Morningstar, Inc.
| Company type | Public |
|---|---|
| ISIN | US6177001095 |
| Industry | Investment research, Investment management |
| Founded | 1984 |
| Founder | Joe Mansueto |
| Headquarters | , U.S. |
Key people | |
| Revenue | US$2.2751 billion (2024) |
| US$484.8 million (2024) | |
| US$369.9 million (2024) | |
| AUM | US$62.3 billion (2024) |
| Total assets | US$3.5489 billion (2024) |
| Total equity | US$1.6186 billion (2024) |
| Owner | Joe Mansueto (39.7%) |
Number of employees | 11,085 (2024) |
| Subsidiaries | MORNINGSTAR JAPAN K.K. (22.1%) |
| Website | morningstar |
| Footnotes / references | |
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.
With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. Through its asset management division, the firm currently manages over US$295 billion as of March 31, 2023.
The firm also provides software and data platforms for investment professionals, including "Morningstar Research Portal", "Morningstar Direct" and "Morningstar Advisor Workstation".