Morningstar (MORN)
Morningstar on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as investment advice.
1.2M
Short interest
settlement 2026-10-15
4.9
Days to cover
+0.4 days vs prior
56.0%
Short share of volume
2026-11-02
5
Fails to deliver
settlement 2026-10-14
Thu 11 Feb
Next earnings
estimated date
-$16.2M
Insider flow, 90 days
0 buys, 52 sells
As of 2026-11-02.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in MORN is 1,243,745 shares, down 190,986 shares over the last month. Over the last 48 readings it ranged from 118,371 shares (31 October 2024) to 1,936,111 shares (29 May 2026). At the reported average volume of 253K shares a day that is 4.9 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/morn" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 1,243,745 | -12.7% | 252,537 | 4.93 |
| 2026-09-30 | 1,424,280 | -0.7% | 315,697 | 4.51 |
| 2026-09-15 | 1,434,731 | +2.8% | 288,139 | 4.98 |
| 2026-08-31 | 1,395,887 | -9.1% | 280,087 | 4.98 |
| 2026-08-14 | 1,535,373 | +5.2% | 314,815 | 4.88 |
| 2026-07-31 | 1,458,889 | -0.3% | 467,485 | 3.12 |
| 2026-07-15 | 1,463,478 | -12.5% | 413,126 | 3.54 |
| 2026-06-30 | 1,671,973 | -11.7% | 531,514 | 3.15 |
| 2026-06-15 | 1,893,668 | -2.2% | 462,076 | 4.10 |
| 2026-05-29 | 1,936,111 | +13.4% | 471,468 | 4.11 |
| 2026-05-15 | 1,707,611 | +16.1% | 600,329 | 2.84 |
| 2026-04-30 | 1,470,992 | +1.0% | 509,189 | 2.89 |
| 2026-04-15 | 1,457,028 | +6.3% | 483,823 | 3.01 |
| 2026-03-31 | 1,370,461 | -7.8% | 501,803 | 2.73 |
| 2026-03-13 | 1,487,136 | -6.3% | 520,380 | 2.86 |
| 2026-02-27 | 1,587,239 | +13.3% | 631,179 | 2.51 |
| 2026-02-13 | 1,401,034 | +89.5% | 939,379 | 1.49 |
| 2026-01-30 | 739,347 | +1.2% | 296,392 | 2.49 |
| 2026-01-15 | 730,290 | -5.4% | 473,730 | 1.54 |
| 2025-12-31 | 771,725 | -6.2% | 412,900 | 1.87 |
| 2025-12-15 | 823,059 | -5.5% | 391,004 | 2.10 |
| 2025-11-28 | 871,311 | +10.9% | 269,651 | 3.23 |
| 2025-11-14 | 785,510 | +19.8% | 430,920 | 1.82 |
| 2025-10-31 | 655,624 | -14.7% | 370,284 | 1.77 |
| 2025-10-15 | 768,870 | +6.6% | 371,619 | 2.07 |
| 2025-09-30 | 721,319 | -32.4% | 584,934 | 1.23 |
| 2025-09-15 | 1,067,584 | +14.3% | 349,959 | 3.05 |
| 2025-08-29 | 933,630 | +42.6% | 374,639 | 2.49 |
| 2025-08-15 | 654,926 | +27.5% | 336,029 | 1.95 |
| 2025-07-31 | 513,657 | -17.6% | 338,602 | 1.52 |
| 2025-07-15 | 623,335 | +27.9% | 307,272 | 2.03 |
| 2025-06-30 | 487,441 | -13.2% | 344,294 | 1.42 |
| 2025-06-13 | 561,668 | +10.1% | 167,890 | 3.35 |
| 2025-05-30 | 510,393 | -7.2% | 179,561 | 2.84 |
| 2025-05-15 | 550,187 | +26.1% | 206,720 | 2.66 |
| 2025-04-30 | 436,252 | +21.4% | 205,702 | 2.12 |
| 2025-04-15 | 359,310 | +46.6% | 211,823 | 1.70 |
| 2025-03-31 | 245,023 | -64.9% | 222,065 | 1.10 |
| 2025-03-14 | 697,585 | +24.4% | 227,431 | 3.07 |
| 2025-02-28 | 560,901 | +6.8% | 170,542 | 3.29 |
| 2025-02-14 | 525,350 | +3.1% | 98,650 | 5.33 |
| 2025-01-31 | 509,510 | -10.6% | 113,301 | 4.50 |
| 2025-01-15 | 569,689 | +8.0% | 112,936 | 5.04 |
| 2024-12-31 | 527,372 | +3.9% | 123,551 | 4.27 |
| 2024-12-13 | 507,408 | +5.5% | 134,286 | 3.78 |
| 2024-11-29 | 481,156 | +4.4% | 145,595 | 3.30 |
| 2024-11-15 | 461,040 | +289.5% | 179,604 | 2.57 |
| 2024-10-31 | 118,371 | -19.5% | 126,369 | 1.00 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 2 November 2026, the short share of MORN volume is 56.0%, down 19.4 points over the last five sessions. Over the last 30 readings it ranged from 48.4% (22 October 2026) to 80.8% (29 October 2026). The latest reading is 9.3 points below the 30-session average of 65.3%, on 121K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-11-02 | 68K | 121K | 56.0% | 423 |
| 2026-10-30 | 45K | 76K | 60.0% | 0 |
