Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$359,938
-$353,453 QoQ
Shares Held
2,307
-45.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 419 holders
Holding Since
Mar 2025
6 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $7,811,631 across 11 Financial Data & Stock Exchanges names. MORN ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
8,239 | $3,174,591 | |
| 2 | MCO |
Moodys Corp /De/
|
2,436 | $1,103,313 | |
| 3 | MSCI |
MSCI Inc.
|
1,574 | $881,502 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,009 | $788,909 | |
| 5 | CME |
Cme Group Inc.
|
1,932 | $426,643 | |
| 6 | TRU |
TransUnion
|
5,271 | $380,249 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
2,307 | $359,938 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,645 | $240,482 |
All Filings in MORN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,938 | 2,307 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $713,391 | 4,220 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $47,590 | 219 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,184 | 87 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,359 | 33 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $299 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||