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PRICE T ROWE ASSOCIATES INC /MD/

Position in MORN — Morningstar, Inc.

CIK 80255 BALTIMORE, MD

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,685,037
-$241,150 QoQ
Shares Held
23,623
+1.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

PRICE T ROWE ASSOCIATES INC /MD/ holds $3,522,383,384 across 11 Financial Data & Stock Exchanges names. MORN ranks #11 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,685,037 23,623
2026-03-31 $3,926,187 23,229
2025-12-31 $4,731,491 21,777
2025-09-30 $15,660,906 67,501
2025-06-30 $14,143,487 45,053
2025-03-31 $14,237,827 47,480
2024-12-31 $225,255,059 668,889
2024-09-30 $218,658,470 685,192
2024-06-30 $202,580,328 684,740
2024-03-31 $211,154,198 684,743
2023-12-31 $203,697,542 711,632
2023-09-30 $162,489,476 693,688
2023-06-30 $25,995,548 132,583
2023-03-31 $6,334,941 31,202
2022-12-31 $6,740,929 31,123
2022-09-30 $6,467,478 30,461
2022-06-30 $2,400,888 9,928
2022-03-31 $2,809,826 10,286
2021-12-31 $3,179,481 9,297
2021-09-30 $2,482,284 9,583
2021-06-30 $2,607,095 10,140
2021-03-31 $1,870,082 8,310
2020-12-31 $1,290,771 5,574
2020-09-30 $2,099,333 13,071
2020-06-30 $2,085,651 14,795
2020-03-31 $2,266,758 19,499