| 2026-10-29 | 100K | 124K | 80.8% | 515 |
| 2026-10-28 | 57K | 86K | 65.4% | 0 |
| 2026-10-27 | 87K | 123K | 71.2% | 0 |
| 2026-10-26 | 98K | 131K | 75.4% | 21 |
| 2026-10-23 | 81K | 125K | 64.7% | 0 |
| 2026-10-22 | 72K | 149K | 48.4% | 0 |
| 2026-10-21 | 44K | 65K | 67.1% | 0 |
| 2026-10-20 | 46K | 72K | 64.0% | 25 |
| 2026-10-19 | 30K | 42K | 70.9% | 1,192 |
| 2026-10-16 | 62K | 87K | 71.1% | 47 |
| 2026-10-15 | 50K | 72K | 70.1% | 0 |
| 2026-10-14 | 39K | 56K | 70.7% | 0 |
| 2026-10-13 | 47K | 71K | 65.5% | 0 |
| 2026-10-12 | 45K | 63K | 71.2% | 10 |
| 2026-10-09 | 54K | 79K | 67.9% | 0 |
| 2026-10-08 | 96K | 135K | 71.1% | 0 |
| 2026-10-07 | 144K | 202K | 71.6% | 0 |
| 2026-10-06 | 68K | 109K | 62.6% | 0 |
| 2026-10-05 | 45K | 90K | 49.6% | 33 |
| 2026-10-02 | 48K | 65K | 74.2% | 0 |
| 2026-10-01 | 37K | 63K | 58.2% | 86 |
| 2026-09-30 | 72K | 114K | 62.9% | 0 |
| 2026-09-29 | 80K | 119K | 67.5% | 0 |
| 2026-09-28 | 39K | 78K | 49.1% | 0 |
| 2026-09-25 | 60K | 121K | 49.3% | 0 |
| 2026-09-24 | 57K | 99K | 57.1% | 0 |
| 2026-09-23 | 83K | 117K | 70.4% | 0 |
| 2026-09-22 | 83K | 109K | 75.8% | 34 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 14 October 2026, the fails-to-deliver balance in MORN is 5 shares, down 5 shares over the last settlement date. Over the last 30 readings it ranged from 2 shares (20 August 2026) to 14,557 shares (29 July 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-10-14 | 5 | $204.37 | $1K |
| 2026-10-08 | 10 | $200.65 | $2K |
| 2026-10-07 | 14 | $195.69 | $3K |
| 2026-10-01 | 14 | $190.04 | $3K |
| 2026-09-30 | 14 | $186.35 | $3K |
| 2026-09-29 | 14 | $191.56 | $3K |
| 2026-09-21 | 395 | $203.83 | $81K |
| 2026-09-11 | 14 | $193.15 | $3K |
| 2026-09-08 | 14 | $209.40 | $3K |
| 2026-09-03 | 2 | $209.80 | $420 |
| 2026-09-01 | 14 | $218.94 | $3K |
| 2026-08-31 | 14 | $217.65 | $3K |
| 2026-08-27 | 3,594 | $212.44 | $764K |
| 2026-08-20 | 2 | $213.65 | $427 |
| 2026-08-05 | 395 | $200.25 | $79K |
| 2026-07-29 | 14,557 | $194.12 | $2.8M |
| 2026-07-22 | 105 | $165.70 | $17K |
| 2026-07-20 | 313 | $172.48 | $54K |
| 2026-07-10 | 14 | $165.55 | $2K |
| 2026-07-09 | 14 | $165.03 | $2K |
| 2026-07-07 | 14 | $166.38 | $2K |
| 2026-07-06 | 10 | $165.94 | $2K |
| 2026-07-02 | 14 | $161.97 | $2K |
| 2026-07-01 | 14 | $156.02 | $2K |
| 2026-06-30 | 14 | $155.85 | $2K |
| 2026-06-29 | 14 | $154.65 | $2K |
| 2026-06-26 | 14 | $141.84 | $2K |
| 2026-06-25 | 14 | $153.23 | $2K |
| 2026-06-24 | 11 | $156.21 | $2K |
| 2026-06-22 | 118 | $153.68 | $18K |
Insider trades
SEC Form 4, newest first. JSONInsiders at MORN reported 52 open-market sells worth $16.2M in the last 90 days and no open-market buys. Latest filing: Mansueto Daniel (10% owner) on 2026-09-30.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Mansueto Daniel | 10% owner | Other transaction | 658K | $0.00 | $0 | 3.2M |
| 2026-09-01 | Wiersema Conan | CAO & PAO | Tax withholding | 29 | $218.94 | $6K | 3K |
| 2026-09-01 | Holt Michael | Chief Financial Officer | Tax withholding | 54 | $218.94 | $12K | 12K |
| 2026-08-24 | Mansueto Daniel | 10% owner | Other transaction | 377K | $0.00 | $0 | 3.5M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 226 | $221.12 | $50K | 7.9M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $220.42 | $290K | 7.9M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 978 | $219.44 | $215K | 7.9M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $218.43 | $380K | 7.9M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $217.26 | $257K | 7.9M |
| 2026-08-24 | Mansueto Joseph D | Executive Chairman | Sell | 220 | $216.01 | $48K | 7.9M |
| 2026-08-21 | Mansueto Joseph D | Executive Chairman | Sell | 268 | $217.57 | $58K | 7.9M |
