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FMR LLC

Position in MORN — Morningstar, Inc.

CIK 315066 BOSTON, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$28,234,626
+$10,196,148 QoQ
Shares Held
180,968
+69.6% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

FMR LLC holds $6,995,706,291 across 13 Financial Data & Stock Exchanges names. MORN ranks #11 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,234,626 180,968
2026-03-31 $18,038,478 106,705
2025-12-31 $32,383,317 149,019
2025-09-30 $44,880,708 193,443
2025-06-30 $85,939,904 273,755
2025-03-31 $125,939,401 419,980
2024-12-31 $134,564,241 399,585
2024-09-30 $127,813,940 400,520
2024-06-30 $106,877,880 361,257
2024-03-31 $137,992,181 447,489
2023-12-31 $116,969,112 408,640
2023-09-30 $101,786,413 434,539
2023-06-30 $85,241,234 434,749
2023-03-31 $83,344,016 410,501
2022-12-31 $100,920,324 465,951
2022-09-30 $127,210,040 599,143
2022-06-30 $198,159,852 819,418
2022-03-31 $226,861,126 830,476
2021-12-31 $297,233,424 869,129
2021-09-30 $239,274,298 923,732
2021-06-30 $191,560,575 745,053
2021-03-31 $173,141,723 769,382
2020-12-31 $221,828,774 957,934
2020-09-30 $187,770,274 1,169,107
2020-06-30 $188,371,020 1,336,249
2020-03-31 $200,331,415 1,723,281