Position in MORN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$818,948
+$515,842 QoQ
Shares Held
5,249
+192.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 416 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BRIGHTON JONES LLC holds $11,293,532 across 10 Financial Data & Stock Exchanges names. MORN ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
8,356 | $3,219,390 | |
| 2 | FDS |
Factset Research Systems Inc
|
8,361 | $1,923,698 | |
| 3 | MCO |
Moodys Corp /De/
|
2,979 | $1,349,248 | |
| 4 | COIN |
Coinbase Global, Inc.
|
7,079 | $1,034,879 | |
| 5 | MSCI |
MSCI Inc.
|
1,605 | $898,864 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
5,249 | $818,948 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
8,389 | $661,220 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
5,047 | $621,336 |
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,948 | 5,249 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $303,106 | 1,793 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $389,776 | 1,680 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $372,948 | 1,188 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||