Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,595,779
-$14,405,723 QoQ
Shares Held
112,779
-40.4% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
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)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $702,519,812 across 11 Financial Data & Stock Exchanges names. MORN ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
328,506 | $183,976,498 | |
| 2 | SPGI |
S&P Global Inc.
|
421,416 | $162,370,889 | |
| 3 | MCO |
Moodys Corp /De/
|
228,164 | $103,340,038 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
598,401 | $73,669,147 | |
| 5 | CME |
Cme Group Inc.
|
252,527 | $55,765,537 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
511,762 | $40,337,079 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
154,202 | $37,420,198 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
112,779 | $17,595,779 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,595,779 | 112,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,001,502 | 189,302 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,879,311 | 59,267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,240,821 | 82,931 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,051,598 | 140,323 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,702,620 | 139,069 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $46,115,576 | 136,939 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $43,098,751 | 135,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,873,532 | 128,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $39,142,020 | 126,932 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $35,336,327 | 123,450 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,938,917 | 127,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,739,327 | 126,176 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $26,015,248 | 128,135 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,284,960 | 84,422 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,017,687 | 84,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,975,641 | 82,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,994,206 | 76,854 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,255,597 | 76,773 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,356,793 | 74,728 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,338,627 | 71,326 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,464,895 | 64,277 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,744,837 | 59,355 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,983,077 | 55,931 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $9,078,467 | 64,400 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,597,222 | 39,546 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||