Position in MORN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,864,682
+$2,444,424 QoQ
Shares Held
18,361
+638.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#96
of 419 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $64,039,344 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
34,662 | $15,699,113 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
191,286 | $15,077,161 | |
| 3 | CME |
Cme Group Inc.
|
40,765 | $9,002,134 | |
| 4 | SPGI |
S&P Global Inc.
|
21,795 | $7,944,844 | |
| 5 | FDS |
Factset Research Systems Inc
|
33,187 | $7,635,664 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
47,228 | $5,814,238 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
18,361 | $2,864,682 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 |
All Filings in MORN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,864,682 | 18,361 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $420,258 | 2,486 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||