MORN (Morningstar) Institutional Ownership: 68.24% (As of Jul. 13, 2026)


MORN Morningstar Inc MORN
81 GF Score
Price $165.20
GF Value $354.12
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Morningstar Institutional Ownership?

Morningstar MORN -0.22% 81 Institutional Ownership is 68.24% as of Jul. 13, 2026. GuruFocus rates MORN with a GF Score™ of 81/100 and a GF Value™ of $354.12 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Morningstar's institutional ownership is 68.24%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Morningstar's Insider Ownership is 27.44%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Morningstar's Float Percentage Of Total Shares Outstanding is 60.41%.

Morningstar Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Morningstar's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Morningstar Institutional Ownership Chart

Morningstar Historical Data

The historical data trend for Morningstar can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 42.19 41.86 41.59 40.82 40.66 42.08 40.76 40.78 39.85 43.04
MORN
81GF Score
Morningstar Inc MORN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Morningstar Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 68.24% mean?
Morningstar (MORN) has a Institutional Ownership of 68.24% as of Jul. 13, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Morningstar and its competitors.
Is Morningstar's Institutional Ownership too high?
Morningstar's current Institutional Ownership is 68.24%. Overall, Morningstar has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morningstar's Institutional Ownership compare to FDS and OTCM?
Morningstar's Institutional Ownership of 68.24% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Morningstar and its competitors. Morningstar's current Institutional Ownership is 68.24%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morningstar stock overvalued right now?
Based on GuruFocus' analysis, Morningstar (MORN) is currently considered Significantly Undervalued. The stock's GF Value™ is $354.12, compared to a current price of $165.20 — trading 53.3% below its estimated fair value. The current Institutional Ownership is 68.24%. Morningstar's overall GF Score™ is 81/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Morningstar (MORN), the current Institutional Ownership is 68.24% as of Jul. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Morningstar (MORN) Overvalued in 2026?

Based on GuruFocus' analysis, Morningstar stock appears to be undervalued. The current stock price of $165.20 is trading 53.3% below its estimated GF Value™ of $354.12. GuruFocus considers Morningstar to be Significantly Undervalued.

Key valuation signals for MORN:

  • Institutional Ownership: 68.24%
  • GF Value™: $354.12 vs. price of $165.20 (53.3% below fair value)
  • GF Score™: 81/100 with 2 warning signs

No single metric tells the full story. See the MORN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Morningstar Business Description

Other Exchanges MRS:Germany
Address 22 West Washington Street, Chicago, IL, USA, 60602
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
81GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$165.20
Price
$354.12
GF Value