Institutional Ownership
Morningstar Inc
CUSIP 617700109COMMORNQ1 2026
13D / 13G Filings
24
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
49.6%
Max % of class reported
Institutional Holders
431
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
24 filings · latest Feb 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 12, 2026 | Daniel Mansueto | 13G/A | 9.5% | 3.76M | SEC |
| 2 | Feb 12, 2026 | Joseph D. Mansueto | 13G/A | 37.5% | 14.91M | SEC |
| 3 | Nov 12, 2025 | Daniel Mansueto | 13G/A | 8.2% | 3.42M | SEC |
| 4 | Nov 12, 2025 | Joseph D. Mansueto | 13G/A | 36.2% | 15.04M | SEC |
| 5 | Feb 12, 2025 | Joseph D. Mansueto | 13G/A | 35.8% | 15.36M | SEC |
| 6 | Dec 10, 2024 | Mansueto Daniel | 13G | 5.6% | 2.39M | SEC |
| 7 | Nov 14, 2024 | Select Equity Group, L.P. | 13G/A | 4.1% | 1.76M | SEC |
| 8 | Nov 12, 2024 | Mansueto Joseph D | 13G/A | 36.3% | 15.55M | SEC |
| 9 | Feb 14, 2024 | Select Equity Group, L.P. | 13G/A | 7.0% | 2.98M | SEC |
| 10 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 6.0% | 2.58M | SEC |
14 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Morningstar Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 2.34M | $395.28M |
| 2 | Morgan Stanley | 1.73M | $292.55M |
| 3 | Wellington Management Group LLP | 1.66M | $281.03M |
| 4 | Two Sigma Investments, LP | 859.5K | $145.29M |
| 5 | Bamco Inc /Ny/ | 759.5K | $128.40M |
| 6 | State Street Corp | 735.6K | $124.35M |
| 7 | Los Angeles Capital Management LLC | 645.4K | $109.10M |
| 8 | Select Equity Group, L.P. | 637.7K | $107.81M |
| 9 | Aqr Capital Management LLC | 623.6K | $105.21M |
| 10 | Geode Capital Management, LLC | 599.2K | $101.32M |