSell12,982$207.50$2,693,765.0011,582,699View SEC Filing Icon  
2/22/2023Joseph D MansuetoChairmanSell8,491$232.75$1,976,280.2511,604,954View SEC Filing Icon  
2/17/2023Joseph D MansuetoChairmanSell5,347$237.30$1,268,843.1011,613,445View SEC Filing Icon  
2/15/2023Joseph D MansuetoChairmanSell6,362$238.44$1,516,955.2811,620,972View SEC Filing Icon  
2/13/2023Joseph D MansuetoChairmanSell8,859$236.86$2,098,342.7411,630,946View SEC Filing Icon  
2/9/2023Joseph D MansuetoChairmanSell4,140$243.82$1,009,414.8011,639,905View SEC Filing Icon  
2/7/2023Joseph D MansuetoChairmanSell3,916$243.92$955,190.7211,645,542View SEC Filing Icon  
1/3/2023Joseph D MansuetoChairmanSell2,859$217.86$622,861.7411,668,225View SEC Filing Icon  
12/27/2022Joseph D MansuetoChairmanSell4,357$212.95$927,823.1511,685,804View SEC Filing Icon  
12/23/2022Joseph D MansuetoChairmanSell1,406$214.32$301,333.9211,690,161View SEC Filing Icon  
12/21/2022Joseph D MansuetoChairmanSell14,500$214.21$3,106,045.0011,697,930View SEC Filing Icon  
12/19/2022Joseph D MansuetoChairmanSell14,500$214.43$3,109,235.0011,715,230View SEC Filing Icon  
12/14/2022Joseph D MansuetoChairmanSell1,260$232.98$293,554.8011,729,730View SEC Filing Icon  
12/12/2022Joseph D MansuetoChairmanSell800$232.60$186,080.0011,741,495View SEC Filing Icon  
12/9/2022Joseph D MansuetoChairmanSell946$235.86$223,123.5611,742,295View SEC Filing Icon  
12/6/2022Joseph D MansuetoChairmanSell120$239.94$28,792.8011,811,958View SEC Filing Icon  
12/2/2022Joseph D MansuetoChairmanSell5,400$249.69$1,348,326.0012,412,078View SEC Filing Icon  
11/30/2022Joseph D MansuetoChairmanSell7,525$241.43$1,816,760.7512,425,331View SEC Filing Icon  
11/28/2022Joseph D MansuetoChairmanSell121$245.55$29,711.5512,433,637View SEC Filing Icon  
11/25/2022Joseph D MansuetoChairmanSell5,400$246.32$1,330,128.0012,433,758View SEC Filing Icon  
11/23/2022Joseph D MansuetoChairmanSell6,700$245.89$1,647,463.0012,439,158View SEC Filing Icon  
11/21/2022Joseph D MansuetoChairmanSell10,394$239.72$2,491,649.6812,452,275View SEC Filing Icon  
11/18/2022Joseph D MansuetoChairmanSell2,531$240.50$608,705.5012,462,669View SEC Filing Icon  
11/14/2022Joseph D MansuetoChairmanSell1,061$244.93$259,870.7312,479,519View SEC Filing Icon  
11/11/2022Joseph D MansuetoChairmanSell7,531$245.30$1,847,354.3012,480,580View SEC Filing Icon  
11/9/2022Joseph D MansuetoChairmanSell503$234.84$118,124.5212,500,908View SEC Filing Icon  
11/7/2022Joseph D MansuetoChairmanSell2,365$231.38$547,213.7012,511,300View SEC Filing Icon  
11/4/2022Joseph D MansuetoChairmanSell10,560$230.63$2,435,452.8012,513,665View SEC Filing Icon  
10/3/2022Joseph D MansuetoChairmanSell51$214.68$10,948.6812,223,200View SEC Filing Icon  
9/30/2022Joseph D MansuetoChairmanSell2,940$214.53$630,718.2012,223,251View SEC Filing Icon  
9/28/2022Joseph D MansuetoChairmanSell8,820$214.60$1,892,772.0012,227,568View SEC Filing Icon  
