Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,051,010
-$982,339 QoQ
Shares Held
192,610
+4.9% QoQ
Ownership
0.513%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $3,817,796,745 across 11 Financial Data & Stock Exchanges names. MORN ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,247,331 | $865,892,150 | |
| 2 | CME |
Cme Group Inc.
|
2,819,720 | $622,678,763 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,658,344 | $603,630,670 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
4,236,515 | $521,557,357 | |
| 5 | MCO |
Moodys Corp /De/
|
642,955 | $291,207,175 | |
| 6 | MSCI |
MSCI Inc.
|
393,492 | $220,371,259 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,441,451 | $210,725,719 | |
| 8 | FDS |
Factset Research Systems Inc
|
765,564 | $176,140,963 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,051,010 | 192,610 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,033,349 | 183,575 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $35,706,419 | 164,311 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,025,081 | 159,584 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $286,320,795 | 912,053 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $274,811,359 | 916,435 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $438,909,408 | 1,303,330 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $496,738,360 | 1,556,588 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $451,641,648 | 1,526,590 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $523,967,192 | 1,699,151 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $369,910,238 | 1,292,308 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $299,722,725 | 1,279,554 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $253,870,452 | 1,294,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $498,727,761 | 2,456,424 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $504,882,765 | 2,331,053 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $448,573,558 | 2,112,724 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $456,095,245 | 1,886,016 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $369,448,490 | 1,352,449 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $47,837,215 | 139,879 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $37,186,861 | 143,562 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,205,514 | 148,596 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $33,109,007 | 147,125 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,829,121 | 159,041 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $26,960,311 | 167,862 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $23,510,972 | 166,780 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,078,582 | 172,719 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||