Position in MORN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$714,912
-$235,167 QoQ
Shares Held
4,229
-3.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $16,919,960 across 13 Financial Data & Stock Exchanges names. MORN ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,663 | $5,386,079 | |
| 2 | TRU |
TransUnion
|
35,444 | $2,452,370 | |
| 3 | FDS |
Factset Research Systems Inc
|
9,827 | $2,132,359 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
23,889 | $2,027,935 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
10,665 | $1,677,390 | |
| 6 | CME |
Cme Group Inc.
|
3,227 | $953,094 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
4,229 | $714,912 | |
| 8 | MCO |
Moodys Corp /De/
|
1,373 | $598,971 |
All Filings in MORN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $714,912 | 4,229 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $950,079 | 4,372 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,063,997 | 4,586 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,622,390 | 5,168 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,594,108 | 5,316 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,822,208 | 5,411 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,769,839 | 5,546 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,640,784 | 5,546 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,773,435 | 5,751 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,646,166 | 5,751 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,366,790 | 5,835 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||