Vanguard Group Inc ownership in MORN / Morningstar, Inc.

모닝스타(주)

US ˙ NasdaqGS ˙ US6177001095

Security	MORN / Morningstar, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	0 shares
Ownership	0.00%

2026-03-27 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Morningstar, Inc. (US:MORN). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 2,576,670 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-03-27	2026-03-27	13G/A	2,576,670	0	-100.00	0.00	-100.00
2024-02-13	2024-02-13	13G/A	2,474,633	2,576,670	4.12	6.03	3.43
2023-02-09	2023-02-09	13G/A	2,273,246	2,474,633	8.86	5.83	10.63
2022-02-10	2022-02-10	13G		2,273,246		5.27

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	MORNINGSTAR	COM	617700109	2,374,364	-235,971	-9.04	515,973	-14.80	0.0075
2025-11-07	2025-09-30	13F	MORNINGSTAR	COM	617700109	2,610,335	-23,466	-0.89	605,624	-26.75	0.0091
2025-08-11	2025-06-30	13F	MORNINGSTAR	COM	617700109	2,633,801	-26,657	-1.00	826,829	3.64	0.0134
2025-05-09	2025-03-31	13F	MORNINGSTAR	COM	617700109	2,660,458	-143,153	-5.11	797,792	-15.50	0.0144
2025-02-11	2024-12-31	13F	MORNINGSTAR	COM	617700109	2,803,611	51,598	1.87	944,144	7.51	0.0164
2024-11-13	2024-09-30	13F	MORNINGSTAR	COM	617700109	2,752,013	13,840	0.51	878,222	8.41	0.0157
2024-08-13	2024-06-30	13F	MORNINGSTAR	COM	617700109	2,738,173	157,460	6.10	810,088	1.79	0.0156
2024-05-10	2024-03-31	13F	MORNINGSTAR	COM	617700109	2,580,713	4,043	0.16	795,814	7.90	0.0158
2024-03-11	2023-12-31	13F/A-1	MORNINGSTAR	COM	617700109	2,576,670	23,812	0.93	737,546	23.34	0.0161
2024-02-14	2023-12-31	13F	MORNINGSTAR	COM	617700109	2,576,670	23,812		737,546		0.0140
2023-12-18	2023-09-30	13F/A-1	MORNINGSTAR	COM	617700109	2,552,858	75,275	3.04	597,981	23.10	0.0147
2023-11-14	2023-09-30	13F	MORNINGSTAR	COM	617700109	2,552,858	75,275		597,981		0.0026
2023-08-14	2023-06-30	13F	MORNINGSTAR	COM	617700109	2,477,583	-14,057	-0.56	485,780	-3.97	0.0115
2023-07-14	2023-03-31	13F/A-1	MORNINGSTAR	COM	617700109	2,491,640	17,007	0.69	505,878	-5.62	0.0129
2023-05-15	2023-03-31	13F	MORNINGSTAR	COM	617700109	2,491,640	17,007		505,878		0.0129
2023-02-10	2022-12-31	13F	MORNINGSTAR	COM	617700109	2,474,633	35,612	1.46	535,981	3.50	0.0146
2022-11-14	2022-09-30	13F	MORNINGSTAR	COM	617700109	2,439,021	30,642	1.27	517,853	-11.09	0.0152
2022-08-12	2022-06-30	13F	MORNINGSTAR	COM	617700109	2,408,379	5,177	0.22	582,418	-11.28	0.0164
2022-05-13	2022-03-31	13F	MORNINGSTAR	COM	617700109	2,403,202	129,956	5.72	656,482	-15.56	0.0155
2022-02-14	2021-12-31	13F	MORNINGSTAR	COM	617700109	2,273,246	5,347	0.24	777,428	32.34	0.0177
2021-11-12	2021-09-30	13F	MORNINGSTAR	COM	617700109	2,267,899	-96,537	-4.08	587,454	-3.37	0.0146
2021-08-13	2021-06-30	13F	MORNINGSTAR	COM	617700109	2,364,436	13,649	0.58	607,920	14.91	0.0151
2021-05-14	2021-03-31	13F	MORNINGSTAR	COM	617700109	2,350,787	311,520	15.28	529,021	12.03	0.0143
2021-02-12	2020-12-31	13F	MORNINGSTAR	COM	617700109	2,039,267	195,342	10.59	472,232	59.46	0.0137
2020-11-16	2020-09-30	13F	MORNINGSTAR	COM	617700109	1,843,925	-67,898	-3.55	296,153	9.89	0.0098
2020-08-14	2020-06-30	13F	MORNINGSTAR	COM	617700109	1,911,823	-26,072	-1.35	269,509	19.63	0.0096
