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Equibles

Ameritas Investment Partners, Inc.

Position in MORN — Morningstar, Inc.

CIK 1055980 LINCOLN, NE
Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$633,285
-$81,627 QoQ
Shares Held
4,059
-4.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#207
of 420 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026

Ameritas Investment Partners, Inc. holds $15,127,049 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.
 13,173 $5,075,680
2 TRU
TransUnion
 35,444 $2,556,930
3 NDAQ
Nasdaq, Inc.
 23,832 $1,878,437
4 FDS
Factset Research Systems Inc
 6,818 $1,568,684
5 ICE
Intercontinental Exchange, Inc.
 10,466 $1,288,468
6 CME
Cme Group Inc.
 3,099 $684,352
7 MORN
Morningstar, Inc.
This page 		4,059 $633,285
8 MCO
Moodys Corp /De/
 1,289 $583,813

All Filings in MORN

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $633,285 4,059
2026-03-31 $714,912 4,229
2025-12-31 $950,079 4,372
2025-09-30 $1,063,997 4,586
2025-06-30 $1,622,390 5,168
2025-03-31 $1,594,108 5,316
2024-12-31 $1,822,208 5,411
2024-09-30 $1,769,839 5,546
2024-06-30 $1,640,784 5,546
2024-03-31 $1,773,435 5,751
2023-12-31 $1,646,166 5,751
2023-09-30 $1,366,790 5,835