Position in MORN
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$105,994
-$96,321 QoQ
Shares Held
627
-32.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Essential Partners LLC holds $2,115,922 across 11 Financial Data & Stock Exchanges names. MORN ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
1,405 | $757,309 | |
| 2 | CME |
Cme Group Inc.
|
1,404 | $414,671 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
4,071 | $345,587 | |
| 4 | SPGI |
S&P Global Inc.
|
673 | $286,253 | |
| 5 | MCO |
Moodys Corp /De/
|
274 | $119,532 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
627 | $105,994 | |
| 7 | TRU |
TransUnion
|
609 | $42,136 | |
| 8 | FDS |
Factset Research Systems Inc
|
145 | $31,463 |
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,994 | 627 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $202,315 | 931 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $122,269 | 527 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $146,919 | 468 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||