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Morningstar, Inc. (MORN)
USD170.15
-3.40 (-1.96%)
US NASDAQ Financial Services Financial - Data & Stock Exchanges
Address
22 West Washington Street 60602
Chicago, IL, US
Chicago, IL, US
CEO
Kunal Kapoor
Website
morningstar.com
IPO
2005-05-03
CIK 1289419 ISIN US6177001095
Description
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
News Sentiment (7d)
Based on only 1 article — low confidence
- Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD170.15
-3.40 (-1.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
516.8K
Beta
0.99
Float Shares
19.48M
Free Float %
51.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.06% | +2.40% | +7.89% | -0.61% | -15.28% | -16.24% | -40.83% | -11.08% | -21.54% | +115.59% | +807.83% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Hold
Price Targets & DCF
Current price
170.15
Low
193.00
+13.4%
Consensus
236.50
+39.0%
Median
236.50
+39.0%
High
280.00
+64.6%
DCF (Unlevered)
293.07
+72.2%
DCF (Levered)
220.39
+29.5%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
67% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 4 |
260.75
+53.2%
|
| All Time | 6 |
292.17
+71.7%
|
Quality scores
Altman Z-Score
3.29
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Financial - Data & Stock Exchanges: +11.9%+7.5% Q1'26: +10.8% (vs Q1'25)
-
EPS growth Financial - Data & Stock Exchanges: +19.9%+3.4% Q1'26: +50.0% (vs Q1'25)
-
FCF margin FCF growth · Financial - Data & Stock Exchanges: +25.6%+18.4% Q1'26: +8.3% (vs Q1'25)
-
EBIT margin Financial - Data & Stock Exchanges: +51.8%+22.0% Q1'26: +24.4% (vs Q1'25)
-
ROIC Financial - Data & Stock Exchanges: +13.5%+19.4% ★ Q1'26: +19.9% (vs Q1'25)
-
Share dilution Financial - Data & Stock Exchanges: +0.6%-2.1% ★ Q1'26: -8.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Data & Stock Exchanges: -0.36×1.93× Q1'26: 2.28× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
315.18M
est: 302.73M (+4.1%)
|
435.11M
est: 435.43M (-0.1%)
|
502.46M
est: 504.86M (-0.5%)
|
479.00M
est: 498.68M (-3.9%)
|
555.35M
est: 643.65M (-13.7%)
|
631.40M
est: 692.98M (-8.9%)
|
658.29M
est: 670.48M (-1.8%)
|
698.30M
est: 690.90M (+1.1%)
|
760.10M
est: 792.02M (-4.0%)
|
788.80M
est: 791.50M (-0.3%)
|
798.60M
est: 791.00M (+1.0%)
|
911.70M
est: 858.30M (+6.2%)
|
1.02B
est: 894.80M (+14.0%)
|
1.18B
est: 1.04B (+13.2%)
|
1.39B
est: 1.09B (+27.9%)
|
1.70B
est: 1.08B (+58.0%)
|
1.87B
est: 1.89B (-1.1%)
|
2.04B
est: 2.17B (-6.0%)
|
2.28B
est: 2.27B (+0.4%)
|
2.45B
est: 2.43B (+0.6%)
|
2.62B
2.62B – 2.63B
+8.0% YoY
|
2.78B
2.74B – 2.83B
+5.9% YoY
|
2.99B
2.96B – 3.02B
+7.7% YoY
|
| EBITDA |
92.50M
est: 92.09M (+0.5%)
|
138.51M
est: 145.76M (-5.0%)
|
165.12M
est: 167.63M (-1.5%)
|
159.92M
est: 155.50M (+2.8%)
|
167.74M
est: 188.93M (-11.2%)
|
184.36M
est: 180.08M (+2.4%)
|
197.03M
est: 202.00M (-2.5%)
|
216.40M
est: 220.72M (-2.0%)
|
169.40M
est: 174.09M (-2.7%)
|
258.60M
est: 259.32M (-0.3%)
|
297.10M
est: 309.15M (-3.9%)
|
261.00M
est: 330.11M (-20.9%)
|
331.40M
est: 361.52M (-8.3%)
|
324.90M
est: 371.46M (-12.5%)
|
433.60M
est: 384.10M (+12.9%)
|
409.90M
est: 378.89M (+8.2%)
|
325.60M
est: 376.00M (-13.4%)
|
418.10M
est: 892.45M (-53.2%)
|
731.60M
est: 932.81M (-21.6%)
|
728.90M
est: 999.79M (-27.1%)
|
1.08B
1.08B – 1.08B
+8.0% YoY
|
1.14B
1.13B – 1.17B
+5.9% YoY
|
1.23B
1.22B – 1.24B
+7.7% YoY
|
| EBIT |
77.53M
est: 71.25M (+8.8%)
|
117.25M
est: 116.76M (+0.4%)
|
139.12M
est: 136.66M (+1.8%)
|
127.96M
est: 119.93M (+6.7%)
|
128.07M
est: 135.81M (-5.7%)
|
141.44M
est: 149.03M (-5.1%)
|
153.94M
est: 148.71M (+3.5%)
|
170.70M
est: 166.93M (+2.3%)
|
114.50M
est: 108.05M (+6.0%)
|
194.20M
est: 189.76M (+2.3%)
|
226.40M
est: 188.94M (+19.8%)
|
169.80M
est: 196.23M (-13.5%)
|
234.70M
est: 219.51M (+6.9%)
|
207.20M
est: 228.04M (-9.1%)
|
294.10M
est: 238.29M (+23.4%)
|
259.20M
est: 236.20M (+9.7%)
|
159.00M
est: 235.58M (-32.5%)
|
233.20M
est: 749.33M (-68.9%)
|
541.20M
est: 783.22M (-30.9%)
|
539.00M
est: 839.46M (-35.8%)
|
906.77M
903.85M – 909.83M
+8.0% YoY
|
959.98M
945.71M – 979.20M
+5.9% YoY
|
1.03B
1.02B – 1.05B
+7.7% YoY
|
| Net Income |
51.76M
est: 47.27M (+9.5%)
|
73.92M
est: 73.58M (+0.5%)
|
92.53M
est: 90.79M (+1.9%)
|
82.46M
est: 77.76M (+6.0%)
|
86.37M
est: 95.94M (-10.0%)
|
98.36M
est: 105.25M (-6.6%)
|
108.08M
est: 106.42M (+1.6%)
|
123.50M
est: 121.03M (+2.0%)
|
78.30M
est: 80.31M (-2.5%)
|
132.60M
est: 132.23M (+0.3%)
|
161.00M
est: 167.02M (-3.6%)
|
136.90M
est: 168.25M (-18.6%)
|
183.00M
est: 182.55M (+0.2%)
|
152.00M
est: 186.64M (-18.6%)
|
223.60M
est: 192.07M (+16.4%)
|
193.30M
est: 188.74M (+2.4%)
|
70.50M
est: 186.54M (-62.2%)
|
141.10M
est: 245.90M (-42.6%)
|
369.90M
est: 331.45M (+11.6%)
|
374.20M
est: 402.80M (-7.1%)
|
502.10M
490.83M – 513.36M
+24.7% YoY
|
583.64M
544.71M – 622.58M
+16.2% YoY
|
730.96M
720.90M – 741.02M
+25.2% YoY
|
| SGA |
106.20M
est: 98.82M (+7.5%)
|
147.70M
est: 147.18M (+0.4%)
|
166.92M
est: 166.16M (+0.5%)
