Position in MORN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$402,843
+$77,084 QoQ
Shares Held
2,582
+34.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 419 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $7,240,268 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,864 | $2,619,926 | |
| 2 | SPGI |
S&P Global Inc.
|
2,968 | $1,081,916 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,252 | $965,702 | |
| 4 | MCO |
Moodys Corp /De/
|
1,405 | $636,352 | |
| 5 | MSCI |
MSCI Inc.
|
948 | $530,917 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,962 | $487,761 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
2,582 | $402,843 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,905 | $278,491 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,843 | 2,582 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $325,759 | 1,927 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $301,626 | 1,388 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $294,188 | 1,268 | Shares | Other | 2025-10-28 | |
| 2024-12-31 | $213,505 | 634 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||