Position in MORN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,895,731
-$282,747 QoQ
Shares Held
18,560
-1.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#94
of 416 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MidFirst Bank holds $4,400,833 across 11 Financial Data & Stock Exchanges names. MORN ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
18,560 | $2,895,731 | |
| 2 | MSCI |
MSCI Inc.
|
1,421 | $795,816 | |
| 3 | CME |
Cme Group Inc.
|
1,288 | $284,429 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,180 | $268,379 | |
| 5 | SPGI |
S&P Global Inc.
|
314 | $120,956 | |
| 6 | MCO |
Moodys Corp /De/
|
56 | $25,363 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
44 | $3,468 | |
| 8 | TRU |
TransUnion
|
39 | $2,813 |
All Filings in MORN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,895,731 | 18,560 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,178,478 | 18,802 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,400,249 | 15,647 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||