9/26/2022Joseph D MansuetoChairmanSell305$215.02$65,581.1012,242,138View SEC Filing Icon  
9/23/2022Joseph D MansuetoChairmanSell100$216.17$21,617.0012,242,443View SEC Filing Icon  
9/21/2022Joseph D MansuetoChairmanSell4,970$225.43$1,120,387.1012,242,563View SEC Filing Icon  
9/19/2022Joseph D MansuetoChairmanSell4,502$223.84$1,007,727.6812,259,521View SEC Filing Icon  
9/16/2022Joseph D MansuetoChairmanSell600$226.82$136,092.0012,264,023View SEC Filing Icon  
9/14/2022Joseph D MansuetoChairmanSell3,195$233.34$745,521.3012,265,733View SEC Filing Icon  
9/12/2022Joseph D MansuetoChairmanSell8,747$246.17$2,153,248.9912,268,928View SEC Filing Icon  
9/8/2022Joseph D MansuetoChairmanSell7,000$239.43$1,676,010.0012,285,684View SEC Filing Icon  
8/29/2022Joseph D MansuetoChairmanSell7,154$231.66$1,657,295.6412,332,309View SEC Filing Icon  
8/25/2022Joseph D MansuetoChairmanSell10,293$236.41$2,433,368.1312,340,603View SEC Filing Icon  
8/23/2022Joseph D MansuetoChairmanSell180$239.04$43,027.2012,359,381View SEC Filing Icon  
8/12/2022Joseph D MansuetoChairmanSell5,777$256.11$1,479,547.4712,372,041View SEC Filing Icon  
8/10/2022Joseph D MansuetoChairmanSell10,529$255.32$2,688,264.2812,378,813View SEC Filing Icon  
8/8/2022William M. LyonsDirectorSell2,500$249.92$624,800.0015,833View SEC Filing Icon  
8/3/2022Joseph D MansuetoChairmanSell14,500$245.43$3,558,735.0012,408,580View SEC Filing Icon  
8/1/2022Joseph D MansuetoChairmanSell120$254.35$30,522.0012,423,080View SEC Filing Icon  
6/17/2022Joseph D MansuetoChairmanSell45$228.07$10,263.1512,423,200View SEC Filing Icon  
6/14/2022Joseph D MansuetoChairmanSell14,500$226.60$3,285,700.0012,437,745View SEC Filing Icon  
6/6/2022Joseph D MansuetoChairmanSell4,582$246.40$1,129,004.8012,466,126View SEC Filing Icon  
6/2/2022Joseph D MansuetoChairmanSell9,882$251.67$2,487,002.9412,470,708View SEC Filing Icon  
5/31/2022Joseph D MansuetoChairmanSell120$261.84$31,420.8012,482,662View SEC Filing Icon  
5/27/2022Joseph D MansuetoChairmanSell7,705$260.70$2,008,693.5012,482,782View SEC Filing Icon  
5/25/2022Joseph D MansuetoChairmanSell10,377$245.62$2,548,798.7412,498,651View SEC Filing Icon  
5/23/2022Joseph D MansuetoChairmanSell10,627$246.59$2,620,511.9312,509,028View SEC Filing Icon  
5/19/2022Caroline J. TsayDirectorSell369$227.53$83,958.576,344View SEC Filing Icon  
5/19/2022Joseph D MansuetoChairmanSell11,846$236.18$2,797,788.2812,529,784View SEC Filing Icon  
5/16/2022Joseph D MansuetoChairmanSell800$242.19$193,752.0012,553,048View SEC Filing Icon  
5/16/2022Robin DiamonteDirectorSell600$241.00$144,600.008,467View SEC Filing Icon  
5/12/2022Joseph D MansuetoChairmanSell7,345$233.73$1,716,746.8512,568,348View SEC Filing Icon  
5/10/2022Joseph D MansuetoChairmanSell12,385$236.94$2,934,501.9012,579,299View SEC Filing Icon  
5/6/2022Joseph D MansuetoChairmanSell100$251.71$25,171.0012,591,684View SEC Filing Icon  
5/4/2022Joseph D MansuetoChairmanSell9,007$258.12$2,324,886.8412,591,784View SEC Filing Icon  
