Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,252,895
-$38,628,578 QoQ
Shares Held
238,770
-46.8% QoQ
Ownership
0.636%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#18
of 419 holders
Holding Since
Mar 2020
26 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, 2026RENAISSANCE TECHNOLOGIES LLC holds $739,692,310 across 9 Financial Data & Stock Exchanges names. MORN ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
1,026,406 | $249,077,944 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,269,289 | $156,262,168 | |
| 3 | CME |
Cme Group Inc.
|
680,049 | $150,175,220 | |
| 4 | SPGI |
S&P Global Inc.
|
227,743 | $87,749,051 | |
| 5 | MCO |
Moodys Corp /De/
|
98,800 | $44,748,496 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
238,770 | $37,252,895 | |
| 7 | COIN |
Coinbase Global, Inc.
|
92,600 | $13,537,194 | |
| 8 | MKTW |
Marketwise, Inc.
|
25,799 | $460,254 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,252,895 | 238,770 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $75,881,473 | 448,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $70,358,458 | 323,770 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $106,903,247 | 460,770 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $83,244,818 | 265,170 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $70,550,414 | 235,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,435,481 | 188,370 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $58,548,946 | 183,470 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $52,326,989 | 176,870 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,511,005 | 186,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $61,799,216 | 215,900 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,026,752 | 264,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,409,296 | 292,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $63,264,148 | 311,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $73,937,328 | 341,370 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $78,360,942 | 369,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,370,497 | 394,370 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,521,256 | 415,570 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $140,523,691 | 410,900 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $116,607,535 | 450,170 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $122,273,802 | 475,570 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $113,863,488 | 505,970 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $139,328,721 | 601,670 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $116,341,065 | 724,370 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $107,062,485 | 759,470 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $83,417,512 | 717,570 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||