LSV ASSET MANAGEMENT

Position in MORN — Morningstar, Inc.

CIK 1050470 CHICAGO, IL

Position in MORN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$436,856

-$36,484 QoQ

Shares Held

2,800

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#231

of 419 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LSV ASSET MANAGEMENT holds $34,269,764 across 3 Financial Data & Stock Exchanges names. MORN ranks #2 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	146,659	$33,743,302
2	MORN	Morningstar, Inc. This page	2,800	$436,856
3	MSCI	MSCI Inc.	160	$89,606

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,856	2,800	0.0%	Shares	Sole	2026-08-06
2026-03-31	$473,340	2,800	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.