5/2/2022Joseph D MansuetoChairmanSell9,309$252.70$2,352,384.3012,613,891View SEC Filing Icon  
4/4/2022Joseph D MansuetoChairmanSell15,077$273.34$4,121,147.1812,623,200View SEC Filing Icon  
4/1/2022Joseph D MansuetoChairmanSell2,200$272.60$599,720.0012,638,277View SEC Filing Icon  
3/30/2022Joseph D MansuetoChairmanSell13,614$280.21$3,814,778.94View SEC Filing Icon  
3/28/2022Joseph D MansuetoChairmanSell8,976$271.92$2,440,753.92View SEC Filing Icon  
3/24/2022Joseph D MansuetoChairmanSell11,429$268.72$3,071,200.88View SEC Filing Icon  
3/21/2022Joseph D MansuetoChairmanSell3,506$281.97$988,586.82View SEC Filing Icon  
3/18/2022Joseph D MansuetoChairmanSell14,025$280.29$3,931,067.25View SEC Filing Icon  
3/16/2022Joseph D MansuetoChairmanSell17,688$267.10$4,724,464.80View SEC Filing Icon  
3/14/2022Joseph D MansuetoChairmanSell13,618$262.12$3,569,550.16View SEC Filing Icon  
3/11/2022Joseph D MansuetoChairmanSell9,683$263.62$2,552,632.46View SEC Filing Icon  
3/9/2022Joseph D MansuetoChairmanSell11,937$268.78$3,208,426.86View SEC Filing Icon  
3/7/2022Joseph D MansuetoChairmanSell579$266.43$154,262.97View SEC Filing Icon  
3/3/2022Joseph D MansuetoChairmanSell11,922$271.40$3,235,630.80View SEC Filing Icon  
3/1/2022Jason DubinskyCFOSell1,500$280.04$420,060.00View SEC Filing Icon  
2/24/2022Joseph D MansuetoChairmanSell13,499$265.26$3,580,744.74View SEC Filing Icon  
2/22/2022Joseph D MansuetoChairmanSell4,545$273.14$1,241,421.30View SEC Filing Icon  
2/18/2022Joseph D MansuetoChairmanSell9,819$273.85$2,688,933.15View SEC Filing Icon  
2/14/2022Joseph D MansuetoChairmanSell700$284.79$199,353.00View SEC Filing Icon  
2/11/2022Joseph D MansuetoChairmanSell5,149$294.49$1,516,329.01View SEC Filing Icon  
2/7/2022Joseph D MansuetoChairmanSell12,171$295.48$3,596,287.08View SEC Filing Icon  
2/3/2022Joseph D MansuetoChairmanSell950$294.24$279,528.00View SEC Filing Icon  
2/1/2022Joseph D MansuetoChairmanSell12,629$287.61$3,632,226.69View SEC Filing Icon  
1/24/2022Joseph D MansuetoChairmanSell1,116$281.22$313,841.52View SEC Filing Icon  
1/20/2022Joseph D MansuetoChairmanSell3,457$292.00$1,009,444.00View SEC Filing Icon  
1/18/2022Joseph D MansuetoChairmanSell100$295.19$29,519.00View SEC Filing Icon  
1/13/2022Joseph D MansuetoChairmanSell1,334$318.31$424,625.54View SEC Filing Icon  
1/11/2022Joseph D MansuetoChairmanSell18,030$304.84$5,496,265.20View SEC Filing Icon  
1/5/2022Joseph D MansuetoChairmanSell1,619$335.30$542,850.70View SEC Filing Icon  
1/3/2022Joseph D MansuetoChairmanSell1,850$341.35$631,497.50View SEC Filing Icon  
12/29/2021Joseph D MansuetoChairmanSell8,449$345.58$2,919,805.42View SEC Filing Icon  
12/27/2021Joseph D MansuetoChairmanSell8,859$343.99$3,047,407.41View SEC Filing Icon  
12/22/2021Joseph D MansuetoChairmanSell10,000$336.36$3,363,600.00View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Morningstar (NASDAQ:MORN)

