Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$475,861
+$413,651 QoQ
Shares Held
3,050
+728.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 419 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $4,274,936 across 11 Financial Data & Stock Exchanges names. MORN ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,915 | $867,341 | |
| 2 | SPGI |
S&P Global Inc.
|
1,664 | $641,027 | |
| 3 | MSCI |
MSCI Inc.
|
875 | $490,035 | |
| 4 | CME |
Cme Group Inc.
|
2,182 | $481,851 | |
| 5 | MORN |
Morningstar, Inc.
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|
3,050 | $475,861 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,373 | $292,140 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,922 | $280,977 | |
| 8 | FDS |
Factset Research Systems Inc
|
928 | $213,514 |
All Filings in MORN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,861 | 3,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $62,210 | 368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,690 | 63 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,296 | 53 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,324 | 52 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,479 | 155 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,010 | 3 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $6,583 | 23 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,387 | 23 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,509 | 23 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,669 | 23 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,981 | 23 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,883 | 23 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,562 | 23 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||