Morningstar, Inc. (MORN) Insider Trading
Over the last 3 months, MORN insiders made 0 open-market buys and 65 sales, a net sale of -$20.7M (SEC Form 4). Over the last 6 months, 298 institutions increased and 347 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
65
Net (3m)
-$20.7M
Insider trades by month Buys Sells
Feb
Mar
May
Aug
Context3-month price +10.8%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,181 | $217.26 |
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,740 | $218.43 |
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,314 | $220.42 |
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 220 | $216.01 |
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 978 | $219.44 |
| Aug 24, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 226 | $221.12 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 3,157 | $212.87 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,359 | $214.16 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 501 | $217.13 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,938 | $215.18 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 295 | $216.16 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 3,827 | $216.70 |
| Aug 21, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 268 | $217.57 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 426 | $211.52 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 2,708 | $210.32 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,785 | $214.81 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,588 | $211.26 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,935 | $209.48 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 913 | $208.13 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 1,501 | $207.81 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 369 | $215.93 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 189 | $217.01 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 114 | $208.21 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 680 | $210.24 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 106 | $212.20 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 5,749 | $206.84 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 656 | $212.53 |
| Aug 19, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 3,031 | $213.96 |
| Aug 14, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 3,924 | $206.28 |
| Aug 14, 2026 | Mansueto Joseph Ddirector, 10 percent owner, officer: Executive Chairman | Sell | 240 | $208.45 |
Source: MORN SEC Form 4 filings, latest Aug 24, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their MORN positions over the last 6 months (SEC Form 13F).
Increased
298
New positions
136
Reduced
347
Sold out
94
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BAMCO INC /NY/ | Increased | 3.5M | Aug 14, 2026 |
| BLACKROCK, INC. | Reduced | 2.3M | May 13, 2026 |
| BlackRock, Inc. | Reduced | 2.1M | Aug 7, 2026 |
| MORGAN STANLEY | Reduced | 1.7M | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 1.7M | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1.5M | Aug 14, 2026 |
| MORGAN STANLEY | Reduced | 1.5M | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1.3M | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 1.1M | May 8, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 989K | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 950K | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 894K | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | Increased | 859K | May 15, 2026 |
| BAMCO INC /NY/ | Reduced | 760K | May 15, 2026 |
| STATE STREET CORP | Reduced | 736K | May 15, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.