As of March 23, 2026, Morningstar's top three insider holders are Joseph D Mansueto (Executive Chairman, 8.14Mn shares), Kunal Kapoor (Ceo, 140.33K shares), Steven N Kaplan (Director, 41.94K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joseph D Mansueto | Executive Chairman | 8,138,232 | 0 | 02 Mar, 2026 |
| Kunal Kapoor | Ceo | 140,330 | 0 | 18 Nov, 2025 |
| Steven N Kaplan | 41,936 | 0 | 19 May, 2025 | |
| Bevin Desmond | Chief Talent Culture Officer | 24,774 | 0 | 21 Nov, 2022 |
| Jason Dubinsky | Chief Financial Officer | 17,304 | 0 | 16 Dec, 2024 |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,851 | 0 | 18 Nov, 2025 |
| William M Lyons | 13,460 | 0 | 19 May, 2025 | |
| Bevin Desmond | Chief Talent Culture Officer | 0 | 11,207 | 14 Nov, 2022 |
| Robin Diamonte | 10,194 | 0 | 19 May, 2025 | |
| Michael Holt | Chief Financial Officer | 9,480 | 0 | 04 Mar, 2026 |
| Gail S Landis | 6,069 | 0 | 19 May, 2025 | |
| Doniel Sutton | 3,826 | 0 | 19 May, 2025 | |
| Caroline J Tsay | 3,745 | 0 | 30 Dec, 2025 | |
| Kimberly J Mcgarry | Chief Accounting Officer | 2,307 | 0 | 20 Nov, 2023 |
| Conan Wiersema | Cao Pao | 2,286 | 0 | 03 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 | Conan Wiersema | Common Stock (Restricted Stock Units) | A | 301 | $0.00 | 2,286 | D | A |
| 01 Mar, 2026 | Michael Holt | Common Stock (Restricted Stock Units) | A | 684 | $0.00 | 8,480 | 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 |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,965 | $160.51 | 8,164,363 | D | S |