| 2026-08-21 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $216.70 | $829K | 7.9M |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sell | 501 | $217.13 | $109K | 7.9M |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sell | 295 | $216.16 | $64K | 7.9M |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $215.18 | $417K | 7.9M |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $214.16 | $291K | 8.0M |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $212.87 | $672K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 189 | $217.01 | $41K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 369 | $215.93 | $80K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $214.81 | $383K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $213.96 | $649K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 426 | $211.52 | $90K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 680 | $210.24 | $143K | 8.0M |
| 2026-08-19 | Mansueto Joseph D | Executive Chairman | Sell | 114 | $208.21 | $24K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 656 | $212.53 | $139K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 106 | $212.20 | $22K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $211.26 | $335K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $210.32 | $570K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $209.48 | $405K | 8.0M |
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sell | 913 | $208.13 | $190K | 8.0M |
| 2026-08-17 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $207.81 | $312K | 8.0M |
| 2026-08-17 | Mansueto Joseph D | Executive Chairman | Sell | 6K | $206.84 | $1.2M | 8.0M |
| 2026-08-14 | Mansueto Joseph D | Executive Chairman | Sell | 277 | $209.38 | $58K | 8.0M |
| 2026-08-14 | Mansueto Joseph D | Executive Chairman | Sell | 240 | $208.45 | $50K | 8.0M |
| 2026-08-14 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $207.33 | $582K | 8.0M |
| 2026-08-14 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $206.28 | $809K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 52 | $205.66 | $11K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 178 | $206.78 | $37K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 78 | $203.79 | $16K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 52 | $202.09 | $11K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 26 | $199.75 | $5K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 430 | $198.96 | $86K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $197.88 | $581K | 8.0M |
| 2026-08-13 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $197.06 | $689K | 8.0M |
| 2026-08-12 | Mansueto Joseph D | Executive Chairman | Sell | 26 | $197.63 | $5K | 8.0M |
| 2026-08-12 | Mansueto Joseph D | Executive Chairman | Sell | 291 | $197.09 | $57K | 8.0M |
| 2026-08-12 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $195.77 | $373K | 8.0M |
| 2026-08-12 | Mansueto Joseph D | Executive Chairman | Sell | 5K | $194.96 | $980K | 8.0M |
| 2026-08-11 | Mansueto Joseph D | Executive Chairman | Sell | 974 | $200.32 | $195K | 8.0M |
| 2026-08-10 | Mansueto Joseph D | Executive Chairman | Sell | 7K | $201.84 | $1.5M | 8.0M |
| 2026-08-07 | Mansueto Joseph D | Executive Chairman | Sell | 506 | $201.53 | $102K | 8.0M |
| 2026-08-07 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $200.40 | $514K | 8.0M |
| 2026-08-07 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $199.34 | $510K | 8.0M |
| 2026-08-07 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $198.49 | $288K | 8.0M |
| 2026-08-07 | Mansueto Joseph D | Executive Chairman | Sell | 166 | $196.16 | $33K | 8.0M |
