Position in MORN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,464,498
+$412,156 QoQ
Shares Held
118,347
+10.8% QoQ
Ownership
0.315%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 419 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,386,409,847 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,551,958 | $342,718,885 | |
| 2 | SPGI |
S&P Global Inc.
|
813,960 | $313,617,068 | |
| 3 | MCO |
Moodys Corp /De/
|
412,231 | $186,707,664 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
2,290,057 | $180,502,292 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
1,205,888 | $148,456,871 | |
| 6 | MSCI |
MSCI Inc.
|
124,554 | $69,755,222 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
281,945 | $68,419,593 | |
| 8 | TRU |
TransUnion
|
308,311 | $22,241,555 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,464,498 | 118,347 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,052,342 | 106,787 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,682,792 | 85,973 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,726,428 | 110,885 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,692,356 | 104,139 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $31,874,381 | 106,294 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $31,700,902 | 94,135 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,570,963 | 76,996 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,596,162 | 72,997 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,918,454 | 80,807 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,317,070 | 39,537 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,098,379 | 34,573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,298,877 | 16,825 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,240,358 | 15,960 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,307,979 | 15,273 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,853,580 | 13,440 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,110,175 | 12,861 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,766,665 | 10,128 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,712,301 | 10,855 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,928,852 | 11,307 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,735,650 | 10,640 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,994,529 | 8,863 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,312,528 | 18,623 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,683,269 | 22,933 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,185,781 | 22,599 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,324,651 | 19,997 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||