Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,042,856
-$404,241 QoQ
Shares Held
19,503
-4.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,092,444,137 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,525,443 | $973,047,956 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,474,906 | $304,685,674 | |
| 3 | CME |
Cme Group Inc.
|
1,099,691 | $242,844,761 | |
| 4 | MSCI |
MSCI Inc.
|
281,790 | $157,813,669 | |
| 5 | MCO |
Moodys Corp /De/
|
262,244 | $118,775,551 | |
| 6 | FDS |
Factset Research Systems Inc
|
369,718 | $85,064,715 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
1,041,113 | $82,060,524 | |
| 8 | COIN |
Coinbase Global, Inc.
|
525,504 | $76,823,427 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,042,856 | 19,503 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,447,097 | 20,391 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,946,625 | 22,763 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,993,338 | 73,244 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,950,575 | 85,849 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,350,408 | 84,538 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,300,812 | 87,008 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,266,372 | 88,576 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $26,575,611 | 89,828 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,470,390 | 102,054 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $29,119,480 | 101,731 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $25,222,493 | 107,678 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,714,947 | 110,751 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $16,907,322 | 83,275 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,453,250 | 85,199 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,007,735 | 89,524 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,876,391 | 94,597 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,516,064 | 97,068 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $29,092,061 | 85,067 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,998,655 | 250,931 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $67,049,658 | 260,782 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $71,135,817 | 316,103 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $58,553,862 | 252,856 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $29,834,268 | 185,756 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $27,234,556 | 193,194 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $28,138,194 | 242,049 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||