Morningstar, Inc.

Historical 13F Holders

Symbol
MORN
CUSIP
617700109
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Each filer's latest filing for 617700109 since 12/18/2024, largest first.

Filer % of Class Filed
Joseph D. Mansueto 13G/A 39.4% 11/12/2026
Event 9/30/2026
Bamco Inc /NY/ 13G
9.2% 8/14/2026
Event 6/30/2026
Daniel Mansueto 13G/A 8.8% 11/12/2026
Event 9/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
BlackRock, Inc. 13G/A 4.9% 10/27/2026
Event 9/30/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 291 7.58 M $1.44B
2026 Q2 423 24.3 M $3.79B
2026 Q1 450 23.6 M $3.99B
2025 Q4 477 24.5 M $5.28B
2025 Q3 457 25.3 M $5.86B
2025 Q2 484 25.7 M $8.05B
2025 Q1 469 25.3 M $7.57B
2024 Q4 455 25.7 M $8.67B
2024 Q3 415 25.9 M $8.25B
2024 Q2 396 25.8 M $7.64B
2024 Q1 390 25.7 M $7.92B
2023 Q4 356 25.2 M $7.22B
2023 Q3 328 26.3 M $6.17B
2023 Q2 295 24.4 M $4.79B
2023 Q1 303 23.9 M $4.85B
2022 Q4 320 23.7 M $5.14B
2022 Q3 313 23.5 M $4.99B
2022 Q2 327 23.5 M $5.67B
2022 Q1 337 23.5 M $6.41B
2021 Q4 343 23.2 M $7.92B
2021 Q3 319 22.5 M $5.83B
2021 Q2 297 21.9 M $5.62B
2021 Q1 312 21.5 M $4.83B
2020 Q4 304 21.2 M $4.91B
2020 Q3 270 20.6 M $3.30B
2020 Q2 252 20.8 M $2.93B
2020 Q1 224 20.2 M $2.35B
2019 Q4 241 20.1 M $3.04B
2019 Q3 245 19.7 M $2.88B
2019 Q2 234 19.1 M $2.76B
2019 Q1 237 18.5 M $2.34B
2018 Q4 224 18.1 M $1.99B
2018 Q3 230 17.6 M $2.22B
2018 Q2 200 17.2 M $2.20B
2018 Q1 178 16.5 M $1.58B
2017 Q4 183 16.6 M $1.61B
2017 Q3 155 16.7 M $1.42B
2017 Q2 148 16.6 M $1.30B
2017 Q1 171 16.8 M $1.32B
2016 Q4 174 16.6 M $1.22B
2016 Q3 172 16.6 M $1.32B
2016 Q2 176 16.3 M $1.33B
2016 Q1 179 16.7 M $1.47B
2015 Q4 178 16.9 M $1.36B
2015 Q3 155 17.7 M $1.43B
2015 Q2 137 17.8 M $1.42B
2015 Q1 141 18.0 M $1.34B
2014 Q4 148 17.9 M $1.16B
2014 Q3 135 17.1 M $2.70B
2014 Q2 140 18.1 M $1.30B
2014 Q1 149 18.3 M $1.44B