| 2026-08-06 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $198.38 | $451K | 8.0M |
| 2026-08-05 | Mansueto Joseph D | Executive Chairman | Sell | 30 | $202.51 | $6K | 8.0M |
| 2026-08-05 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $201.98 | $336K | 8.0M |
| 2026-08-05 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $201.12 | $867K | 8.0M |
| 2026-08-05 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $199.58 | $249K | 8.0M |
| 2026-08-04 | Mansueto Joseph D | Executive Chairman | Sell | 64 | $201.15 | $13K | 8.0M |
| 2026-08-04 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $200.57 | $471K | 8.0M |
| 2026-08-04 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $199.51 | $766K | 8.0M |
| 2026-08-04 | Mansueto Joseph D | Executive Chairman | Sell | 997 | $198.06 | $197K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Sell | 26 | $200.87 | $5K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $199.78 | $513K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $199.06 | $805K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Sell | 573 | $197.72 | $113K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Sell | 40 | $196.72 | $8K | 8.0M |
| 2026-08-03 | Mansueto Joseph D | Executive Chairman | Gift | 5K | $0.00 | $0 | 8.0M |
| 2026-08-03 | Lyons William M | Director | Sell | 1K | $199.00 | $199K | 13K |
| 2026-05-27 | Lyons William M | Director | Sell | 700 | $179.00 | $125K | 14K |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 227 | $179.52 | $41K | 8.0M |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 293 | $178.39 | $52K | 8.0M |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 578 | $177.08 | $102K | 8.0M |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 741 | $176.30 | $131K | 8.0M |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 114 | $174.98 | $20K | 8.0M |
| 2026-05-22 | Mansueto Joseph D | Executive Chairman | Sell | 317 | $174.09 | $55K | 8.0M |
| 2026-05-21 | Mansueto Joseph D | Executive Chairman | Sell | 234 | $174.07 | $41K | 8.0M |
| 2026-05-21 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $172.87 | $335K | 8.0M |
| 2026-05-21 | Mansueto Joseph D | Executive Chairman | Sell | 5K | $172.33 | $876K | 8.0M |
| 2026-05-20 | Mansueto Joseph D | Executive Chairman | Sell | 291 | $173.11 | $50K | 8.1M |
| 2026-05-20 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $172.33 | $216K | 8.1M |
| 2026-05-20 | Mansueto Joseph D | Executive Chairman | Sell | 6K | $171.32 | $977K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 24 | $182.13 | $4K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 227 | $181.05 | $41K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $180.39 | $311K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 676 | $179.08 | $121K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 1K | $178.06 | $257K | 8.1M |
| 2026-05-19 | Mansueto Joseph D | Executive Chairman | Sell | 3K | $176.66 | $464K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 640 | $177.42 | $114K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $176.85 | $622K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 2K | $175.80 | $285K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 500 | $174.51 | $87K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 116 | $173.38 | $20K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 300 | $172.43 | $52K | 8.1M |
| 2026-05-18 | Mansueto Joseph D | Executive Chairman | Sell | 559 | $171.33 | $96K | 8.1M |
| 2026-05-15 | Mansueto Joseph D | Executive Chairman | Sell | 200 | $171.47 | $34K | 8.1M |
| 2026-05-15 | Mansueto Joseph D | Executive Chairman | Sell | 584 | $170.74 | $100K | 8.1M |
