Morningstar, Inc. (MORN) Institutional Ownership & Insider Transactions

Ownership — MORN

US Institutional Ownership64.1%

Shares	Value	Ownership %	Change	Filing Date
3.50M	$545.0M	9.33%	+2.74M	2026-06-30
2.08M	$324.0M	5.55%	-256.5K	2026-06-30
1.49M	$232.0M	3.98%	-169.4K	2026-06-30
1.48M	$231.0M	3.96%	-246.4K	2026-06-30
1.30M	$203.0M	3.48%	+680.8K	2026-06-30
950.1K	$148.0M	2.53%	-101.7K	2026-06-30
894.4K	$139.0M	2.38%	-95.1K	2026-06-30
716.5K	$111.0M	1.91%	-19.1K	2026-06-30
578.3K	$90.0M	1.54%	-20.9K	2026-06-30
561.9K	$87.0M	1.50%	+44.1K	2026-06-30
558.0K	$87.0M	1.49%	-87.4K	2026-06-30
484.2K	$75.0M	1.29%	--	2026-06-30
433.3K	$67.0M	1.16%	+99.4K	2026-06-30
420.7K	$65.0M	1.12%	+25.8K	2026-06-30
284.1K	$44.0M	0.76%	+149.1K	2026-06-30
259.3K	$40.0M	0.69%	-25.8K	2026-06-30
244.3K	$37.0M	0.65%	-10.4K	2026-06-30
238.8K	$37.0M	0.64%	-210.1K	2026-06-30
236.3K	$36.0M	0.63%	-129.2K	2026-06-30
232.5K	$36.0M	0.62%	+57.5K	2026-06-30
229.5K	$35.0M	0.61%	+94.3K	2026-06-30
209.1K	$32.0M	0.56%	+139.1K	2026-06-30
206.1K	$32.0M	0.55%	--	2026-06-30
206.1K	$32.0M	0.55%	-7.7K	2026-06-30
203.2K	$31.0M	0.54%	+16.3K	2026-06-30

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