|
154.72M
est: 155.01M (-0.2%)
|
188.32M
est: 211.63M (-11.0%)
|
214.78M
est: 230.55M (-6.8%)
|
217.74M
est: 218.89M (-0.5%)
|
210.50M
est: 206.82M (+1.8%)
|
220.00M
est: 228.13M (-3.6%)
|
203.70M
est: 203.19M (+0.3%)
|
202.80M
est: 211.90M (-4.3%)
|
264.10M
est: 262.74M (+0.5%)
|
296.30M
est: 286.06M (+3.6%)
|
388.60M
est: 293.02M (+32.6%)
|
478.40M
est: 302.09M (+58.4%)
|
593.20M
est: 297.27M (+99.5%)
|
756.90M
est: 294.25M (+157.2%)
|
779.60M
est: 781.38M (-0.2%)
|
768.20M
est: 816.72M (-5.9%)
|
801.00M
est: 875.36M (-8.5%)
|
945.55M
942.51M – 948.74M
+8.0% YoY
|
1.00B
986.16M – 1.02B
+5.9% YoY
|
1.08B
1.07B – 1.09B
+7.7% YoY
|
| EPS |
1.26
est: 0.99 (+27.3%)
|
1.71
est: 1.53 (+11.8%)
|
2.01
est: 1.86 (+8.1%)
|
1.71
est: 1.69 (+1.2%)
|
1.75
est: 2.15 (-18.6%)
|
1.96
est: 2.31 (-15.2%)
|
2.23
est: 2.10 (+6.2%)
|
2.68
est: 2.59 (+3.5%)
|
1.75
est: 2.79 (-37.3%)
|
3.00
est: 2.95 (+1.7%)
|
3.74
est: 2.87 (+30.3%)
|
3.21
est: 2.35 (+36.6%)
|
4.30
est: 2.84 (+51.4%)
|
3.56
est: 4.05 (-12.1%)
|
5.22
est: 4.21 (+24.1%)
|
4.50
est: 4.17 (+8.0%)
|
1.65
est: 4.64 (-64.5%)
|
3.31
est: 5.76 (-42.5%)
|
8.64
est: 7.84 (+10.2%)
|
8.93
est: 9.43 (-5.3%)
|
11.90
11.63 – 12.17
+26.1% YoY
|
13.53
12.91 – 14.75
+13.7% YoY
|
17.29
17.08 – 17.56
+27.8% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
474.69M
OE per share TTM
11.45
Owner's Yield
6.67%
Maintenance CapEx ratio
24.11%
Maint CapEx / Avg PPE
19.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
446
Total invested
3.98B
Insider transactions (90d)
0
Beneficial owners (>5%)
13
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | George S. Loening | 4.85M | 11.30% | — | 4.85M | — | — | HC, IN | USA | 2022-02-14 | ↗ |
| 2 | Select Equity Group, L.P. | 4.85M | 11.30% | — | 4.85M | — | — | IA | Delaware | 2022-02-14 | ↗ |
| 3 | (1) BlackRock, Inc. | 2.39M | 5.60% | 2.33M | — | 2.39M | — | HC | Delaware | 2024-01-29 | ↗ |
| 4 | 2. | 2.39M | 5.60% | 2.33M | 56.3K | — | 56.3K | IN | U.S.A. | 2024-12-10 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 2.27M | 5.27% | — | 13.7K | — | — | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | BANK OF AMERICA CORPORATION56-0906609 | 2.27M | 5.30% | — | 2.21M | — | 2.26M | HC | Delaware | 2023-02-14 | ↗ |
| 7 | Eaton Vance Management 04-3101341 | 2.08M | 11.00% | 2.08M | — | 2.08M | — | IA | United States of America | 2019-02-15 | ↗ |
| 8 | Baron Capital Group, Inc.3632908 | 1.72M | 3.65% | — | 1.56M | — | 1.72M | HC, CO | New York | 2013-02-14 | ↗ |
| 9 | Ronald Baron363297908 | 1.72M | 3.65% | — | 1.56M | — | 1.72M | HC, IN | New York | 2013-02-14 | ↗ |
| 10 | BAMCO INC /NY/363297908 | 1.47M | 3.13% | — | 1.31M | — | 1.47M | IA, CO | New York | 2013-02-14 | ↗ |
| 11 | Baron Capital Management, Inc.363297908 | 246.7K | 0.52% | — | 246.7K | — | 246.7K | IA, CO | New York | 2013-02-14 | ↗ |
| 12 | Morgan Stanley | — | 0.00% | — | — | — | 13.00 | HC, CO | organization is Delaware | 2014-02-11 | ↗ |
| 13 | Morgan Stanley Investment Management Inc. | — | 0.00% | — | — | — | 13.00 | IA, CO | organization is Delaware | 2014-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
446
-32 vs prev Q
New positions
68
Closed positions
101
Increased
235
Reduced
167
Put/Call ratio
2.03
Calls held
19.3K
Puts held
39.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2.37M -236.0K (-9.0%) | 515.97M -89.7M (-14.8%) | 5.67% -0.475 pp | 0.01% -0.002 pp | USD153.65 +41.4% | 83 qtrs — |
| 2 | BLACKROCK, INC. | 2.36M -31.6K (-1.3%) | 513.55M -42.1M (-7.6%) | 5.64% +0.005 pp | 0.01% -0.001 pp | USD319.45 -32.0% | 6 qtrs — |
| 3 | MORGAN STANLEY | 2.01M +47.4K (+2.4%) | 435.99M -18.5M (-4.1%) | 4.79% +0.179 pp | 0.03% -0.002 pp | USD219.15 -0.8% | 51 qtrs — |
| 4 | SELECT EQUITY GROUP, L.P. | 1.52M -581.2K (-27.6%) | 330.85M -157.2M (-32.2%) | 3.63% -1.316 pp | 1.43% -0.585 pp | USD236.49 -8.1% | 27 qtrs — |
| 5 | BAMCO INC /NY/ | 1.24M -172.5K (-12.2%) | 269.85M -58.3M (-17.8%) | 2.96% -0.364 pp | 0.73% -0.139 pp | USD109.79 +97.9% | 83 qtrs — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 1.14M +523.4K (+85.4%) | 246.91M +104.7M (+73.7%) | 2.71% +1.270 pp | 0.04% +0.018 pp | USD252.49 -13.9% | 10 qtrs — |
| 7 | AQR CAPITAL MANAGEMENT LLC | 900.3K +292.1K (+48.0%) | 195.64M +54.5M (+38.6%) | 2.15% +0.718 pp | 0.10% +0.012 pp | USD253.27 -14.2% | 42 qtrs — |
| 8 | STATE STREET CORP | 746.9K -16.3K (-2.1%) | 162.31M -14.8M (-8.3%) | 1.78% -0.013 pp | 0.01% -0.001 pp | USD201.54 +7.8% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 597.0K -18.8K (-3.1%) | 129.75M -13.1M (-9.2%) | 1.42% -0.024 pp | 0.01% -0.001 pp | USD192.32 +13.0% | 78 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 472.0K +51.8K (+12.3%) | 102.57M +5.1M (+5.2%) | 1.11% +0.125 pp | 0.02% +0.001 pp | USD158.19 +37.4% | 51 qtrs — |
| 11 | JANE STREET GROUP, LLC | 424.3K +299.7K (+240.5%) | 92.20M +63.3M (+218.9%) | 1.01% +0.719 pp | 0.01% +0.010 pp | USD227.51 -4.5% | 26 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 382.5K +96.3K (+33.6%) | 83.11M +16.7M (+25.2%) | 0.91% +0.239 pp | 0.12% +0.018 pp | USD262.06 -17.1% | 5 qtrs — |
