Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,934,030
-$380,847 QoQ
Shares Held
114,947
+6.1% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#42
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AMERICAN CAPITAL MANAGEMENT INC holds $27,364,088 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
114,947 | $17,934,030 | |
| 2 | FDS |
Factset Research Systems Inc
|
40,986 | $9,430,058 |
All Filings in MORN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,934,030 | 114,947 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,314,877 | 108,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,569,937 | 113,064 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,014,695 | 99,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,601,582 | 97,479 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,405,850 | 128,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,338,317 | 128,692 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $46,026,996 | 144,231 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,845,884 | 144,823 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,175,852 | 143,256 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,854,176 | 142,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,896,986 | 161,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,897,016 | 167,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,368,889 | 184,056 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $39,949,592 | 184,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,977,068 | 183,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,420,059 | 183,683 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $50,926,263 | 186,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,059,878 | 184,391 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,871,075 | 184,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $49,448,680 | 192,325 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $43,247,062 | 192,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $44,441,293 | 191,913 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,918,388 | 192,506 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $28,627,623 | 203,076 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,458,320 | 201,792 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||