LOS ANGELES CAPITAL MANAGEMENT LLC

Position in MORN — Morningstar, Inc.

CIK 1177206 LOS ANGELES, CA

Position in MORN

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

Position Value

$87,052,139

-$22,050,026 QoQ

Shares Held

557,955

-13.5% QoQ

Ownership

1.49%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#11

of 419 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

LOS ANGELES CAPITAL MANAGEMENT LLC holds $437,317,568 across 11 Financial Data & Stock Exchanges names. MORN ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	492,956	$119,625,632
2	NDAQ	Nasdaq, Inc.	1,170,728	$92,276,780
3	MORN	Morningstar, Inc. This page	557,955	$87,052,139
4	MSCI	MSCI Inc.	150,647	$84,368,345
5	ICE	Intercontinental Exchange, Inc.	131,892	$16,237,224
6	CME	Cme Group Inc.	64,648	$14,276,217
7	FDS	Factset Research Systems Inc	53,485	$12,305,828
8	COIN	Coinbase Global, Inc.	35,992	$5,261,670

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,052,139	557,955	-13.5%	Shares	Sole	2026-08-13
2026-03-31	$109,102,165	645,384	+581327.0%	Shares	Sole	2026-05-08
2025-12-31	$24,121	111	-84.9%	Shares	Sole	2026-02-11
2022-03-31	$201,053	736	-64.6%	Shares	Sole	2022-05-06
2021-12-31	$710,655	2,078	-6.4%	Shares	Sole	2022-02-03
2021-09-30	$574,787	2,219	-3.8%	Shares	Sole	2021-11-08
2021-06-30	$592,895	2,306	+31.8%	Shares	Sole	2021-08-05
2021-03-31	$393,820	1,750	0.0%	Shares	Sole	2021-05-05
2020-12-31	$405,247	1,750	0.0%	Shares	Sole	2021-03-10
2020-09-30	$281,067	1,750	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.