Position in MORN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,074,107
+$10,704,889 QoQ
Shares Held
147,892
+102.1% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $899,293,405 across 11 Financial Data & Stock Exchanges names. MORN ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
499,137 | $226,069,128 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
830,876 | $201,628,677 | |
| 3 | MSCI |
MSCI Inc.
|
337,776 | $189,168,069 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
1,035,628 | $127,496,161 | |
| 5 | SPGI |
S&P Global Inc.
|
214,121 | $82,500,283 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
147,892 | $23,074,107 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
275,777 | $21,736,742 | |
| 8 | CME |
Cme Group Inc.
|
90,959 | $20,086,475 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,074,107 | 147,892 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $12,369,218 | 73,169 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,629,429 | 76,524 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $20,441,936 | 88,108 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $18,892,620 | 60,181 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $17,520,203 | 58,426 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,365,383 | 57,505 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $17,724,562 | 55,542 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $17,299,532 | 58,474 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,095,547 | 65,167 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $18,779,061 | 65,606 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $15,715,864 | 67,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,185,903 | 67,251 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $15,332,622 | 75,519 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $16,785,725 | 77,500 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $17,027,639 | 80,198 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $13,171,754 | 54,467 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,967,153 | 36,487 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $11,988,117 | 35,054 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,135,988 | 35,270 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,088,581 | 35,349 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $7,154,021 | 31,790 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,718,691 | 33,332 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,475,997 | 34,095 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,520,266 | 67,534 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,910,650 | 33,640 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||