Position in MORN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$520,950
+$201,722 QoQ
Shares Held
3,339
+127.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#213
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, 2026Sivia Capital Partners, LLC holds $10,541,085 across 8 Financial Data & Stock Exchanges names. MORN ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
8,448 | $3,079,301 | |
| 2 | FDS |
Factset Research Systems Inc
|
10,164 | $2,338,533 | |
| 3 | MSCI |
MSCI Inc.
|
2,724 | $1,525,548 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
13,902 | $1,095,755 | |
| 5 | MCO |
Moodys Corp /De/
|
1,869 | $846,507 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
5,390 | $663,562 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
3,339 | $520,950 | |
| 8 | TRU |
TransUnion
|
6,528 | $470,929 |
All Filings in MORN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,950 | 3,339 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $319,228 | 1,469 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||