The company
Morningstar, Inc.
MORN · Nasdaq
FinancialsExchanges & fin. dataIn trend
MORN stood above a rising 150-day average in 7 of the last 52 weekly readings, including each of the last 7 weeks. It is 15.7% above that average now. Exchanges & Financial Data: 31% of its 16 stocks in an uptrend (+6 points in four weeks); Financials: 49% (−4 points in four weeks).
Statistics
- Rotation
- In trend
- Weeks in an uptrend
- 7 in a row
- Industry in uptrend
- 31% +6 in 4 wk
- Insider buys, 12 months
- $373K
- Insider sales, 12 months
- $131.1M
- Officials’ trades on record
- 20
- Institutions holding
- 386 (-24)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 7 of 52 weeks.
22 Apr – 21 Oct
Exchanges & fin. data: A minority of its stocks are in an uptrend and the share has been climbing. Financials: About half its stocks are in an uptrend and the share has been slipping.
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
20 disclosed lines: House 15, Senate 0, executive 5; 5 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $50k–$100k | 24 Jun 2026filed 22 Aug 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 6 May 2026filed 5 Jun 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 4 May 2026filed 5 Jun 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 30 Apr 2026filed 6 May 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 17 Apr 2026filed 6 May 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 16 Apr 2026filed 6 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $1k–$15k | 26 Mar 2026filed 14 May 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 25 Feb 2026filed 10 Mar 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $1k–$15k | 23 Feb 2026filed 14 May 2026 |
| April McClain Delaney House: U.S. House ClerkMD06 | solddependent child | $1k–$15k | 19 Feb 2026filed 10 Mar 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $50k–$100k | 12 Feb 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $1k–$15k | 12 Feb 2026filed 14 May 2026 |
Insiders
Buy orders, 12 months1
Sale orders, 12 months69
Buyers · sellers1 · 4
| Who | Did | Shares | Traded |
|---|---|---|---|
| Joseph D. MansuetoExecutive Chairman | sold | 220at $216.01 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 1,181at $217.26 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 1,740at $218.43 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 978at $219.44 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 1,314at $220.42 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 226at $221.12 | 24 Aug 2026filed 24 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 3,827at $216.70 | 21 Aug 2026filed 21 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 268at $217.57 | 21 Aug 2026filed 21 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 3,157at $212.87 | 20 Aug 2026filed 21 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 1,359at $214.17 | 20 Aug 2026filed 21 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 1,938at $215.18 | 20 Aug 2026filed 21 Aug 2026 |
| Joseph D. MansuetoExecutive Chairman | sold | 295at $216.16 | 20 Aug 2026filed 21 Aug 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders386-24 on the quarter
New · exited69 · 93
Reported value$3.8B
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BAMCO INCadded · filed 14 Aug 2026 | 3,499,146$545.9M | +2,739,631+360.7% |
| BlackRock, Inc.reduced · filed 7 Aug 2026 | 2,081,736$324.8M | -256,482−11.0% |
| WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026 | 1,493,037$232.9M | -169,368−10.2% |
| MORGAN STANLEYreduced · filed 13 Aug 2026 | 1,484,135$231.6M | -246,414−14.2% |
| AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 2026 | 1,304,388$203.5M | +680,759+109.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026 | 950,075$148.2M | -101,745−9.7% |
| VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026 | 894,406$139.5M | -95,061−9.6% |
| STATE STREET CORPreduced · filed 7 Aug 2026 | 716,473$111.8M | -19,101−2.6% |
| GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026 | 578,315$90.2M | -20,907−3.5% |
| DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026 | 561,857$87.7M | +44,088+8.5% |
31 Mar 2023 – 30 Jun 2026
News
Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentmanilatimes.net · 12 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentchathamdailynews.ca · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentstratfordbeaconherald.com · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentintelligencer.ca · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentstandard-freeholder.com · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentrecorder.ca · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentowensoundsuntimes.com · 9 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade Assessmentsimcoereformer.ca · 9 Oct 2026
Everyone who traded it
Same industry
Government contracts
Awards3
Total$295K
Latest30 Sep 2026
MORNINGSTAR ADVISOR WORKSTATION LICENSESDepartment of the Treasury · $23K · 30 Sep 2026MORNINGSTAR FINANCIAL DATA SUBSCRIPTION FOR ONE (1) 12-MONTH BASE YEAR: NINE (9) MORNINGSTAR DIRECT LICENSES FIVE (5) MORNINGSTAR ADVISORY SUITE LICENSES, WITH THE OPTION FOR UP TO SIX (6) ADDITIONAL PRORATED DIRECT LICENSES, FIVE (5) ADDITDepartment of Labor · $186K · 27 Sep 2026MORNINGSTAR DATA SUBSCRIPTION PRODUCTSDepartment of the Treasury · $85K · 25 Sep 2026
From its SEC filings
Analyst forecasts
No analyst forecasts yet.