Position in MORN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,752,413
-$7,649,131 QoQ
Shares Held
11,232
-79.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#126
of 416 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MEEDER ASSET MANAGEMENT INC holds $3,537,962 across 10 Financial Data & Stock Exchanges names. MORN ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
11,232 | $1,752,413 | |
| 2 | CME |
Cme Group Inc.
|
7,668 | $1,693,320 | |
| 3 | SPGI |
S&P Global Inc.
|
62 | $24,028 | |
| 4 | MCO |
Moodys Corp /De/
|
33 | $14,946 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
116 | $14,280 | |
| 6 | TRU |
TransUnion
|
143 | $10,316 | |
| 7 | MSCI |
MSCI Inc.
|
15 | $8,400 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 |
All Filings in MORN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,413 | 11,232 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,401,544 | 55,614 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,538,132 | 57,697 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,945,227 | 55,796 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,866,103 | 40,984 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $76,466 | 255 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $111,467 | 331 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $105,628 | 331 | Shares | Sole | 2024-11-07 | |
| 2022-12-31 | $32,921 | 152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $424 | 2 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $241 | 1 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $273 | 1 | Shares | Defined | 2022-05-10 | |
| 2021-09-30 | $777 | 3 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $771 | 3 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $450 | 2 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $463 | 2 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $321 | 2 | Shares | Defined | 2020-11-02 | |
| 2020-03-31 | $232 | 2 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||