Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,482,670
-$184,552 QoQ
Shares Held
67,188
+6.5% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 416 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $631,828,407 across 11 Financial Data & Stock Exchanges names. MORN ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
614,280 | $278,219,696 | |
| 2 | SPGI |
S&P Global Inc.
|
481,046 | $185,346,053 | |
| 3 | CME |
Cme Group Inc.
|
213,416 | $47,128,652 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
344,647 | $42,429,488 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
344,915 | $27,186,198 | |
| 6 | MSCI |
MSCI Inc.
|
20,651 | $11,565,385 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
67,188 | $10,482,670 | |
| 8 | COIN |
Coinbase Global, Inc.
|
69,388 | $10,143,830 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,482,670 | 67,188 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,667,222 | 63,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,929,990 | 13,483 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,444,187 | 14,845 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,242,135 | 13,513 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,563,121 | 15,217 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,274,848 | 18,633 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,855,531 | 18,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,553,103 | 18,770 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,730,130 | 18,582 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,216,722 | 18,225 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,239,508 | 18,099 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,577,689 | 18,247 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,511,887 | 12,372 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,697,628 | 12,455 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,884,366 | 13,585 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,323,711 | 13,744 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,790,506 | 13,876 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,729,699 | 16,754 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,419,569 | 17,062 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,452,629 | 17,318 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,919,970 | 17,419 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,125,650 | 17,816 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,931,131 | 18,250 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,725,372 | 19,333 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,022,517 | 17,398 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||