Position in MORN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,439,829
-$1,507,667 QoQ
Shares Held
20,348
-10.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 91.15392176135246.ToString("F0")%
Shared 0.ToString("F0")%
None 8.846078238647532.ToString("F0")%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Derivatives in MORN
reported options exposure · as of Mar 31, 2026CallValue
$439,530
CallShares
2,600
PutValue
$2,163,840
PutShares
12,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $841,873,353 across 10 Financial Data & Stock Exchanges names. MORN ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,474,465 | $389,183,855 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
1,746,091 | $148,225,664 | |
| 3 | SPGI |
S&P Global Inc.
|
326,143 | $131,240,921 | |
| 4 | MCO |
Moodys Corp /De/
|
248,431 | $108,378,023 | |
| 5 | CME |
Cme Group Inc.
|
137,862 | $40,717,540 | |
| 6 | COIN |
Coinbase Global, Inc.
|
73,976 | $12,916,949 | |
| 7 | FDS |
Factset Research Systems Inc
|
19,818 | $4,300,307 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
20,348 | $3,439,829 |
All Filings in MORN
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,530 | 2,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,163,840 | 12,800 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $3,439,829 | 20,348 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,947,496 | 22,767 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,816,220 | 29,379 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,193,705 | 22,915 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,003,196 | 40,028 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $835,501 | 2,481 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $2,342,400 | 10,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,960,700 | 10,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,067,601 | 5,445 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $861,659 | 4,244 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $941,516 | 4,347 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,316,623 | 10,911 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,715,300 | 7,093 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,725,841 | 17,300 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $6,173,642 | 22,600 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $2,732,519 | 10,003 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,148,874 | 32,600 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $5,916,427 | 17,300 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $1,883,680 | 5,508 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,590,300 | 10,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $2,050,481 | 7,916 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,417,961 | 5,515 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,250,400 | 10,000 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $2,056,190 | 9,137 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,177,522 | 18,040 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,087,447 | 12,997 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,062,813 | 14,633 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,787,111 | 15,373 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||