Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,619,878
+$20,796,184 QoQ
Shares Held
209,075
+198.9% QoQ
Ownership
0.557%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,482,064,170 across 15 Financial Data & Stock Exchanges names. MORN ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,775,320 | $684,027,351 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,383,311 | $662,739,416 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,883,784 | $621,399,851 | |
| 4 | CME |
Cme Group Inc.
|
1,873,151 | $413,647,931 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,314,441 | $338,348,127 | |
| 6 | MSCI |
MSCI Inc.
|
392,796 | $219,981,468 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
800,010 | $194,138,425 | |
| 8 | MCO |
Moodys Corp /De/
|
330,302 | $149,600,379 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,619,878 | 209,075 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,823,694 | 69,942 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $64,181,856 | 295,347 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $36,365,710 | 156,742 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,115,957 | 57,707 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,561,316 | 105,250 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,331,351 | 107,885 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,668,846 | 17,764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,304,052 | 11,168 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,996,562 | 19,446 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,235,369 | 11,303 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $620,033 | 2,647 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,762,080 | 8,987 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,351,976 | 6,659 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $778,856 | 3,596 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,336,552 | 6,295 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,375,703 | 13,959 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,070,429 | 11,240 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,651,723 | 16,526 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,871,490 | 7,225 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,037,239 | 11,813 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,112,224 | 9,386 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,383,851 | 18,931 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,245,521 | 32,660 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,080,516 | 28,946 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $949,179 | 8,165 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||