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?
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 Grant | Morningstar Applications Filed | Morningstar Patents Granted |
| 2023 | 2 | – |
| 2022 | 3 | – |
| 2021 | 10 | – |
| 2020 | 3 | – |
| 2017 | 1 | 1 |
| 2015 | 1 | – |
| 2013 | 1 | 2 |
| 2012 | 3 | 3 |
| 2011 | 1 | – |
How many Morningstar patents are Alive/Dead?
Worldwide Patents
How Many Patents did Morningstar File in Different Countries?
Countries in which Morningstar Filed Patents
| Country | Patent |
| United States Of America | 20 |
| China | 5 |
| Australia | 2 |
| South Africa | 2 |
| Europe | 2 |
| New Zealand | 1 |
| Brazil | 1 |
| Canada | 1 |
| Israel | 1 |
| Mexico | 1 |
| Hong Kong (S.A.R.) | 1 |
Where are Research Centers of Morningstar Patents Located?
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 Number | Citation Count |
| US7640200B2 | 135 |
| US7120601B2 | 110 |
| US7216099B2 | 59 |
| US20030195831A1 | 44 |
| US8219473B2 | 36 |
| US20050144110A1 | 22 |
| US20060059140A1 | 20 |
| US20100153300A1 | 17 |
| US8122838B2 | 15 |
| CN1678812A | 14 |
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 Firm | Total Applications | Success Rate |
| Ip Group Of Dla Piper | 5 | 80.00% |
| Attn Barry W Sufrin | 1 | 100.00% |
| Claiborne B Morton Iii | 1 | 0.00% |
| Goodwin Procter Llp | 1 | 100.00% |
| K&L Gates Llp Chicago | 1 | 0.00% |
List of Morningstar patents
| Publication Number | Title |
| US9740995B2 | Coordinate-Based Document Processing And Data Entry System And Method |
| US8321320B1 | Portfolio Management Analysis System And Method |
| US8122838B2 | Transplanter |
| US7640200B2 | Financial Portfolio Management System And Method |
| US7216099B2 | Automatically Allocating And Rebalancing Discretionary Portfolios |
| US7120601B2 | Optimal Asset Allocation During Retirement In The Presence Of Fixed And Variable Immediate Life Annuities (Payout Annuities) |
| US20230196476A1 | Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts |
| EP4168924A1 | Method, Computer System And Computer Program Product For Improved Table Processing |
| EP3926511A1 | Method, Computer System And Computer Program Product For Improved Table Processing |
| CN113677954A | Focused Light Beam Alignment Apparatus For Aligning Fixture Relative To A Vehicle |
| CN113677926A | Focused Light Beam Alignment Apparatus For Aligning Fixture Relative To A Vehicle |
| WO2023133330A1 | Ai Enhanced Pdf Conversion Into Human Readable And Machine Parsable Html |
| AU2021292328A1 | Method, Computer System And Computer Program Product For Improved Table Processing |
| AU2021285887A1 | Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts |
| ZA202300501A | Method, Computer System And Computer Program Product For Improved Table Processing |
| ZA202213607A | Portfolio Optimization System That Simultaniously Supports Multiple Tax-Exempt, Tax-Deferred And Taxable Accounts |
| MX2022016102A | Method, Computer System And Software Product To Improve The Processing Of Tables |
| BR112022025609A2 | Method, Computer System, And Computer Program Product For Enhanced Table Processing |
| IL299166A | Method, Computer System And Computer Program Product For Improved Table Processing |
| HK40059737A | Method, Computer System And Computer Program Product For Improved Table Processing |
| CA3187262A1 | Method, Computer System And Computer Program Product For Improved Table Processing |
| NZ796258A | Method, Computer System And Computer Program Product For Improved Table Processing |
| US8573142B2 | Foliage Separator For A Transplanter |
| US8473397B2 | Financial Portfolio Management System And Method |
| US8219473B2 | Financial Portfolio Management System And Method |
| US20190019246A1 | Systems And Methods For Assessing Financial Stability And Preparedness |
| US20160203558A1 | System And Method For Comparing Retirement Plan Services |
| US20130066811A1 | Portfolio Management Analysis System And Method |
| US20100153300A1 | Derivative Trading Strategy Backtesting Machine |
| US20090138406A1 | System And Method For Providing A Target Spending Portfolio |
| US20070255638A1 | System And Method For Allocating Investor Wealth To At Least One Risky Asset And Life Insurance |
| US20070050273A1 | System And Method For Presenting Price Movements Before Or Following Recurring Historical Events |
| US20060059140A1 | Correcting Data Warehouse With Prioritized Processing For Integrity And Throughput |
| US20050144110A1 | Automatically Allocating And Rebalancing Discretionary Portfolios |
| US20030195831A1 | Portfolio Generation Using Resampled Efficient Frontiers And Interval-Associated Groups |
| CN3388560D | Power Tools (Battery Powered) |
| CN3352286D | Power Tool |
| CN1678812A | Tool Apparatus, System And Method Of Use |
| WO2021257939A9 | Method, Computer System And Computer Program Product For Improved Table Processing |
| WO2021247759A1 | Portfolio 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