Morningstar, INC Schedule 13G passive stakes

Baron Capital Group and its affiliates report a combined beneficial ownership of 9.2% of Morningstar, Inc.'s common stock as of June 30, 2026.

Daniel Mansueto has increased his beneficial ownership of Morningstar, Inc. common stock to 10.0%, holding 3,752,046 shares.

The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Morningstar Inc. following an internal realignment on January 12, 2026.

Daniel Mansueto has reported a 9.5% beneficial ownership stake in Morningstar, Inc., totaling 3,757,306 shares.

Joseph D. Mansueto, founder of Morningstar, Inc., reports continued beneficial ownership of 37.5% of the company's common stock.

Daniel Mansueto has filed an amended Schedule 13G, reporting beneficial ownership of 8.2% of Morningstar, Inc.'s Common Stock as of September 30, 2025.

Joseph D. Mansueto, founder of Morningstar, Inc., has filed an amendment to his beneficial ownership, reporting a 36.2% stake in the company's common stock.

Joseph D. Mansueto, the founder of Morningstar, Inc., has filed an amended Schedule 13G, confirming his beneficial ownership of 35.8% of the company's common stock as of December 31, 2024.