Position in MORN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$87,660,927
+$132,080 QoQ
Shares Held
561,857
+8.5% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 9%
None 6%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,494,096,022 across 12 Financial Data & Stock Exchanges names. MORN ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,070,784 | $484,979,488 | |
| 2 | SPGI |
S&P Global Inc.
|
966,516 | $372,396,493 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,515,386 | $309,669,168 | |
| 4 | CME |
Cme Group Inc.
|
1,170,911 | $258,572,274 | |
| 5 | TRU |
TransUnion
|
3,280,251 | $236,637,305 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,801,910 | $220,846,544 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
677,679 | $164,452,361 | |
| 8 | MSCI |
MSCI Inc.
|
290,499 | $162,691,059 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,660,927 | 561,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $87,528,847 | 517,769 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $102,564,016 | 471,971 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $97,473,663 | 420,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $104,108,917 | 331,631 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $95,096,870 | 317,127 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $102,716,511 | 305,014 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $93,138,041 | 291,859 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $80,493,386 | 272,075 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $82,443,642 | 267,353 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $84,731,331 | 296,015 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $69,300,371 | 295,852 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $57,787,904 | 294,731 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,340,919 | 297,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $65,408,878 | 301,994 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $64,946,137 | 305,888 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $73,943,389 | 305,766 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $86,148,257 | 315,365 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $107,296,626 | 313,742 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $81,593,931 | 314,998 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,665,948 | 313,741 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $71,092,386 | 315,910 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $72,514,756 | 313,144 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $50,551,515 | 314,747 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,226,095 | 313,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $36,607,590 | 314,904 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||