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M&G PLC

Position in MORN — Morningstar, Inc.

CIK 1802539 London, X0

Position in MORN

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$25,320,816
-$8,633,219 QoQ
Shares Held
149,783
-4.1% QoQ
Ownership
0.399%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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, 2026

M&G PLC holds $274,256,947 across 3 Financial Data & Stock Exchanges names.

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $25,320,816 149,783
2025-12-31 $33,954,035 156,247
2025-09-30 $35,992,639 155,134
2025-06-30 $51,449,045 163,887
2025-03-31 $50,581,171 168,677
2024-12-31 $59,495,389 176,670
2024-09-30 $58,337,688 182,808
2024-06-30 $51,213,114 173,105
2024-03-31 $52,355,983 169,783