Henshaw Capital LLC

Position in MORN — Morningstar, Inc.

CIK 2131483 WOBURN, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,821,065

-$146,338 QoQ

Shares Held

11,672

+0.3% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#125

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Henshaw Capital LLC holds $5,165,709 across 3 Financial Data & Stock Exchanges names. MORN ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRU	TransUnion	38,291	$2,762,312
2	MORN	Morningstar, Inc. This page	11,672	$1,821,065
3	FDS	Factset Research Systems Inc	2,531	$582,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,821,065	11,672	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$1,967,403	11,638	-7.0%	Shares	Sole	2026-05-28
2025-12-31	$2,718,548	12,510	+0.2%	Shares	Sole	2026-05-28
2025-09-30	$2,896,180	12,483	+0.2%	Shares	Sole	2026-05-28
2025-06-30	$3,912,509	12,463	-14.6%	Shares	Sole	2026-05-28
2025-03-31	$4,376,002	14,593	+8.2%	Shares	Sole	2026-05-28
2024-12-31	$4,541,882	13,487	+0.1%	Shares	Sole	2026-05-28
2024-09-30	$4,298,546	13,470	+0.1%	Shares	Sole	2026-05-28
2024-06-30	$3,980,070	13,453	+0.1%	Shares	Sole	2026-05-28
2024-03-31	$4,142,642	13,434	+0.1%	Shares	Sole	2026-05-28
2023-12-31	$3,839,909	13,415	+29.7%	Shares	Sole	2026-05-28
2023-09-30	$2,422,041	10,340	-18.6%	Shares	Sole	2026-05-28
2023-06-30	$2,491,657	12,708	+0.2%	Shares	Sole	2026-05-28
2023-03-31	$2,574,623	12,681	+53.0%	Shares	Sole	2026-05-28
2022-12-31	$1,795,531	8,290	+0.2%	Shares	Sole	2026-05-28
2022-09-30	$1,757,372	8,277	+0.1%	Shares	Sole	2026-05-28
2022-06-30	$1,998,724	8,265	+0.1%	Shares	Sole	2026-05-28
2022-03-31	$2,254,745	8,254	+0.1%	Shares	Sole	2026-05-28
2021-12-31	$2,819,023	8,243	+0.1%	Shares	Sole	2026-05-28
2021-09-30	$2,133,112	8,235	+0.1%	Shares	Sole	2026-05-28
2021-06-30	$2,114,729	8,225	+0.1%	Shares	Sole	2026-05-28
2021-03-31	$1,848,703	8,215	+0.1%	Shares	Sole	2026-05-28
2020-12-31	$1,899,800	8,204	+0.2%	Shares	Sole	2026-05-28
2020-09-30	$1,315,556	8,191	+22.1%	Shares	Sole	2026-05-28
2020-06-30	$945,344	6,706	+0.2%	Shares	Sole	2026-05-28
2020-03-31	$778,061	6,693	—	Shares	Sole	2026-05-28
No filing history on record for this holder in this stock.