| 13 | JPMORGAN CHASE & CO | 365.6K +47.1K (+14.8%) | 79.44M +5.5M (+7.5%) | 0.86% +0.113 pp | 0.01% +0.001 pp | USD209.13 +3.9% | 51 qtrs — |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 361.7K -89.6K (-19.8%) | 78.60M -26.1M (-24.9%) | 0.85% -0.209 pp | 0.03% -0.007 pp | USD278.74 -22.0% | 17 qtrs — |
| 15 | TWO SIGMA ADVISERS, LP | 354.2K +193.4K (+120.3%) | 76.97M +39.7M (+106.3%) | 0.85% +0.467 pp | 0.15% +0.075 pp | USD254.77 -14.7% | 17 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 343.8K +45.1K (+15.1%) | 74.72M +5.4M (+7.8%) | 0.82% +0.118 pp | 0.03% +0.002 pp | USD295.44 -26.4% | 53 qtrs — |
| 17 | WASATCH ADVISORS LP | 336.1K -35.8K (-9.6%) | 73.03M -13.3M (-15.4%) | 0.79% -0.082 pp | 0.43% -0.030 pp | USD188.79 +15.1% | 23 qtrs — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 323.8K -137.0K (-29.7%) | 70.36M -36.5M (-34.2%) | 0.77% -0.311 pp | 0.11% -0.032 pp | USD194.29 +11.8% | 57 qtrs — |
| 19 | UBS GROUP AG | 295.3K +138.6K (+88.4%) | 64.18M +27.8M (+76.5%) | 0.70% +0.336 pp | 0.01% +0.005 pp | USD244.34 -11.1% | 45 qtrs — |
| 20 | NORGES BANK | 287.0K +287.0K (+100.0%) | 62.37M +62.4M (+100.0%) | 0.68% +0.677 pp | 0.01% +0.007 pp | USD217.31 +0.0% | 1 qtrs NEW |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 285.1K -5.5K (-1.9%) | 61.95M -5.5M (-8.1%) | 0.70% +0.020 pp | 0.04% -0.006 pp | USD291.08 -25.3% | 9 qtrs — |
| 22 | INVESCO LTD. | 272.0K -24.3K (-8.2%) | 59.11M -9.6M (-14.0%) | 0.65% -0.048 pp | 0.01% -0.002 pp | USD303.32 -28.4% | 57 qtrs — |
| 23 | QUBE RESEARCH & TECHNOLOGIES LTD | 242.3K +41.8K (+20.9%) | 52.65M +6.1M (+13.2%) | 0.58% +0.107 pp | 0.05% +0.005 pp | USD274.56 -20.9% | 8 qtrs — |
| 24 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 226.6K +39.5K (+21.1%) | 49.24M +5.8M (+13.4%) | 0.54% +0.101 pp | 0.17% +0.027 pp | USD243.99 -10.9% | 4 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 189.9K +8.5K (+4.7%) | 41.27M -823.1K (-2.0%) | 0.45% +0.021 pp | 0.01% 0.000 pp | USD164.35 +32.2% | 80 qtrs — |
| 26 | QUANTINNO CAPITAL MANAGEMENT LP | 188.8K +134.2K (+245.9%) | 41.02M +28.4M (+224.0%) | 0.45% +0.322 pp | 0.08% +0.048 pp | USD233.28 -6.8% | 17 qtrs — |
| 27 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 187.9K -577.5K (-75.4%) | 40.84M -136.8M (-77.0%) | 0.46% -1.337 pp | 0.11% -0.323 pp | USD132.49 +64.0% | 51 qtrs — |
| 28 | NORTHERN TRUST CORP | 176.6K -15.4K (-8.0%) | 38.38M -6.2M (-13.8%) | 0.42% -0.030 pp | 0.00% -0.001 pp | USD199.20 +9.1% | 51 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 170.0K -13.7K (-7.5%) | 36.93M -5.7M (-13.3%) | 0.40% -0.031 pp | 0.01% -0.002 pp | USD165.29 +31.5% | 66 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 164.3K +4.7K (+3.0%) | 35.71M -1.3M (-3.6%) | 0.39% +0.017 pp | 0.00% +0.000 pp | USD257.36 -15.6% | 52 qtrs — |
| 31 | M&G PLC | 156.2K +1.1K (+0.7%) | 33.91M -2.1M (-5.8%) | 0.37% +0.004 pp | 0.17% -0.017 pp | USD306.21 -29.0% | 8 qtrs — |
| 32 | SCHRODER INVESTMENT MANAGEMENT GROUP | 150.9K -17.4K (-10.3%) | 32.89M -6.5M (-16.5%) | 0.37% -0.023 pp | 0.03% -0.006 pp | USD326.00 -33.3% | 5 qtrs — |
| 33 | FMR LLC | 149.0K -44.4K (-23.0%) | 32.38M -12.5M (-27.8%) | 0.36% -0.100 pp | 0.00% -0.001 pp | USD188.29 +15.4% | 33 qtrs — |
| 34 | POINT72 ASSET MANAGEMENT, L.P. | 145.9K +95.0K (+186.6%) | 31.71M +19.9M (+168.4%) | 0.35% +0.228 pp | 0.04% +0.016 pp | USD248.61 -12.6% | 4 qtrs — |
| 35 | DF DENT & CO INC | 145.6K -54.0K (-27.1%) | 31.64M -14.7M (-31.7%) | 0.35% -0.122 pp | 0.46% -0.143 pp | USD250.62 -13.3% | 10 qtrs — |
| 36 | ROYCE & ASSOCIATES LP | 143.0K +3.6K (+2.6%) | 31.08M -1.3M (-3.9%) | 0.34% +0.009 pp | 0.32% -0.007 pp | USD120.32 +80.6% | 59 qtrs — |
| 37 | COLONY GROUP, LLC | 136.9K +8.0K (+6.2%) | 29.75M -144.8K (-0.5%) | 0.34% +0.035 pp | 0.03% -0.014 pp | USD233.86 -7.1% | 6 qtrs — |
| 38 | HRT FINANCIAL LP | 129.0K +30.7K (+31.2%) | 28.02M +5.2M (+22.9%) | 0.31% +0.077 pp | 0.09% +0.005 pp | USD247.52 -12.2% | 5 qtrs — |
| 39 | GOLDMAN SACHS GROUP INC | 113.8K +15.4K (+15.6%) | 24.73M +1.9M (+8.3%) | 0.27% +0.040 pp | 0.00% +0.000 pp | USD280.61 -22.6% | 73 qtrs — |
| 40 | AMERICAN CAPITAL MANAGEMENT INC | 113.1K +13.9K (+14.0%) | 24.57M +1.6M (+6.8%) | 0.27% +0.036 pp | 1.08% +0.167 pp | USD106.28 +104.5% | 54 qtrs — |
| 41 | COPELAND CAPITAL MANAGEMENT, LLC | 105.3K +17.4K (+19.8%) | 22.88M +2.5M (+12.2%) | 0.25% +0.042 pp | 0.51% +0.086 pp | USD176.47 +23.1% | 37 qtrs — |
| 42 | GOTHAM ASSET MANAGEMENT, LLC | 100.3K +76.1K (+314.6%) | 21.79M +16.2M (+288.4%) | 0.24% +0.182 pp | 0.08% +0.055 pp | USD228.07 -4.7% | 9 qtrs — |
| 43 | PRINCIPAL FINANCIAL GROUP INC | 88.1K -3.1K (-3.4%) | 19.14M -2.0M (-9.5%) | 0.21% -0.007 pp | 0.01% -0.001 pp | USD221.93 -2.1% | 44 qtrs — |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 86.0K -24.9K (-22.5%) | 18.68M -7.0M (-27.4%) | 0.21% -0.056 pp | 0.01% -0.002 pp | USD278.04 -21.8% | 44 qtrs — |
