KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in MORN — Morningstar, Inc.
CIK 1021223
LOS ANGELES, CA
Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,431,042
-$8,205,082 QoQ
Shares Held
124,542
-23.8% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#40
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 52%
None 2%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $180,707,103 across 10 Financial Data & Stock Exchanges names. MORN ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
223,718 | $125,291,028 | |
| 2 | MORN |
Morningstar, Inc.
This page
|
124,542 | $19,431,042 | |
| 3 | TRU |
TransUnion
|
261,100 | $18,835,752 | |
| 4 | MCO |
Moodys Corp /De/
|
37,182 | $16,840,471 | |
| 5 | SPGI |
S&P Global Inc.
|
415 | $160,053 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
696 | $85,684 | |
| 7 | CME |
Cme Group Inc.
|
261 | $57,636 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
40 | $3,152 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,431,042 | 124,542 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,636,124 | 163,479 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $40,839,285 | 187,931 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $177,595,070 | 765,463 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $266,391,266 | 848,569 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $272,928,479 | 910,156 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $328,405,994 | 975,193 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $332,868,326 | 1,043,082 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $334,045,418 | 1,129,104 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $378,314,482 | 1,226,820 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $356,817,909 | 1,246,569 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $293,423,311 | 1,252,661 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $245,989,225 | 1,254,599 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $177,839,661 | 875,928 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $194,840,897 | 899,584 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $213,069,488 | 1,003,530 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $246,873,122 | 1,020,854 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $294,427,815 | 1,077,819 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $410,031,303 | 1,198,957 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $320,480,463 | 1,237,233 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $348,892,098 | 1,356,976 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $400,598,204 | 1,780,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $415,001,227 | 1,792,120 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $291,020,019 | 1,811,967 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $254,802,851 | 1,807,497 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $207,153,896 | 1,781,969 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||