Fieldview Capital Management, LLC

Position in MORN — Morningstar, Inc.

CIK 2040221 NILES, MI

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$326,081

-$61,600 QoQ

Shares Held

2,090

+17.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#260

of 416 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fieldview Capital Management, LLC holds $2,083,780 across 5 Financial Data & Stock Exchanges names. MORN ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	7,414	$912,737
2	MORN	Morningstar, Inc. This page	2,090	$326,081
3	MSCI	MSCI Inc.	567	$317,542
4	NDAQ	Nasdaq, Inc.	3,632	$286,274
5	CME	Cme Group Inc.	1,092	$241,146

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,081	2,090	+17.2%	Shares	Sole	2026-08-14
2025-12-31	$387,681	1,784	-65.1%	Shares	Sole	2026-02-13
2024-12-31	$1,723,200	5,117	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.