MORN — Morningstar, Inc.
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on MORN
| date | signal | measured base rate |
|---|---|---|
| 2026-08-14 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-08-10 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-07-27 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-07-02 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-06-12 | Fair value gap, bearish structure | -0.45% over 21 days · t = -3.29 · n = 108,591 statistically distinguishable from its control group |
| 2026-03-31 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-08-21 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 3.8K | 216.70 | 829.3K |
| 2026-08-21 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 268 | 217.57 | 58.3K |
| 2026-08-20 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 3.2K | 212.87 | 672.0K |
| 2026-08-20 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 1.9K | 215.18 | 417.0K |
| 2026-08-20 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 1.4K | 214.16 | 291.1K |
| 2026-08-20 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 501 | 217.13 | 108.8K |
| 2026-08-20 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 295 | 216.16 | 63.8K |
| 2026-08-19 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 3.0K | 213.96 | 648.5K |
| 2026-08-19 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 1.8K | 214.81 | 383.4K |
| 2026-08-19 | Mansueto Joseph D Executive Chairman | Open-market sale 10b5-1 plan | 680 | 210.24 | 143.0K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| BlackRock, Inc. | 395.3M | 2.3M |
| MORGAN STANLEY | 292.5M | 1.7M |
| WELLINGTON MANAGEMENT GROUP LLP | 281.0M | 1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 177.8M | 1.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | 167.3M | 989.5K |
| TWO SIGMA INVESTMENTS, LP | 145.3M | 859.5K |
| BAMCO INC /NY/ | 128.4M | 759.5K |
| STATE STREET CORP | 124.3M | 735.6K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 109.1M | 645.4K |
| Select Equity Group, L.P. | 107.8M | 637.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| 4 | 2026-08-21 | 2026-08-20 | on EDGAR ↗ |
| 4 | 2026-08-19 | 2026-08-17 | on EDGAR ↗ |
| 4 | 2026-08-14 | 2026-08-13 | on EDGAR ↗ |
| SCHEDULE 13G | 2026-08-14 | — | on EDGAR ↗ |
| 4 | 2026-08-12 | 2026-08-10 | on EDGAR ↗ |
| 4 | 2026-08-07 | 2026-08-06 | on EDGAR ↗ |
| 3 | 2026-08-07 | 2026-07-29 | on EDGAR ↗ |
| 4 | 2026-08-05 | 2026-08-03 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
- Morningstar, Inc. (MORN) filed form 4 · 2026-08-21 · SEC EDGAR
- Is the Vanguard Morningstar Total Stock Market ETF Still the Best Long-Term Core Holding for Most Investors? · 2026-08-18
- The Vanguard S&P 500 ETF (VOO) Beat the Vanguard Morningstar Total Stock Market ETF (VTI) for 4 Straight Years. Here's Why That's About to Change. · 2026-08-16
- GDS Earnings: Guidance Upgrade on AI-Driven Demand; Increase Fair Value Estimate 5% to HKD 39 - Morningstar · 2026-08-14 · Morningstar
- Cheap Dividend Aristocrat has Fair Value raised after earnings - Morningstar Australia · 2026-08-13 · Morningstar Australia
- After Earnings, Is Amazon Stock a Buy, a Sell, or Fairly Valued? - Morningstar · 2026-08-12 · Morningstar
Ask the AI about MORN
The assistant reads every block on this page — price history, filings, insider transactions, institutional positions, short volume, macro and the measured base rates — and says what it implies, quoting the number behind each claim and declaring what it does not have.
Everything on this page is live in the terminal.
Charts, filings, insider flow and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →