UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MORN — Morningstar, Inc.
CIK 861177
NEW YORK, NY
Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,670,739
-$2,031,912 QoQ
Shares Held
61,984
-10.5% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $4,136,771,077 across 12 Financial Data & Stock Exchanges names. MORN ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,064,781 | $1,180,853,989 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,298,162 | $652,256,718 | |
| 3 | MCO |
Moodys Corp /De/
|
1,420,099 | $643,191,232 | |
| 4 | CME |
Cme Group Inc.
|
2,700,938 | $596,448,133 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
3,884,101 | $306,144,837 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
987,606 | $239,662,343 | |
| 7 | MSCI |
MSCI Inc.
|
397,854 | $222,814,148 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,208,557 | $176,678,944 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,670,739 | 61,984 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,702,651 | 69,226 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,001,339 | 69,032 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,342,976 | 74,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,230,934 | 131,338 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,762,891 | 109,257 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $33,115,963 | 98,337 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,299,239 | 88,679 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,399,927 | 82,474 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,721,931 | 50,984 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,425,797 | 46,904 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,341,693 | 44,150 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,469,633 | 43,197 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,770,283 | 43,197 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,992,380 | 41,518 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,249,292 | 43,563 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,374,020 | 42,898 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,982,051 | 43,863 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,724,034 | 43,054 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,853,871 | 41,902 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,542,790 | 41,005 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,767,555 | 38,960 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,884,410 | 38,366 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,699,928 | 29,263 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,183,563 | 29,677 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,519,932 | 30,279 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||