Linden Thomas Advisory Services, LLC

Position in MORN — Morningstar, Inc.

CIK 1965702 Charlotte, NC

Position in MORN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,355,189

+$494,218 QoQ

Shares Held

8,686

+70.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#143

of 419 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Linden Thomas Advisory Services, LLC holds $10,266,607 across 5 Financial Data & Stock Exchanges names. MORN ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	15,189	$5,536,732
2	NDAQ	Nasdaq, Inc.	17,379	$1,369,812
3	MORN	Morningstar, Inc. This page	8,686	$1,355,189
4	CBOE	Cboe Global Markets, Inc.	5,205	$1,263,097
5	FDS	Factset Research Systems Inc	3,224	$741,777

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355,189	8,686	+70.5%	Shares	Sole	2026-07-16
2026-03-31	$860,971	5,093	+5.0%	Shares	Sole	2026-04-10
2025-12-31	$1,053,736	4,849	-4.9%	Shares	Sole	2026-01-16
2025-09-30	$1,182,786	5,098	-1.1%	Shares	Sole	2025-11-06
2025-06-30	$1,618,623	5,156	-0.8%	Shares	Sole	2025-07-31
2025-03-31	$1,559,324	5,200	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$1,734,650	5,151	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$1,646,659	5,160	-0.7%	Shares	Sole	2024-10-17
2024-06-30	$1,537,532	5,197	-29.7%	Shares	Sole	2024-07-10
2024-03-31	$2,279,162	7,391	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$2,112,164	7,379	+3.1%	Shares	Sole	2024-02-01
2023-09-30	$1,675,987	7,155	+19.8%	Shares	Sole	2023-10-20
2023-06-30	$1,171,322	5,974	+1.2%	Shares	Sole	2023-07-27
2023-03-31	$1,198,283	5,902	+4.1%	Shares	Sole	2023-04-25
2022-12-31	$1,227,848	5,669	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.