57.02% of Morningstar stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at MORN by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Morningstar Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024Principal Financial Group Inc.84,845$27.08M0.0%-22.8%0.198%Search for SEC Filing on Google Icon
12/6/2024Retirement Systems of Alabama32,785$10.46M0.0%+1.9%0.076%Search for SEC Filing on Google Icon
12/3/2024Oddo BHF Asset Management Sas6,212$1.98M0.1%N/A0.014%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.1,483$0.51M0.0%-23.4%0.003%Search for SEC Filing on Google Icon
11/25/2024Tidal Investments LLC1,208$0.39M0.0%+8.1%0.003%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC1,288$0.45M0.0%-30.4%0.003%Search for SEC Filing on Google Icon
11/20/2024Virtu Financial LLC1,771$0.57M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky8,190$2.61M0.0%-2.7%0.019%Search for SEC Filing on Google Icon
11/18/2024Ashford Capital Management Inc.5,431$1.73M0.2%-12.0%0.013%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC497,411$158.77M0.0%+2.1%1.160%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp8,869$2.83M0.0%-0.4%0.021%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC16,563$5.29M0.0%+19.9%0.039%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio9,820$3.13M0.0%-4.7%0.023%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC4,280$1.37M0.0%+7.0%0.010%Search for SEC Filing on Google Icon
11/15/2024Kensington Investment Counsel LLC10,615$3.39M1.4%+2.4%0.025%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd2,299$0.73M0.1%+80.2%0.005%Search for SEC Filing on Google Icon
11/15/2024DF Dent & Co. Inc.88,378$28.20M0.3%+61.3%0.206%Search for SEC Filing on Google Icon
11/15/2024National Bank of Canada FI27,113$8.65M0.0%+92.2%0.063%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC3,033$0.97M0.0%+21.4%0.007%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP950,512$303.33M0.1%+0.5%2.217%Search for SEC Filing on Google Icon
11/15/2024State Street Corp804,293$256.67M0.0%+3.7%1.876%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp18,349$5.86M0.0%-2.2%0.043%Search for SEC Filing on Google Icon
11/15/2024Quantinno Capital Management LP5,534$1.77M0.0%+46.1%0.013%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Asset Management LLC14,434$4.57M0.3%+1.7%0.034%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Wealth Management LLC24,465$7.81M0.4%-1.4%0.057%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC15,966$5.11M0.0%-1.1%0.037%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP5,035$1.61M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.1,562$0.50M0.0%+74.5%0.004%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY1,305,588$416.64M1.1%-0.1%3.045%Search for SEC Filing on Google Icon
11/15/2024Point72 Hong Kong Ltd181$58K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2024American Capital Management Inc.144,231$46.03M1.5%-0.4%0.336%Search for SEC Filing on Google Icon
11/14/2024Wasatch Advisors LP696,023$222.12M1.1%+13.9%1.623%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.4,778$1.53M0.1%+16.1%0.011%Search for SEC Filing on Google Icon
11/14/2024Consolidated Press International Holdings Ltd.4,100$1.31M0.2%N/A0.010%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC1,416$0.45M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/14/2024Covey Capital Advisors LLC2,835$0.91M1.0%-7.3%0.007%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors3,371$1.08M0.0%+10.3%0.008%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC944$0.30M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,679$28.30M0.0%+7.5%0.207%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank6,080$1.94M0.0%-6.5%0.014%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC15,159$4.84M0.0%+1.2%0.035%Search for SEC Filing on Google Icon
11/14/2024Healthcare of Ontario Pension Plan Trust Fund22,931$7.32M0.0%+282.2%0.053%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC41,959$13.39M0.2%-1.1%0.098%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets5,983$1.91M0.0%+16.9%0.014%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP13,769$4.39M0.2%+259.3%0.032%Search for SEC Filing on Google Icon
11/13/2024FMR LLC400,520$127.81M0.0%+10.9%0.934%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company22,886$7.30M0.0%-1.0%0.053%Search for SEC Filing on Google Icon
11/13/2024Associated Banc Corp765$0.24M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/13/2024Harvest Fund Management Co. Ltd735$0.23M0.0%+492.7%0.002%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd675$0.22M0.0%-17.4%0.002%Search for SEC Filing on Google Icon
