MORGAN STANLEY

Position in MORN — Morningstar, Inc.

CIK 895421 NEW YORK, NY

Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$231,554,738

-$60,994,563 QoQ

Shares Held

1,484,135

-14.2% QoQ

Ownership

3.96%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $12,093,902,555 across 13 Financial Data & Stock Exchanges names. MORN ranks #11 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	7,725,907	$2,976,776,445
2	CME	Cme Group Inc.	9,728,195	$2,148,277,290
3	ICE	Intercontinental Exchange, Inc.	13,117,904	$1,614,945,152
4	MSCI	MSCI Inc.	2,128,743	$1,192,181,221
5	MCO	Moodys Corp /De/	2,379,424	$1,077,688,706
6	NDAQ	Nasdaq, Inc.	11,355,733	$895,058,866
7	CBOE	Cboe Global Markets, Inc.	2,843,052	$689,923,420
8	COIN	Coinbase Global, Inc.	3,802,156	$555,837,178

All Filings in MORN

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,554,738	1,484,135	-14.2%	Shares	Defined	2026-08-13
2026-03-31	$292,549,301	1,730,549	-13.7%	Shares	Defined	2026-05-15
2025-12-31	$435,994,481	2,006,325	+2.4%	Shares	Defined	2026-05-27
2025-09-30	$454,499,464	1,958,965	-5.5%	Shares	Defined	2026-05-27
2025-06-30	$650,769,977	2,072,978	-1.3%	Shares	Defined	2025-08-15
2025-03-31	$630,058,350	2,101,105	+2.1%	Shares	Defined	2025-05-15
2024-12-31	$692,685,005	2,056,910	-0.9%	Shares	Defined	2025-05-15
2024-09-30	$662,663,525	2,076,534	+2.8%	Shares	Defined	2025-05-14
2024-06-30	$597,685,926	2,020,233	+4.3%	Shares	Defined	2025-05-14
2024-03-31	$597,306,208	1,936,979	+0.0%	Shares	Defined	2024-10-17
2023-12-31	$554,176,378	1,936,055	-1.1%	Shares	Defined	2024-08-16
2023-09-30	$458,480,289	1,957,310	+1.0%	Shares	Defined	2023-11-15
2023-06-30	$380,021,103	1,938,191	+19.6%	Shares	Defined	2023-08-14
2023-03-31	$329,144,514	1,621,162	+33.0%	Shares	Defined	2023-05-15
2022-12-31	$264,060,889	1,219,174	+685.1%	Shares	Defined	2023-02-14
2022-09-30	$32,970,316	155,286	-14.8%	Shares	Defined	2022-11-14
2022-06-30	$44,083,426	182,291	+155.8%	Shares	Defined	2022-10-27
2022-03-31	$19,463,632	71,251	-28.3%	Shares	Defined	2022-10-27
2021-12-31	$34,006,455	99,437	-3.4%	Shares	Defined	2022-02-14
2021-09-30	$26,676,978	102,988	+8.5%	Shares	Defined	2021-11-15
2021-06-30	$24,411,049	94,944	+39.3%	Shares	Defined	2021-08-23
2021-03-31	$15,339,624	68,164	+3.7%	Shares	Defined	2021-05-17
2020-12-31	$15,222,946	65,738	+36.5%	Shares	Defined	2021-02-16
2020-09-30	$7,732,406	48,144	+1.7%	Shares	Defined	2020-11-13
2020-06-30	$6,673,658	47,341	+14.6%	Shares	Defined	2020-08-14
2020-03-31	$4,802,287	41,310	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.