moatshark My

All holdings

Morningstar

MORN

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$577k
Combined value at quarter end
Last quarter
0 bought
0 sold or trimmed
Price at Q2 ’26 end
$156.02
-11.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+22.2%Q4 ’23
+7.7%Q1 ’24
-4.1%Q2 ’24
+7.9%Q3 ’24
+5.5%Q4 ’24
-11.0%Q1 ’25
-11.7%Q2 ’26
Q4 ’23: +22.2%; Q1 ’24: +7.7%; Q2 ’24: -4.1%; Q3 ’24: +7.9%; Q4 ’24: +5.5%; Q1 ’25: -11.0%; Q2 ’26: -11.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 0; Q3 ’25: 0; Q4 ’25: 0; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Morningstar.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Morningstar
RV Capital0.1%$577k$577kUnchanged2 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Morningstar
Bought or soldFiling
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,740$218.43$380kForm 4
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,314$220.42$290kForm 4
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,181$217.26$257kForm 4
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold978$219.44$215kForm 4
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold226$221.12$50kForm 4
24 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold220$216.01$48kForm 4
21 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold3,827$216.70$829kForm 4
21 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold268$217.57$58kForm 4
20 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold3,157$212.87$672kForm 4
20 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,938$215.18$417kForm 4
20 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,359$214.16$291kForm 4
20 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold501$217.13$109kForm 4
20 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold295$216.16$64kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold3,031$213.96$649kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold1,785$214.81$383kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold680$210.24$143kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold426$211.52$90kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold369$215.93$80kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold189$217.01$41kForm 4
19 Aug 2026Mansueto Joseph DExecutive Chairman▼ Sold114$208.21$24kForm 4

About the company

Sector
Financials · Investment Advice
Incorporated in
Illinois
Financial year ends
31 December
Shares outstanding
38m at 24 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$698m2013
$789m2015
$912m2017
$1.2bn2019
$1.7bn2021
$2.0bn2023
$2.4bn2025
2013: $698m; 2014: $760m; 2015: $789m; 2016: $799m; 2017: $912m; 2018: $1.0bn; 2019: $1.2bn; 2020: $1.4bn; 2021: $1.7bn; 2022: $1.9bn; 2023: $2.0bn; 2024: $2.3bn; 2025: $2.4bn
Morningstar revenue and net income by year
YearRevenueNet income
2025$2.4bn–
2024$2.3bn–
2023$2.0bn–
2022$1.9bn–
2021$1.7bn–
2020$1.4bn–
2019$1.2bn–
2018$1.0bn$183m
2017$912m$137m
2016$799m$161m
2015$789m$133m
2014$760m$78.3m
2013$698m$124m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.