Morningstar Inc.

Chicago, IL

UEI
FWYMNZL7NWU8
CAGE
3A0T7
Primary NAICS
523999 Miscellaneous Financial Investment Activities
SAM.gov registration
Active through

Company facts

Self-certified in SAM.gov
  • For Profit Organization
Entity structure
Corporate Entity (Not Tax Exempt)
NAICS codes registered in SAM.gov
Corporate family
SAM.gov registration date
Physical address
22 W Washington St, Chicago, IL 60602, USA
Website
morningstar.com
Founded
1984
Employees
10K-50K
Estimated annual revenue
$1B-$10B
Industry
  1. Financials
  2. Diversified Financials
  3. Capital Markets
  4. Asset Management & Custody Banks
SIC code
62 Security & Commodity Brokers
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Recent federal awards

Morningstar Inc.'s 5 most recent federal contract and grant awards, newest first. Amounts are dollars obligated.
Award Agency Obligated Awarded
Morningstar advisor workstation licenses Contract · 2031JW26P00019 Office of the Comptroller of the Currency $22,898
Morningstar financial data subscription for one (1) 12-month base year: Contract · 1605C126P00020 Office of the Assistant Secretary for Administration and Management $186,350
Morningstar data subscription products Contract · 2099CJ26C00003 Department of the Treasury $85,410
Morningstar advisor workstation licenses Contract · 2031JW25P00026 Office of the Comptroller of the Currency $21,400
Morningstar hedge fund database subscription Contract · 50310225P0015 Securities and Exchange Commission $41,441

About Morningstar Inc.

Written by GovTribe AI ·

Morningstar Inc. is a global financial services firm headquartered in Chicago, Illinois, specializing in independent investment research, data, and analytics. Through its subsidiaries, particularly Pitchbook Data Inc., the company provides comprehensive financial data, software, and research services to numerous federal agencies. The firm offers specialized platforms and databases that cover private capital markets, including detailed analytics on venture capital, private equity, mergers and acquisitions, and private company profiles, enabling government agencies to conduct investment analysis, due diligence, economic research, financial monitoring, and market mapping across various sectors.

Morningstar Inc. has secured numerous federal contract awards across civilian and defense agencies, primarily through its Pitchbook Data Inc. subsidiary. These contracts, which are predominantly not set aside for small businesses, include purchase orders and definitive contracts with agencies such as the Department of the Treasury, Securities and Exchange Commission, Department of Defense, Department of Justice, National Institutes of Health, and Advanced Research Projects Agency. The company provides subscription-based access to its financial data platforms, offering services like the Pitchbook Platform, Morningstar Advisor Workstation, and specialized databases covering private market data, leveraged loan markets, and investment research. Contracts range from $15,000 to over $6.8 million, supporting critical government functions like the Committee on Foreign Investment in the United States (CFIUS), Small Business Innovation Research (SBIR) programs, and various agency-specific investment and market analysis needs.

Morningstar Inc. holds two significant federal contract indefinite delivery vehicles (IDVs): a $1.7 million Blanket Purchase Agreement with the Advanced Research Projects Agency - Energy (ARPA-E) and a $2,047,500 single-award Indefinite Delivery Contract with the Department of the Treasury Departmental Offices. The ARPA-E BPA, running through September 2030, provides subscription-based access to Pitchbook's comprehensive financial data and research services across government agencies. The Treasury Department IDC, awarded on a sole-source basis, specifically supports CFIUS by providing web-based subscription services and financial data tools for investment analysis and national security oversight. These IDVs enable multiple task orders and call-offs, allowing federal agencies to access Morningstar's specialized financial intelligence platforms as needed, with task orders covering services such as private market data subscriptions, investment research, and market analysis across various government departments.

Quick answers

What is Morningstar Inc.'s UEI?

Morningstar Inc.'s Unique Entity ID (UEI) in SAM.gov is FWYMNZL7NWU8.

What is Morningstar Inc.'s CAGE code?

Morningstar Inc.'s CAGE code is 3A0T7.

What is Morningstar Inc.'s primary NAICS code?

Morningstar Inc.'s primary NAICS code is 523999 (Miscellaneous Financial Investment Activities).

Where is Morningstar Inc. located?

Morningstar Inc.'s physical address in SAM.gov is 22 W Washington St, Chicago, IL 60602, USA.

Is Morningstar Inc. registered in SAM.gov?

Yes. Morningstar Inc.'s SAM.gov registration is active through September 15, 2027.

What is Morningstar Inc.'s most recent federal award?

Morningstar Inc.'s most recent federal contract award is Morningstar advisor workstation licenses (2031JW26P00019), from Office of the Comptroller of the Currency, on September 30, 2026.

On GovTribe

See Morningstar Inc.'s full federal record

  • Federal contract awards
  • IDV awards
  • Funding analysis by agency, NAICS and set-aside
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