Morningstar, Inc. (MORN) Stock
2 members of Congress disclosed 12 trades in MORN since 2025: 2 purchases and 10 sales, most recently April McClain Delaney (partial sale, May 6, 2026). 7 of the hedge funds AlphaScala tracks reported MORN in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Renaissance Technologies's at $37.25M. Company insiders reported 0 open-market buys and 70 sales on SEC Form 4 in the 90 days to Nov 9, 2026.
Which members of Congress traded Morningstar, Inc. (MORN)?
Most recent: April McClain Delaney (partial sale, May 6, 2026); records start Jul 22, 2025.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| April McClain Delaney D-MD · House | 2026-05-06 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-05-04 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-04-30 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-04-17 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-04-16 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-02-25 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-02-19 | partial sale | $1k – $15k |
| April McClain Delaney D-MD · House | 2026-02-06 | partial sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 6, 2026.
See all MORN political trades →Which hedge funds own MORN?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Renaissance Technologies Jim Simons (founder) | 239K | $37.25M | -47% |
| Millennium Management Israel Englander | 163K | $25.37M | -50% |
| Point72 Steve Cohen | 33K | $5.11M | -81% |
| Citadel Ken Griffin | 28K | $4.35M | +18% |
| Marshall Wace | 21K | $3.29M | +100% |
| D.E. Shaw David Shaw | 6K | $872.8K | -73% |
| Bridgewater Associates Ray Dalio | 4K | $662.9K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Morningstar, Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Nov 5, 26 | Mansueto Joseph D | Executive Chairman | SELL | 78 | $19K |
| Nov 5, 26 | Mansueto Joseph D | Executive Chairman | SELL | 1.9K | $467K |
| Nov 5, 26 | Mansueto Joseph D | Executive Chairman | SELL | 2.9K | $724K |
| Nov 5, 26 | Mansueto Joseph D | Executive Chairman | SELL | 2.2K | $557K |
| Nov 5, 26 | Mansueto Joseph D | Executive Chairman | SELL | 96 | $24K |
| Nov 4, 26 | Mansueto Joseph D | Executive Chairman | SELL | 2.9K | $707K |
| Nov 4, 26 | Mansueto Joseph D | Executive Chairman | SELL | 2.3K | $552K |
| Nov 4, 26 | Mansueto Joseph D | Executive Chairman | SELL | 1.1K | $279K |
| Nov 4, 26 | Mansueto Joseph D | Executive Chairman | SELL | 795 | $194K |
| Nov 4, 26 | Mansueto Joseph D | Executive Chairman | SELL | 85 | $21K |
SEC Form 4 filings as of Nov 9, 2026
See cluster-buy signals across all tickers →MORN price chart
Powered by TradingViewWhat does Morningstar, Inc. do?
Morningstar Inc. is a global provider of independent investment insights and research, headquartered in Chicago, Illinois and founded in 1984. The company operates through six key segments: Morningstar Data and Analytics, which delivers comprehensive data, research, and investment analysis tools; PitchBook, offering extensive coverage of private capital markets including venture capital, private equity, and merger and acquisition activities; Morningstar Wealth, providing model portfolios, advisor platforms, and wealth management software; Morningstar Credit, supplying credit ratings and analytics for debt securities; Morningstar Retirement, offering retirement planning solutions; and Morningstar Indexes, which provides market benchmarks and index services. Morningstar serves a diverse clientele including individual investors, financial advisors, asset managers, institutional investors, and retirement plan sponsors across more than 40 offices worldwide. The company's platforms and tools leverage proprietary data, independent research, and advanced technology to help investors navigate complex financial markets and make informed decisions. Morningstar's research ratings and recommendations are widely recognized as influential within the asset management and investment advisory industries.