Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,154,548
New position
Shares Held
7,400
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 416 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 89%
Shared 2%
None 10%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $42,991,173 across 11 Financial Data & Stock Exchanges names. MORN ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
37,699 | $14,525,334 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
110,304 | $13,579,525 | |
| 3 | CME |
Cme Group Inc.
|
18,722 | $4,134,379 | |
| 4 | TRU |
TransUnion
|
42,800 | $3,087,592 | |
| 5 | MCO |
Moodys Corp /De/
|
6,643 | $3,008,747 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
4,859 | $1,179,133 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
7,400 | $1,154,548 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
11,644 | $917,780 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,548 | 7,400 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||