Morningstar, Inc.
US ˙ NasdaqGS ˙ US6177001095

SecurityMORN / Morningstar, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership2,394 shares
Latest Disclosed Value $ 405
Bessemer Group Inc reports 62.72% decrease in ownership of MORN / Morningstar, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 2,394 shares of Morningstar, Inc. (US:MORN) valued at $404,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,421 shares of Morningstar, Inc.. This represents a change in shares of -62.72% during the quarter. The current value of the position is $444,709 USD.

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.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F MORNINGSTAR SC 617700109 2,394 -4,027 -62.72 0 -100.00 0.0006
2026-02-05 2025-12-31 13F MORNINGSTAR SC 617700109 6,421 2,599 68.00 1 0.0021
2025-11-05 2025-09-30 13F MORNINGSTAR SC 617700109 3,822 317 9.04 1 -100.00 0.0014
2025-08-01 2025-06-30 13F MORNINGSTAR SC 617700109 3,505 22 0.63 1 0.00 0.0018
2025-04-23 2025-03-31 13F MORNINGSTAR SC 617700109 3,483 -169 -4.63 1 0.00 0.0019
2025-02-13 2024-12-31 13F MORNINGSTAR SC 617700109 3,652 -22 -0.60 1 0.00 0.0020
2024-11-12 2024-09-30 13F MORNINGSTAR SC 617700109 3,674 -1,091 -22.90 1 0.00 0.0019
2024-08-13 2024-06-30 13F MORNINGSTAR SC 617700109 4,765 -162 -3.29 1 0.00 0.0025
2024-08-13 2024-03-31 13F/A-1 MORNINGSTAR SC 617700109 4,927 -528 -9.68 2 0.00 0.0027
2024-05-13 2024-03-31 13F MORNINGSTAR SC 617700109 4,927 -528 2 0.0027
2024-02-09 2023-12-31 13F MORNINGSTAR SC 617700109 5,455 -2,453 -31.02 2 0.00 0.0030
2023-11-13 2023-09-30 13F MORNINGSTAR SC 617700109 7,908 -654 -7.64 2 0.00 0.0041
2023-08-10 2023-06-30 13F MORNINGSTAR SC 617700109 8,562 479 5.93 2 0.00 0.0036
2023-05-10 2023-03-31 13F MORNINGSTAR SC 617700109 8,083 -362 -4.29 2 0.00 0.0039
2023-02-13 2022-12-31 13F MORNINGSTAR SC 617700109 8,445 0 0.00 2 -99.94 0.0045
2022-11-09 2022-09-30 13F MORNINGSTAR SC 617700109 8,445 0 0.00 1,793 -12.15 0.0047
2022-08-10 2022-06-30 13F MORNINGSTAR SC 617700109 8,445 545 6.90 2,041 -5.42 0.0051
2022-05-12 2022-03-31 13F MORNINGSTAR SC 617700109 7,900 41 0.52 2,158 -19.72 0.0045
2022-01-27 2021-12-31 13F MORNINGSTAR SC 617700109 7,859 216 2.83 2,688 35.76 0.0054
2021-11-12 2021-09-30 13F MORNINGSTAR SC 617700109 7,643 1,187 18.39 1,980 19.28 0.0042
2021-08-06 2021-06-30 13F MORNINGSTAR SC 617700109 6,456 -2,940 -31.29 1,660 -21.48 0.0036
2021-05-13 2021-03-31 13F MORNINGSTAR SC 617700109 9,396 -4,239 -31.09 2,114 -33.06 0.0051
2021-02-09 2020-12-31 13F MORNINGSTAR SC 617700109 13,635 6,398 88.41 3,158 171.54 0.0083
2020-11-12 2020-09-30 13F MORNINGSTAR SC 617700109 7,237 184 2.61 1,163 16.88 0.0034
2020-08-05 2020-06-30 13F MORNINGSTAR SC 617700109 7,053 -430 -5.75 995 14.37 0.0031
2020-04-30 2020-03-31 13F MORNINGSTAR SC 617700109 7,483 1,727 30.00 870 -0.11 0.0035
2020-02-04 2019-12-31 13F MORNINGSTAR SC 617700109 5,756 591 11.44 871 15.36 0.0028
2019-11-07 2019-09-30 13F MORNINGSTAR SC 617700109 5,165 1,224 31.06 755 32.46 0.0027
2019-07-19 2019-06-30 13F MORNINGSTAR SC 617700109 3,941 2,866 266.60 570 322.22 0.0019
2019-05-13 2019-03-31 13F MORNINGSTAR SC 617700109 1,075 -363 -25.24 135 -14.56 0.0005
2019-05-21 2018-12-31 13F/A-1 MORNINGSTAR SC 617700109 1,438 -110 -7.11 158 -18.97 0.0007
2019-02-12 2018-12-31 13F MORNINGSTAR SC 617700109 1,438 -110 158 0.0007
2018-11-06 2018-09-30 13F MORNINGSTAR SC 617700109 1,548 1,066 221.16 195 214.52 0.0007
2018-07-25 2018-06-30 13F MORNINGSTAR SC 617700109 482 55 12.88 62 55.00 0.0002
2018-05-10 2018-03-31 13F MORNINGSTAR SC 617700109 427 183 75.00 40 66.67 0.0002
2018-01-30 2017-12-31 13F MORNINGSTAR SC 617700109 244 0 0.00 24 14.29 0.0001
2017-11-03 2017-09-30 13F MORNINGSTAR SC 617700109 244 244 21 0.0001
2017-05-12 2017-03-31 13F MORNINGSTAR SC 617700109 0 -175,852 -100.00 0 -100.00
2017-02-07 2016-12-31 13F MORNINGSTAR SC 617700109 175,852 0 0.00 12,936 -7.20 0.0596
2016-11-10 2016-09-30 13F MORNINGSTAR SC 617700109 175,852 175,852 0.00 13,940 0.0701
2016-08-11 2016-06-30 13F MORNINGSTAR SC 617700109 0 -82 -100.00 0 -100.00
2016-05-11 2016-03-31 13F MORNINGSTAR SC 617700109 82 52 173.33 7 250.00 0.0000
2014-02-18 2013-12-31 13F MORNINGSTAR SC 617700109 30 30 2 0.0000
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.