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CITADEL ADVISORS LLC

Position in MORN — Morningstar, Inc.

CIK 1423053 MIAMI, FL

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,353,894
+$355,862 QoQ
Shares Held
27,906
+18.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
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)

Derivatives in MORN

reported options exposure · as of Jun 30, 2026
CallValue
$1,716,220
CallShares
11,000
PutValue
$2,012,658
PutShares
12,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

CITADEL ADVISORS LLC holds $2,067,695,663 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,012,658 12,900
2026-06-30 $4,353,894 27,906
2026-06-30 $1,716,220 11,000
2026-03-31 $591,675 3,500
2026-03-31 $1,470,735 8,700
2026-03-31 $3,998,032 23,650
2025-12-31 $1,651,556 7,600
2025-12-31 $782,316 3,600
2025-09-30 $19,562,619 84,318
2025-09-30 $1,856,080 8,000
2025-09-30 $394,417 1,700
2025-06-30 $282,537 900
2025-06-30 $14,926,743 47,548
2025-03-31 $299,870 1,000
2025-03-31 $329,857 1,100
2025-03-31 $32,320,588 107,782
2024-12-31 $35,480,022 105,357
2024-12-31 $269,408 800
2024-12-31 $437,788 1,300
2024-09-30 $37,678,498 118,070
2024-09-30 $191,472 600
2024-09-30 $287,208 900
2024-06-30 $739,625 2,500
2024-06-30 $25,416,473 85,910
2024-06-30 $118,340 400
2024-03-31 $1,017,621 3,300
2024-03-31 $123,348 400
2024-03-31 $33,303 108
2023-12-31 $4,264,976 14,900
2023-12-31 $12,623,184 44,100
2023-09-30 $4,942,464 21,100
2023-09-30 $9,018,240 38,500
2023-09-30 $1,506,865 6,433
2023-06-30 $1,725,416 8,800
2023-06-30 $7,353,604 37,505
2023-06-30 $6,215,419 31,700
2023-03-31 $4,245,153 20,909
2023-03-31 $588,787 2,900
2023-03-31 $710,605 3,500
2022-12-31 $433,180 2,000
2022-12-31 $4,083,587 18,854
2022-12-31 $238,249 1,100
2022-09-30 $10,361,216 48,800
2022-09-30 $6,931,185 32,645
2022-09-30 $1,783,488 8,400
2022-06-30 $1,921,338 7,945
2022-06-30 $3,047,058 12,600
2022-06-30 $1,934,640 8,000
2022-03-31 $626,105 2,292
2022-03-31 $3,086,821 11,300