MORN Smart Money
Morningstar, Inc.
1W: -6.1%
1M: -12.5%
3M: +10.7%
YTD: -12.8%
1Y: -19.0%
3Y: -20.4%
5Y: -32.4%
$183.55
-7.66 (-4.01%)
Weekly Expected Move ±5.3%
$164
$174
$184
$193
$203
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🏦 Institutional Activity
Latest: Q2 2026512
Institutions Holding
-27 vs prior
55.2%
Ownership
-2.32%
69
New
131
Increased
265
Reduced
93
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Mansueto Daniel | 10% owner | J-J | 657,779 | $— | $0 | Filing |
| 2026-09-01 | Holt Michael | officer: chief financial officer | F-Tax Withholding | 54 | $218.94 | $12K | Filing |
| 2026-09-01 | Wiersema Conan | officer: cao & pao | F-Tax Withholding | 29 | $218.94 | $6K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 226 | $221.12 | $50K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,314 | $220.42 | $290K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 978 | $219.44 | $215K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,740 | $218.43 | $380K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,181 | $217.26 | $257K | Filing |
| 2026-08-24 | Mansueto Joseph D | officer: executive chairman | S-Sale | 220 | $216.01 | $48K | Filing |
| 2026-08-24 | Mansueto Daniel | 10% owner | J-J | 376,969 | $— | $0 | Filing |
| 2026-08-21 | Mansueto Joseph D | officer: executive chairman | S-Sale | 268 | $217.57 | $58K | Filing |
| 2026-08-21 | Mansueto Joseph D | officer: executive chairman | S-Sale | 3,827 | $216.70 | $829K | Filing |
| 2026-08-20 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,359 | $214.16 | $291K | Filing |
| 2026-08-20 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,938 | $215.18 | $417K | Filing |
| 2026-08-20 | Mansueto Joseph D | officer: executive chairman | S-Sale | 295 | $216.16 | $64K | Filing |
| 2026-08-20 | Mansueto Joseph D | officer: executive chairman | S-Sale | 501 | $217.13 | $109K | Filing |
| 2026-08-20 | Mansueto Joseph D | officer: executive chairman | S-Sale | 3,157 | $212.87 | $672K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 426 | $211.52 | $90K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 189 | $217.01 | $41K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 369 | $215.93 | $80K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 1,785 | $214.81 | $383K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 3,031 | $213.96 | $649K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 680 | $210.24 | $143K | Filing |
| 2026-08-19 | Mansueto Joseph D | officer: executive chairman | S-Sale | 114 | $208.21 | $24K | Filing |
| 2026-08-18 | Mansueto Joseph D | officer: executive chairman | S-Sale | 656 | $212.53 | $139K | Filing |
🏛️ Congressional Trades
24 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-05-06 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-05-05 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-05-04 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-05-03 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-30 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-29 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-17 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-16 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-16 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-15 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-25 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-24 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-19 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-18 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-06 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-05 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-01-15 | April Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2026-01-14 | April McClain Delaney | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-04 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-03 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-02 | April Delaney | House | Buy | $15,001 - $50,000 | Filing |
| 2025-08-02 | April McClain Delaney | House | Buy | $15,001 - $50,000 | Filing |
| 2025-07-22 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2020-05-08 | Nancy Pelosi | House | Sell | $100,001 - $250,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BAMCO INC /NY | 3,499,146 | $546M | +2,739,631 | 2026-06-30 | Filing |
| BlackRock, Inc. | 2,081,736 | $325M | -256,482 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 1,493,037 | $233M | -169,368 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,484,135 | $232M | -246,414 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,304,388 | $204M | +680,759 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950,075 | $148M | -101,745 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 894,406 | $140M | -95,061 | 2026-06-30 | Filing |
| STATE STREET CORP | 716,473 | $112M | -19,101 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 578,315 | $90M | -20,907 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 561,857 | $88M | +44,088 | 2026-06-30 | Filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 557,955 | $87M | -87,429 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 484,249 | $76M | -375,210 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 431,301 | $67M | +97,440 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420,742 | $66M | +25,811 | 2026-06-30 | Filing |
| KENSICO CAPITAL MANAGEMENT CORP | 284,100 | $44M | +149,100 | 2026-06-30 | Filing |
| Invesco Ltd. | 259,287 | $40M | -25,843 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 244,324 | $38M | -10,415 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 238,770 | $37M | -210,100 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 236,316 | $37M | -193,740 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 232,481 | $36M | +57,475 | 2026-06-30 | Filing |