ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Position in MORN — Morningstar, Inc.

CIK 1164508 BOSTON, MA

Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$65,644,166

-$1,118,919 QoQ

Shares Held

420,742

+6.5% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#14

of 419 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $2,291,680,930 across 10 Financial Data & Stock Exchanges names. MORN ranks #7 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	3,255,443	$718,899,477
2	SPGI	S&P Global Inc.	1,393,014	$536,725,491
3	MSCI	MSCI Inc.	724,058	$405,501,442
4	ICE	Intercontinental Exchange, Inc.	2,530,471	$311,526,284
5	FDS	Factset Research Systems Inc	601,136	$138,309,370
6	MCO	Moodys Corp /De/	151,129	$68,449,346
7	MORN	Morningstar, Inc. This page	420,742	$65,644,166
8	NDAQ	Nasdaq, Inc.	507,775	$40,022,825

All Filings in MORN

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,644,166	420,742	+6.5%	Shares	Defined	2026-08-13
2026-03-31	$66,763,085	394,931	+38.5%	Shares	Defined	2026-05-14
2025-12-31	$61,954,646	285,098	-1.9%	Shares	Defined	2026-02-13
2025-09-30	$67,426,978	290,621	+50.1%	Shares	Defined	2025-11-13
2025-06-30	$60,780,615	193,612	+18.8%	Shares	Defined	2025-08-13
2025-03-31	$48,859,618	162,936	+39.1%	Shares	Defined	2025-05-14
2024-12-31	$39,453,454	117,156	+339.0%	Shares	Defined	2025-02-12
2024-09-30	$8,517,312	26,690	+75.2%	Shares	Defined	2024-11-14
2024-06-30	$4,506,683	15,233	+29.6%	Shares	Defined	2024-08-14
2024-03-31	$3,625,197	11,756	+704.1%	Shares	Defined	2024-05-15
2023-12-31	$418,482	1,462	-92.5%	Shares	Defined	2024-02-14
2022-03-31	$5,331,185	19,516	-17.1%	Shares	Defined	2022-05-13
2021-12-31	$8,052,496	23,546	-50.5%	Shares	Defined	2022-02-14
2021-09-30	$12,309,882	47,523	-45.8%	Shares	Defined	2021-11-12
2021-06-30	$22,561,402	87,750	+8.8%	Shares	Defined	2021-08-13
2021-03-31	$18,149,476	80,650	+60.8%	Shares	Defined	2021-05-14
2020-12-31	$11,613,235	50,150	-25.2%	Shares	Defined	2021-02-12
2020-09-30	$10,767,294	67,040	-19.9%	Shares	Defined	2020-11-12
2020-06-30	$11,795,382	83,673	-0.2%	Shares	Defined	2020-08-12
2020-03-31	$9,749,538	83,867	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.