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DEARBORN PARTNERS LLC

Position in MORN — Morningstar, Inc.

CIK 1206792 Chicago, IL

Position in MORN

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,320,709
-$146,645 QoQ
Shares Held
8,465
-2.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#146
of 419 holders
Holding Since
Dec 2021
14 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, 2026

DEARBORN PARTNERS LLC holds $43,163,916 across 4 Financial Data & Stock Exchanges names. MORN ranks #3 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MORN
Morningstar, Inc.
This page
8,465 $1,320,709

All Filings in MORN

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,320,709 8,465
2026-03-31 $1,467,354 8,680
2025-12-31 $1,902,549 8,755
2025-09-30 $2,214,303 9,544
2025-06-30 $3,033,505 9,663
2025-03-31 $463,599 1,546
2024-12-31 $447,890 1,330
2024-09-30 $337,628 1,058
2023-03-31 $206,278 1,016
2022-12-31 $235,000 1,085
2022-09-30 $275,591 1,298
2022-06-30 $246,424 1,019
2022-03-31 $244,213 894
2021-12-31 $297,873 871