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Business description: Morningstar, Inc.
Number of employees: 10,973
Sales by Activity: Morningstar, Inc.
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
Morningstar Direct Platform | - | - | 747M | 788M | 831M |
Pitchbook | - | - | 552M | 618M | 672M |
OnLine Financial Information Providers | 1.7B | 1.87B | - | - | - |
Morningstar Credit | - | - | 215M | 291M | 354M |
Morningstar Wealth | - | - | 230M | 248M | 251M |
Corporate and ALL Other | - | - | 184M | 202M | 200M |
Morningstar Retirement | - | - | 110M | 127M | 138M |
Geographical breakdown of sales: Morningstar, Inc.
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
United States | 1.18B | 1.35B | 1.47B | 1.64B | 1.75B |
Continental Europe | 159M | 163M | 186M | 204M | 220M |
United Kingdom | 136M | 134M | 148M | 167M | 190M |
Canada | 113M | 110M | 116M | 140M | 155M |
Australia | 56.9M | 55.8M | 58.4M | 62.4M | 65.3M |
Asia | 41.1M | 44.8M | 49.3M | 49.6M | 48M |
Other | 9.3M | 9.8M | 10.5M | 12.7M | 13M |
Executive Committee: Morningstar, Inc.
| Manager | Title | Age | Since |
|---|---|---|---|
Kunal Kapoor
CEO | Chief Executive Officer | 50 | 2016-12-31 |
Michael Holt
DFI | Director of Finance/CFO | 46 | 2024-12-31 |
Laura Kohl
CTO | Chief Tech/Sci/R&D Officer | 57 | - |
Daniel Needham
PSD | President | - | 2015-02-01 |
Sarah Bush
IRC | Investor Relations Contact | - | - |
Composition of the Board of Directors: Morningstar, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
Joe Mansueto
CHM | Chairman | 69 | 1984-05-15 |
Cheryl Francis
BRD | Director/Board Member | 72 | 2002-06-30 |
Steven Kaplan
BRD | Director/Board Member | 66 | 1998-12-31 |
William Lyons
BRD | Director/Board Member | 70 | 2007-08-31 |
Kunal Kapoor
BRD | Director/Board Member | 50 | 2016-12-31 |
Robin Diamonte
BRD | Director/Board Member | 61 | 2015-12-03 |
Caroline Tsay
BRD | Director/Board Member | 44 | 2017-05-14 |
Stephen Joynt
BRD | Director/Board Member | 74 | 2019-12-05 |
Doniel Sutton
BRD | Director/Board Member | 52 | 2021-05-13 |
Anne Bramman
BRD | Director/Board Member | 58 | 2026-01-01 |
Holdings: Morningstar, Inc.
| Name | Stocks | % | Valuation |
|---|---|---|---|
| 6,552,200 | 4.75% | 25 M $ |
Company details: Morningstar, Inc.
Group companies: Morningstar, Inc.
| Name | Category and Sector |
|---|---|
Praemium International Ltd.
 Praemium International Ltd. Financial ConglomeratesFinance Provides investment services |
Financial Conglomerates
|
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. |
Investment Managers
|
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. |
Investment Managers
|
Morningstar Investment Management South Africa (Pty) Ltd.
 Morningstar Investment Management South Africa (Pty) Ltd. Investment ManagersFinance Morningstar South Africa constructs diversified local and global portfolios, that are actively managed. They offer a range of risk-profile portfolios aimed at minimizing costs and aiding investors in reaching their goals. |
Investment Managers
|
Morningstar Funds Trust - Alternatives Fund
 Morningstar Funds Trust - Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust |
Investment Trusts/Mutual Funds
|
Financial Information Providers
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | +1.32% | -1.05% | -32.54% | -13.57% | 29.97B | |
| -3.71% | -1.83% | -4.99% | +10.03% | 2.52B | |
| -0.71% | +1.82% | -34.56% | -13.41% | 978M | |
| +0.16% | +42.66% | +48.80% | -69.86% | 368M | |
| +10.07% | +9.31% | +255.18% | -51.08% | 316M | |
| -3.40% | +4.07% | +219.20% | +205.13% | 191M | |
| Average | +0.62% | +9.63% | +75.18% | +11.21% | 5.72B | |
| Weighted average by Cap. | +0.94% | -0.33% | -25.66% | -11.57% |
Sector
Trader
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Investor
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Global
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Quality
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ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
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