Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,462,687
New position
Shares Held
156,792
first reported quarter
Ownership
0.418%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BROOKFIELD Corp /ON/ holds $24,462,687 across 1 Financial Data & Stock Exchanges name. MORN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
156,792 | $24,462,687 |
All Filings in MORN
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,462,687 | 156,792 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||