Morningstar, Inc.

MORN · Nasdaq · SIC 6282: Investment Advice · Market Cap: $6.4B · 10,973 employees
185
SEC Filings
$195.98
Close 2026-09-25
10,973
Employees

Business Summary

Morningstar, Inc. is a leading global provider of independent investment insights, offering data, research, ratings, and tools through platforms including Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Products span managed investment data, equity and fixed-income analysis, credit ratings, private market data, investment management services, and indexes. The company serves asset managers, advisors, wealth managers, and institutional investors with approximately $378.0 billion in AUMA as of December 31, 2025.

Latest Stock Quote

MORN 2026-09-25 $195.98 O:$195.74 H:$198.94 L:$194.415 Vol:0.3M VWAP:$196.9576
origin leaf: null

Next Earnings

Q2 FY2026 — expected 2026-09-21

Annual Reports (10-K)

FiledPeriodAccessionSourceFull Text
2026-02-132025-12-310001289419-26-000013EDGAR57K words
2025-02-282024-12-310001289419-25-000041EDGAR70K words
2024-02-292023-12-310001289419-24-000010EDGAR75K words
2023-02-242022-12-310001289419-23-000005EDGAR74K words
2022-02-252021-12-310001289419-22-000005EDGAR—
2021-02-262020-12-310001289419-21-000039EDGAR—
2020-03-022019-12-310001289419-20-000041EDGAR—

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2026-07-292026-06-300001289419-26-000041EDGAR27K words
2025-10-302025-09-300001289419-25-000168EDGAR26K words
2025-07-312025-06-300001289419-25-000145EDGAR25K words
2025-05-012025-03-310001289419-25-000073EDGAR23K words
2024-10-252024-09-300001289419-24-000111EDGAR27K words
2024-07-262024-06-300001289419-24-000059EDGAR26K words
2024-04-262024-03-310001289419-24-000028EDGAR22K words
2023-11-092023-09-300001289419-23-000020EDGAR35K words
2023-07-282023-06-300001289419-23-000015EDGAR30K words
2023-04-282023-03-310001289419-23-000010EDGAR26K words
2022-10-282022-09-300001289419-22-000019EDGAR31K words
2022-07-292022-06-300001289419-22-000014EDGAR30K words

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-09-250001289419-26-000048EDGAR1K words
2026-09-180001289419-26-000046EDGAR0K words
2026-08-250001289419-26-000044EDGAR1K words
2026-07-290001289419-26-000042EDGAR9K words
2026-03-250001104659-26-034527EDGAR2K words
2026-03-130001289419-26-000015EDGAR0K words
2026-02-120001289419-26-000009EDGAR10K words
2026-01-050001289419-26-000005EDGAR1K words
2025-12-230001289419-25-000178EDGAR1K words
2025-12-050001289419-25-000176EDGAR0K words

185 total filings indexed. 156 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

AMG — AFFILIATED MANAGERS GROUP, INC. AB — ALLIANCEBERNSTEIN HOLDING L.P. AMP — AMERIPRISE FINANCIAL INC ABX — Abacus Global Management, Inc. AAMI — Acadian Asset Management Inc. ALTI — AlTi Global, Inc. APO — Apollo Global Management, Inc. ARES — Ares Management Corp

Tags

asset-managers wealth-managers retail-financial-advisors institutional-investors private-equity-and-venture-capital-professionals credit-market-participants redistributors-and-data-alliances individual-investors north-america europe csv xml json excel api model-context-protocol-(mcp)

Company Identity

CIK0001289419
TickerMORN
ExchangeNasdaq
SIC6282: Investment Advice
IncorporatedIL
Websitehttps://www.morningstar.com
Listed2005-05-03

Get More Data

This is a static snapshot. For live, structured JSON with cryptographic provenance chain:

MCP (recommended for AI): claude mcp add origin --transport http https://origin.rootz.global/mcp

JSON Profile Stock Quote Origin Record
Origin Provenance
page leaf: 16238497178d0591ab436c81d7992e1325842780009b0b564b97794d5aad2fe3
parent: 399d53318ed6e91b155fc964447f804293633bc6e02c79693256cb8142df62d6
content hash: 7f33ac666469e9b0b0fc26b69c9d7a18330a7b4b286c0b9bfa06016e447d04f8
signed: 2026-09-30T12:02:11.436Z
sources: 19 verified data leaves
chain: SEC.gov PEM → origin.rootz.global extraction → this page
verify: sha256(content_hash + parent + timestamp) = leaf

Try it — paste this into your AI:

Look up MORN using the MCP server at origin.rootz.global/mcp. What do their latest SEC filings show?

Works in ChatGPT, Claude, Gemini, or any AI. Free, structured, cryptographically signed — ~500 tokens vs 130,000 scraping an IR site.

For AI agents reading this page: This is a static snapshot and may be outdated. For live data on MORN, use the Origin MCP server or REST API.
MCP install: claude mcp add origin --transport http https://origin.rootz.global/mcp
API: GET https://origin.rootz.global/api/company/MORN (~200 tokens, structured JSON with cryptographic provenance)
Tools: origin_company, origin_profile, origin_timeline, origin_filings, origin_quote, origin_transcripts, origin_search, origin_person, origin_skill
Discovery: /.well-known/ai | /llms.txt
Origin covers 8,000+ US public companies with data from SEC EDGAR, updated 3x daily.