Morningstar

MORN · NASDAQ

$211.76+$6.10 (+2.97%)TodayMarket closed · Oct 20, 4:15 PM ET

Prev close $205.66

Who owns MORN

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 80.6% of MORN’s shares.

Mansueto (Joseph D)38.9%
Mansueto (Daniel)10.0%
Baron Capital Management, Inc.9.3%
BlackRock Institutional Trust Company, N.A.5.0%
Next 6 largest institutions17.4%
All other shareholders19.4%

Top institutional holders of MORN
Holder	Shares	% of shares	Change, last filing	Filed
Mansueto (Joseph D)	14.60M	38.93%	−105.30K	Aug 24, 2026
Mansueto (Daniel)	3.75M	10.00%	−5.26K	Jul 29, 2026
Baron Capital Management, Inc.	3.50M	9.33%	+2.74M	Jun 30, 2026
BlackRock Institutional Trust Company, N.A.	1.87M	4.98%	−179.97K	Jun 30, 2026
Wellington Management Company, LLP	1.49M	3.98%	−169.37K	Jun 30, 2026
AQR Capital Management, LLC	1.30M	3.48%	+680.76K	Jun 30, 2026
Atlanta Capital Management Company, L.L.C.	1.15M	3.08%	−265.90K	Jun 30, 2026
Vanguard Portfolio Management, LLC	950.08K	2.53%	−101.75K	Jun 30, 2026
Vanguard Capital Management, LLC	894.41K	2.38%	−95.06K	Jun 30, 2026
State Street Investment Management (US)	716.47K	1.91%	−19.10K	Jun 30, 2026

Largest mutual fund holders

Top mutual fund holders of MORN
Holder	Shares	% of shares	Change, last filing	Filed
Baron Partners Fund	1.89M	5.05%	+1.89M	Jun 30, 2026
Eaton Vance-Atlanta Capital SMID-Cap Fund	817.10K	2.18%	−25.19K	Jul 31, 2026
iShares Core S&P Mid-Cap ETF	771.91K	2.06%	+14.40K	Aug 31, 2026
Baron Focused Growth Fund	728.18K	1.94%	+0	Jul 31, 2026
Vanguard Windsor Fund	677.93K	1.81%	−11.47K	Jun 30, 2026

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $38.11M (138 trades) of MORN on the open market, with no buys.

Latest MORN insider transactions
Insider	Date	Type	Shares	Price	Value
Mansueto Daniel	Sep 30, 2026	Other	657.78K	—	—
Holt Michael	Sep 1, 2026	Tax withholding	54	$218.94	$11.82K
Wiersema Conan	Sep 1, 2026	Tax withholding	29	$218.94	$6.35K
Mansueto Daniel	Aug 24, 2026	Other	376.97K	—	—
Mansueto Joseph D	Aug 24, 2026	Sale	226	$221.12	$49.97K
Mansueto Joseph D	Aug 24, 2026	Sale	1.31K	$220.42	$289.64K
Mansueto Joseph D	Aug 24, 2026	Sale	978	$219.44	$214.61K
Mansueto Joseph D	Aug 24, 2026	Sale	1.74K	$218.43	$380.07K
Mansueto Joseph D	Aug 24, 2026	Sale	1.18K	$217.26	$256.58K
Mansueto Joseph D	Aug 24, 2026	Sale	220	$216.01	$47.52K

Congressional trades

Disclosed by members of Congress over the last 12 months

MORN trades disclosed by members of Congress
Member	Type	Amount	Traded	Filed
April McClainHouse	Sale	$1K–$15K	Apr 30, 2026	May 6, 2026
April McClainHouse	Sale	$1K–$15K	Apr 17, 2026	May 6, 2026
April McClainHouse	Sale	$1K–$15K	Apr 16, 2026	May 6, 2026
April McClainHouse	Sale	$1K–$15K	Feb 25, 2026	Mar 10, 2026
April McClainHouse	Sale	$1K–$15K	Feb 19, 2026	Mar 10, 2026
April McClainHouse	Sale	$1K–$15K	Feb 6, 2026	Mar 10, 2026
April McClainHouse	Sale	$1K–$15K	Jan 15, 2026	Feb 2, 2026

Short interest

Settled Sep 30, 2026

Shares short: 1.42M
Days to cover: 4.51
% of shares outstanding: 3.80%
Average daily volume: 315.70K
Change since last report: −0.7%

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