Morningstar (MORN)
NASDAQ:MORN
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Morningstar (MORN) Ownership Overview
38.86% Insiders
19.36% Mutual Funds
10.75% Other Institutional Investors
13.00% ETFs
18.03% Public Companies and
Individual Investors
The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 43.11% of the company’s stock is owned by Institutional Investors, 38.86% is owned by Insiders, and 18.03% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
May 19, 2026 | xxxxxxxxxxxxx | $44834 | |
Mar 04, 2026 | xxxxxxxxxxxxx | $186590 | |
Dec 30, 2025 | xxxxxxxxxxxxx | $131088 | |
May 19, 2025 | xxxxxxxxxxxxx | $61968 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Mar 31, 2024 | xxxxxxxxxxxxx | $29461189 | |
Mar 31, 2024 | xxxxxxxxxxxxx | $22821750 | |
Mar 31, 2024 | xxxxxxxxxxxxx | $298542 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 14,471,167 | Insider | 38.05% | 2,599,600,440 | |
| 1,993,859 | Institution | 5.24% | 358,176,831 | |
| 1,766,415 | Institution | 4.65% | 317,318,791 | |
| 1,413,657 | Institution | 3.72% | 253,949,343 | |
| 1,390,264 | Institution | 3.66% | 249,747,025 | |
| 711,303 | Institution | 1.87% | 127,778,471 | |
| 535,000 | Institution | 1.41% | 96,107,400 | |
| 455,216 | Institution | 1.20% | 81,775,002 | |
| 393,956 | Institution | 1.04% | 70,770,256 | |
| 268,541 | Institution | 0.71% | 48,240,705 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,766,415 | Institution | 4.65% | 317,318,791 | |
| 1,413,657 | Institution | 3.72% | 253,949,343 | |
| 711,303 | Institution | 1.87% | 127,778,471 | |
| 535,000 | Institution | 1.41% | 96,107,400 | |
| 393,956 | Institution | 1.04% | 70,770,256 | |
| 249,090 | Institution | 0.66% | 44,746,528 | |
| 197,814 | Institution | 0.52% | 35,535,307 | |
| 177,216 | Institution | 0.47% | 31,835,082 | |
| 157,545 | Institution | 0.41% | 28,301,384 | |
| 154,180 | Institution | 0.41% | 27,696,895 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 776,807 | Institution | 2.04% | 136,578,207 | |
| 692,648 | Institution | 1.82% | 117,092,144 | |
| 502,095 | Institution | 1.32% | 84,879,160 | |
| 280,763 | Institution | 0.74% | 47,462,985 | |
| 256,800 | Institution | 0.68% | 43,412,040 | |
| 171,940 | Institution | 0.45% | 30,230,491 | |
| 171,891 | Institution | 0.45% | 30,878,499 | |
| 128,778 | Institution | 0.34% | 21,726,136 | |
| 114,477 | Institution | 0.30% | 20,173,137 | |
| 95,502 | Institution | 0.25% | 16,791,162 |
FAQ
Who Owns Morningstar (MORN)?
According to the latest TipRanks data, approximately 10.75% of the company's stock is held by institutional investors, 38.86% is held by insiders, and 18.03% is held by retail investors.
What percentage of Morningstar (MORN) stock is held by institutional investors?
According to the latest TipRanks data, approximately 10.75% of Morningstar (MORN) stock is held by institutional investors.
What percentage of Morningstar (MORN) stock is held by retail investors?
According to the latest TipRanks data, approximately 18.03% of Morningstar (MORN) stock is held by retail investors.
Who owns the most shares of Morningstar (MORN)?
Joseph Mansueto owns the most shares of Morningstar (MORN).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.