| 45 | ENGINEERS GATE MANAGER LP | 78.2K +20.7K (+35.9%) | 16.99M +3.6M (+27.3%) | 0.19% +0.051 pp | 0.20% +0.049 pp | USD253.12 -14.1% | 13 qtrs — |
| 46 | NORDEA INVESTMENT MANAGEMENT AB | 76.5K -11.6K (-13.1%) | 16.67M -3.7M (-18.2%) | 0.18% -0.027 pp | 0.01% -0.004 pp | USD209.64 +3.7% | 24 qtrs — |
| 47 | CONGRESS ASSET MANAGEMENT CO /MA | 74.5K +8.4K (+12.7%) | 16.20M +858.7K (+5.6%) | 0.18% +0.022 pp | 0.11% +0.012 pp | USD293.72 -26.0% | 8 qtrs — |
| 48 | NUVEEN, LLC | 71.1K -42.2K (-37.3%) | 15.45M -10.8M (-41.2%) | 0.17% -0.097 pp | 0.00% -0.003 pp | USD297.21 -26.9% | 4 qtrs — |
| 49 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 71.0K +10.8K (+17.9%) | 15.44M +1.5M (+10.4%) | 0.17% +0.026 pp | 0.23% +0.032 pp | USD107.13 +102.8% | 64 qtrs — |
| 50 | CHICAGO CAPITAL, LLC | 69.0K -1.0K (-1.4%) | 15.00M -1.2M (-7.7%) | 0.16% -0.002 pp | 0.37% -0.029 pp | USD129.63 +67.6% | 32 qtrs — |
| 51 | UBS ASSET MANAGEMENT AMERICAS INC | 69.0K -5.7K (-7.7%) | 15.00M -2.3M (-13.5%) | 0.16% -0.013 pp | 0.00% -0.001 pp | USD257.63 -15.7% | 52 qtrs — |
| 52 | FIRST TRUST ADVISORS LP | 64.2K +54.8K (+583.4%) | 13.95M +11.8M (+540.1%) | 0.16% +0.136 pp | 0.01% +0.009 pp | USD229.35 -5.2% | 10 qtrs — |
| 53 | RHUMBLINE ADVISERS | 63.2K -2.0K (-3.1%) | 13.74M -1.4M (-9.2%) | 0.15% -0.003 pp | 0.01% -0.001 pp | USD199.32 +9.0% | 55 qtrs — |
| 54 | CAPITAL FUND MANAGEMENT S.A. | 61.2K +30.5K (+99.3%) | 13.30M +6.2M (+86.7%) | 0.15% +0.074 pp | 0.04% +0.018 pp | USD244.84 -11.2% | 3 qtrs — |
| 55 | SEI INVESTMENTS CO | 59.3K -23.7K (-28.5%) | 12.88M -6.4M (-33.1%) | 0.14% -0.055 pp | 0.01% -0.008 pp | USD193.08 +12.5% | 45 qtrs — |
| 56 | MEEDER ASSET MANAGEMENT INC | 57.7K +1.9K (+3.4%) | 12.54M -407.1K (-3.1%) | 0.14% +0.005 pp | 0.68% -0.062 pp | USD289.74 -25.0% | 6 qtrs — |
| 57 | JANUS HENDERSON GROUP PLC | 57.6K +13.1K (+29.3%) | 12.51M +2.2M (+21.2%) | 0.14% +0.033 pp | 0.01% +0.001 pp | USD260.44 -16.6% | 22 qtrs — |
| 58 | PREMIER FUND MANAGERS LTD | 56.3K -34.3K (-37.9%) | 12.26M -8.9M (-42.2%) | 0.13% -0.080 pp | 0.71% -0.165 pp | USD329.58 -34.1% | 5 qtrs — |
| 59 | BARLOW WEALTH PARTNERS, INC. | 55.5K -1.9K (-3.4%) | 12.04M -602.1K (-4.8%) | 0.13% -0.004 pp | 1.30% -0.107 pp | USD286.88 -24.3% | 9 qtrs — |
| 60 | IEQ CAPITAL, LLC | 51.6K +44.9K (+673.8%) | 11.21M +9.7M (+624.8%) | 0.12% +0.106 pp | 0.03% +0.029 pp | USD226.92 -4.2% | 3 qtrs — |
| 61 | JUMP FINANCIAL, LLC | 50.5K +17.2K (+51.7%) | 10.97M +3.2M (+42.1%) | 0.12% +0.042 pp | 0.13% +0.042 pp | USD255.75 -15.0% | 9 qtrs — |
| 62 | SWISS NATIONAL BANK | 50.0K -3.3K (-6.2%) | 10.87M -1.5M (-12.1%) | 0.12% -0.008 pp | 0.01% -0.001 pp | USD144.14 +50.8% | 51 qtrs — |
| 63 | ALGERT GLOBAL LLC | 49.0K -1.1K (-2.2%) | 10.64M -971.0K (-8.4%) | 0.12% -0.001 pp | 0.17% -0.028 pp | USD275.71 -21.2% | 18 qtrs — |
| 64 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.3K +4.6K (+10.5%) | 10.49M +355.2K (+3.5%) | 0.12% +0.012 pp | 0.00% +0.000 pp | USD243.63 -10.8% | 27 qtrs — |
| 65 | SONE CAPITAL MANAGEMENT, LLC | 43.7K +4.4K (+11.3%) | 9.49M +386.5K (+4.2%) | 0.10% +0.012 pp | 0.77% +0.008 pp | USD253.15 -14.2% | 4 qtrs — |
| 66 | PRUDENTIAL FINANCIAL INC | 42.2K -5.9K (-12.3%) | 9.19M -2.0M (-17.6%) | 0.10% -0.013 pp | 0.01% -0.002 pp | USD265.86 -18.3% | 28 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 39.1K -7.6K (-16.3%) | 8.50M -2.3M (-21.6%) | 0.09% -0.018 pp | 0.00% -0.001 pp | USD224.47 -3.2% | 49 qtrs — |
| 68 | PANAGORA ASSET MANAGEMENT INC | 38.8K -19.3K (-33.2%) | 8.43M -5.0M (-37.4%) | 0.09% -0.045 pp | 0.03% -0.024 pp | USD300.24 -27.6% | 9 qtrs — |
| 69 | VERITION FUND MANAGEMENT LLC | 37.3K +17.5K (+87.8%) | 8.12M +3.5M (+75.9%) | 0.09% +0.045 pp | 0.03% +0.013 pp | USD253.37 -14.2% | 9 qtrs — |
| 70 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 35.5K +908.0 (+2.6%) | 7.71M -310.7K (-3.9%) | 0.08% +0.002 pp | 0.00% 0.000 pp | USD157.63 +37.9% | 56 qtrs — |
| 71 | CI INVESTMENTS INC. | 35.1K -10.4K (-22.8%) | 7.63M -2.9M (-27.7%) | 0.08% -0.024 pp | 0.03% -0.005 pp | USD229.64 -5.4% | 23 qtrs — |
| 72 | THRIVENT FINANCIAL FOR LUTHERANS | 35.2K +22.5K (+176.5%) | 7.63M +4.7M (+158.3%) | 0.08% +0.053 pp | 0.01% +0.008 pp | USD245.19 -11.4% | 10 qtrs — |
| 73 | SQUAREPOINT OPS LLC | 34.3K -13.0K (-27.5%) | 7.45M -3.5M (-32.1%) | 0.08% -0.030 pp | 0.01% -0.003 pp | USD259.17 -16.2% | 7 qtrs — |
| 74 | BANK OF NOVA SCOTIA | 34.2K +29.6K (+643.5%) | 7.43M +6.4M (+596.4%) | 0.08% +0.074 pp | 0.01% +0.009 pp | USD226.23 -3.9% | 11 qtrs — |
| 75 | COOPER INVESTORS PTY LTD | 31.9K +902.0 (+2.9%) | 6.93M -259.5K (-3.6%) | 0.08% +0.002 pp | 2.30% +0.340 pp | USD325.05 -33.1% | 5 qtrs — |
| 76 | RAYMOND JAMES FINANCIAL INC | 30.8K +17.4K (+130.4%) | 6.69M +3.6M (+115.8%) | 0.07% +0.042 pp | 0.00% +0.001 pp | USD266.18 -18.4% | 5 qtrs — |
