Position in MORN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$667,453
-$59,292 QoQ
Shares Held
4,278
-0.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#200
of 420 holders
Holding Since
Mar 2022
18 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, 2026HARBOR CAPITAL ADVISORS, INC. holds $9,032,061 across 10 Financial Data & Stock Exchanges names. MORN ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
6,768 | $2,607,685 | |
| 2 | FDS |
Factset Research Systems Inc
|
8,447 | $1,943,485 | |
| 3 | CME |
Cme Group Inc.
|
5,550 | $1,225,606 | |
| 4 | MSCI |
MSCI Inc.
|
1,406 | $787,416 | |
| 5 | TRU |
TransUnion
|
10,073 | $726,666 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
4,278 | $667,453 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
8,467 | $667,368 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,627 | $394,824 |
All Filings in MORN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,453 | 4,278 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $726,745 | 4,299 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $465,043 | 2,140 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $401,145 | 1,729 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,864,430 | 5,939 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,758,437 | 5,864 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,894,611 | 5,626 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,783,561 | 5,589 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $780,156 | 2,637 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $205,682 | 667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $156,859 | 548 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $154,364 | 659 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $148,032 | 755 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $123,239 | 607 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $71,907 | 332 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $76,222 | 359 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $152,352 | 630 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $162,809 | 596 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||