{"data":[{"accessionNo":"0001017918-26-000060","formType":"SCHEDULE 13G","amendmentNo":null,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common stock, no par value","eventDate":"2026-06-30","reportingPerson":"Ronald Baron","reportingCik":null,"personType":"HC,IN","sharesOwned":3499146,"percentOfClass":9.2,"filedAt":"2026-08-14"},{"accessionNo":"0001017918-26-000060","formType":"SCHEDULE 13G","amendmentNo":null,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common stock, no par value","eventDate":"2026-06-30","reportingPerson":"Baron Capital Group, Inc.","reportingCik":null,"personType":"CO,HC","sharesOwned":3499146,"percentOfClass":9.2,"filedAt":"2026-08-14"},{"accessionNo":"0001017918-26-000060","formType":"SCHEDULE 13G","amendmentNo":null,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common stock, no par value","eventDate":"2026-06-30","reportingPerson":"BAMCO INC /NY/","reportingCik":null,"personType":"IA,CO","sharesOwned":3233074,"percentOfClass":8.5,"filedAt":"2026-08-14"},{"accessionNo":"0001017918-26-000060","formType":"SCHEDULE 13G","amendmentNo":null,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common stock, no par value","eventDate":"2026-06-30","reportingPerson":"Baron Capital Management, Inc.","reportingCik":null,"personType":"IA,CO","sharesOwned":266072,"percentOfClass":0.7,"filedAt":"2026-08-14"},{"accessionNo":"0001104659-26-091113","formType":"SCHEDULE 13G/A","amendmentNo":23,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common Stock, no par value","eventDate":"2026-06-30","reportingPerson":"Joseph D. Mansueto","reportingCik":null,"personType":"IN","sharesOwned":14709759,"percentOfClass":39.2,"filedAt":"2026-08-05"},{"accessionNo":"0001104659-26-089888","formType":"SCHEDULE 13G/A","amendmentNo":3,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":"617700109","securityClass":"Common Stock, no par value","eventDate":"2026-07-29","reportingPerson":"Daniel Mansueto","reportingCik":null,"personType":"IN","sharesOwned":3752046,"percentOfClass":10,"filedAt":"2026-08-03"},{"accessionNo":"0000102909-26-001889","formType":"SCHEDULE 13G/A","amendmentNo":3,"issuerCik":"0001289419","issuerName":"Morningstar Inc","ticker":"MORN","cusip":"617700109","securityClass":"Common Stock","eventDate":"2026-03-13","reportingPerson":"The Vanguard Group","reportingCik":null,"personType":"IA","sharesOwned":0,"percentOfClass":0,"filedAt":"2026-03-27"},{"accessionNo":"0001104659-26-014323","formType":"SCHEDULE 13G/A","amendmentNo":22,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":null,"securityClass":"Common Stock, no par value","eventDate":"2025-12-31","reportingPerson":"Joseph D. Mansueto","reportingCik":null,"personType":"IN","sharesOwned":14909759,"percentOfClass":37.5,"filedAt":"2026-02-12"},{"accessionNo":"0001104659-26-014328","formType":"SCHEDULE 13G/A","amendmentNo":2,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":null,"securityClass":"Common Stock, no par value","eventDate":"2025-12-31","reportingPerson":"Daniel Mansueto","reportingCik":null,"personType":"IN","sharesOwned":3757306,"percentOfClass":9.5,"filedAt":"2026-02-12"},{"accessionNo":"0001104659-25-110401","formType":"SCHEDULE 13G/A","amendmentNo":21,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":null,"securityClass":"Common Stock, no par value","eventDate":"2025-09-30","reportingPerson":"Joseph D. Mansueto","reportingCik":null,"personType":"IN","sharesOwned":15037534,"percentOfClass":36.2,"filedAt":"2025-11-12"},{"accessionNo":"0001104659-25-110405","formType":"SCHEDULE 13G/A","amendmentNo":1,"issuerCik":"0001289419","issuerName":"Morningstar, Inc.","ticker":"MORN","cusip":null,"securityClass":"Common Stock, no par value","eventDate":"2025-09-30","reportingPerson":"Daniel Mansueto","reportingCik":null,"personType":"IN","sharesOwned":3422498,"percentOfClass":8.2,"filedAt":"2025-11-12"}],"updatedAt":"2026-09-14T14:45:23.833Z","source":"xoomar.com","docs":"https://xoomar.com/markets/api","license":"https://xoomar.com/terms","attribution":"Credit XOOMAR with a link to the dataset page on xoomar.com when you republish this data"}