Focus Partners Advisor Solutions, LLC
Position in MORN — Morningstar, Inc.
CIK 1868872
SAINT LOUIS, MO
Position in MORN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$500,200
+$29,072 QoQ
Shares Held
3,206
+47.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#220
of 416 holders
Holding Since
Sep 2025
3 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, 2026Focus Partners Advisor Solutions, LLC holds $7,327,758 across 7 Financial Data & Stock Exchanges names. MORN ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,192 | $1,615,193 | |
| 2 | MCO |
Moodys Corp /De/
|
3,499 | $1,584,767 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,834 | $1,112,206 | |
| 4 | MSCI |
MSCI Inc.
|
1,908 | $1,068,556 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
12,107 | $954,273 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
3,206 | $500,200 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
4,001 | $492,563 |
All Filings in MORN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,200 | 3,206 | Shares | Other | 2026-08-06 | |
| 2025-12-31 | $471,128 | 2,168 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $290,244 | 1,251 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||