Morningstar (MORN) Ownership - Who Owns Morningstar?

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Morningstar (MORN) Ownership Overview

37.54% Insiders

20.51% Mutual Funds

0.57% Other Institutional Investors

12.56% ETFs

28.82% Public Companies and

Individual Investors

The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 33.65% of the company’s stock is owned by Institutional Investors, 37.54% is owned by Insiders, and 28.82% is owned by Public Companies and Individual Investors.

The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 21.08% of the company’s stock is owned by Institutional Investors, 37.54% is owned by Insiders, and 12.56% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Mar 04, 2026	Michael Holt	xxxxxxxxxxxxx	$186590
Dec 30, 2025	Caroline Tsay	xxxxxxxxxxxxx	$131088
May 19, 2025	Caroline Tsay	xxxxxxxxxxxxx	$61968
May 13, 2025	Michael Holt	xxxxxxxxxxxxx	$109081

Show More Insider Trading Activity >

Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Dec 31, 2025	Wexford Capital Lp	xxxxxxxxxxxxx	$101483
Dec 31, 2025	Royce & Associates Llc	xxxxxxxxxxxxx	$31077720

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
14,571,167	Insider	36.81%	2,570,645,282
2,039,383	Institution	5.15%	359,787,949
1,766,415	Institution	4.46%	311,630,934
1,413,657	Institution	3.57%	249,397,368
1,386,771	Institution	3.50%	244,654,140
907,070	Institution	2.29%	160,025,289
711,303	Institution	1.80%	125,488,075
453,238	Institution	1.15%	79,960,248
393,956	Institution	1.00%	69,501,718
269,290	Institution	0.68%	47,508,142

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
1,766,415	Institution	4.46%	311,630,934
1,413,657	Institution	3.57%	249,397,368
907,070	Institution	2.29%	160,025,289
711,303	Institution	1.80%	125,488,075
393,956	Institution	1.00%	69,501,718
250,464	Institution	0.63%	44,186,859
197,814	Institution	0.50%	34,898,346
179,943	Institution	0.45%	31,745,544
177,216	Institution	0.45%	31,264,447
168,102	Institution	0.42%	29,656,555

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares Core S&P Mid-Cap ETF	770,871	Institution	1.95%	129,483,202
Vanguard Total Stock Market ETF	712,893	Institution	1.80%	130,559,224
Vanguard Small-Cap ETF	513,621	Institution	1.30%	94,064,550
Vanguard Small-Cap Growth ETF	285,338	Institution	0.72%	52,256,801
Vanguard Extended Market ETF	260,101	Institution	0.66%	47,634,897
SPDR S&P Midcap 400 ETF Trust	174,474	Institution	0.44%	29,306,398
Invesco S&P MidCap Quality ETF	172,185	Institution	0.43%	28,921,914
Vanguard Dividend Appreciation ETF	131,456	Institution	0.33%	24,074,852
SPDR Portfolio S&P 400 Mid Cap ETF	113,217	Institution	0.29%	19,330,671
iShares Russell Mid-Cap Growth ETF	96,690	Institution	0.24%	16,241,019

FAQ

Who Owns Morningstar (MORN)?

According to the latest TipRanks data, approximately 0.57% of the company's stock is held by institutional investors, 37.54% is held by insiders, and 28.82% is held by retail investors.

What percentage of Morningstar (MORN) stock is held by institutional investors?

According to the latest TipRanks data, approximately 0.57% 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 28.82% 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.