Motley Fool Asset Management LLC

Position in MORN — Morningstar, Inc.

CIK 1512814 ALEXANDRIA, VA

Position in MORN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,462,375

-$186,031 QoQ

Shares Held

9,373

-3.9% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#140

of 419 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Motley Fool Asset Management LLC holds $16,749,711 across 5 Financial Data & Stock Exchanges names. MORN ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	28,092	$6,203,556
2	ICE	Intercontinental Exchange, Inc.	42,424	$5,222,818
3	NDAQ	Nasdaq, Inc.	43,101	$3,397,220
4	MORN	Morningstar, Inc. This page	9,373	$1,462,375
5	CBOE	Cboe Global Markets, Inc.	1,911	$463,742

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,462,375	9,373	-3.9%	Shares	Sole	2026-08-06
2026-03-31	$1,648,406	9,751	-5.7%	Shares	Sole	2026-05-12
2025-12-31	$2,246,768	10,339	-44.3%	Shares	Sole	2026-02-11
2025-09-30	$4,304,945	18,555	+57.9%	Shares	Sole	2025-11-14
2025-06-30	$3,689,619	11,753	-23.2%	Shares	Sole	2025-08-01
2025-03-31	$4,591,009	15,310	-3.1%	Shares	Sole	2025-05-12
2024-12-31	$5,319,460	15,796	+9.4%	Shares	Sole	2025-02-12
2024-09-30	$4,606,178	14,434	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$4,200,182	14,197	-4.0%	Shares	Sole	2024-08-08
2024-03-31	$4,559,250	14,785	-2.6%	Shares	Sole	2024-05-16
2023-12-31	$4,344,264	15,177	-2.2%	Shares	Sole	2024-02-02
2023-09-30	$3,635,404	15,520	-2.8%	Shares	Sole	2023-11-13
2023-06-30	$3,129,473	15,961	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.