Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,749,669
+$4,956,287 QoQ
Shares Held
49,671
+200.6% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 416 holders
Holding Since
Sep 2022
16 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, 2026Mariner, LLC holds $473,775,028 across 10 Financial Data & Stock Exchanges names. MORN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
3,159,120 | $249,001,837 | |
| 2 | CME |
Cme Group Inc.
|
343,462 | $75,846,713 | |
| 3 | SPGI |
S&P Global Inc.
|
128,032 | $49,330,586 | |
| 4 | MCO |
Moodys Corp /De/
|
68,324 | $30,945,305 | |
| 5 | FDS |
Factset Research Systems Inc
|
90,711 | $20,870,786 | |
| 6 | MSCI |
MSCI Inc.
|
29,074 | $16,282,602 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
97,297 | $11,978,232 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
49,671 | $7,749,669 |
All Filings in MORN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,749,669 | 49,671 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,793,382 | 16,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,689,706 | 16,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,567,691 | 6,757 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,267,649 | 4,038 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,799 | 1,540 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $574,175 | 1,705 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $491,444 | 1,540 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $404,722 | 1,368 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $396,255 | 1,285 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $347,495 | 1,214 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $275,934 | 1,178 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,343 | 1,083 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $236,936 | 1,167 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $312,322 | 1,442 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $274,954 | 1,295 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||