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Morningstar (MORN) Ownership Overview
48.58% Insiders
18.90% Mutual Funds
15.98% Other Institutional Investors
12.40% ETFs
4.14% Public Companies and
Individual Investors
The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 47.28% of the company’s stock is owned by Institutional Investors, 48.58% is owned by Insiders, and 4.14% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
Aug 03, 2026 | xxxxxxxxxxxxx | $199000 | |
May 27, 2026 | xxxxxxxxxxxxx | $125300 | |
May 19, 2026 | xxxxxxxxxxxxx | $44834 | |
Mar 04, 2026 | xxxxxxxxxxxxx | $186590 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Jun 30, 2026 | xxxxxxxxxxxxx | $22622276 | |
Jun 30, 2026 | xxxxxxxxxxxxx | $44325282 | |
Jun 30, 2026 | xxxxxxxxxxxxx | $662929 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 14,365,867 | Insider | 38.30% | 2,896,733,422 | |
| 3,555,077 | Insider | 9.48% | 716,845,726 | |
| 1,781,874 | Institution | 4.75% | 359,297,073 | |
| 1,731,238 | Institution | 4.61% | 349,086,830 | |
| 1,272,972 | Institution | 3.39% | 256,682,074 | |
| 1,099,446 | Institution | 2.93% | 221,692,291 | |
| 689,404 | Institution | 1.84% | 139,011,423 | |
| 535,000 | Institution | 1.43% | 107,877,400 | |
| 452,883 | Institution | 1.21% | 91,319,328 | |
| 444,168 | Institution | 1.18% | 89,562,036 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,731,238 | Institution | 4.61% | 349,086,830 | |
| 1,099,446 | Institution | 2.93% | 221,692,291 | |
| 689,404 | Institution | 1.84% | 139,011,423 | |
| 535,000 | Institution | 1.43% | 107,877,400 | |
| 444,168 | Institution | 1.18% | 89,562,036 | |
| 249,784 | Institution | 0.67% | 50,366,446 | |
| 236,826 | Institution | 0.63% | 47,753,595 | |
| 207,995 | Institution | 0.55% | 41,940,112 | |
| 157,545 | Institution | 0.42% | 31,767,374 | |
| 154,180 | Institution | 0.41% | 31,088,855 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 773,130 | Institution | 2.06% | 155,893,933 | |
| 606,318 | Institution | 1.62% | 116,758,657 | |
| 434,578 | Institution | 1.16% | 67,802,860 | |
| 254,380 | Institution | 0.68% | 48,985,957 | |
| 250,819 | Institution | 0.67% | 48,300,215 | |
| 163,294 | Institution | 0.44% | 32,926,602 | |
| 155,210 | Institution | 0.41% | 31,296,544 | |
| 124,816 | Institution | 0.33% | 24,035,817 | |
| 115,310 | Institution | 0.31% | 22,026,516 | |
| 112,674 | Institution | 0.30% | 21,522,987 |
FAQ
Who Owns Morningstar (MORN)?
According to the latest TipRanks data, approximately 15.98% of the company's stock is held by institutional investors, 48.58% is held by insiders, and 4.14% is held by retail investors.
What percentage of Morningstar (MORN) stock is held by institutional investors?
According to the latest TipRanks data, approximately 15.98% 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 4.14% 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.