| 77 | XTX TOPCO LTD | 30.1K +27.4K (+1,007.1%) | 6.54M +5.9M (+936.9%) | 0.07% +0.066 pp | 0.17% +0.139 pp | USD224.89 -3.4% | 8 qtrs — |
| 78 | WINTON GROUP LTD | 30.1K +30.1K (+100.0%) | 6.53M +6.5M (+100.0%) | 0.07% +0.071 pp | 0.23% +0.226 pp | USD217.31 +0.0% | 3 qtrs — |
| 79 | CREATIVE PLANNING | 29.6K +21.7K (+273.2%) | 6.43M +4.6M (+249.5%) | 0.07% +0.052 pp | 0.00% +0.003 pp | USD223.84 -2.9% | 31 qtrs — |
| 80 | RETIREMENT SYSTEMS OF ALABAMA | 28.6K -948.0 (-3.2%) | 6.22M -640.8K (-9.3%) | 0.07% -0.002 pp | 0.02% -0.003 pp | USD236.46 -8.1% | 10 qtrs — |
| 81 | WORLDQUANT MILLENNIUM ADVISORS LLC | 28.1K +16.5K (+142.7%) | 6.11M +3.4M (+127.3%) | 0.07% +0.040 pp | 0.02% +0.012 pp | USD231.58 -6.2% | 3 qtrs — |
| 82 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 26.8K +10.1K (+60.3%) | 5.83M +1.9M (+50.1%) | 0.07% +0.027 pp | 0.01% -0.003 pp | USD204.40 +6.3% | 28 qtrs — |
| 83 | NICHOLAS COMPANY, INC. | 26.3K -30.3K (-53.5%) | 5.72M -7.4M (-56.4%) | 0.06% -0.071 pp | 0.10% -0.123 pp | USD203.81 +6.6% | 68 qtrs — |
| 84 | ALLIANCEBERNSTEIN L.P. | 26.2K -5.7K (-17.8%) | 5.70M -1.7M (-23.0%) | 0.06% -0.013 pp | 0.00% -0.001 pp | USD217.65 -0.2% | 61 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25.4K -77.0 (-0.3%) | 5.52M -391.3K (-6.6%) | 0.06% +0.001 pp | 0.01% -0.001 pp | USD123.81 +75.5% | 52 qtrs — |
| 86 | SEGALL BRYANT & HAMILL, LLC | 23.8K -5.7K (-19.4%) | 5.18M -1.7M (-24.5%) | 0.06% -0.011 pp | 0.07% -0.021 pp | USD255.72 -15.0% | 28 qtrs — |
| 87 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 23.6K -12.6K (-34.8%) | 5.13M -3.3M (-38.9%) | 0.06% -0.027 pp | 0.01% -0.007 pp | USD316.02 -31.2% | 15 qtrs — |
| 88 | BARCLAYS PLC | 23.3K +6.7K (+40.4%) | 5.05M -232.7K (-4.4%) | 0.06% +0.017 pp | 0.00% 0.000 pp | USD261.13 -16.8% | 51 qtrs — |
| 89 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 23.1K -2.2K (-8.7%) | 5.03M -854.6K (-14.5%) | 0.06% -0.004 pp | 0.03% -0.012 pp | USD317.09 -31.5% | 5 qtrs — |
| 90 | D. E. SHAW & CO., INC. | 22.8K -6.6K (-22.5%) | 4.95M -1.9M (-27.4%) | 0.05% -0.015 pp | 0.00% -0.001 pp | USD286.72 -24.2% | 5 qtrs — |
| 91 | WELLS FARGO & COMPANY/MN | 22.8K -50.5K (-68.9%) | 4.95M -12.0M (-70.9%) | 0.05% -0.118 pp | 0.00% -0.002 pp | USD176.63 +23.0% | 57 qtrs — |
| 92 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22.7K -860.0 (-3.7%) | 4.93M -532.9K (-9.8%) | 0.05% -0.002 pp | 0.01% -0.001 pp | USD83.51 +160.2% | 51 qtrs — |
| 93 | PRICE T ROWE ASSOCIATES INC /MD/ | 21.8K -45.7K (-67.7%) | 4.73M -10.9M (-69.8%) | 0.05% -0.107 pp | 0.00% -0.001 pp | USD229.65 -5.4% | 75 qtrs — |
| 94 | CI PRIVATE WEALTH, LLC | 21.5K +1.4K (+7.0%) | 4.68M +8.4K (+0.2%) | 0.05% +0.004 pp | 0.01% -0.001 pp | USD220.28 -1.3% | 13 qtrs — |
| 95 | VAN ECK ASSOCIATES CORP | 21.2K -647.0 (-3.0%) | 4.61M -462.0K (-9.1%) | 0.05% +0.001 pp | 0.00% -0.001 pp | USD310.02 -29.9% | 3 qtrs — |
| 96 | TREXQUANT INVESTMENT LP | 20.3K +16.3K (+403.2%) | 4.42M +3.5M (+371.3%) | 0.05% +0.039 pp | 0.04% +0.030 pp | USD223.86 -2.9% | 8 qtrs — |
| 97 | CRAWFORD FUND MANAGEMENT, LLC | 20.3K +20.3K (+100.0%) | 4.41M +4.4M (+100.0%) | 0.05% +0.048 pp | 0.58% +0.581 pp | USD217.31 +0.0% | 1 qtrs NEW |
| 98 | AMERIPRISE FINANCIAL INC | 19.8K -1.8K (-8.4%) | 4.30M -711.3K (-14.2%) | 0.05% -0.004 pp | 0.00% 0.000 pp | USD261.92 -17.0% | 17 qtrs — |
| 99 | BNP PARIBAS ARBITRAGE, SNC | 19.8K +3.0K (+17.7%) | 4.29M +400.2K (+10.3%) | 0.05% +0.008 pp | 0.00% 0.000 pp | USD289.68 -25.0% | 51 qtrs — |
| 100 | CANADA PENSION PLAN INVESTMENT BOARD | 18.9K -38.7K (-67.2%) | 4.11M -9.3M (-69.3%) | 0.05% -0.090 pp | 0.00% -0.007 pp | USD232.01 -6.3% | 11 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.23
Bearish
Ratio by volume
0.47
Bearish
Buys
18
Sells
77
Shares acquired
50.0K
Shares disposed
107.1K
Cash buys
—
Cash sales
72.00
Net activity
-57,182
Insider buys vs sells (history)
From
To
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
48.5K
Shares Outstanding
38.03M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kunal Kapoor Chief Executive Officer | 650.0K | — | 6.25M | — | 2.15M | 18.4K | 9.07M | 68.92% | ↗ |
| 2 | 2025 | Michael Holt Chief Financial Officer | 450.0K | — | 1.13M | — | 877.3K | 17.6K | 2.47M | 45.56% | ↗ |
| 3 | 2025 | Danny Dunn Former Chief Revenue Officer | 447.9K | — | 969.1K | — | — | 18.4K | 1.44M | 67.51% | ↗ |
| 4 | 2025 | Joe Mansueto Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 5 | 2024 | Kunal Kapoor Chief Executive Officer | 525.0K | — | 5.82M | — | 2.28M | 17.3K | 8.64M | 67.37% | ↗ |
| 6 | 2024 | Jason Dubinsky Former Chief Financial Officer | 475.0K | — | 6.60M | — | 772.6K | 522.0K | 8.37M | 78.86% | ↗ |
| 7 | 2024 | Danny Dunn Chief Revenue Officer | 460.0K | — | 1.48M | — | 520.7K | 17.3K | 2.47M | 59.65% | ↗ |
| 8 | 2024 | Danny Dunn Former Chief Revenue Officer | 460.0K | — | 1.48M | — | 520.7K | 17.3K | 2.47M | 59.65% | ↗ |
