Morningstar, Inc. - MORN
Ownership (Schedule 13D / 13G) · latest 50 filings
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| Filed | Form | Reporting person | Percent | Shares | SEC |
|---|---|---|---|---|---|
| Mar 27, 2026 | SCHEDULE 13G/A | The Vanguard Group | 0.0% | 0 | View |
| Feb 12, 2026 | SCHEDULE 13G/A | Joseph D. Mansueto | 37.5% | 14,909,759 | View |
| Feb 12, 2026 | SCHEDULE 13G/A | Daniel Mansueto | 9.5% | 3,757,306 | View |
| Nov 12, 2025 | SCHEDULE 13G/A | Daniel Mansueto | 8.2% | 3,422,498 | View |
| Nov 12, 2025 | SCHEDULE 13G/A | Joseph D. Mansueto | 36.2% | 15,037,534 | View |
Percent = "% of class represented by amount beneficially owned" for this reporting person in the filed 13D/13G.
Shares = reported beneficial ownership amount for the same row (not portfolio shares from 13F).
Amendments (/A) can repeat the same holder over time, so rows should not be summed.
Extraction is best-effort from filing text and can be missing or noisy; verify exact figures via the SEC link in each row.