Quick Answer
Morningstar, Inc. reported Total Assets of $3.59 billion for fiscal year 2025.
Morningstar, Inc. Total Assets — Annual History
| Fiscal Year | Total Assets | YoY Change |
|---|---|---|
| 2025 | $3.59B | +1.2% |
| 2024 | $3.55B | +4.3% |
| 2023 | $3.40B | -2.1% |
| 2022 | $3.47B | +21.4% |
| 2021 | $2.86B | +6.2% |
| 2020 | $2.70B | +13.7% |
| 2019 | $2.37B | +63.1% |
| 2018 | $1.45B | +3.4% |
| 2017 | $1.41B | +4.1% |
| 2016 | $1.35B | +31.3% |
| 2015 | $1.03B | +1.9% |
| 2014 | $1.01B | -2.0% |
| 2013 | $1.03B | -1.1% |
| 2012 | $1.04B | -11.1% |
| 2011 | $1.17B | +7.9% |
| 2010 | $1.09B | +18.2% |
| 2009 | $919.08M | — |
Quarterly Total Assets
| Quarter Ending | Total Assets | YoY | QoQ |
|---|---|---|---|
| September 30, 2025 | $3.56B | -0.2% | -2.0% |
| June 30, 2025 | $3.63B | +6.7% | +1.2% |
| March 31, 2025 | $3.59B | +5.8% | +1.1% |
| December 31, 2024 | $3.55B | +4.3% | -0.5% |
| September 30, 2024 | $3.57B | +6.6% | +4.8% |
| June 30, 2024 | $3.40B | -1.6% | +0.4% |
| March 31, 2024 | $3.39B | -1.8% | -0.4% |
| December 31, 2023 | $3.40B | -2.1% | +1.8% |
- Morningstar, Inc. showed an increase of +1.2% in Total Assets compared to the prior fiscal year.
- Over the 2009–2025 period, Morningstar, Inc.’s total assets has grown by 290.6% (from $919.08 million to $3.59 billion).
- The most recent figure is from Morningstar, Inc.’s fiscal year 2025 report (Form 10-K), filed with the SEC on February 13, 2026.
- All figures are sourced from SEC EDGAR XBRL filings, last verified June 17, 2026.
Last verified: