Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,294,205
+$1,505,149 QoQ
Shares Held
21,114
+99.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 419 holders
Holding Since
Jun 2020
9 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, 2026MARSHALL WACE, LLP holds $731,841,161 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,241,304 | $494,947,161 | |
| 2 | FDS |
Factset Research Systems Inc
|
403,312 | $92,794,024 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
336,699 | $81,706,745 | |
| 4 | SPGI |
S&P Global Inc.
|
115,985 | $44,688,637 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
87,684 | $6,911,252 | |
| 6 | MCO |
Moodys Corp /De/
|
8,615 | $3,901,905 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
21,114 | $3,294,205 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
22,487 | $2,768,374 |
All Filings in MORN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,294,205 | 21,114 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,789,056 | 10,583 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $750,588 | 3,454 | Shares | Other | 2026-02-13 | |
| 2024-09-30 | $229,128 | 718 | Shares | Other | 2024-11-14 | |
| 2023-09-30 | $1,873,920 | 8,000 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $480,396 | 2,218 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $394,702 | 1,859 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $142,609 | 417 | Shares | Other | 2022-02-14 | |
| 2020-06-30 | $217,939 | 1,546 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||