2020-05-15	2020-03-31	13F	MORNINGSTAR	COM	617700109	1,937,895	44,564	2.35	225,280	-21.36	0.0096
2020-02-14	2019-12-31	13F	MORNINGSTAR	COM	617700109	1,893,331	66,115	3.62	286,480	7.28	0.0098
2019-11-14	2019-09-30	13F	MORNINGSTAR	COM	617700109	1,827,216	144,888	8.61	267,029	9.74	0.0099
2019-08-14	2019-06-30	13F	MORNINGSTAR	COM	617700109	1,682,328	7,602	0.45	243,332	15.32	0.0092
2019-05-15	2019-03-31	13F	MORNINGSTAR	COM	617700109	1,674,726	7,479	0.45	210,998	15.22	0.0083
2019-02-14	2018-12-31	13F	MORNINGSTAR	COM	617700109	1,667,247	30,358	1.85	183,130	-11.14	0.0082
2018-12-13	2018-09-30	13F/A-2	MORNINGSTAR	COM	617700109	1,636,889	40,273	2.52	206,085	0.64	0.0081
2018-11-23	2018-09-30	13F/A-1	MORNINGSTAR	COM	617700109	1,636,889	0		206,085		0.0081
2018-11-14	2018-09-30	13F	MORNINGSTAR	COM	617700109	1,636,889	40,273		206,085
2018-08-14	2018-06-30	13F	MORNINGSTAR	COM	617700109	1,596,616	157,549	10.95	204,766	48.97	0.0086
2018-05-15	2018-03-31	13F	MORNINGSTAR	COM	617700109	1,439,067	12,301	0.86	137,459	-0.65	0.0060
2018-02-14	2017-12-31	13F	MORNINGSTAR	COM	617700109	1,426,766	26,812	1.92	138,353	16.28	0.0060
2017-11-14	2017-09-30	13F	MORNINGSTAR	COM	617700109	1,399,954	7,002	0.50	118,981	9.03	0.0056
2017-08-24	2017-06-30	13F/A-1	MORNINGSTAR	COM	617700109	1,392,952	6,364	0.46	109,124	0.13	0.0054
2017-08-11	2017-06-30	13F	MORNINGSTAR	COM	617700109	1,392,952	6,364		109,124
2017-05-12	2017-03-31	13F	MORNINGSTAR	COM	617700109	1,386,588	43,580	3.24	108,986	10.32	0.0056
2017-02-14	2016-12-31	13F	MORNINGSTAR	COM	617700109	1,343,008	28,578	2.17	98,792	-5.19	0.0055
2016-11-14	2016-09-30	13F	MORNINGSTAR	COM	617700109	1,314,430	41,369	3.25	104,195	0.08	0.0061
2016-08-10	2016-06-30	13F	MORNINGSTAR	COM	617700109	1,273,061	-48,837	-3.69	104,111	-10.78	0.0065
2016-05-13	2016-03-31	13F	MORNINGSTAR	COM	617700109	1,321,898	79,998	6.44	116,684	16.85	0.0076
2016-02-08	2015-12-31	13F	MORNINGSTAR	COM	617700109	1,241,900	23,199	1.90	99,862	2.10	0.0067
2015-11-12	2015-09-30	13F/A-1	MORNINGSTAR	COM	617700109	1,218,701	-81,835	-6.29	97,812	-5.46	0.0042
2015-11-12	2015-09-30	13F/A-1	MORNINGSTAR	COM	617700109	1,218,701	-81,835		97,812		0.0042
2015-08-13	2015-06-30	13F	MORNINGSTAR	COM	617700109	1,300,536	28,608	2.25	103,457	8.58	0.0070
2015-05-15	2015-03-31	13F/A-1	MORNINGSTAR	COM	617700109	1,271,928	58,723	4.84	95,280	21.37	0.0065
2015-05-14	2015-03-31	13F	MORNINGSTAR	COM	617700109	1,271,928			95,280
2015-02-12	2014-12-31	13F	MORNINGSTAR	COM	617700109	1,213,205	11,546	0.96	78,506	-3.78	0.0057
2014-11-12	2014-09-30	13F	MORNINGSTAR	COM	617700109	1,201,659	-6,320	-0.52	81,593	-5.94	0.0064
2014-08-11	2014-06-30	13F	MORNINGSTAR	COM	617700109	1,207,979	-18,841	-1.54	86,744	-10.52	0.0068
2014-05-13	2014-03-31	13F	MORNINGSTAR	COM	617700109	1,226,820	23,186	1.93	96,943	3.14	0.0082
2014-02-12	2013-12-31	13F	MORNINGSTAR	COM	617700109	1,203,634	31,852	2.72	93,992	1.20	0.0083
2013-11-07	2013-09-30	13F	MORNINGSTAR	COM	617700109	1,171,782	-13,518	-1.14	92,875	1.00	0.0091
2013-08-13	2013-06-30	13F	MORNINGSTAR	COM	617700109	1,185,300	1,185,300		91,956		0.0097

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.