| 2026-05-15 | Mansueto Joseph D | Executive Chairman | Sell | 4K | $169.59 | $719K | 8.1M |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON9 Form 144 notices on file for MORN worth $102.3M at the prices reported; 1 in the last 90 days worth $23.3M. Latest: Mansueto Joseph D filed on 2026-11-02 to sell 100,000 shares ($23.3M) from 2026-11-02.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-11-02 | Mansueto Joseph DOfficer, Director, 10% Stockholder | 100K | $23.3M | 0.270% | 2026-11-02 | Charles Schwab & Co. Inc. |
| 2026-08-03 | Mansueto Joseph DOfficer, Director, 10% Stockholder | 100K | $19.9M | 0.267% | 2026-08-03 | Charles Schwab & Co. Inc. |
| 2026-08-03 | Lyons William MDirector | 1K | $199K | 0.003% | 2026-08-03 | Charles Schwab & Co. Inc. |
| 2026-05-27 | Lyons William MDirector | 700 | $125K | 0.002% | 2026-05-27 | Charles Schwab & Co. Inc. |
| 2026-05-12 | Landis Gail SFormer Affiliate | 728 | $130K | 0.002% | 2026-05-12 | Charles Schwab & Co., Inc. |
| 2026-05-01 | Mansueto Joseph DOfficer, Director, 10% Stockholder | 100K | $17.1M | 0.263% | 2026-05-01 | Charles Schwab & Co. Inc. |
| 2026-02-02 | Mansueto Joseph DOfficer, Director, 10% Stockholder | 100K | $20.2M | 0.243% | 2026-02-02 | Charles Schwab & Co. Inc. |
| 2025-12-29 | TSAY CAROLINE JDirector | 600 | $131K | 0.001% | 2025-12-29 | Charles Schwab & Co., Inc. |
| 2025-11-03 | Mansueto Joseph DOfficer, Director, 10% Stockholder | 100K | $21.2M | 0.243% | 2025-11-03 | Charles Schwab & Co. Inc. |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of MORN in their latest filing, all on Schedule 13G (passive). The largest reported stake is Joseph D. Mansueto at 39.2% of the class (14,709,759 shares), filed 2026-08-05 for an event on 2026-06-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-10-27 | 13G/Ano. 1 | BlackRock, Inc.parent holding company | 1.8M | 4.9% | 2026-09-30 |
| 2026-08-14 | 13G | Baron Capital Group, Inc.corporation, parent holding company | 3.5M | 9.2% | 2026-06-30 |
| 2026-08-14 | 13G | Ronald Baronparent holding company, individual | 3.5M | 9.2% | 2026-06-30 |
| 2026-08-14 | 13G | BAMCO INC /NY/investment adviser, corporation | 3.2M | 8.5% | 2026-06-30 |
| 2026-08-14 | 13G | Baron Capital Management, Inc.investment adviser, corporation | 266K | 0.7% | 2026-06-30 |
| 2026-08-05 | 13G/Ano. 23 | Joseph D. Mansuetoindividual | 14.7M | 39.2% | 2026-06-30 |
| 2026-08-03 | 13G/Ano. 3 | Daniel Mansuetoindividual | 3.8M | 10.0% | 2026-07-29 |
| 2026-03-27 | 13G/Ano. 3 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
13F holders
Tracked managers holding MORN at their latest 13F. JSON8 of the 30 tracked managers held MORN at their latest 13F, $352.7M in total at quarter-end prices. AQR Capital Management is the largest at $203.5M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 5 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 1.3M | $203.5M | 0.07% | +681K |
| Two Sigma Investments | 2026-06-30 | 484K | $75.6M | 0.05% | -375K |
| Renaissance Technologies | 2026-06-30 | 239K | $37.3M | 0.05% | -210K |
| Millennium Management | 2026-06-30 | 163K | $25.4M | 0.01% | -160K |
| Point72 Asset Management | 2026-06-30 | 33K | $5.1M | 0.01% | -138K |
| Citadel Advisors | 2026-06-30 | 28K | $4.4M | 0.00% | +4K |
| D. E. Shaw & Co. | 2026-06-30 | 6K | $873K | 0.00% | -15K |
| Bridgewater Associates | 2026-06-30 | 4K | $663K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q3 FY 2026 (quarter ended 2026-09-30) Morningstar reported revenue of $672.1M, up 8.9% from the same quarter a year earlier (3.06 diluted EPS). In FY 2025 it generated $589.7M of operating cash flow and spent $787.0M on buybacks and $76.9M on dividends.
