Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$662,928
+$171,486 QoQ
Shares Held
4,249
+87.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 419 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026Bridgewater Associates, LP holds $94,343,998 across 8 Financial Data & Stock Exchanges names. MORN ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
100,428 | $38,694,585 | |
| 2 | MCO |
Moodys Corp /De/
|
30,139 | $13,650,555 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
51,486 | $12,494,107 | |
| 4 | MSCI |
MSCI Inc.
|
17,418 | $9,754,776 | |
| 5 | FDS |
Factset Research Systems Inc
|
34,488 | $7,934,999 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
80,751 | $6,364,793 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
38,886 | $4,787,255 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
4,249 | $662,928 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,928 | 4,249 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $491,442 | 2,269 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $372,833 | 1,756 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $721,137 | 2,982 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $671,998 | 2,460 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||