Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$249,944
-$27,126 QoQ
Shares Held
1,602
+25.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#277
of 419 holders
Holding Since
Sep 2024
6 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, 2026Machina Capital S.A.S. holds $6,897,648 across 6 Financial Data & Stock Exchanges names. MORN ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,961 | $2,703,618 | |
| 2 | MCO |
Moodys Corp /De/
|
4,582 | $2,075,279 | |
| 3 | CME |
Cme Group Inc.
|
3,957 | $873,824 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
2,870 | $696,462 | |
| 5 | SPGI |
S&P Global Inc.
|
775 | $298,521 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
1,602 | $249,944 |
All Filings in MORN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,944 | 1,602 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $277,070 | 1,275 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $709,022 | 3,056 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $390,130 | 1,301 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $275,132 | 817 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $332,523 | 1,042 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||