- Debt
- $1.66B
- Total assets
- $3.95B
- Shares outstanding
- 37,104,311
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q3 FY 2026 | 2026-09-30 | $672.1M | n/a | n/a | 3.06 |
| Q2 FY 2026 | 2026-06-30 | $663.2M | n/a | n/a | 2.83 |
| Q1 FY 2026 | 2026-03-31 | $644.8M | n/a | n/a | 2.73 |
| Q4 FY 2025derived | 2025-12-31 | $641.1M | n/a | n/a | n/a |
| Q3 FY 2025 | 2025-09-30 | $617.4M | n/a | n/a | 2.17 |
| Q2 FY 2025 | 2025-06-30 | $605.1M | n/a | n/a | 2.09 |
| Q1 FY 2025 | 2025-03-31 | $581.9M | n/a | n/a | 1.82 |
| Q4 FY 2024derived | 2024-12-31 | $591.0M | n/a | n/a | n/a |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $2.45B | n/a | $589.7M | $147.1M | $787.0M | $76.9M |
| FY 2024 | 2024-12-31 | $2.28B | n/a | $591.6M | $142.7M | $11.6M | $69.3M |
| FY 2023 | 2023-12-31 | $2.04B | n/a | $316.4M | $119.1M | $1.4M | $63.9M |
| FY 2022 | 2022-12-31 | $1.87B | n/a | $297.8M | $129.5M | $226.0M | $61.5M |
| FY 2021 | 2021-12-31 | $1.70B | n/a | $449.9M | $101.8M | $1.3M | $54.2M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-09-30; shares outstanding as of 2026-10-23 from the cover page.
What this page is
Morningstar in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Morningstar (MORN), SEC CIK 1289419, listed on Nasdaq, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-14.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-11-02.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-10-27.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-09-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-10-28.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-30.JSON and CSV
- Company record
- EDGAR filing index for CIK 1289419Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as investment advice
Other company pages
Datasets
Frequently Asked Questions
How much of MORN is sold short?
1,243,745 shares were held short at the 2026-10-15 settlement, 4.9 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is MORN's daily short volume?
On 2026-11-02, 67,574 of the 120,572 MORN shares reported to FINRA were sold short, 56.0% of the day's reported volume. Short volume is a flow for one day, not a position.
Does MORN have fails to deliver?
The SEC's latest file shows 5 MORN shares failed to deliver at settlement 2026-10-14. Fails are reported per settlement date and published twice a month with a lag.
Are MORN insiders buying or selling?
Insiders at MORN reported 52 open-market sells worth $16.2M in the last 90 days and no open-market buys. Latest filing: Mansueto Daniel (10% owner) on 2026-09-30.
Have MORN insiders filed to sell?
9 Form 144 notices on file for MORN worth $102.3M at the prices reported; 1 in the last 90 days worth $23.3M. Latest: Mansueto Joseph D filed on 2026-11-02 to sell 100,000 shares ($23.3M) from 2026-11-02.
Who owns 5% or more of MORN?
5 holders report 5% or more of MORN in their latest filing, all on Schedule 13G (passive). The largest reported stake is Joseph D. Mansueto at 39.2% of the class (14,709,759 shares), filed 2026-08-05 for an event on 2026-06-30.
What did MORN report last quarter?
In Q3 FY 2026 (quarter ended 2026-09-30) Morningstar reported revenue of $672.1M, up 8.9% from the same quarter a year earlier (3.06 diluted EPS). In FY 2025 it generated $589.7M of operating cash flow and spent $787.0M on buybacks and $76.9M on dividends.
Which tracked 13F managers own MORN?
8 of the 30 tracked 13F managers held MORN shares at their latest filing, $352.7M in all. The largest: Cliff Asness's AQR Capital Management (1.3M shares, $203.5M), Two Sigma Investments (484K shares, $75.6M), Renaissance Technologies (239K shares, $37.3M), Izzy Englander's Millennium Management (163K shares, $25.4M), Steve Cohen's Point72 Asset Management (33K shares, $5.1M), Ken Griffin's Citadel Advisors (28K shares, $4.4M). The table above lists all 8.
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.