Position in MORN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,881,858
-$1,147,332 QoQ
Shares Held
76,156
-1.2% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 419 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,938,677,309 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,461,325 | $661,863,318 | |
| 2 | MSCI |
MSCI Inc.
|
1,127,265 | $631,313,488 | |
| 3 | SPGI |
S&P Global Inc.
|
605,301 | $233,221,096 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
1,371,331 | $108,088,308 | |
| 5 | CME |
Cme Group Inc.
|
449,280 | $99,214,501 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
630,037 | $77,563,854 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
150,027 | $36,407,051 | |
| 8 | COIN |
Coinbase Global, Inc.
|
244,075 | $35,681,322 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,881,858 | 76,156 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,029,190 | 77,073 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $19,138,708 | 88,071 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $21,148,870 | 91,155 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $21,675,610 | 69,046 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,888,176 | 76,327 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $26,482,468 | 78,639 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $27,075,736 | 84,845 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $32,525,747 | 109,940 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $57,859,770 | 187,631 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $53,802,527 | 187,963 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $48,284,592 | 206,133 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $22,946,855 | 117,034 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $32,551,393 | 160,328 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $39,104,241 | 180,545 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $43,476,553 | 204,769 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $52,219,077 | 215,933 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $34,153,897 | 125,028 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $36,768,028 | 107,512 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,587,268 | 125,805 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $27,781,763 | 108,054 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $37,263,472 | 165,586 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $33,140,677 | 143,113 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $24,757,388 | 154,146 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $17,947,595 | 127,315 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $7,481,268 | 64,355 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||