Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$203,510,612
+$98,086,133 QoQ
Shares Held
1,304,388
+109.2% QoQ
Ownership
3.48%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 416 holders
Holding Since
Mar 2020
26 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, 2026AQR CAPITAL MANAGEMENT LLC holds $3,175,765,902 across 12 Financial Data & Stock Exchanges names. MORN ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,475,443 | $568,485,248 | |
| 2 | MCO |
Moodys Corp /De/
|
1,045,155 | $473,371,597 | |
| 3 | CME |
Cme Group Inc.
|
2,027,267 | $447,681,370 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,675,700 | $385,545,051 | |
| 5 | MSCI |
MSCI Inc.
|
658,427 | $368,745,451 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,314,910 | $284,988,567 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
958,621 | $232,628,554 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
1,304,388 | $203,510,612 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,510,612 | 1,304,388 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $105,424,479 | 623,629 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $195,643,538 | 900,297 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $141,118,688 | 608,244 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $92,285,684 | 293,969 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $11,144,067 | 37,163 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,411,555 | 13,100 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,456,265 | 7,697 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,886,338 | 6,376 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,390,527 | 10,995 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,610,672 | 5,627 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,877,433 | 8,015 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,451,309 | 7,402 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $860,644 | 4,239 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,966,204 | 9,078 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,289,446 | 10,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,240,522 | 13,400 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,542,468 | 12,968 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,012,910 | 11,734 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,394,847 | 13,106 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,408,308 | 21,035 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,136,615 | 27,269 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,317,159 | 18,643 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,833,642 | 17,643 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,098,843 | 29,076 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $8,170,398 | 70,283 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||