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Morningstar Inc. (MORN)

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Hedge Fund Holdings
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Institutional Investors' Holdings
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Related Insiders

D Joseph Mansueto, Executive Chairman, 2018-06-20
J Kimberly Mcgarry, Global Controller & Cao, 2018-06-05
Kunal Kapoor, Ceo, 2018-05-17

D Joseph Mansueto, Executive Chairman, 2018-06-20
J Kimberly Mcgarry, Global Controller & Cao, 2018-06-05
Kunal Kapoor, Ceo, 2018-05-17
Tricia Rothschild, Chief Product Officer, 2018-05-17
Daniel Needham, Pres., Investment Management, 2018-05-17
Haywood Kelly, Head Of Global Fund Research, 2018-05-17
Jason Dubinsky, Chief Financial Officer, 2018-05-17
Bevin Desmond, Head Of Talent And Culture, 2018-05-17
Joseph Daniel Dunn, Chief Revenue Officer, 2018-05-17
J Patrick Maloney, General Counsel, 2018-05-17
Robin Diamonte, Director, 2018-05-17
A Cheryl Francis, Director, 2018-05-17
N Steven Kaplan, Director, 2018-05-17
J Hugh Zentmyer, Director, 2018-05-17
S Gail Landis, Director, 2018-05-17
M William Lyons, Director, 2018-05-17
J Caroline Tsay, Director, 2018-05-17
Jack Noonan, Director, 2018-05-17
Stephane Biehler, Cfo, 2016-11-17
B Robert Pinkerton, Chief Marketing Officer, 2016-11-17
Gillis Catherine Odelbo, Head Of Corporate Strategy, 2016-10-28
Ii James Donald Phillips, Director, 2016-05-17
W David Williams, Head Of Design, 2016-05-17
James Tanner, Head Of Global Bus Dev & Sales, 2016-05-17
W Paul Sturm, Director, 2016-05-16
R Gregory Goff, Chief Technology Officer, 2015-11-16
E Richard Robbins, General Counsel, 2015-08-03
Thomas Idzorek, Pres., Investment Management, 2015-01-30
P Christopher Boruff, Head Of Global Products, 2014-02-03
Scott Richard Cooley, Chief Financial Officer, 2013-11-01
Elizabeth Kirscher, Pres., Data Division, 2012-05-16
Peng Chen, Pres., Investment Management, 2012-05-16
Tao Huang, Chief Operating Officer, 2011-01-31
J Patrick Reinkemeyer, President, Morningstar Assocs., 2010-11-12
S Frank Ptak, Director, 2009-06-22

Show All Insiders (35)

Hedge Fund Holdings

Filing Period:

Last updated on July 17, 2018, 9:21 am based on SEC 13F filings Last update: July 17, 2018, 9:21 am

No.	Hedge Fund	Shares	Value (x$1000)	Activity	% Port
1.	Fisher Asset Management Ken Fisher	41,600	$5,335		0%

Insider Trading: Purchases See All

Insider	Price	Amount	Relationship	Remaining Holdings	Date	Form 4
Zentmyer	$46.75	1,100	Director	1,100	2010-05-03	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Relationship	Remaining Holdings	Date	Form 4
Mansueto	$131.09	4,607	Large Shareholder, Officer, Director	23,398,479	2018-06-19	Filing
Mansueto	$130.56	5,690	Large Shareholder, Officer, Director	23,403,086	2018-06-19	Filing
Mansueto	$129.49	4,898	Large Shareholder, Officer, Director	23,408,776	2018-06-19	Filing
Mansueto	$130.04	7,436	Large Shareholder, Officer, Director	23,413,674	2018-06-18	Filing
Mansueto	$131.82	100	Large Shareholder, Officer, Director	23,421,110	2018-06-15	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value (x$1000)	% Port
1.	Palo Capital, Inc.	32,142	$4,122	1.5%
2.	American Capital Management Inc	214,670	$27,531	1.42%
3.	Copeland Capital Management, Llc	172,054	$22,066	1.29%
4.	Yhb Investment Advisors, Inc.	21,916	$2,811	0.45%
5.	Welch & Forbes Llc	23,521	$3,017	0.07%

News See All

Do Hedge Funds Love Morningstar, Inc. (MORN)?

Hedge fund managers like David Einhorn, Dan Loeb, or Carl Icahn became billionaires through reaping large profits for their investors, which is why piggybacking their stock picks may provide us with significant...... (read more)

December 5th, 2016 - Hedge Funds News - Comments

Ashe Capital Is Optimistic About Liberty Media Corp (LMCK), Morningstar, Inc. (MORN), and 2 Other Stocks

Ashe Capital is a New Jersey-based private equity fund run by William Crowley, William Harker, and Stephen Blass. Ashe Capital's equity portfolio is valued at $951.36 million as of September 30, up...... (read more)

November 21st, 2016 - Hedge Funds News - Comments

Hedge Funds Are Crazy About Morningstar, Inc. (MORN)

Hedge funds and large money managers usually invest with a focus on the long-term horizon and, therefore, short-lived dips on the charts, usually don't make them change their opinion towards a company...... (read more)

December 14th, 2015 - Hedge Funds News - Comments

Strong Insider Activity Detected At KapStone Paper and Packaging Corporation (KS), Agree Realty Corporation (ADC), And Morningstar Inc. (MORN)

Savvy investors would be wise to adjust their fundamental stock analysis by incorporating the tracking of insider trading activity as well, in order to get a feeling of the future prospects of relevant...... (read more)

August 25th, 2015 - Hedge Funds Insider Trading News - Comments

Tesla Motors Inc (TSLA) Crushed Under the Might of Multiple Cautious Reports

Tesla Motors Inc (NASDAQ:TSLA) took an unbridled beating yesterday, shedding $25.34, more than 9% of its value, and around $3 billion of market cap. As Dominic Chu reported on CNBC yesterday, the crushing...... (read more)

September 16th, 2014 - News Stock Analysis - Comments

Hedge Fund News: T Boone Pickens, David Einhorn & William Ackman

Aboard his Gulfstream G550, T. Boone Pickens — legendary trader, corporate raider, energy visionary and billion-dollar philanthropist — slides off his shoes and reaches down to grab his feet. He’...... (read more)

March 31st, 2014 - Hedge Funds - Comments

Morningstar, Inc. (MORN), Thomson Reuters Corporation (USA) (TRI): Will FactSet Research Systems Inc. (FDS) Earnings Keep the Stock Soaring?

FactSet Research Systems Inc. (NYSE:FDS) will release its quarterly report on Tuesday, and investors have been heartily enthusiastic about the stock's potential for growth. With its shares trading at...... (read more)

September 16th, 2013 - News - Comments