Position in MORN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$24,183
+$19,957 QoQ
Shares Held
155
+520.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 419 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $337,568 across 11 Financial Data & Stock Exchanges names. MORN ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
435 | $100,084 | |
| 2 | TRU |
TransUnion
|
809 | $58,361 | |
| 3 | CME |
Cme Group Inc.
|
180 | $39,749 | |
| 4 | SPGI |
S&P Global Inc.
|
85 | $30,823 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
219 | $26,960 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
155 | $24,183 | |
| 7 | MCO |
Moodys Corp /De/
|
42 | $19,022 | |
| 8 | MSCI |
MSCI Inc.
|
28 | $15,681 |
All Filings in MORN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,183 | 155 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $4,226 | 25 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $58,890 | 271 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $464 | 2 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $941 | 3 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,499 | 5 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,683 | 5 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,914 | 6 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,775 | 6 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,850 | 6 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $1,717 | 6 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,405 | 6 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $784 | 4 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $203 | 1 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,732 | 8 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $849 | 4 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $546 | 2 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||