Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,983
+$191,551 QoQ
Shares Held
2,788
+93.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 416 holders
Holding Since
Jun 2021
14 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, 2026FEDERATED HERMES, INC. holds $419,180,375 across 11 Financial Data & Stock Exchanges names. MORN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,385,450 | $305,948,922 | |
| 2 | SPGI |
S&P Global Inc.
|
150,056 | $57,816,255 | |
| 3 | MSCI |
MSCI Inc.
|
43,262 | $24,228,449 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
72,496 | $17,592,603 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
67,052 | $8,254,769 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
44,278 | $3,489,991 | |
| 7 | TRU |
TransUnion
|
14,896 | $1,074,597 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
2,788 | $434,983 |
All Filings in MORN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,983 | 2,788 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $243,432 | 1,440 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $416,800 | 1,918 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $506,941 | 2,185 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $642,928 | 2,048 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $634,225 | 2,115 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $745,586 | 2,214 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $731,742 | 2,293 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $668,621 | 2,260 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $858,502 | 2,784 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $844,694 | 2,951 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $829,678 | 3,542 | Shares | Defined | 2023-11-13 | |
| 2021-09-30 | $20,204 | 78 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,283 | 75 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||