Morningstar, Inc. (MORN) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
7 readings, 4 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 4
3
customers naming MORN as a supplier in their own filings
sec filingsfrom their filings415
managers reporting a position in thirteen f filings
13fJun 30 '26+23.21%
change in shares held by the ten largest reporting managers
13fJun 30 '2612
disclosed supplier and customer ties in sec filings
sec filingsedgarthe bear case· 3
3
of the funds on file reporting a position in MORN
n-portas of Jun 30 '2612 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2634
managers whose positions together make up four fifths of reported value
13fJun 30 '26The model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Oct 28 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
416 managers report a position worth $3.8B between them, and 34 of them hold 80% of it.
tall tick = annual report · 1 on record
Prev close 203.11 · gapped below the open, never looked back. High/low 202.34 at 11:00 am ET, 200.01 at 10:00 am ET.
Morningstar, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Investment Advice
MORN (Morningstar, Inc.) has 0 disclosed suppliers and 12 disclosed customers, strongest disclosure first.
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: HOOD −3.96%, in financials.
Of the 6 companies Morningstar, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6282, Investment Advice, from each company's own filings. Largest first.