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RHUMBLINE ADVISERS

Position in MORN — Morningstar, Inc.

CIK 1115418 BOSTON, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,721,205
-$1,877,046 QoQ
Shares Held
55,898
-10.8% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 51% Shared 0% None 49%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

RHUMBLINE ADVISERS holds $934,858,452 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,721,205 55,898
2026-03-31 $10,598,251 62,693
2025-12-31 $13,740,293 63,229
2025-09-30 $15,139,580 65,254
2025-06-30 $22,472,365 71,584
2025-03-31 $22,843,196 76,177
2024-12-31 $25,978,339 77,142
2024-09-30 $24,646,594 77,233
2024-06-30 $22,410,341 75,749
2024-03-31 $23,090,745 74,880
2023-12-31 $22,164,135 77,432
2023-09-30 $18,519,248 79,061
2023-06-30 $6,652,851 33,931
2023-03-31 $7,075,392 34,849
2022-12-31 $7,135,774 32,946
2022-09-30 $6,696,785 31,541
2022-06-30 $7,835,775 32,402
2022-03-31 $7,453,989 27,287
2021-12-31 $9,590,767 28,044
2021-09-30 $7,238,075 27,943
2021-06-30 $8,093,051 31,477
2021-03-31 $6,373,807 28,323
2020-12-31 $7,070,989 30,535
2020-09-30 $5,035,284 31,351
2020-06-30 $4,580,679 32,494
2020-03-31 $3,243,142 27,898