| 9 | 2024 | Joe Mansueto Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 10 | 2023 | Kunal Kapoor Chief Executive Officer | 525.0K | — | 5.20M | — | 1.54M | 16.9K | 7.28M | 71.45% | ↗ |
| 11 | 2023 | Jason Dubinsky Chief Financial Officer | 475.0K | — | 1.60M | — | 596.1K | 16.9K | 2.69M | 59.52% | ↗ |
| 12 | 2023 | Jason Dubinsky Former Chief Financial Officer | 475.0K | — | 1.60M | — | 596.1K | 16.9K | 2.69M | 59.52% | ↗ |
| 13 | 2023 | Danny Dunn Chief Revenue Officer | 400.0K | — | 1.20M | — | 361.6K | 16.9K | 1.98M | 60.64% | ↗ |
| 14 | 2023 | Danny Dunn Former Chief Revenue Officer | 400.0K | — | 1.20M | — | 361.6K | 16.9K | 1.98M | 60.64% | ↗ |
| 15 | 2023 | Joe Mansueto Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 16 | 2023 | Bevin Desmond Former Chief Talent and Culture Officer | 14.6K | — | — | — | — | 383.00 | 15.0K | 0.00% | ↗ |
| 17 | 2022 | Kunal Kapoor Chief Executive Officer | 500.0K | — | 4.50M | — | 1.29M | 15.2K | 6.31M | 71.32% | ↗ |
| 18 | 2022 | Bevin Desmond Former Chief Talent and Culture Officer | 320.8K | — | 1.85M | — | 276.9K | 14.3K | 2.47M | 75.18% | ↗ |
| 19 | 2022 | Jason Dubinsky Former Chief Financial Officer | 450.0K | — | 1.20M | — | 561.0K | 15.4K | 2.23M | 53.89% | ↗ |
| 20 | 2022 | Jason Dubinsky Chief Financial Officer | 450.0K | — | 1.20M | — | 561.0K | 15.4K | 2.23M | 53.89% | ↗ |
| 21 | 2022 | Danny Dunn Chief Revenue Officer | 350.0K | — | 899.7K | — | 448.8K | 15.4K | 1.71M | 52.50% | ↗ |
| 22 | 2022 | Joe Mansueto Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 23 | 2022 | Joe Mansueto Executive Chairman and Chairman of the Board | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 24 | 2021 | Kunal Kapoor Chief Executive Officer | 500.0K | — | 3.00M | — | 2.08M | 15.0K | 5.60M | 53.58% | ↗ |
| 25 | 2021 | Jason Dubinsky Chief Financial Officer | 400.0K | — | 899.6K | — | 744.0K | 14.9K | 2.06M | 43.70% | ↗ |
| 26 | 2021 | Danny Dunn Chief Revenue Officer | 300.0K | — | 499.9K | — | 580.3K | 14.9K | 1.40M | 35.83% | ↗ |
| 27 | 2021 | Bevin Desmond Former Chief Talent and Culture Officer | 290.1K | — | 499.9K | — | 431.7K | 14.1K | 1.24M | 40.45% | ↗ |
| 28 | 2021 | Bevin Desmond Chief Talent and Culture Officer | 290.1K | — | 499.9K | — | 431.7K | 14.1K | 1.24M | 40.45% | ↗ |
| 29 | 2021 | Joe Mansueto Executive Chairman and Chairman of the Board | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 30 | 2021 | Joe Mansueto Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 31 | 2020 | Kunal Kapoor Chief Executive Officer | 400.0K | — | 6.00M | — | 1.16M | 14.9K | 7.58M | 79.20% | ↗ |
| 32 | 2020 | Jason Dubinsky Chief Financial Officer | 400.0K | — | 799.8K | — | 599.0K | 14.9K | 1.81M | 44.10% | ↗ |
| 33 | 2020 | Bevin Desmond Former Chief Talent and Culture Officer | 270.0K | — | 499.8K | — | 422.5K | 13.9K | 1.21M | 41.44% | ↗ |
| 34 | 2020 | Bevin Desmond Chief Talent and Culture Officer | 270.0K | — | 499.8K | — | 422.5K | 13.9K | 1.21M | 41.44% | ↗ |
| 35 | 2020 | Danny Dunn Chief Revenue Officer | 300.0K | — | 449.9K | — | 359.4K | 14.8K | 1.12M | 40.02% | ↗ |
| 36 | 2020 | Joe Mansueto Executive Chairman and Chairman of the Board | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 37 | 2019 | Kunal Kapoor Chief Executive Officer | 400.0K | — | 2.03M | — | 1.51M | 15.0K | 3.96M | 51.35% | ↗ |
| 38 | 2019 | Jason Dubinsky Chief Financial Officer | 400.0K | — | 699.6K | — | 928.4K | 14.3K | 2.04M | 34.26% | ↗ |
| 39 | 2019 | Bevin Desmond Chief Talent and Culture Officer | 258.8K | — | 399.8K | — | 480.7K | 13.6K | 1.15M | 34.68% | ↗ |
| 40 | 2019 | Danny Dunn Chief Revenue Officer | 300.0K | — | 349.8K | — | 350.1K | 14.4K | 1.01M | 34.48% | ↗ |
| 41 | 2017 | Kunal Kapoor Chief Executive Officer | 350.0K | — | 3.43M | — | 850.0K | 13.5K | 4.65M | 73.89% | ↗ |
| 42 | 2017 | Jason Dubinsky Chief Financial Officer | 175.8K | 380.0K | 1.85M | — | 191.2K | 41.00 | 2.60M | 71.23% | ↗ |
| 43 | 2017 | Daniel Needham President and Chief Investment Officer of Investment Management | 300.0K | — | 379.8K | — | 332.8K | 16.3K | 1.03M | 36.92% | ↗ |
| 44 | 2017 | Bevin Desmond Head of Talent and Culture | 256.8K | — | 429.9K | — | 222.7K | 11.6K | 921.0K | 46.67% | ↗ |
| 45 | 2017 | Danny Dunn Chief Revenue Officer | 300.0K | — | 379.8K | — | 210.0K | 13.5K | 903.4K | 42.05% | ↗ |
| 46 | 2017 | Stéphane Biehler Former Chief Financial Officer | 68.9K | — | — | — | — | 3.6K | 72.6K | 0.00% | ↗ |
| 47 | 2016 | Kunal Kapoor Chief Executive Officer | 337.5K | — | 660.3K | — | 255.0K | 13.5K | 1.27M | 52.14% | ↗ |
| 48 | 2016 | Daniel Needham President and Chief Investment Officer of Investment Management | 300.0K | — | 457.4K | — | 320.0K | 16.6K | 1.09M | 41.81% | ↗ |
| 49 | 2016 | Bevin Desmond Head of Talent and Culture | 300.0K | — | 507.4K | — | 224.4K | 13.5K | 1.05M | 48.54% | ↗ |
| 50 | 2016 | Bevin Desmond Head of Global Markets and Human Resources | 300.0K | — | 507.4K | — | 224.4K | 13.5K | 1.05M | 48.54% | ↗ |