11/13/2024Fisher Asset Management LLC21,342$6.81M0.0%+6.7%0.050%Search for SEC Filing on Google Icon
11/13/2024Daiwa Securities Group Inc.15,115$4.82M0.0%-8.2%0.035%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC25,509$8.14M0.2%+25.7%0.059%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC6,318$2.02M0.0%+16.9%0.015%Search for SEC Filing on Google Icon
11/12/2024Great Valley Advisor Group Inc.1,524$0.49M0.0%+102.1%0.004%Search for SEC Filing on Google Icon
11/12/2024Planning Alternatives Ltd. ADV2,254$0.72M0.1%+2.2%0.005%Search for SEC Filing on Google Icon
11/12/2024Raymond James Trust N.A.1,144$0.37M0.0%-5.8%0.003%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.191,765$61.20M0.0%+2.7%0.447%Search for SEC Filing on Google Icon
11/12/2024Massachusetts Financial Services Co. MA1,201,708$383.49M0.1%+9.3%2.802%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC7,773$2.48M0.0%N/A0.018%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank11,184$3.57M0.0%-4.3%0.026%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC33,905$10.82M0.1%+1.7%0.079%Search for SEC Filing on Google Icon
11/8/2024B. Metzler seel. Sohn & Co. Holding AG9,968$3.18M0.0%N/A0.023%Search for SEC Filing on Google Icon
11/7/2024Meeder Asset Management Inc.331$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC8,262$2.64M0.0%-9.4%0.019%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC12,743$4.07M0.4%+1,274,200.0%0.030%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank54,200$17.30M0.0%-0.9%0.126%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans13,879$4.43M0.0%+120.3%0.032%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC14,584$4.65M0.0%-2.3%0.034%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP191,290$61.04M0.6%-1.2%0.446%Search for SEC Filing on Google Icon
11/6/2024Dearborn Partners LLC1,058$0.34M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/6/2024CIBC Asset Management Inc1,259$0.40M0.0%+3.4%0.003%Search for SEC Filing on Google Icon
11/6/2024KBC Group NV689$0.22M0.0%+10.8%0.002%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.829$0.27M0.0%-8.5%0.002%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.12,924$4.12M0.0%+9.3%0.030%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.15,843$5.06M0.0%+12.7%0.037%Search for SEC Filing on Google Icon
11/5/2024Entropy Technologies LP3,857$1.23M0.1%+265.2%0.009%Search for SEC Filing on Google Icon
11/4/2024Venturi Wealth Management LLC121$39K0.0%+101.7%0.000%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D10,443$3.33M0.0%-2.4%0.024%Search for SEC Filing on Google Icon
11/4/2024Crossmark Global Holdings Inc.2,258$0.72M0.0%+30.7%0.005%Search for SEC Filing on Google Icon
11/2/2024Covestor Ltd363$0.12M0.1%+75.4%0.001%Search for SEC Filing on Google Icon
11/1/2024Atria Investments Inc3,529$1.13M0.0%-38.1%0.008%Search for SEC Filing on Google Icon
10/31/2024Confluence Investment Management LLC64,432$20.56M0.3%-0.8%0.150%Search for SEC Filing on Google Icon
10/31/2024Portside Wealth Group LLC5,305$1.69M0.3%-0.6%0.012%Search for SEC Filing on Google Icon
10/31/2024Kornitzer Capital Management Inc. KS26,324$8.40M0.2%+0.2%0.061%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.84,845$27.08M0.0%-22.8%0.198%Search for SEC Filing on Google Icon
10/31/2024M&G PLC182,808$58.32M0.3%+5.6%0.426%Search for SEC Filing on Google Icon
10/30/2024Marks Group Wealth Management Inc25,090$8.01M0.8%+1.7%0.059%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank13,228$4.22M0.0%-2.3%0.031%Search for SEC Filing on Google Icon
10/30/2024QRG Capital Management Inc.832$0.27M0.0%+7.4%0.002%Search for SEC Filing on Google Icon
10/30/2024Asset Management One Co. Ltd.36,749$11.70M0.0%+3.1%0.086%Search for SEC Filing on Google Icon
10/29/2024Cannon Global Investment Management LLC900$0.29M0.5%N/A0.002%Search for SEC Filing on Google Icon
10/29/2024Angeles Wealth Management LLC925$0.30M0.0%N/A0.002%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.5,589$1.78M0.1%+111.9%0.013%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC3,283$1.05M0.0%+14.2%0.008%Search for SEC Filing on Google Icon
10/29/2024Farther Finance Advisors LLC182$58K0.0%+93.6%0.000%Search for SEC Filing on Google Icon
10/28/2024Fonville Wealth Management LLC676$0.22M0.1%N/A0.002%Search for SEC Filing on Google Icon
10/28/2024Congress Asset Management Co.41,627$13.28M0.1%+16.9%0.097%Search for SEC Filing on Google Icon
10/25/2024Diversify Wealth Management LLC2,245$0.77M0.1%+6.8%0.005%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System8,445$2.70M0.0%-1.2%0.020%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Morningstar logo
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Read More on Morningstar

