Share ownership Morningstar, Inc.

MORN

US6177001095

Professional Information Services

Market Closed - Nasdaq Other stock markets 01:30:00 06/06/2026 am IST			5-day change	1st Jan Change
185.76 ^USD	+1.01%		+2.05%	-14.52%

04/06	TSX Surges 404 Points to Record High With Healthcare, Financials, Leading	MT
04/06	Edinburgh Worldwide's new board plans tender offer after SpaceX IPO	AN

Share class: Morningstar, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	5,50,28,884	1,92,83,418 ( 35.04 %)	1,70,00,866 ( 30.89 %)	35.04 %

Major shareholders: Morningstar, Inc.

Name	Equities	%	Valuation
Joe Mansueto 38.05 %	1,44,71,167	38.05 %	2 441 M $
Daniel Mansueto 9.88 %	37,57,306	9.88 %	634 M $
BlackRock Advisors LLC 5.874 %	22,33,750	5.874 %	377 M $
Eaton Vance Management 4.551 %	17,30,549	4.551 %	292 M $
Wellington Trust Co., NA 4.372 %	16,62,405	4.372 %	280 M $
Vanguard Portfolio Management LLC 2.766 %	10,51,820	2.766 %	177 M $
Vanguard Capital Management LLC 2.602 %	9,89,467	2.602 %	167 M $
Two Sigma Investments LP 2.26 %	8,59,459	2.26 %	145 M $
BAMCO, Inc. 1.997 %	7,59,515	1.997 %	128 M $
STATE STREET CORPORATION 1.934 %	7,35,574	1.934 %	124 M $
░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░

Breakdown by shareholder type

Institutional	57.67%
Individuals	48.74%
Others	3.15%
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	56.7%
Individuals	48.75%
United Kingdom	2.15%
Australia	1.27%
France	1.03%
Norway	0.77%
Canada	0.5%
Ireland	0.31%
Denmark	0.2%
Switzerland	0.2%
Sweden	0.17%
Germany	0.11%
Cayman Islands	0.06%
Netherlands	0.04%
Finland	0.04%
Hong Kong	0.03%
Luxembourg	0.02%
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

10/07 - Ex-dividend date - 0.5 USD

More about the company