Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,150,443
-$574,502 QoQ
Shares Held
26,602
-4.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Derivatives in MORN
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$23,250
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $1,906,681,755 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,224,343 | $471,736,979 | |
| 2 | MCO |
Moodys Corp /De/
|
606,233 | $274,575,048 | |
| 3 | CME |
Cme Group Inc.
|
1,166,960 | $257,699,775 | |
| 4 | COIN |
Coinbase Global, Inc.
|
1,709,270 | $249,878,178 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
3,158,184 | $248,928,061 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
1,770,377 | $217,951,111 | |
| 7 | MSCI |
MSCI Inc.
|
160,884 | $90,101,474 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
236,362 | $57,357,964 |
All Filings in MORN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,150,443 | 26,602 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,724,945 | 27,950 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,052,890 | 23,252 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,524,937 | 41,054 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $5,448,567 | 17,356 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $5,442,038 | 18,148 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $7,229,899 | 21,469 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $5,285,583 | 16,563 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $4,086,278 | 13,812 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $10,790,790 | 34,993 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $6,824,247 | 23,841 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $22,974,961 | 98,083 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $8,277,682 | 42,218 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $2,071,717 | 10,204 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,252,752 | 10,401 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $3,280,768 | 15,452 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,150,494 | 21,298 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,014,383 | 22,017 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,082,697 | 9,014 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,084,788 | 11,909 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,268,125 | 12,711 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,719,833 | 12,086 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,678,882 | 7,250 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,812 | 86 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,065,209 | 14,650 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $23,250 | 200 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $46,500 | 400 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||