Position in MORN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,893
-$2,095 QoQ
Shares Held
57
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 416 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $429,579 across 11 Financial Data & Stock Exchanges names. MORN ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
470 | $181,230 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
545 | $67,094 | |
| 3 | MCO |
Moodys Corp /De/
|
134 | $60,691 | |
| 4 | CME |
Cme Group Inc.
|
265 | $58,519 | |
| 5 | MSCI |
MSCI Inc.
|
30 | $16,801 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
56 | $13,589 | |
| 7 | COIN |
Coinbase Global, Inc.
|
83 | $12,133 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
57 | $8,893 |
All Filings in MORN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,893 | 57 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,988 | 65 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,559 | 67 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $18,328 | 79 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $25,428 | 81 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,689 | 79 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $26,604 | 79 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,210 | 79 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,372 | 79 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,361 | 79 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,612 | 79 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,333 | 74 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,901 | 76 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,430 | 76 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $18,410 | 85 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,471 | 87 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,764 | 90 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $34,882 | 102 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,312 | 90 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||