Morningstar, Inc. business relationships
Companies named in Morningstar, Inc.’s 10-K filed 2026-02-13, and public companies whose annual reports name Morningstar, Inc.. Each link shows the sentence it came from. Scores are Engagemii’s AI visibility scores.
- AEO visibility
- 7.7 / 10
- AI naming
- 100 / 100 Top 1% in its category
- Agent readiness
- 5 / 100
- AI adoption
- 0 / 100
Named in Morningstar, Inc.’s annual report 1
“Effective December 1, 2024, we sold customer assets from the US Morningstar Wealth TAMP to AssetMark, Inc. for closing consideration of approximately $ 65.0 million.” SEC filing
Companies whose annual reports name Morningstar, Inc. 6
“...and information through features such as Digests and customizable market scanners, and stock research reports prepared by our third-party collaborator, Morningstar, Inc. Based on current law and regulations, we believe these services do not constitute investment advice or investment recommendations.” SEC filing
“Subscribers have unlimited access to in-depth stock research reports provided by Morningstar.” SEC filing
“(b) Quartile ranking sourced from Morningstar, Lipper and Nomura based on country of domicile.” SEC filing
“Peer group rankings are sourced from a widely-used third-party ranking agency in each fund's market (Morningstar, IA, Lipper, eVestment, Mercer, Galaxy, SITCA, Value Research) and asset-weighted in USD.” SEC filing
“1 Mutual fund performance is sourced from Morningstar and measures the percent of ranked AUM in the top two quartiles versus peers.” SEC filing
“New Mexico Water provides service to approximately 11,800 water and wastewater customer connections in our Rio Communities, Rio Del Oro, Meadow Lake, Indian Hills, Squaw Valley, Elephant Butte, Morningstar, Sandia Knolls, Juan Tomas, Monterey, and Cypress Gardens systems.” SEC filing
Links are read automatically from SEC annual reports (10-K, 20-F, 40-F). In a hand check of random links, about 8 in 10 were real business relationships, so every link carries its source sentence.