Morningstar (MORN)

Corporate Fundamentals, Inc. • DBRS, Inc. • Morningstar Credit Analytics LLC • Morningstar Index Holding Corp. • Morningstar Investment Management LLC • Morningstar Investment Services LLC • Morningstar Ratings Holding Corp. • Morningstar Research Services LLC • PitchBook Data, Inc. • PitchBook Holding, Inc. ...

IRS number

363297908

MORN stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

13 Dec 24

8-K

Departure of Directors or Certain Officers

10 Dec 24

8-K

Departure of Directors or Certain Officers

6 Dec 24

8-K

Regulation FD Disclosure

25 Oct 24

Morningstar, Inc. Reports Third-Quarter 2024 Financial Results

23 Oct 24

8-K

Regulation FD Disclosure

Regulation FD Disclosure

26 Jul 24

Latest ownership filings

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Notice of proposed sale of securities

Financial summary

Financial statements Chart MORN financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Morningstar earnings reports.

Institutional ownership, Q3 2024

MORN institutional ownership history Ownership history

59.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	403	392	+2.8%
Opened positions	56	55	+1.8%
Closed positions	45	38	+18.4%
Increased positions	160	132	+21.2%
Reduced positions	103	139	-25.9%

13F shares	Current	Prev Q	Change
Total value	7.82 tn	7.36 tn	+6.3%
Total shares	25.49 mm	25.83 mm	-1.3%
Total puts	4.70 k	12.20 k	-61.5%
Total calls	16.70 k	8.60 k	+94.2%
Total put/call ratio	0.3	1.4	-80.2%

Largest owners	Shares	Value	Change
Vanguard	2.75 mm	$878.22 bn	+0.5%
BlackRock	2.58 mm	$822.33 bn	NEW
MS Morgan Stanley	2.08 mm	$662.66 bn	+2.8%
Select Equity	1.76 mm	$561.43 bn	-27.7%
BAC Bank of America	1.56 mm	$496.74 bn	+2.0%
Bamco	1.31 mm	$416.64 bn	-0.1%
Massachusetts Financial Services	1.20 mm	$383.49 bn	+9.3%
Kayne Anderson Rudnick Investment Management	1.04 mm	$332.87 bn	-7.6%
Wellington Management	950.51 k	$303.33 bn	+0.5%
STT State Street	804.29 k	$256.67 bn	+3.7%

Largest transactions	Shares	Bought/sold	Change
BlackRock	2.58 mm	+2.58 mm	NEW
BLK BlackRock	0.00	-2.54 mm	EXIT
Select Equity	1.76 mm	-675.02 k	-27.7%
Norges Bank	0.00	-324.45 k	EXIT
Millennium Management	495.11 k	+174.92 k	+54.6%
Massachusetts Financial Services	1.20 mm	+102.21 k	+9.3%
Kayne Anderson Rudnick Investment Management	1.04 mm	-86.02 k	-7.6%
Wasatch Advisors	696.02 k	+85.10 k	+13.9%
Cramer Rosenthal MCGLYNN	0.00	-79.65 k	EXIT
IVZ Invesco	117.14 k	+72.17 k	+160.5%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

MORN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 Dec 24	Kapoor Kunal	Common Stock	Gift	Dispose G	No	No	0	500	0.00	133,307
13 Dec 24	Dubinsky Jason	Common Stock	Sell	Dispose S	No	No	356.49	49	17.47 k	17,304
13 Dec 24	Dubinsky Jason	Common Stock	Sell	Dispose S	No	No	355.3935	115	40.87 k	17,353
13 Dec 24	Dubinsky Jason	Common Stock	Sell	Dispose S	No	No	354.2662	582	206.18 k	17,468
13 Dec 24	Dubinsky Jason	Common Stock	Sell	Dispose S	No	No	353.1618	660	233.09 k	18,050
13 Dec 24	Dubinsky Jason	Common Stock	Sell	Dispose S	No	No	352.0855	1,817	639.74 k	18,710
10 Dec 24	Joseph D Mansueto	Common Stock	Gift	Dispose G	No	No	0	17,125	0.00	10,152,836
6 Dec 24	Joseph D Mansueto	Common Stock	Gift	Dispose G	No	No	0	118,508	0.00	9,964,240
6 Dec 24	Joseph D Mansueto	Common Stock	Gift	Dispose G	No	No	0	20,000	0.00	10,169,961