Position in MORN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,410,570
+$3,485,299 QoQ
Shares Held
53,907
+85.0% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#59
of 419 holders
Holding Since
Jun 2025
5 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, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,410,570 | 53,907 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $4,925,271 | 29,135 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,214,717 | 51,607 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,547,274 | 6,669 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,525,071 | 4,858 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||