Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$448,713
-$6,906,314 QoQ
Shares Held
2,876
-93.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 419 holders
Holding Since
Sep 2021
12 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, 2026HRT FINANCIAL LP holds $329,451,372 across 9 Financial Data & Stock Exchanges names. MORN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
880,091 | $108,348,003 | |
| 2 | CME |
Cme Group Inc.
|
298,509 | $65,919,742 | |
| 3 | SPGI |
S&P Global Inc.
|
132,730 | $51,140,450 | |
| 4 | MSCI |
MSCI Inc.
|
82,793 | $46,367,391 | |
| 5 | FDS |
Factset Research Systems Inc
|
144,762 | $33,306,840 | |
| 6 | COIN |
Coinbase Global, Inc.
|
136,547 | $19,961,805 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
16,197 | $3,930,525 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
2,876 | $448,713 |
All Filings in MORN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,713 | 2,876 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,355,027 | 43,508 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $28,023,428 | 128,956 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $22,800,550 | 98,274 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,974,497 | 31,773 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,143,969 | 17,154 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $820,010 | 2,435 | Shares | Defined | 2025-02-14 | |
| 2023-03-31 | $3,084,837 | 15,194 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,012,758 | 23,144 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,563,393 | 21,493 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $2,617,591 | 7,654 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,147,243 | 4,429 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||