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.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Investment Advice
Prev close 203.11 · gapped below the open, then crossed back over prior close. High/low 203.98 at 2:30 pm ET, 198.99 at 10:00 am ET.
Morningstar, Inc. has 0 disclosed suppliers and 12 disclosed customers. Each one is named in an SEC filing, either Morningstar, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a supplier of Morningstar, Inc.. Suppliers appear here when Morningstar, Inc. names them in its own annual report, or when a company names Morningstar, Inc. as a customer in theirs.
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419
“Subscribers have unlimited access to in-depth stock research reports provided by Morningstar.”
FILING10-K0001783879-26-000023cik 0001783879disclosed by HOOD
“We recorded a $22.7 million gain in 2025 from the contingent payment related to the sale of customer assets from the US Morningstar Wealth Turnkey Asset Management Platform (TAMP) to AssetMark (sale of US TAMP assets), compared to a $64.0 million gain in 2024.”
FILING10-K0001289419-26-000013cik 0001289419
“Based on independent rating by Morningstar, Inc. of investment performance of each Cohen & Steers-sponsored open-end U.S.-registered mutual fund for all share classes for the overall period at December 31, 2025.”
FILING10-K0001284812-26-000011cik 0001284812disclosed by CNS
“This information is based on third-party sources which we believe to be reliable, such as LIMRA, an insurance and financial services industry organization (for Employee Benefits market leadership positions), Morningstar fund data and eVestment institutional composites (for Investment Management market leadership positions) and industry recognized publications and websites such as Pensions & Investments (for Retirement and Investment Management) and MyHealthGuide (for Employee Benefits).”
FILING10-K0001535929-26-000043cik 0001535929disclosed by VOYA
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419
“We introduced collaborations with purpose-built AI platforms for financial services including Hebbia and Rogo to integrate PitchBook's data to automate analytical tasks such as market research, valuation comparisons, and financial modeling.”
FILING10-K0001289419-26-000013cik 0001289419
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419
“We introduced collaborations with purpose-built AI platforms for financial services including Hebbia and Rogo to integrate PitchBook's data to automate analytical tasks such as market research, valuation comparisons, and financial modeling.”
FILING10-K0001289419-26-000013cik 0001289419
“The Morningstar Funds Trust, an open-end mutual fund advised by MIM, subjects MIM to additional 40 Act requirements and the Commodity Exchange Act.”
FILING10-K0001289419-26-000013cik 0001289419
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419
Watchlist prices, news filtered to it, and its next report on your desk.
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 −1.13%, in financials.