Morningstar, Inc. — Investor Relations & Filings
Morningstar, Inc. is a financial services firm specializing in independent investment research. The company provides comprehensive data, research insights, and proprietary ratings on a wide range of investment offerings, including stocks, mutual funds, and exchange-traded funds (ETFs). It offers portfolio management tools, software, and services for individual investors, financial advisors, and institutional clients. Leveraging one of the industry's largest investment databases, Morningstar aims to empower investor success by providing the analysis and technology needed to support informed financial decision-making.
Recent filings
| Filing | Released | Lang | Actions |
|---|---|---|---|
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2024-02-23 | English | |
| Regulatory Filings 2024 | 2024-02-21 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2024-02-21 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2024-02-20 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2024-02-15 | English | |
| SCHEDULE 13G (AMENDMENT NO. 4) | 2024-02-14 | English |
Browse filings by year
17 yearsMarket data
Market data not available
Price history
Peer group · Other activities auxiliary to financial service activities, except insurance and pension funding
| Company | Ticker | Country | Sector |
|---|---|---|---|
|
26 Broadway Capital Corp.
Financial advisory specializing in M&A, corporate finance, …
|
JDR.P | CA | Financial and insurance activit… |
|
ACTACORP HOLDINGS BERHAD
Primarily engages in investment holding and the provision o…
|
— | MY | Financial and insurance activit… |
|
Akiko Global Services Limited
Digital platform for aggregating and distributing credit ca…
|
AKIKO | IN | Financial and insurance activit… |
|
ALAM SYNERGY PTE LTD.
Grants security and guarantees, facilitating financial tran…
|
60QB | SG | Financial and insurance activit… |
|
Alankit Limited
Diversified provider of e-governance, financial services, a…
|
ALANKIT | IN | Financial and insurance activit… |
|
Allfunds Group PLC
A B2B WealthTech platform connecting fund houses and distri…
|
ALLFG | GB | Financial and insurance activit… |
|
ALTISOURCE PORTFOLIO SOLUTIONS S.A.
An integrated service provider of tech-enabled solutions fo…
|
ASPS | LU | Financial and insurance activit… |
|
Amasse Capital Holdings Limited
Provides specialized corporate finance and investment advis…
|
8168 | HK | Financial and insurance activit… |
|
Amicorp FS (UK) PLC
Specialist provider of fund administration, compliance, and…
|
AMIF | GB | Financial and insurance activit… |
|
Analizy Online Spolka Akcyjna
Independent provider of financial information, data, and an…
|
AOL | PL | Financial and insurance activit… |
Morningstar, Inc. via the API
Pull this company's filings, identifiers, and metadata as JSON or Markdown. Authenticate with your API key, then query by company ID, ISIN, or LEI. Full schema documented in the OpenAPI spec.
Endpoints
| GET | /api/companies/30609/ | Company identity, sector, listing, identifiers |
| GET | /api/filings/?company=30609 | Paginated list of all filings (filterable by type, date, language) |
| GET | /api/filings/{id}/ | Single filing — metadata, document URL, processing status |
| GET | /api/filings/{id}/markdown/ | Filing content as Markdown (PDF → text/tables/figures) |
| GET | /api/isins/?company=30609 | All ISINs registered to this company |
| GET | /api/filing-types/ | Reference: every filing-type code + category |
cURL
$ curl https://api.financialreports.eu/api/filings/?company=30609 \ -H "x-api-key: $FR_API_KEY" \ -H "Accept: application/json"
Python
import requests r = requests.get( "https://api.financialreports.eu/api/filings/", params={"company": 30609}, headers={"x-api-key": API_KEY}, ) filings = r.json()["results"]
MCP server
// MCP server URL https://mcp.financialfilings.com/mcp // Once connected, the LLM can query this company directly: "Pull the latest 5 filings for Morningstar, Inc. (id: 30609)"
Report missing filing
Can't find a specific document? Let us know and we'll add it within 24 hours.