Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MORN — Morningstar, Inc.
CIK 1510434
Seattle, WA
Position in MORN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$247,447
+$34,953 QoQ
Shares Held
1,586
+26.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#280
of 419 holders
Holding Since
Dec 2025
3 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $7,619,108 across 7 Financial Data & Stock Exchanges names. MORN ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
12,816 | $2,830,157 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
30,706 | $2,420,246 | |
| 3 | SPGI |
S&P Global Inc.
|
3,818 | $1,391,695 | |
| 4 | MCO |
Moodys Corp /De/
|
618 | $279,904 | |
| 5 | MORN |
Morningstar, Inc.
This page
|
1,586 | $247,447 | |
| 6 | MSCI |
MSCI Inc.
|
409 | $229,056 | |
| 7 | TRU |
TransUnion
|
3,058 | $220,603 |
All Filings in MORN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,447 | 1,586 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $212,494 | 1,257 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $206,008 | 948 | Shares | Other | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||