Position in MORN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$291,757
-$4,871 QoQ
Shares Held
1,870
+37.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 416 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HUB Investment Partners, LLC holds $37,977,727 across 9 Financial Data & Stock Exchanges names. MORN ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
61,584 | $14,944,589 | |
| 2 | MSCI |
MSCI Inc.
|
21,280 | $11,917,651 | |
| 3 | CME |
Cme Group Inc.
|
34,213 | $7,555,256 | |
| 4 | COIN |
Coinbase Global, Inc.
|
9,149 | $1,337,492 | |
| 5 | SPGI |
S&P Global Inc.
|
1,884 | $725,737 | |
| 6 | MCO |
Moodys Corp /De/
|
1,324 | $599,666 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
2,755 | $339,168 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
1,870 | $291,757 |
All Filings in MORN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,757 | 1,870 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $296,628 | 1,365 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||