Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,354,768
-$5,137,224 QoQ
Shares Held
136,872
-12.7% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 419 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $2,546,251,723 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
4,361,379 | $963,123,320 | |
| 2 | SPGI |
S&P Global Inc.
|
1,771,367 | $682,504,200 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
5,355,911 | $422,152,902 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
1,209,123 | $148,855,130 | |
| 5 | MCO |
Moodys Corp /De/
|
186,770 | $84,591,866 | |
| 6 | MSCI |
MSCI Inc.
|
120,902 | $67,709,955 | |
| 7 | TRU |
TransUnion
|
842,020 | $60,743,320 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
195,499 | $47,441,741 |
All Filings in MORN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,354,768 | 136,872 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,491,992 | 156,711 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,298,607 | 19,781 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,010,023 | 21,594 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,902,075 | 44,284 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,176,920 | 30,603 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,464,479 | 31,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,228,114 | 32,051 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,789,997 | 29,711 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,512,287 | 30,847 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $57,991,364 | 202,597 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,490,165 | 253,971 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,727,984 | 192,421 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,033,964 | 74,048 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $9,907,909 | 45,745 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,691,345 | 45,645 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,226,473 | 46,423 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,843,907 | 47,018 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,629,947 | 48,627 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $2,658,886 | 11,482 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,662,431 | 16,577 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,281,034 | 16,181 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,874,763 | 16,127 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||