Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,218,516
+$67,286 QoQ
Shares Held
7,810
+14.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#150
of 416 holders
Holding Since
Mar 2020
6 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, 2026Hillsdale Investment Management Inc. holds $2,394,600 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
7,810 | $1,218,516 | |
| 2 | MSCI |
MSCI Inc.
|
2,100 | $1,176,084 |
All Filings in MORN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,516 | 7,810 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,151,230 | 6,810 | Shares | Sole | 2026-05-04 | |
| 2020-12-31 | $509,453 | 2,200 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,636 | 60 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,229 | 30 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,231 | 45 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||