Morningstar Patents – Key Insights and Stats

Morningstar has a total of 40 patents globally, out of which 11 have been granted. Of these 40 patents, more than 55% patents are active. The United States of America is where Morningstar has filed the maximum number of patents, followed by China. Parallelly, United States of America seems to be the main focused R&D centre and also is the origin country of Morningstar.

Morningstar was founded in 1984. Morningstar is an investing information and services organization that provides statistics, research, and analysis on mutual funds, stocks, and variable annuities. For individuals, financial advisors, and institutional investors, the company produces a portfolio of print, software, and online products.

Do read about some of the most popular patents of Morningstar which have been covered by us in this article and also you can find Morningstar patents information, the worldwide patent filing activity and its patent filing trend over the years, and many other stats over Morningstar patent portfolio.

How many patents do the Founder and CEO of Morningstar have?

The Founder Joseph Mansueto have 0 patents and CEO Kunal Kapoor have 0 patents.

How many patents does Morningstar have?

Morningstar has a total of 40 patents globally. These patents belong to 23 unique patent families. Out of 40 patents, 22 patents are active.

How Many Patents did Morningstar File Every Year?

Morningstar Patent Filing Trend

Are you wondering why there is a drop in patent filing for the last two years? It is because a patent application can take up to 18 months to get published. Certainly, it doesn’t suggest a decrease in the patent filing.

Year of Patents Filing or GrantMorningstar Applications FiledMorningstar Patents Granted
20232
20223
202110
20203
201711
20151
201312
201233
20111

How many Morningstar patents are Alive/Dead?

Worldwide Patents

Morningstar Patent Portfolio

How Many Patents did Morningstar File in Different Countries?

Morningstar Worldwide Patent Filing

Countries in which Morningstar Filed Patents

CountryPatent
United States Of America20
China5
Australia2
South Africa2
Europe2
New Zealand1
Brazil1
Canada1
Israel1
Mexico1
Hong Kong (S.A.R.)1

Where are Research Centers of Morningstar Patents Located?

R&D Centres of Morningstar

10 Best Morningstar Patents

US7640200B2 is the most popular patent in the Morningstar portfolio. It has received 135 citations so far from companies like Firethorn Mobile, Qualcomm, Consumerinfo.Com.

Below is the list of 10 most cited patents of Morningstar:

Publication NumberCitation Count
US7640200B2135
US7120601B2110
US7216099B259
US20030195831A144
US8219473B236
US20050144110A122
US20060059140A120
US20100153300A117
US8122838B215
CN1678812A14

What Percentage of Morningstar US Patent Applications were Granted?

Morningstar (Excluding its subsidiaries) has filed 9 patent applications at USPTO so far (Excluding Design and PCT applications). Out of these 6 have been granted leading to a grant rate of 66.67%.

Below are the key stats of Morningstar patent prosecution at the USPTO.

Which Law Firms Filed Most US Patents for Morningstar?

Law FirmTotal ApplicationsSuccess Rate
Ip Group Of Dla Piper580.00%
Attn Barry W Sufrin1100.00%
Claiborne B Morton Iii10.00%
Goodwin Procter Llp1100.00%
K&L Gates Llp Chicago10.00%

List of Morningstar patents

Publication NumberTitle
US9740995B2Coordinate-Based Document Processing And Data Entry System And Method
US8321320B1Portfolio Management Analysis System And Method
US8122838B2Transplanter
US7640200B2Financial Portfolio Management System And Method
US7216099B2Automatically Allocating And Rebalancing Discretionary Portfolios
US7120601B2Optimal Asset Allocation During Retirement In The Presence Of Fixed And Variable Immediate Life Annuities (Payout Annuities)
US20230196476A1Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts
EP4168924A1Method, Computer System And Computer Program Product For Improved Table Processing
EP3926511A1Method, Computer System And Computer Program Product For Improved Table Processing
CN113677954AFocused Light Beam Alignment Apparatus For Aligning Fixture Relative To A Vehicle
CN113677926AFocused Light Beam Alignment Apparatus For Aligning Fixture Relative To A Vehicle
WO2023133330A1Ai Enhanced Pdf Conversion Into Human Readable And Machine Parsable Html
AU2021292328A1Method, Computer System And Computer Program Product For Improved Table Processing
AU2021285887A1Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts
ZA202300501AMethod, Computer System And Computer Program Product For Improved Table Processing
ZA202213607APortfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts
MX2022016102AMethod, Computer System And Software Product To Improve The Processing Of Tables
BR112022025609A2Method, Computer System, And Computer Program Product For Enhanced Table Processing
IL299166AMethod, Computer System And Computer Program Product For Improved Table Processing
HK40059737AMethod, Computer System And Computer Program Product For Improved Table Processing
CA3187262A1Method, Computer System And Computer Program Product For Improved Table Processing
NZ796258AMethod, Computer System And Computer Program Product For Improved Table Processing
US8573142B2Foliage Separator For A Transplanter
US8473397B2Financial Portfolio Management System And Method
US8219473B2Financial Portfolio Management System And Method
US20190019246A1Systems And Methods For Assessing Financial Stability And Preparedness
US20160203558A1System And Method For Comparing Retirement Plan Services
US20130066811A1Portfolio Management Analysis System And Method
US20100153300A1Derivative Trading Strategy Backtesting Machine
US20090138406A1System And Method For Providing A Target Spending Portfolio
US20070255638A1System And Method For Allocating Investor Wealth To At Least One Risky Asset And Life Insurance
US20070050273A1System And Method For Presenting Price Movements Before Or Following Recurring Historical Events
US20060059140A1Correcting Data Warehouse With Prioritized Processing For Integrity And Throughput
US20050144110A1Automatically Allocating And Rebalancing Discretionary Portfolios
US20030195831A1Portfolio Generation Using Resampled Efficient Frontiers And Interval-Associated Groups
CN3388560DPower Tools (Battery Powered)
CN3352286DPower Tool
CN1678812ATool Apparatus, System And Method Of Use
WO2021257939A9Method, Computer System And Computer Program Product For Improved Table Processing
WO2021247759A1Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts

What are Morningstar key innovation segments?

What Technologies are Covered by Morningstar?

The chart below distributes patents filed by Morningstar in different countries on the basis of the technology protected in patents. It also represents the markets where Morningstar thinks it’s important to protect particular technology inventions.

R&D Focus: How has Morningstar search focus changed over the years?

EXCLUSIVE INSIGHTS COMING SOON!

Interested in knowing about the areas of innovation that are being protected by Morningstar?

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Our comprehensive report provides an in-depth look into the patent portfolio. The report includes a breakdown of the patent portfolio across various technologies, listing the patent along with brief summaries of each patent's technology.