Through the 90-day period concluding December 20, 2025, Morningstar's top three insider stakeholders include Executive Chairman Joseph D Mansueto (8.24Mn shares), CEO Kunal Kapoor (140.33K shares), Chief Financial Officer Jason Dubinsky (17.30K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Joseph D Mansueto | Executive Chairman | 8,238,232 | 15 Dec, 2025 |
| Kunal Kapoor | CEO | 140,330 | 18 Nov, 2025 |
| Steven N Kaplan | 41,936 | 19 May, 2025 | |
| Bevin Desmond | Chief Talent & Culture Officer | 36,275 | 21 Nov, 2022 |
| Cheryl A Francis | 35,790 | 19 May, 2025 | |
| Jason Dubinsky | Chief Financial Officer | 17,304 | 16 Dec, 2024 |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,851 | 18 Nov, 2025 |
| William M Lyons | 13,460 | 19 May, 2025 | |
| Robin Diamonte | 10,194 | 19 May, 2025 | |
| Gail S Landis | 6,069 | 19 May, 2025 | |
| Michael Holt | Chief Financial Officer | 5,592 | 18 Nov, 2025 |
| Stephen Joynt | 5,138 | 19 May, 2025 | |
| Caroline J Tsay | 4,345 | 19 May, 2025 | |
| Doniel Sutton | 3,826 | 19 May, 2025 | |
| Kimberly J Mcgarry | Chief Accounting Officer | 2,307 | 20 Nov, 2023 |
| Conan Wiersema | CAO & Pao | 1,871 | 18 Nov, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Dec, 2025 | Joseph D Mansueto | Common Stock | D | 27,775 | $0.00 | 8,238,232 | D | G |
| 24 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 316 | $211.99 | 8,602,101 | D | S |
| 25 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 157 | $211.31 | 8,601,944 | D | S |
| 25 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 481 | $212.74 | 8,601,463 | D | S |
| 25 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 570 | $213.75 | 8,600,893 | D | S |
| 25 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 78 | $214.51 | 8,600,815 | D | S |
| 20 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 1,104 | $209.82 | 8,615,813 | D | S |
| 20 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 4,000 | $210.72 | 8,611,813 | D | S |
| 20 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 2,069 | $211.71 | 8,609,744 | D | S |
| 20 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 77 | $212.62 | 8,609,667 | D | S |
| 21 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 2,701 | $210.15 | 8,606,966 | D | S |
| 21 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 3,535 | $211.41 | 8,603,431 | D | S |
| 21 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 566 | $212.82 | 8,602,865 | D | S |
| 21 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 361 | $214.12 | 8,602,504 | D | S |
| 21 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 87 | $214.84 | 8,602,417 | D | S |
| 18 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 2,017 | $207.27 | 8,629,400 | D | S |
| 18 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 3,069 | $208.29 | 8,626,331 | D | S |
| 18 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 1,684 | $208.97 | 8,624,647 | D | S |
| 18 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 480 | $210.18 | 8,624,167 | D | S |
| 19 Nov, 2025 | Joseph D Mansueto | Common Stock | D | 6,575 | $209.12 | 8,617,592 | D | S |