Swiss National Bank

Bank

Position in MORN — Morningstar, Inc.

CIK 1582202 ZURICH, V8

Position in MORN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,334,412

-$1,915,228 QoQ

Shares Held

40,600

-16.8% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#67

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Swiss National Bank holds $62,418,438 across 3 Financial Data & Stock Exchanges names. MORN ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRU	TransUnion	544,100	$39,251,374
2	FDS	Factset Research Systems Inc	73,160	$16,832,652
3	MORN	Morningstar, Inc. This page	40,600	$6,334,412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,334,412	40,600	-16.8%	Shares	Sole	2026-08-11
2026-03-31	$8,249,640	48,800	-2.4%	Shares	Sole	2026-05-07
2025-12-31	$10,865,500	50,000	-6.2%	Shares	Sole	2026-02-12
2025-09-30	$12,366,133	53,300	+0.4%	Shares	Sole	2025-11-13
2025-06-30	$16,669,683	53,100	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$16,192,980	54,000	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$18,454,448	54,800	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$17,296,304	54,200	-0.9%	Shares	Sole	2024-11-07
2024-06-30	$16,182,995	54,700	+8.1%	Shares	Sole	2024-08-08
2024-03-31	$15,603,522	50,600	+0.2%	Shares	Sole	2024-05-07
2023-12-31	$14,455,120	50,500	-10.1%	Shares	Sole	2024-02-06
2023-09-30	$13,164,288	56,200	+1.1%	Shares	Sole	2023-11-08
2023-06-30	$10,901,492	55,600	+1.1%	Shares	Sole	2023-08-09
2023-03-31	$11,166,650	55,000	-10.6%	Shares	Sole	2023-05-10
2022-12-31	$13,320,285	61,500	+1.2%	Shares	Sole	2023-02-08
2022-09-30	$12,909,056	60,800	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$14,679,081	60,700	+8.2%	Shares	Sole	2022-08-09
2022-03-31	$15,324,837	56,100	+7.7%	Shares	Sole	2022-05-09
2021-12-31	$17,817,679	52,100	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$13,521,366	52,200	+0.2%	Shares	Sole	2021-11-08
2021-06-30	$13,395,431	52,100	-3.2%	Shares	Sole	2021-08-06
2021-03-31	$12,107,152	53,800	+0.9%	Shares	Sole	2021-05-07
2020-12-31	$12,342,681	53,300	0.0%	Shares	Sole	2021-02-05
2020-09-30	$8,560,513	53,300	+1.3%	Shares	Sole	2020-11-09
2020-06-30	$7,415,022	52,600	+40.6%	Shares	Sole	2020-08-05
2020-03-31	$4,347,750	37,400	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.