Position in MORN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,371,816
-$259,616 QoQ
Shares Held
15,202
-2.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#108
of 416 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Berkeley, Inc holds $10,339,393 across 2 Financial Data & Stock Exchanges names. MORN ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
21,858 | $7,967,577 | |
| 2 | MORN |
Morningstar, Inc.
This page
|
15,202 | $2,371,816 |
All Filings in MORN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,371,816 | 15,202 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,631,432 | 15,566 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,777,282 | 17,382 | Shares | Sole | 2026-01-26 | |
| 2021-06-30 | $234,227 | 911 | Shares | Sole | 2025-03-28 | |
| 2021-03-31 | $958,220 | 4,258 | Shares | Sole | 2025-03-28 | |
| 2020-12-31 | $985,793 | 4,257 | Shares | Sole | 2025-03-28 | |
| No filing history on record for this holder in this stock. | ||||||