Position in MORN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,512,851
-$3,024,235 QoQ
Shares Held
60,972
-17.8% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#55
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Chicago Capital, LLC holds $85,590,766 across 6 Financial Data & Stock Exchanges names. MORN ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
579,346 | $71,323,286 | |
| 2 | MORN |
Morningstar, Inc.
This page
|
60,972 | $9,512,851 | |
| 3 | CME |
Cme Group Inc.
|
12,002 | $2,650,401 | |
| 4 | SPGI |
S&P Global Inc.
|
2,389 | $920,407 | |
| 5 | FDS |
Factset Research Systems Inc
|
3,791 | $872,233 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1,284 | $311,588 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,512,851 | 60,972 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,537,086 | 74,162 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,003,299 | 69,041 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,250,444 | 70,042 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,710,360 | 56,415 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,031,116 | 56,795 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,426,674 | 57,687 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,571,507 | 58,196 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $17,290,065 | 58,442 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $18,245,636 | 59,168 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,118,010 | 59,803 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $14,448,157 | 61,681 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,428,681 | 63,389 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,057,874 | 64,315 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14,557,663 | 67,213 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $14,785,752 | 69,639 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $16,916,250 | 69,951 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $19,359,831 | 70,871 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $40,635,251 | 118,820 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $31,229,951 | 120,565 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $31,069,686 | 120,842 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $28,186,485 | 125,251 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $29,802,364 | 128,697 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $21,696,804 | 135,090 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $20,104,436 | 142,615 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $16,635,026 | 143,097 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||