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Home / Companies / Morningstar, Inc. / 7 May 2026

Meeting · year to 30 June 2026567 filers reporting

Morningstar, Inc.: meeting of 7 May 2026

Votes reported on Form N-PX, item by item

567 Form N-PX filers reported votes at the Morningstar, Inc. meeting of 7 May 2026. Their records fall into 4 items below, in ballot order: management items first, then proposals from security holders. Each bar shows how the reporting filers split; it is not the result of the meeting.

foragainstabstain, withhold or otheramber tick: the portion cast against management

Items

1

DIRECTOR ELECTIONSIssuer

Director elections

10 nominees; 91.4% of reported votes for; 47 filers withheld from or voted against at least one nominee.

4,160 vote records from 168 filers. 4 of the 166 filers that marked the item either way voted against management. 2 filers reported this item without a management mark.

96.4% for1.8% against1.8% other2.4% against management168 filers
2

SECTION 14A SAY-ON-PAY VOTESIssuer

Advisory vote on executive pay (say-on-pay)

907 vote records from 561 filers. 45 of the 539 filers that marked the item either way voted against management. 22 filers reported this item without a management mark.

87.7% for8.0% against4.3% other8.3% against management561 filers96.6% for3.4% against0.1% other3.4% against management26,902,444 reported shares
3

AUDIT-RELATEDIssuer

Audit-related items (auditor ratification)

416 vote records from 168 filers. 1 of the 166 filers that marked the item either way voted against management. 2 filers reported this item without a management mark.

98.8% for0.0% against1.2% other0.6% against management168 filers99.9% for0.0% against0.0% other0.1% against management10,072,471 reported shares
4

COMPENSATIONIssuer

COMPENSATION: management items

Management items in this category are shown together; filers word and number them differently.

16 vote records from 12 filers. 1 of the 11 filers that marked the item either way voted against management. 1 filer reported this item without a management mark.

83.3% for0.0% against16.7% other9.1% against management12 filers24.4% for0.0% against75.6% other0.0% against management20,030 reported shares, counted once per item in this group

How the largest families voted

Family1. Directors2. Say-on-pay3. Auditor
VanguardForForFor
BlackRock and iSharesForForFor
FidelityForForFor
DimensionalForForFor
State Street and SPDRForForFor
American CenturyForForFor
Franklin TempletonForForFor
InvescoForForFor
EquitableForForFor
Charles SchwabForForFor
Nuveen and TIAAForForFor
ProShares and ProFundsForForFor
John Hancock and ManulifeForForFor
Morgan Stanley, Eaton Vance and CalvertForForFor
J.P. MorganForAgainst *For
Goldman SachsForForFor
WisdomTreeForForFor
PGIM and PrudentialForForFor
Jackson National fundsForForFor
Northern Trust and FlexSharesForForFor
SEIForForFor
T. Rowe PriceForForFor
ThriventForForFor
Lincoln FinancialForForFor
VoyaForForFor
First TrustForForFor
Russell InvestmentsForForFor
NationwideForForFor
Victory CapitalForForFor
Brighthouse FundsForForFor
Guggenheim and RydexForForFor
Columbia ThreadneedleForForFor
BNY MellonForForFor
PrincipalForForFor
Pacific Life fundsForForFor
MFSForForFor
Federated HermesForForFor
AllianceBernsteinNo reportForNo report
Hartford FundsForForFor
DWSNo reportForNo report
PIMCOForForFor
AllspringForForFor
MassMutualNo reportForNo report
Harbor FundsForForFor
VirtusForForFor
Janus HendersonNo reportForNo report
Neuberger BermanNo reportForNo report
Natixis and Loomis SaylesSplit or no voteForFor
BairdNo reportForNo report

* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.

Questions

How did large funds vote at the Morningstar, Inc. meeting?

567 Form N-PX filers reported votes at the meeting of 7 May 2026. On say-on-pay, 45 of 539 voted against management (8.3%). The family table lists each of the largest families item by item.

Is this the meeting result?

No. These are the votes of funds and managers that file Form N-PX, counted by filer and by the shares they reported. The certified result, which includes every shareholder, is reported by Morningstar, Inc. on Form 8-K.

Why are director elections shown as counts only?

Director records name the nominee. This site does not publish pages or rows about individuals, so for director elections it keeps the number of nominees and the split of votes and discards the wording.

Every meeting on file for Morningstar, Inc.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing Morningstar, Inc. with a meeting date within three days of 7 May 2026. Proposal titles are the most common wording among filers and are replaced by the SEC category where a wording could name a person. Not verified by the SEC. Filings read through 23 Sep 2026.