Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$468,060
-$39,090 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 416 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,518,756 across 7 Financial Data & Stock Exchanges names. MORN ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
70,506 | $8,679,993 | |
| 2 | SPGI |
S&P Global Inc.
|
10,748 | $4,141,019 | |
| 3 | CME |
Cme Group Inc.
|
17,150 | $3,787,234 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
6,880 | $542,281 | |
| 5 | MSCI |
MSCI Inc.
|
928 | $519,717 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
3,000 | $468,060 | |
| 7 | MCO |
Moodys Corp /De/
|
840 | $380,452 |
All Filings in MORN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,060 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $507,150 | 3,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $656,493 | 3,021 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $700,902 | 3,021 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $948,382 | 3,021 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $905,907 | 3,021 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,017,351 | 3,021 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $964,061 | 3,021 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $893,762 | 3,021 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $931,585 | 3,021 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $864,731 | 3,021 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $707,639 | 3,021 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $592,327 | 3,021 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $613,353 | 3,021 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $654,318 | 3,021 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $641,418 | 3,021 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $730,568 | 3,021 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $825,246 | 3,021 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,033,151 | 3,021 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $782,529 | 3,021 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $776,729 | 3,021 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $679,845 | 3,021 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $699,572 | 3,021 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $485,202 | 3,021 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $351,191 | 3,021 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||