Morningstar's three largest insider shareholders as of May 30, 2026 are Joseph D Mansueto (Executive Chairman, 18.32Mn shares), Joseph D Mansueto (Executive Chairman, 11.41Mn shares), Joseph D Mansueto (Executive Chairman, 8.14Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Stephen Joynt | - | 5,138 | 0 | 19 May, 2025 |
| Cheryl A Francis | - | 35,790 | 0 | 19 May, 2025 |
| Bevin Desmond | Chief Talent Culture Officer | 0 | 28,930 | 14 Nov, 2022 |
| Steven N Kaplan | - | 43,177 | 0 | 13 May, 2024 |
| Joseph D Mansueto | Executive Chairman | 18,316,916 | 0 | 06 Aug, 2021 |
| William M Lyons | - | 17,340 | 0 | 06 Jun, 2024 |
| Kunal Kapoor | Ceo | 140,330 | 0 | 18 Nov, 2025 |
| Kimberly J Mcgarry | Global Controller Cao | 2,469 | 0 | 17 May, 2023 |
| Gail S Landis | - | 6,069 | 0 | 19 May, 2025 |
| Caroline J Tsay | - | 4,545 | 0 | 19 May, 2025 |
| Robin Diamonte | - | 10,194 | 0 | 19 May, 2025 |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,851 | 0 | 18 Nov, 2025 |
| Jason Dubinsky | Chief Financial Officer | 23,538 | 0 | 17 May, 2024 |
| Doniel Sutton | - | 3,826 | 0 | 19 May, 2025 |
| Conan Wiersema | Cao Pao | 2,286 | 0 | 03 Mar, 2026 |
| Michael Holt | Chief Financial Officer | 9,480 | 0 | 04 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 04 Mar, 2026 | Michael Holt | Common Stock | A | 1,000 | $186.59 | 9,480 | D | P |
| 01 Mar, 2026 | Michael Holt | Common Stock (Restricted Stock Units) | A | 684 | $0.00 | 8,480 | D | A |
| 01 Mar, 2026 | Conan Wiersema | Common Stock (Restricted Stock Units) | A | 301 | $0.00 | 2,286 | D | A |
| 01 Mar, 2026 | Conan Wiersema | Common Stock (Restricted Stock Units) | A | 301 | $0.00 | 2,286 | D | A |
| 02 Mar, 2026 | Joseph D Mansueto | Common Stock | D | 3,122 | $182.32 | 8,138,232 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 200 | $172.92 | 8,155,654 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 100 | $174.58 | 8,155,554 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,615 | $176.32 | 8,153,939 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,000 | $176.90 | 8,152,939 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 3,014 | $178.61 | 8,149,925 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 752 | $179.38 | 8,149,173 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 121 | $180.86 | 8,149,052 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 160 | $181.81 | 8,148,892 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 288 | $182.69 | 8,148,604 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 7,012 | $181.55 | 8,141,592 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 200 | $182.92 | 8,141,392 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 38 | $183.41 | 8,141,354 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 442 | $156.92 | 8,169,912 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 2,298 | $157.96 | 8,167,614 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,286 | $159.32 | 8,166,328 | D | S |