MORN — Morningstar, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
13
all time
Members · 12m
1
0 buys · 9 sells · by trade date
Latest filing
06-05
2026-06-05
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
0
every row filed inside 45 days
13F holders
449
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 13Institutional 449

Congress · disclosure timeline

By trade date · 24 months · 12 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in MORN

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing MORN in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-69−$135K to −$9.0K2

1 member

Congressional disclosures

Newest filed firstAll 13 rows ↗
Latest congressional filings mentioning MORN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-05April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 05-06 +30d$1K–$15K
2026-06-05April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 05-04 +32d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-30 +6d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-17 +19d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-16 +20d$1K–$15K
2026-03-10April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 02-25 +13d$1K–$15K
2026-03-10April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 02-19 +19d$1K–$15K
2026-03-10April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 02-06 +32d$1K–$15K
2026-02-02April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 01-15 +18d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-04 +39d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of MORN for quarter 2026-03-31, 1–25 of 449 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$395M1
derived ·§ EDGAR ↗
2MORGAN STANLEY$293M1
derived ·§ EDGAR ↗
3WELLINGTON MANAGEMENT GROUP LLP$281M1
derived ·§ EDGAR ↗
4VANGUARD PORTFOLIO MANAGEMENT LLC$178M1
derived ·§ EDGAR ↗
5VANGUARD CAPITAL MANAGEMENT LLC$167M1
derived ·§ EDGAR ↗
6TWO SIGMA INVESTMENTS, LP$145M1
derived ·§ EDGAR ↗
7BAMCO INC /NY/$128M1
derived ·§ EDGAR ↗
8STATE STREET CORP$124M1
derived ·§ EDGAR ↗
9Select Equity Group, L.P.$108M1
derived ·§ EDGAR ↗
10AQR CAPITAL MANAGEMENT LLC$105M1
derived ·§ EDGAR ↗
11GEODE CAPITAL MANAGEMENT, LLC$101M1
derived ·§ EDGAR ↗
12DIMENSIONAL FUND ADVISORS LP$87.5M1
derived ·§ EDGAR ↗
13RENAISSANCE TECHNOLOGIES LLC$75.9M1
derived ·§ EDGAR ↗
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66.8M1
derived ·§ EDGAR ↗
15JANE STREET GROUP, LLC$56.4M1
derived ·§ EDGAR ↗
16MILLENNIUM MANAGEMENT LLC$54.6M1
derived ·§ EDGAR ↗
17Invesco Ltd.$48.2M1
derived ·§ EDGAR ↗
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$42.9M1
derived ·§ EDGAR ↗
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.1M1
derived ·§ EDGAR ↗
20SEI INVESTMENTS CO$32.0M1
derived ·§ EDGAR ↗
21Quantinno Capital Management LP$31.6M1
derived ·§ EDGAR ↗
22BNP Paribas Asset Management Holding S.A.$31.5M1
derived ·§ EDGAR ↗
23BANK OF AMERICA CORP /DE/$31.0M1
derived ·§ EDGAR ↗
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$30.1M1
derived ·§ EDGAR ↗
25CONFLUENCE INVESTMENT MANAGEMENT LLC$30.0M1
derived ·§ EDGAR ↗
Show all 449 holders
Truncated by Public Filings. All 363 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · MORN

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · MORNINGSTAR INC

Merged timeline of congressional filings and notable-manager moves on MORN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+69,347 sh
2026-05-14Caxton Associates 13FNEW+24,977 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)0 buy / 9 sell
Congress net ($ bound)−$135K to −$9.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.