Morningstar
MORN
200.65
+4.96
+2.53%
Morningstar
US · MORN
#1799 by market cap
Listed 1970
200.65
+4.96
+2.53%
Live - 5344 symbols - heartbeat 5s ago
· 2026-10-07 19:54
After-hours
199.24
-0.70%
- Market cap
- 7.53B
- P/E (TTM)i
- 19.09
- P/Bi
- 7.35
- EPSi
- 8.87
- Div yieldi
- 0.97%
- 52W posi
- 71%
Reader sentiment
Are you bullish or bearish on MORN?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.1 percentage points.
Institutional ownership
- Held by institutions
- 65.52% -0.13pp
- Institutions
- 495 -2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund51.21%
Individual/Insider47.75%
Hedge Fund9.05%
Private Company1.76%
Public Company1.59%
Government Pension Fund0.78%
Sovereign Wealth Fund0.42%
VC/PE Fund0.42%
Family Office/Trust0.17%
Top holders as of 2026-08-24
Joseph Mansueto
38.30% · 14.37M sh
Baron Capital Group, Inc.
9.33% · 3.50M sh
Daniel Mansueto
8.71% · 3.27M sh
BlackRock
5.55% · 2.08M sh
Wellington Management Group
3.98% · 1.49M sh
Eaton Vance Management
3.45% · 1.30M sh
AQR Capital Management
3.45% · 1.29M sh
Vanguard Capital Management, LLC
2.75% · 1.03M sh
Vanguard Portfolio Management, LLC
2.53% · 950.08K sh
State Street Global Advisors
1.91% · 716.47K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 17 buys · 31 sells
| Name | Role | Stake |
|---|---|---|
| Joseph Mansueto | Executive Chairperson | 38.30% |
| Daniel Mansueto | -- | 8.71% |
| Kunal Kapoor | Chief Executive Officer | 0.35% |
| Steven Kaplan | Independent Director | 0.11% |
| Cheryl Francis | Independent Director | 0.09% |
| Jason Dubinsky | Chief Financial Officer | 0.04% |
| William Lyons | Independent Director | 0.03% |
| Daniel Dunn | Chief Revenue Officer | 0.03% |
| Robin Diamonte | Independent Director | 0.03% |
| Michael Holt | Chief Strategy Officer & President of Research | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-29 | Daniel Mansueto | -- | Other Disposition | -657,779 | -- |
| 2026-09-21 | Daniel Mansueto | -- | Initial Statement of Beneficial | 0 | -- |
| 2026-08-31 | Michael Holt | Chief Strategy Officer & President of Research | Sale to Issuer | -54 | $218.94 |
| 2026-08-31 | Conan Wiersema | Principal Accounting Officer | Sale to Issuer | -29 | $218.94 |
| 2026-08-23 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -5,659 | $216.01–221.12 |
| 2026-08-23 | Daniel Mansueto | -- | Other Disposition | -376,969 | -- |
| 2026-08-20 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -11,345 | $212.87–217.57 |
| 2026-08-18 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -21,750 | $206.84–217.01 |
| 2026-08-13 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -14,500 | $197.06–209.38 |
| 2026-08-11 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -15,474 | $194.96–201.84 |
| 2026-08-06 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -9,522 | $196.16–201.53 |
| 2026-08-04 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -21,750 | $196.72–202.51 |
| 2026-08-02 | William Lyons | Independent Director | Open Market Disposition | -1,000 | $199.00 |
| 2026-08-02 | Joseph Mansueto | Executive Chairperson | Other Disposition | -5,300 | -- |
| 2026-07-28 | Daniel Mansueto | -- | Initial Statement of Beneficial | 0 | -- |
| 2026-05-26 | William Lyons | Independent Director | Open Market Disposition | -700 | $179.00 |
| 2026-05-21 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -9,520 | $172.33–179.52 |
| 2026-05-19 | Joseph Mansueto | Executive Chairperson | Automatic Disposition | -21,228 | $171.32–182.14 |
| 2026-05-14 | Stephen Joynt | Director | Other Acquisition | +1,144 | -- |
| 2026-05-14 | William Lyons | Independent Director | Other Acquisition | +1,144 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.