# Morningstar (MORN): value investors who own it | moatshark

1 value investor held Morningstar in their Q3 2026 13F, led by RV Capital. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| RV Capital | 0.1% | $577k | Unchanged | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 1740 | $380k |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 1314 | $290k |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 1181 | $257k |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 978 | $215k |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 226 | $50k |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sold | 220 | $48k |
| 2026-08-21 | Mansueto Joseph D | Executive Chairman | Sold | 3827 | $829k |
| 2026-08-21 | Mansueto Joseph D | Executive Chairman | Sold | 268 | $58k |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 3157 | $672k |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 1938 | $417k |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 1359 | $291k |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 501 | $109k |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 295 | $64k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 3031 | $649k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 1785 | $383k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 680 | $143k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 426 | $90k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 369 | $80k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 189 | $41k |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sold | 114 | $24k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/morn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.