Morningstar, Inc.

MORNNASDAQ

$183.55-7.66 (-4.01%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Morningstar, Inc. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-18.9%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Bamco Inc	9.33%	$546M	0.82%	Add 360.71%
BlackRock, Inc.	5.55%	$325M	0.00%	Not reported
Wellington Management Group LLP	3.98%	$233M	0.04%	Reduce 10.19%
Morgan Stanley	3.96%	$232M	0.01%	Not reported
AQR Capital Management LLC	3.48%	$204M	0.07%	Not reported
Vanguard Portfolio Management LLC	2.53%	$148M	0.01%	Not reported
Vanguard Capital Management LLC	2.38%	$140M	0.00%	Not reported
State Street Corp	1.91%	$112M	0.00%	Not reported
Geode Capital Management, LLC	1.54%	$90.2M	0.00%	Not reported
Dimensional Fund Advisors LP	1.50%	$87.7M	0.02%	Not reported
Los Angeles Capital Management LLC	1.49%	$87.1M	0.32%	Not reported
Two Sigma Investments, LP	1.29%	$75.6M	0.05%	Not reported
Jane Street Group, LLC	1.15%	$67.3M	0.01%	Not reported
Arrowstreet Capital, Limited Partnership	1.12%	$65.6M	0.03%	Not reported
Kensico Capital Management Corp	0.76%	$44.3M	0.76%	Add 110.44%
Invesco Ltd.	0.69%	$40.5M	0.00%	Not reported
Massachusetts Financial Services Co	0.65%	$37.9M	0.01%	Reduce 4.09%
Renaissance Technologies LLC	0.64%	$37.3M	0.05%	Not reported
JPMorgan Chase & Co	0.63%	$37M	0.00%	Not reported
Bank of New York Mellon Corp	0.62%	$36.3M	0.01%	Not reported
Copeland Capital Management, LLC	0.61%	$35.8M	0.74%	Add 69.76%
UBS Group AG	0.56%	$32.6M	0.00%	Not reported
Charles Schwab Investment Management Inc	0.55%	$32.2M	0.00%	Not reported
Quantinno Capital Management LP	0.54%	$31.7M	0.04%	Add 8.71%
Bank of America Corp	0.51%	$30.1M	0.00%	Not reported
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	0.51%	$29.8M	0.03%	Add 2.76%
FMR LLC	0.48%	$28.2M	0.00%	Not reported
Goldman Sachs Group Inc	0.48%	$28M	0.00%	Not reported
Northern Trust Corp	0.45%	$26.5M	0.00%	Not reported
Confluence Investment Management LLC	0.44%	$25.9M	0.41%	Reduce 6.37%
Millennium Management LLC	0.43%	$25.4M	0.01%	Not reported
Voloridge Investment Management, LLC	0.43%	$25.3M	0.11%	Reduce 8.88%
Brookfield Corp	0.42%	$24.5M	0.03%	Not reported
Norges Bank	0.42%	$24.3M	0.00%	Not reported
Nordea Investment Management AB	0.39%	$22.9M	0.02%	Add 102.12%
Royce & Associates LP	0.39%	$22.6M	0.18%	Not reported
Gotham Asset Management, LLC	0.38%	$22.2M	0.05%	Reduce 16.11%
Vanguard Fiduciary Trust Co	0.36%	$21.4M	0.00%	Not reported
Ameriprise Financial Inc	0.36%	$21.4M	0.00%	Not reported
Kayne Anderson Rudnick Investment Management LLC	0.33%	$19.4M	0.06%	Reduce 23.82%
Envestnet Asset Management Inc	0.32%	$18.5M	0.00%	Not reported
American Capital Management Inc	0.31%	$17.9M	0.80%	Add 6.10%
Sei Investments Co	0.30%	$17.6M	0.02%	Not reported
Crawford Fund Management, LLC	0.29%	$17.1M	2.62%	Add 22.76%
DF Dent & Co Inc	0.28%	$16.6M	0.31%	Add 3.91%
Jupiter Topco LLC	0.24%	$14.3M	0.01%	Not reported
Principal Financial Group Inc	0.20%	$11.9M	0.01%	Not reported
Tudor Investment Corp Et Al	0.20%	$11.9M	0.02%	Not reported
Capital Fund Management S.A.	0.18%	$10.8M	0.05%	Add 2.79%
Stifel Financial Corp	0.18%	$10.5M	0.01%	Not reported

50 of 389 holders

Activity score

Premium

100

WEAK

STRONG

Unlock

AI Activity Analysis

Premium

Coming soonAI reads of insider, institutional and company activity will appear here for Premium accounts.

Historical Activity Patterns

Premium

Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock