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GEODE CAPITAL MANAGEMENT, LLC

Position in MORN — Morningstar, Inc.

CIK 1214717 BOSTON, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$90,228,705
-$11,069,773 QoQ
Shares Held
578,315
-3.5% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 419 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, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $12,701,777,936 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $90,228,705 578,315
2026-03-31 $101,298,478 599,222
2025-12-31 $129,730,157 596,982
2025-09-30 $142,870,597 615,795
2025-06-30 $196,815,587 626,941
2025-03-31 $184,579,880 615,533
2024-12-31 $189,067,503 561,431
2024-09-30 $158,733,798 497,411
2024-06-30 $144,071,257 486,974
2024-03-31 $141,660,552 459,385
2023-12-31 $125,670,237 439,038
2023-09-30 $98,973,192 422,529
2023-06-30 $76,959,631 392,511
2023-03-31 $76,621,288 377,389
2022-12-31 $79,280,820 366,041
2022-09-30 $73,702,216 347,128
2022-06-30 $79,923,605 330,495
2022-03-31 $90,484,284 331,238
2021-12-31 $109,108,831 319,041
2021-09-30 $79,745,752 307,863
2021-06-30 $79,367,028 308,689
2021-03-31 $68,158,539 302,873
2020-12-31 $67,653,638 292,152
2020-09-30 $46,782,319 291,279
2020-06-30 $43,815,449 310,814
2020-03-31 $35,080,878 301,771