Share ownership Morningstar, Inc.

MORN

US6177001095

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Market Closed - Nasdaq Other stock markets 21:00:00 10/07/2026 BST			5-day change	1st Jan Change
165.18 ^USD	+0.08%		-0.46%	-23.99%

07-09	Barry Callebaut volumes recover, analysts question cocoa price assumptions	RE
07-09	EM assets stage broad recovery as markets assess renewed US-Iran uncertainty	RE

Share class: Morningstar, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	55,028,884	19,283,418 ( 35.04 %)	17,000,866 ( 30.89 %)	35.04 %

Major shareholders: Morningstar, Inc.

Name	Stocks	%	Valuation
Joe Mansueto 38.05 %	14,471,167	38.05 %	2 634 M $
Daniel Mansueto 9.88 %	3,757,306	9.88 %	684 M $
BlackRock Advisors LLC 5.874 %	2,233,750	5.874 %	407 M $
Eaton Vance Management 4.551 %	1,730,549	4.551 %	315 M $
Wellington Trust Co., NA 4.372 %	1,662,405	4.372 %	303 M $
Vanguard Portfolio Management LLC 2.766 %	1,051,820	2.766 %	191 M $
Vanguard Capital Management LLC 2.602 %	989,467	2.602 %	180 M $
Two Sigma Investments LP 2.26 %	859,459	2.26 %	156 M $
BAMCO, Inc. 1.997 %	759,515	1.997 %	138 M $
STATE STREET CORPORATION 1.934 %	735,574	1.934 %	134 M $
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Breakdown by shareholder type

Institutional	56.87%
Individuals	48.74%
Others	3.47%
State Street Corp.	1.93%
SEI Investments Co.	0.5%
Schweizerische Nationalbank	0.13%
The Bank of Nova Scotia	0.07%
Governments	0.07%
ING Groep NV	0.04%
Manulife Financial Corp.	0.04%
Fifth Third Bancorp	0.02%
Banco Bilbao Vizcaya Argentaria SA	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	56.28%
Individuals	48.75%
United Kingdom	2.15%
Australia	1.27%
France	1.03%
Norway	0.77%
Canada	0.51%
Ireland	0.31%
Denmark	0.2%
Switzerland	0.2%
Germany	0.11%
Sweden	0.08%
Cayman Islands	0.06%
Netherlands	0.04%
Finland	0.04%
Luxembourg	0.04%
Hong Kong	0.03%
Spain	0.01%
Japan	0.01%

Based on 1000 largest holdings

Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.

Employees

10,973

Sector

Professional Information Services

Calendar

Earnings release - Q2 2026

More about the company