Morningstar Inc. (MORN) - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2026-08-14
10:51 am
Purchase
2026-06-3013GMORNINGSTAR INC
MORN
BAMCO INC /NY/3,499,146
9.200%
1,778,778increase
(+103.40%)
Filing
History
2026-08-05
4:15 pm
Sale
2026-06-3013GMORNINGSTAR INC
MORN
Mansueto Joseph D14,709,759
39.200%
-200,000decrease
(-1.34%)
Filing
History
2026-08-03
5:30 pm
Sale
2026-07-2913GMORNINGSTAR INC
MORN
Mansueto Daniel3,752,046
10.000%
-5,260decrease
(-0.14%)
Filing
History
2026-03-27
10:52 am
Sale
2026-03-1313GMORNINGSTAR INC
MORN
VANGUARD GROUP INC0
0.000%
-2,576,670decrease
(Position Closed)
Filing
History
2026-02-12
4:33 pm
Purchase
2025-12-3113GMORNINGSTAR INC
MORN
Mansueto Daniel3,757,306
9.500%
334,808increase
(+9.78%)
Filing
History
2026-02-12
4:30 pm
Sale
2025-12-3113GMORNINGSTAR INC
MORN
Mansueto Joseph D14,909,759
37.500%
-127,775decrease
(-0.85%)
Filing
History
2025-11-12
4:18 pm
Purchase
2025-09-3013GMORNINGSTAR INC
MORN
Mansueto Daniel3,422,498
8.200%
1,031,953increase
(+43.17%)
Filing
History
2025-11-12
4:17 pm
Sale
2025-09-3013GMORNINGSTAR INC
MORN
Mansueto Joseph D15,037,534
36.200%
-325,000decrease
(-2.12%)
Filing
History
2025-02-12
4:30 pm
Sale
2024-12-3113GMORNINGSTAR INC
MORN
Mansueto Joseph D15,362,534
35.800%
-192,125decrease
(-1.24%)
Filing
History
2024-12-10
4:15 pm
Purchase
2024-12-0413GMORNINGSTAR INC
MORN
Mansueto Daniel2,390,545
5.600%
2,390,545increase
(New Position)
Filing
History
2024-11-14
4:27 pm
Sale
2024-09-3013GMORNINGSTAR INC
MORN
Select Equity Group, L.P.1,759,321
4.100%
-1,224,794decrease
(-41.04%)
Filing
History
2024-11-12
4:15 pm
Sale
2024-09-3013GMORNINGSTAR INC
MORN
Mansueto Joseph D15,554,659
36.270%
-425,000decrease
(-2.66%)
Filing
History
2024-02-14
4:24 pm
Sale
2023-12-3113GMORNINGSTAR INC
MORN
Select Equity Group, L.P.2,984,115
7.000%
-961,666decrease
(-24.37%)
Filing
History
2024-02-13
7:39 pm
Sale
2023-12-3113GMORNINGSTAR INC
MORN
BANK OF AMERICA CORP
BAC
1,195,926
2.800%
-1,070,799decrease
(-47.24%)
Filing
History
2024-02-13
5:09 pm
Purchase
2023-12-2913GMORNINGSTAR INC
MORN
VANGUARD GROUP INC2,576,670
6.030%
102,037increase
(+4.12%)
Filing
History
2024-02-06
4:15 pm
Sale
2023-12-3113GMORNINGSTAR INC
MORN
Mansueto Joseph D15,979,659
37.400%
-808,164decrease
(-4.81%)
Filing
History
2024-01-29
5:25 pm
Purchase
2023-12-3113GMORNINGSTAR INC
MORN
BlackRock Inc.
BLK
2,391,977
5.600%
2,391,977increase
(New Position)
Filing
History
2023-02-14
08:28 am
Purchase
2022-12-3113GMORNINGSTAR INC
MORN
BANK OF AMERICA CORP
BAC
2,266,725
5.300%
2,266,725increase
(New Position)
Filing
History
2023-02-13
8:10 pm
Sale
2022-12-3113GMORNINGSTAR INC
MORN
Select Equity Group, L.P.3,945,781
9.300%
-904,507decrease
(-18.65%)
Filing
History
2023-02-13
4:32 pm
Sale
2022-12-3113GMORNINGSTAR INC
MORN
Mansueto Joseph D16,787,823
39.520%
-1,160,300decrease
(-6.46%)
Filing
History
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