Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,856,570
+$365,281 QoQ
Shares Held
18,309
+24.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 419 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $803,708,519 across 10 Financial Data & Stock Exchanges names. MORN ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
3,200,350 | $393,995,087 | |
| 2 | SPGI |
S&P Global Inc.
|
445,560 | $171,673,523 | |
| 3 | MCO |
Moodys Corp /De/
|
338,284 | $153,215,588 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
534,041 | $42,093,111 | |
| 5 | MSCI |
MSCI Inc.
|
33,425 | $18,719,337 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
70,530 | $17,115,515 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
18,309 | $2,856,570 | |
| 8 | CME |
Cme Group Inc.
|
12,082 | $2,668,068 |
All Filings in MORN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,856,570 | 18,309 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,491,289 | 14,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,589,683 | 11,917 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,270,202 | 65,817 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,367,500 | 48,952 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,137,538 | 10,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $569,124 | 1,690 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $14,560,746 | 74,263 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $16,359,345 | 80,576 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,537,489 | 104,056 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $20,685,063 | 97,424 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,046,750 | 111,842 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $31,397,613 | 114,938 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $41,300,422 | 120,765 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,333,878 | 140,269 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,619,978 | 150,208 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $33,873,019 | 150,520 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,161,728 | 169,114 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,553,601 | 196,461 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $35,857,693 | 254,364 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $37,227,900 | 320,240 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||