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

Ownership — MORN

US Institutional Ownership57.5%

Shares	Value	Ownership %	Change	Filing Date
2.34M	$395.0M	6.15%	-25.0K	2026-03-31
1.73M	$292.0M	4.55%	-275.8K	2026-03-31
1.66M	$281.0M	4.37%	+526.2K	2026-03-31
1.05M	$177.0M	2.77%	--	2026-03-31
989.5K	$167.0M	2.60%	--	2026-03-31
759.5K	$128.0M	2.00%	-482.3K	2026-03-31
735.6K	$124.0M	1.93%	-11.3K	2026-03-31
645.4K	$109.0M	1.70%	+645.3K	2026-03-31
637.7K	$107.0M	1.68%	-884.8K	2026-03-31
623.6K	$105.0M	1.64%	-276.7K	2026-03-31
599.2K	$101.0M	1.58%	+2.2K	2026-03-31
517.8K	$87.0M	1.36%	+45.8K	2026-03-31
448.9K	$75.0M	1.18%	+125.1K	2026-03-31
394.9K	$66.0M	1.04%	+109.8K	2026-03-31
333.9K	$56.0M	0.88%	-98.7K	2026-03-31
323.0K	$54.0M	0.85%	-20.8K	2026-03-31
285.1K	$48.0M	0.75%	+13.1K	2026-03-31
254.7K	$42.0M	0.67%	-106.9K	2026-03-31
213.8K	$36.0M	0.56%	+23.9K	2026-03-31
210.4K	$35.0M	0.55%	+96.6K	2026-03-31
189.3K	$32.0M	0.50%	+130.0K	2026-03-31
186.9K	$31.0M	0.49%	-1.8K	2026-03-31
186.0K	$31.0M	0.49%	+159.2K	2026-03-31
183.6K	$31.0M	0.48%	+19.3K	2026-03-31
177.9K	$30.0M	0.47%	-48.7K	2026-03-31

Page 1 of 17