Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,092,180
+$1,482,625 QoQ
Shares Held
32,638
+52.9% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#74
of 416 holders
Holding Since
Mar 2021
12 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, 2026XTX Topco Ltd holds $103,225,411 across 10 Financial Data & Stock Exchanges names. MORN ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
130,751 | $28,873,743 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
207,506 | $25,546,063 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
149,144 | $11,755,530 | |
| 4 | SPGI |
S&P Global Inc.
|
29,592 | $11,401,650 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
40,057 | $9,720,632 | |
| 6 | TRU |
TransUnion
|
81,867 | $5,905,885 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
32,638 | $5,092,180 | |
| 8 | FDS |
Factset Research Systems Inc
|
10,295 | $2,368,673 |
All Filings in MORN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,092,180 | 32,638 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,609,555 | 21,352 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,543,638 | 30,112 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $631,067 | 2,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,095,615 | 3,490 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,966,547 | 6,558 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $255,937 | 760 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $733,656 | 2,299 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $377,504 | 1,276 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $343,832 | 1,115 | Shares | Defined | 2024-05-13 | |
| 2022-12-31 | $362,571 | 1,674 | Shares | Defined | 2023-02-14 | |
| 2021-03-31 | $261,721 | 1,163 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||