Today's Range

Now: $340.32
Low: $336.12
High: $341.50

50 Day Range

MA: $344.78
Low: $328.05
High: $358.78

52 Week Range

Now: $340.32
Low: $269.51
High: $365.00

Volume

351,481 shs

Average Volume

133,300 shs

Market Capitalization

$14.59 billion

P/E Ratio

44.96

Dividend Yield

0.46%

Beta

1.19

Who are the company insiders with the largest holdings of Morningstar?

Morningstar's top insider investors include:
  1. Joseph D Mansueto (Chairman)
  2. Steven N Kaplan (Director)
  3. Jason Dubinsky (CFO)
  4. William M Lyons (Director)
  5. Daniel Joseph Dunn (CRO)
  6. Robin Diamonte (Director)
  7. Gail S Landis (Director)
  8. Caroline J Tsay (Director)
Learn More about top insider investors at Morningstar.

Who are the major institutional investors of Morningstar?

Morningstar's top institutional shareholders include:
  1. Bamco Inc. NY — 3.04%
  2. Massachusetts Financial Services Co. MA — 2.80%
  3. Wellington Management Group LLP — 2.22%
  4. State Street Corp — 1.88%
  5. Wasatch Advisors LP — 1.62%
  6. Geode Capital Management LLC — 1.16%
Learn More about top institutional investors of Morningstar stock.

Which major investors are selling Morningstar stock?

In the last quarter, MORN stock was sold by these institutional investors:
  1. Principal Financial Group Inc.
  2. Principal Financial Group Inc.
  3. Allspring Global Investments Holdings LLC
  4. Royce & Associates LP
  5. Atria Investments Inc
  6. Daiwa Securities Group Inc.
  7. Bamco Inc. NY
  8. Pathstone Holdings LLC
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. Steven N Kaplan (Director)
  3. Jason Dubinsky (CFO)
  4. William M Lyons (Director)
  5. Daniel Joseph Dunn (CRO)
  6. Robin Diamonte (Director)
Learn More investors selling Morningstar stock.

Which major investors are buying Morningstar stock?

During the previous quarter, MORN stock was acquired by institutional investors including:
  1. Massachusetts Financial Services Co. MA
  2. Wasatch Advisors LP
  3. Boston Financial Mangement LLC
  4. FMR LLC
  5. DF Dent & Co. Inc.
  6. State Street Corp
  7. Healthcare of Ontario Pension Plan Trust Fund
  8. National Bank of Canada FI