| 51 | 2016 | Stéphane Biehler Former Chief Financial Officer | 350.0K | — | 404.4K | — | 226.1K | 13.5K | 994.0K | 40.68% | ↗ |
| 52 | 2016 | Joe Mansueto Chairman of the Board and Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 53 | 2015 | Bevin Desmond Head of Global Markets and Human Resources | 300.0K | — | 536.8K | — | 315.0K | 13.5K | 1.17M | 46.06% | ↗ |
| 54 | 2015 | Bevin Desmond Head of Talent and Culture | 300.0K | — | 536.8K | — | 315.0K | 13.5K | 1.17M | 46.06% | ↗ |
| 55 | 2015 | Kunal Kapoor President | 293.8K | — | 536.8K | — | 280.0K | 13.5K | 1.12M | 47.75% | ↗ |
| 56 | 2015 | Kunal Kapoor Chief Executive Officer | 293.8K | — | 536.8K | — | 280.0K | 13.5K | 1.12M | 47.75% | ↗ |
| 57 | 2015 | Stéphane Biehler Chief Financial Officer | 350.0K | — | 422.1K | — | 325.0K | 13.3K | 1.11M | 38.01% | ↗ |
| 58 | 2015 | Stéphane Biehler Former Chief Financial Officer | 350.0K | — | 422.1K | — | 325.0K | 13.3K | 1.11M | 38.01% | ↗ |
| 59 | 2015 | Daniel Needham President and Chief Investment Officer of Investment Management | 324.6K | — | 294.6K | — | 315.0K | 67.2K | 1.00M | 29.42% | ↗ |
| 60 | 2015 | Daniel Needham President and Chief Investment Officer of Morningstar Investment Management | 324.6K | — | 294.6K | — | 315.0K | 67.2K | 1.00M | 29.42% | ↗ |
| 61 | 2015 | Joe Mansueto Chairman of the Board and Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 62 | 2015 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 63 | 2014 | Greg Goff Chief Technology Officer | 350.0K | — | 734.9K | — | 315.0K | 13.2K | 1.41M | 52.01% | ↗ |
| 64 | 2014 | Stéphane Biehler Former Chief Financial Officer | 350.0K | — | 405.3K | — | 335.0K | 29.7K | 1.12M | 36.19% | ↗ |
| 65 | 2014 | Stéphane Biehler Chief Financial Officer | 350.0K | — | 405.3K | — | 335.0K | 29.7K | 1.12M | 36.19% | ↗ |
| 66 | 2014 | Tom Idzorek Former President, Morningstar Investment Management | 300.0K | — | 479.0K | — | 285.0K | 46.5K | 1.11M | 43.13% | ↗ |
| 67 | 2014 | Bevin Desmond Head of Global Markets and Human Resources | 293.8K | — | 479.0K | — | 285.0K | 13.2K | 1.07M | 44.73% | ↗ |
| 68 | 2014 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 69 | 2014 | Joe Mansueto Chairman of the Board and Executive Chairman | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 70 | 2013 | Stéphane Biehler Chief Financial Officer | 45.1K | — | 999.9K | — | 40.0K | 97.8K | 1.18M | 84.54% | ↗ |
| 71 | 2013 | Tom Idzorek President, Morningstar Investment Management | 300.0K | — | 350.0K | — | 300.0K | 51.0K | 1.00M | 34.96% | ↗ |
| 72 | 2013 | Tom Idzorek Former President, Morningstar Investment Management | 300.0K | — | 350.0K | — | 300.0K | 51.0K | 1.00M | 34.96% | ↗ |
| 73 | 2013 | Greg Goff Chief Technology Officer | 350.0K | — | 300.0K | — | 300.0K | 12.8K | 962.8K | 31.16% | ↗ |
| 74 | 2013 | Bevin Desmond Head of Global Markets and Human Resources | 275.0K | — | 380.0K | — | 295.0K | 12.4K | 962.4K | 39.48% | ↗ |
| 75 | 2013 | Scott Cooley Former Chief Financial Officer | 262.5K | — | — | — | 180.0K | 13.2K | 455.7K | 0.00% | ↗ |
| 76 | 2013 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 77 | 2012 | Tom Idzorek President, Investment Management Division | 290.8K | — | 850.0K | — | 240.0K | 37.3K | 1.42M | 59.94% | ↗ |
| 78 | 2012 | Tom Idzorek President, Morningstar Investment Management | 290.8K | — | 850.0K | — | 240.0K | 37.3K | 1.42M | 59.94% | ↗ |
| 79 | 2012 | Tom Idzorek Former President, Morningstar Investment Management | 290.8K | — | 850.0K | — | 240.0K | 37.3K | 1.42M | 59.94% | ↗ |
| 80 | 2012 | Don Phillips President, Investment Management Division | 300.0K | — | 380.0K | — | 270.0K | 12.8K | 962.8K | 39.47% | ↗ |
| 81 | 2012 | Bevin Desmond President, International Operations and Global Human Resources | 275.0K | — | 380.0K | — | 295.0K | 12.5K | 962.5K | 39.48% | ↗ |
| 82 | 2012 | Bevin Desmond Head of Global Markets and Human Resources | 275.0K | — | 380.0K | — | 295.0K | 12.5K | 962.5K | 39.48% | ↗ |
| 83 | 2012 | Greg Goff Chief Technology Officer | 350.0K | — | 300.0K | — | 300.0K | 9.2K | 959.2K | 31.27% | ↗ |
| 84 | 2012 | Scott Cooley Chief Financial Officer | 300.0K | — | 380.0K | — | 216.0K | 12.8K | 908.8K | 41.81% | ↗ |
| 85 | 2012 | Scott Cooley Former Chief Financial Officer | 300.0K | — | 380.0K | — | 216.0K | 12.8K | 908.8K | 41.81% | ↗ |
| 86 | 2012 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 5.3K | 105.3K | 0.00% | ↗ |
| 87 | 2011 | Bevin Desmond Head of Global Markets and Human Resources | 254.6K | — | 190.0K | 190.0K | 325.0K | 12.6K | 972.2K | 39.09% | ↗ |
| 88 | 2011 | Bevin Desmond President, International Operations and Global Human Resources | 254.6K | — | 190.0K | 190.0K | 325.0K | 12.6K | 972.2K | 39.09% | ↗ |
| 89 | 2011 | Scott Cooley Chief Financial Officer | 285.4K | — | 190.0K | 190.0K | 270.0K | 12.4K | 947.8K | 40.09% | ↗ |
| 90 | 2011 | Scott Cooley Former Chief Financial Officer | 285.4K | — | 190.0K | 190.0K | 270.0K | 12.4K | 947.8K | 40.09% | ↗ |
