Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,563,183
+$1,080,178 QoQ
Shares Held
22,838
+55.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 416 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 12%
Shared 29%
None 59%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. MORN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
22,838 | $3,563,183 |
All Filings in MORN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,563,183 | 22,838 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,483,005 | 14,688 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,624,295 | 16,678 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,659,799 | 7,154 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,340,481 | 4,270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,627,094 | 5,426 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,558,525 | 4,628 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,016,200 | 6,318 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,598,477 | 5,403 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,288,457 | 10,664 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $867,020 | 3,029 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $877,609 | 4,476 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $610,917 | 3,009 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $661,682 | 3,055 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,547,175 | 7,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,849,999 | 7,650 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,712,229 | 6,268 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $251,020 | 734 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||