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Joe Mansueto

Joe Mansueto is number 50 in the 311 Private Wealth Index, with disclosed holdings in listed companies worth about $3.0bn, mainly in Morningstar, Inc. That is about 15,595 times the wealth of a typical US household. Joe Mansueto is the executive chairman and a 10% owner of Morningstar, Inc.

Part of the 311 Private Wealth Index (311institute.com). Last updated .

#50Rank
$3.0bnDisclosed holdings
15,595×Times a typical US household
Morningstar, Inc.Main source
Executive chairmanRole
Book a Briefing

Disclosed holdings

CompanyValueLatest filingShares
Morningstar, Inc.$3.0bn24 August 202614,216,093 at $211.39

How this figure is calculated

Shares reported in SEC insider filings (Forms 3, 4 and 5), at the latest holding each filing reports, valued at the latest price disclosed in those filings, or at the latest closing price where no recent trade price was filed. Holdings that the filings say belong to investment funds managed by the person are left out, and shares reported jointly by several family members are counted once. Private companies, cash, property and holdings listed outside the United States are not included, so this is a minimum, not total wealth. The household comparison uses $192,700, the median US household wealth in the Federal Reserve Survey of Consumer Finances (2022, the latest published).

Related

Questions and answers

What is Joe Mansueto's net worth?

Joe Mansueto has disclosed holdings in listed companies worth about $3.0bn, according to the 311 Private Wealth Index. This is a minimum: private companies, cash and property are not included.

How much are Joe Mansueto's disclosed holdings worth?

About $3.0bn in listed companies, ranking Joe Mansueto number 50 in the 311 Private Wealth Index.

Where does Joe Mansueto's wealth come from?

Mainly from holdings in Morningstar, Inc. Joe Mansueto is the executive chairman and a 10% owner of Morningstar, Inc.

Source: SEC insider filings.

© 311 Institute 2026. Facts from official filings and the sources linked on this page. The selection, classification and links are the proprietary work of the 311 Institute, protected by copyright and database rights.