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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 2026-11-07T14:03:26.246Z

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2026-11-062026-11-05Mansueto Joseph DS96Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-05 and its public availability date is 2026-11-06. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001324069-26-000049 ↗SEC 0001324069-26-000049 ↗SEC 0001324069-26-000049 ↗

Recent Form 4 activity

Inspect all 50 displayed rows: Recent Form 4 activity

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2026-11-062026-11-05Mansueto Joseph DS96Not reported
2026-11-062026-11-05Mansueto Joseph DS2,248Not reported
2026-11-062026-11-05Mansueto Joseph DS2,932Not reported
2026-11-062026-11-05Mansueto Joseph DS1,896Not reported
2026-11-062026-11-05Mansueto Joseph DS78Not reported
2026-11-042026-11-02Mansueto Joseph DS104Not reported
2026-11-042026-11-02Mansueto Joseph DS1,604Not reported
2026-11-042026-11-02Mansueto Joseph DS1,312Not reported
2026-11-042026-11-02Mansueto Joseph DS520Not reported
2026-11-042026-11-02Mansueto Joseph DS798Not reported
2026-11-042026-11-02Mansueto Joseph DS970Not reported
2026-11-042026-11-02Mansueto Joseph DS518Not reported
2026-11-042026-11-04Mansueto Joseph DS85Not reported
2026-11-042026-11-04Mansueto Joseph DS795Not reported
2026-11-042026-11-02Mansueto Joseph DS478Not reported
2026-11-042026-11-04Mansueto Joseph DS1,149Not reported
2026-11-042026-11-04Mansueto Joseph DS2,286Not reported
2026-11-042026-11-04Mansueto Joseph DS2,935Not reported
2026-11-042026-11-03Mansueto Joseph DS52Not reported
2026-11-042026-11-03Mansueto Joseph DS78Not reported
2026-11-042026-11-03Mansueto Joseph DS2,384Not reported
2026-11-042026-11-03Mansueto Joseph DS4,390Not reported
2026-11-042026-11-02Mansueto Joseph DS26Not reported
2026-11-042026-11-02Mansueto Joseph DS303Not reported
2026-11-042026-11-02Mansueto Joseph DS273Not reported
2026-11-042026-11-02Mansueto Joseph DS344Not reported
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

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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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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.