Morningstar
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$217.65
After-hours close−0.07 (−0.03%)
At close$217.72(−0.50%)
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Breakdown13F · Form 4
Institutions 74.60%27.98M sharesInsiders 21.69%8.14M sharesOther 3.71%1.39M shares
Shares outstanding 37.51M · Float 19.22M · 51.2% free float
Institutions13F, as of Jun 30, 2026
425 holders · 27.98M shares · 72 new positions · 200 increased · 170 reduced · 99 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Bamco Inc /NY/ | 3.50M | 9.33% | +2.74M | Aug 14, 2026 |
| BlackRock, Inc. | 2.08M | 5.55% | −256.5K | Aug 7, 2026 |
| Wellington Management Group LLP | 1.49M | 3.98% | −169.4K | Aug 14, 2026 |
| Morgan Stanley | 1.48M | 3.96% | −246.4K | Aug 13, 2026 |
| AQR Capital Management LLC | 1.30M | 3.48% | +680.8K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 950.1K | 2.53% | −101.7K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 894.4K | 2.38% | −95.1K | Aug 13, 2026 |
| State Street Corp | 716.5K | 1.91% | −19.1K | Aug 7, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Joseph D. Mansueto | 37.50% | 14.91M | 13G | Feb 12, 2026 ↗ |
| Daniel Mansueto | 9.50% | 3.76M | 13G | Feb 12, 2026 ↗ |
| Bamco Inc /NY/ | 8.50% | 3.23M | 13G | Aug 14, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Joseph D. Mansueto | director, 10 percent owner, officer: Executive Chairman | 7.94M | 21.16% | Aug 24, 2026 |
| Mansueto Daniel | 10 percent owner | 3.48M | 9.29% | Aug 26, 2026 |
| Kunal Kapoor | director, officer: CEO | 151.3K | 0.40% | May 19, 2026 |
| Daniel Joseph Dunn | officer: Chief Revenue Officer | 14.9K | 0.04% | Nov 18, 2025 |
| William M. Lyons | director | 12.9K | 0.03% | Aug 3, 2026 |
| Michael Holt | officer: Chief Financial Officer | 12.3K | 0.03% | May 19, 2026 |
| Caroline J. Tsay | director | 3.7K | 0.01% | Dec 30, 2025 |
| Conan Wiersema | officer: CAO & PAO | 3.1K | 0.01% | May 19, 2026 |
1 ten-percent owner holds 3.48M shares by Form 4, outside the officers-and-directors figure above · 28 people have not refiled in the last 18 months (1.85M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 24, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 6 lots | 5,659 | $218.84 | 7,938,192 |
| Aug 21, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 2 lots | 4,095 | $216.75 | 7,943,851 |
| Aug 20, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 5 lots | 7,250 | $214.16 | 7,947,946 |
| Aug 19, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 7 lots | 6,594 | $213.75 | 7,955,196 |
| Aug 18, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 6 lots | 7,906 | $210.26 | 7,960,570 |
| Aug 17, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 2 lots | 7,250 | $207.04 | 7,969,696 |
| Aug 14, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 4 lots | 7,250 | $206.88 | 7,976,946 |
| Aug 13, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 8 lots | 7,250 | $197.92 | 7,984,196 |
| Aug 12, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale · 4 lots | 7,250 | $195.27 | 7,991,446 |
| Aug 11, 2026 | Joseph D. Mansuetodirector, 10 percent owner, officer: Executive Chairman | Sale | 974 | $200.32 | 7,998,696 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. April Delaney · MD06 | Sale | $1,001 – $15,000 | May 6, 2026 | Jun 8, 2026 ↗ | |
| Rep. April Delaney · MD06 | Sale | $1,001 – $15,000 | May 4, 2026 | Jun 8, 2026 ↗ | |
| Rep. April Delaney · MD06 | Sale | $1,001 – $15,000 | Apr 30, 2026 | May 7, 2026 ↗ | |
| Rep. April Delaney · MD06 | Sale | $1,001 – $15,000 | Apr 17, 2026 | May 7, 2026 ↗ | |
| Rep. April Delaney · MD06 | Sale | $1,001 – $15,000 | Apr 16, 2026 | May 7, 2026 ↗ |