Morningstar, Inc.

Historical 13F Holders

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

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 617700109 since 12/18/2024, newest first.

Filer % of Class Filed
Bamco Inc /NY/ 13G
9.2% 8/14/2026
Event 6/30/2026
Joseph D. Mansueto 13G/A Amendment 23 39.2% 8/5/2026
Event 6/30/2026
Daniel Mansueto 13G/A Amendment 3 10.0% 8/3/2026
Event 7/29/2026
Vanguard Group Inc 13G/A Amendment 3 0% 3/27/2026
Event 3/13/2026
Daniel Mansueto 13G/A Amendment 2 9.5% 2/12/2026
Event 12/31/2025
Joseph D. Mansueto 13G/A Amendment 22 37.5% 2/12/2026
Event 12/31/2025
Daniel Mansueto 13G/A Amendment 1 8.2% 11/12/2025
Event 9/30/2025
Joseph D. Mansueto 13G/A Amendment 21 36.2% 11/12/2025
Event 9/30/2025
Joseph D. Mansueto 13G/A Amendment 20 35.8% 2/12/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 46 696 k $132 M
2026 Q2 431 27.9 M $3.81 B
2026 Q1 456 23.6 M $3.99 B
2025 Q4 487 24.5 M $5.28 B
2025 Q3 463 25.2 M $5.85 B
2025 Q2 488 25.8 M $8.11 B
2025 Q1 475 25.3 M $7.57 B
2024 Q4 461 25.8 M $8.67 B
2024 Q3 419 26.1 M $8.33 B
2024 Q2 404 28.1 M $8.30 B
2024 Q1 398 29.8 M $9.20 B
2023 Q4 363 27.6 M $7.90 B
2023 Q3 339 26.3 M $6.17 B
2023 Q2 305 24.4 M $4.79 B
2023 Q1 309 23.9 M $4.85 B
2022 Q4 329 24.1 M $5.22 B
2022 Q3 322 23.5 M $4.99 B
2022 Q2 334 23.5 M $5.67 B
2022 Q1 349 23.5 M $6.41 B
2021 Q4 356 23.2 M $7.93 B
2021 Q3 328 22.5 M $5.84 B
2021 Q2 303 21.9 M $5.62 B
2021 Q1 319 21.5 M $4.83 B
2020 Q4 313 21.5 M $4.99 B
2020 Q3 275 20.6 M $3.30 B
2020 Q2 258 20.8 M $2.94 B
2020 Q1 231 20.3 M $2.36 B
2019 Q4 248 20.4 M $3.09 B
2019 Q3 251 19.7 M $2.89 B
2019 Q2 245 19.1 M $2.76 B
2019 Q1 247 18.6 M $2.34 B
2018 Q4 233 18.4 M $2.02 B
2018 Q3 246 18.0 M $2.27 B
2018 Q2 206 17.2 M $2.20 B
2018 Q1 183 16.5 M $1.58 B
2017 Q4 185 16.6 M $1.61 B
2017 Q3 159 16.7 M $1.42 B
2017 Q2 151 16.6 M $1.30 B
2017 Q1 172 16.8 M $1.32 B
2016 Q4 177 16.9 M $1.24 B
2016 Q3 175 16.6 M $1.32 B
2016 Q2 177 16.3 M $1.33 B
2016 Q1 182 16.7 M $1.47 B
2015 Q4 183 17.2 M $1.38 B
2015 Q3 158 17.7 M $1.43 B
2015 Q2 138 17.8 M $1.42 B
2015 Q1 143 18.0 M $1.34 B
2014 Q4 154 18.1 M $1.17 B
2014 Q3 140 17.2 M $2.70 B
2014 Q2 144 18.5 M $1.33 B
2014 Q1 154 18.3 M $1.44 B