Public ownership evidence

Morningstar, Inc. (MORN) Ownership Disclosures

Read MORN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Morningstar, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-25
Trade date
2026-08-24
Reporting owners
Mansueto Joseph D
Code
S
Shares
226
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001324069-26-000045
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MORN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MORN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-08-252026-08-24Mansueto Joseph DS226Not reported
2026-08-252026-08-24Mansueto Joseph DS1,314Not reported
2026-08-252026-08-24Mansueto Joseph DS978Not reported
2026-08-252026-08-24Mansueto Joseph DS1,740Not reported
2026-08-252026-08-24Mansueto Joseph DS1,181Not reported
2026-08-252026-08-24Mansueto Joseph DS220Not reported
2026-08-222026-08-21Mansueto Joseph DS268Not reported
2026-08-222026-08-21Mansueto Joseph DS3,827Not reported
2026-08-222026-08-20Mansueto Joseph DS501Not reported
2026-08-222026-08-20Mansueto Joseph DS295Not reported
2026-08-222026-08-20Mansueto Joseph DS1,938Not reported
2026-08-222026-08-20Mansueto Joseph DS1,359Not reported
2026-08-222026-08-20Mansueto Joseph DS3,157Not reported
2026-08-202026-08-19Mansueto Joseph DS189Not reported
2026-08-202026-08-19Mansueto Joseph DS369Not reported
2026-08-202026-08-19Mansueto Joseph DS1,785Not reported
2026-08-202026-08-19Mansueto Joseph DS3,031Not reported
2026-08-202026-08-18Mansueto Joseph DS656Not reported
2026-08-202026-08-19Mansueto Joseph DS426Not reported
2026-08-202026-08-19Mansueto Joseph DS680Not reported
2026-08-202026-08-19Mansueto Joseph DS114Not reported
2026-08-202026-08-18Mansueto Joseph DS106Not reported
2026-08-202026-08-18Mansueto Joseph DS1,588Not reported
2026-08-202026-08-18Mansueto Joseph DS2,708Not reported
2026-08-202026-08-18Mansueto Joseph DS1,935Not reported
2026-08-202026-08-18Mansueto Joseph DS913Not reported
2026-08-202026-08-17Mansueto Joseph DS1,501Not reported
2026-08-202026-08-17Mansueto Joseph DS5,749Not reported
2026-08-152026-08-14Mansueto Joseph DS277Not reported
2026-08-152026-08-14Mansueto Joseph DS240Not reported
2026-08-152026-08-14Mansueto Joseph DS2,809Not reported
2026-08-152026-08-14Mansueto Joseph DS3,924Not reported
2026-08-152026-08-13Mansueto Joseph DS178Not reported
2026-08-152026-08-13Mansueto Joseph DS52Not reported
2026-08-152026-08-13Mansueto Joseph DS78Not reported
2026-08-152026-08-13Mansueto Joseph DS52Not reported
2026-08-152026-08-13Mansueto Joseph DS26Not reported
2026-08-152026-08-13Mansueto Joseph DS430Not reported
2026-08-152026-08-13Mansueto Joseph DS2,936Not reported
2026-08-152026-08-13Mansueto Joseph DS3,498Not reported
2026-08-132026-08-12Mansueto Joseph DS26Not reported
2026-08-132026-08-12Mansueto Joseph DS291Not reported
2026-08-132026-08-12Mansueto Joseph DS1,906Not reported
2026-08-132026-08-12Mansueto Joseph DS5,027Not reported
2026-08-132026-08-11Mansueto Joseph DS974Not reported
2026-08-132026-08-10Mansueto Joseph DS7,250Not reported
2026-08-082026-08-07Mansueto Joseph DS506Not reported
2026-08-082026-08-07Mansueto Joseph DS2,566Not reported
2026-08-082026-08-07Mansueto Joseph DS2,559Not reported
2026-08-082026-08-07Mansueto Joseph DS1,453Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-295$780None
Cornerstone Financial Management LLC2026-03-312026-08-295$845None
Cornerstone Financial Management LLC2025-12-312026-08-295$1,087None
Corient Private Wealth LP2026-06-302026-08-2810,796$1,684,348None
Principia Wealth Advisory, LLC2026-06-302026-08-272$312None
Principia Wealth Advisory, LLC2026-03-312026-08-277$1,183None
Redwood Investment Management, LLC2025-12-312026-08-2711,047$2,401,000None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-266,400$1,081,920None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-269,400$1,466,588None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2522,952$3,580,971None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-253,580,971$22,952,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2024,099$3,759,912None
Ensign Peak Advisors, Inc2026-03-312026-08-195,047$853,195None
Ensign Peak Advisors, Inc2025-12-312026-08-196,475$1,407,082None
Ensign Peak Advisors, Inc2025-09-302026-08-193,645$845,676None
Fulcrum Asset Management LLP2026-06-302026-08-1919$2,961None
Corient Private Wealth LP2026-06-302026-08-187,586$1,183,522None
Redwood Investment Management, LLC2026-06-302026-08-1813,997$2,184,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-18137$21,442None
DEARBORN PARTNERS LLC2026-06-302026-08-188,465$1,320,709None
Jefferies Financial Group Inc.2026-06-302026-08-183,676$573,529None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-185,785$902,576None
CAXTON ASSOCIATES LLP2026-06-302026-08-1524,236$3,781,301None
SEI INVESTMENTS CO2026-06-302026-08-1596,208$15,010,372None
SEI INVESTMENTS CO2026-06-302026-08-1516,571$2,584,870None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-15380$59,288None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15795$123,977None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,432$223,421None
JPL Wealth Management, LLC2026-06-302026-08-152$313None
Basecamp Wealth Advisors LLC2026-06-302026-08-15616$96,108None
Kera Capital Partners, Inc.2026-06-302026-08-153,551$554,027None
Quarry LP2026-06-302026-08-1562$9,673None
Caerus Investment Advisors, LLC2026-06-302026-08-151,658$258,681None
XTX Topco Ltd2026-06-302026-08-1532,638$5,092,181None
Crawford Fund Management, LLC2026-06-302026-08-1548,077$7,500,974None
Crawford Fund Management, LLC2026-06-302026-08-1540,997$6,396,352None
Crawford Fund Management, LLC2026-06-302026-08-1520,426$3,186,865None
RV Capital AG2026-06-302026-08-153,700$577,274None
Treasurer of the State of North Carolina2026-06-302026-08-158,294$1,294,000None
Vinva Investment Management Ltd2026-06-302026-08-152,451$555,167None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15206,136$32,161,339None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15206,136$32,161,339None
WORLDQUANT MILLENNIUM ADVISORS LLC2026-06-302026-08-1515,895$2,479,938None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,282$1,136,138None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,436$224,028None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1514,919$2,327,661None
Squarepoint Ops LLC2026-06-302026-08-1547,742$7,448,707None
Quinn Opportunity Partners LLC2026-06-302026-08-155,000$780,100None
MetLife Investment Management, LLC2026-06-302026-08-1510,625$1,657,713None
Engineers Gate Manager LP2026-06-302026-08-1539,989$6,239,084None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Redwood Investment Management, LLC ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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