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Bank of New York Mellon Corp

Bank

Position in MORN — Morningstar, Inc.

CIK 1390777 NEW YORK, NY

Position in MORN

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$36,271,680
+$6,686,921 QoQ
Shares Held
232,481
+32.8% QoQ
Ownership
0.620%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Bank of New York Mellon Corp holds $3,718,339,303 across 11 Financial Data & Stock Exchanges names. MORN ranks #11 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,271,680 232,481
2026-03-31 $29,584,759 175,006
2025-12-31 $36,933,351 169,957
2025-09-30 $42,609,093 183,652
2025-06-30 $62,343,039 198,589
2025-03-31 $81,017,968 270,177
2024-12-31 $96,997,312 288,031
2024-09-30 $90,266,915 282,862
2024-06-30 $97,009,802 327,902
2024-03-31 $110,751,386 359,151
2023-12-31 $110,624,884 386,476
2023-09-30 $91,266,221 389,627
2023-06-30 $53,353,191 272,113
2023-03-31 $57,568,338 283,546
2022-12-31 $61,851,601 285,570
2022-09-30 $61,393,387 289,155
2022-06-30 $71,757,243 296,726
2022-03-31 $81,322,432 297,699
2021-12-31 $105,173,888 307,535
2021-09-30 $82,766,815 319,526
2021-06-30 $83,153,228 323,415
2021-03-31 $72,412,469 321,776
2020-12-31 $72,388,778 312,600
2020-09-30 $50,283,296 313,077
2020-06-30 $35,495,819 251,797
2020-03-31 $25,910,495 222,886