Position in MORN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,789,056
+$1,038,468 QoQ
Shares Held
10,583
+206.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $541,812,922 across 7 Financial Data & Stock Exchanges names. MORN ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
804,218 | $237,525,784 | |
| 2 | FDS |
Factset Research Systems Inc
|
790,829 | $171,601,984 | |
| 3 | MCO |
Moodys Corp /De/
|
131,265 | $57,264,355 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
155,221 | $43,627,966 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
134,267 | $21,117,513 | |
| 6 | SPGI |
S&P Global Inc.
|
22,083 | $8,886,264 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
10,583 | $1,789,056 |
All Filings in MORN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||