| 91 | 2011 | Tom Idzorek President, Investment Management Division | 268.3K | — | 250.0K | — | 250.0K | 12.4K | 780.7K | 32.02% | ↗ |
| 92 | 2011 | Tom Idzorek President, Morningstar Investment Management | 268.3K | — | 250.0K | — | 250.0K | 12.4K | 780.7K | 32.02% | ↗ |
| 93 | 2011 | Don Phillips President, Investment Management Division | 300.0K | — | — | 190.0K | 257.0K | 12.6K | 759.6K | 25.01% | ↗ |
| 94 | 2011 | Greg Goff Chief Technology Officer | 87.5K | 125.0K | 150.0K | 150.0K | 87.5K | 3.8K | 603.8K | 49.68% | ↗ |
| 95 | 2011 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 4.8K | 104.8K | 0.00% | ↗ |
| 96 | 2010 | Scott Cooley Chief Financial Officer | 250.0K | — | 275.0K | — | 300.0K | 14.3K | 839.3K | 32.76% | ↗ |
| 97 | 2010 | Bevin Desmond President, International Operations and Global Human Resources | 232.5K | — | 260.0K | — | 300.0K | 7.4K | 799.9K | 32.50% | ↗ |
| 98 | 2010 | Don Phillips President, Investment Management Division | 300.0K | — | — | — | 300.0K | 8.5K | 608.5K | 0.00% | ↗ |
| 99 | 2010 | Tom Idzorek President, Investment Management Division | 222.8K | — | 140.0K | — | 200.0K | 7.2K | 569.9K | 24.56% | ↗ |
| 100 | 2010 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 3.2K | 103.2K | 0.00% | ↗ |
| 101 | 2006 | Tao Huang Chief Operating Officer | 275.0K | 740.0K | 84.9K | 452.9K | 127.8K | 15.2K | 1.70M | 31.72% | ↗ |
| 102 | 2006 | Patrick Reinkemeyer President, Morningstar Associates | 225.0K | 820.0K | 49.5K | 445.8K | 104.5K | 15.0K | 1.66M | 29.84% | ↗ |
| 103 | 2006 | Martha Dustin Boudos Chief Financial Officer | 250.0K | 500.4K | 56.6K | 422.7K | 83.6K | 15.2K | 1.33M | 36.08% | ↗ |
| 104 | 2006 | Catherine Gillis Odelbo President, Individual Business | 200.0K | 420.0K | 35.4K | 188.4K | 83.6K | 15.2K | 942.6K | 23.75% | ↗ |
| 105 | 2006 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 7.0K | 107.0K | 0.00% | ↗ |
| 106 | 2005 | Tao Huang Chief Operating Officer | 275.0K | 442.8K | 60.0K | — | — | 14.0K | 791.7K | 7.58% | ↗ |
| 107 | 2005 | Patrick Reinkemeyer President, Morningstar Associates | 225.0K | 375.0K | 35.0K | — | — | 13.6K | 648.6K | 5.40% | ↗ |
| 108 | 2005 | Martha Dustin Boudos Chief Financial Officer | 250.0K | 320.0K | 40.0K | — | — | 14.1K | 624.1K | 6.41% | ↗ |
| 109 | 2005 | Catherine Gillis Odelbo President, Individual Business | 200.0K | 320.0K | 25.0K | — | — | 13.9K | 558.9K | 4.47% | ↗ |
| 110 | 2005 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 7.0K | 107.0K | 0.00% | ↗ |
| 111 | 2004 | Tao Huang Chief Operating Officer | 250.0K | 387.3K | 110.0K | — | — | 13.2K | 760.5K | 14.46% | ↗ |
| 112 | 2004 | Patrick Reinkemeyer President, Morningstar Associates | 165.6K | 275.6K | 150.0K | — | — | 10.3K | 601.5K | 24.94% | ↗ |
| 113 | 2004 | Martha Dustin Boudos Chief Financial Officer | 200.0K | 250.0K | 80.0K | — | — | 12.2K | 542.2K | 14.76% | ↗ |
| 114 | 2004 | Catherine Gillis Odelbo President, Individual Business | 190.0K | 266.3K | 50.0K | — | — | 10.4K | 516.7K | 9.68% | ↗ |
| 115 | 2004 | Joe Mansueto Chairman and Chief Executive Officer | 100.0K | — | — | — | — | 7.0K | 107.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kunal Kapoor | Chief Executive Officer & Director | 3M | male |
| Michael Holt | Chief Financial Officer | 1M | male |
| Thomas Mark Idzorek | Head of Investment Methodology & Economic Research | 631.5K | male |
| David W. Williams | Chief Design Officer | 336.8K | male |
| Joseph D. Mansueto | Founder & Executive Chairman of the Board | 105.3K | male |
| Kathleen Peacock | Chief Legal Officer | — | female |
| Kevin Stephenson | MD & Head of APAC Credit Ratings - Morningstar DBRS | — | male |
| Elizabeth Collins | Chief Strategy Officer | — | female |
| Marie Trzupek Lynch | Chief People Officer | — | female |
| Julie Willoughby | Chief Revenue Officer & Head of Global Sales | — | female |
| Natalie Wells | Head of APAC Business Development - Morningstar DBRS | — | female |
| Sarah Bush | Director of Investor Relations | — | — |
ESG Rating
ESG Score History FINANCIAL - DATA & STOCK EXCHANGES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-30 | 2026-05-07 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-04-17 | 2026-05-07 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-04-16 | 2026-05-07 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-25 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-19 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-06 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-01-15 | 2026-02-03 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-08-04 | 2025-09-15 | Lisa McClain | MI09 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-08-02 | 2025-09-03 | April Delaney | MD06 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2025-07-22 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for MORN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
