Daniel MansuetoUS

Morningstar, Inc. (MORN)

Net worth (est.)

$649.2M

#315 in the US

¥102B · US-listed shares

Dividends (a year)

$6.5M

Latest filing

2026-08-24

Form 3/4/5 transaction date

Holdings

Company	Held by	Shares	Price	Value	Dividends
Morningstar, Inc. MORN	By Trust	3,483,827	$186.35	$649.2M	$6.5M

Estimated from SEC Form 3/4/5 holdings and prices from SEC Fails-to-Deliver and Form 13F data. Options and RSUs excluded. Source: U.S. Securities and Exchange Commission (EDGAR). SEC filings