KORNITZER CAPITAL MANAGEMENT INC /KS
Position in MORN — Morningstar, Inc.
CIK 898358
SHAWNEE MISSION, KS
Position in MORN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$278,183
-$70,736 QoQ
Shares Held
1,783
-13.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 416 holders
Holding Since
Mar 2020
26 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, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $33,897,696 across 6 Financial Data & Stock Exchanges names. MORN ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
22,178 | $12,420,567 | |
| 2 | CME |
Cme Group Inc.
|
43,671 | $9,643,866 | |
| 3 | SPGI |
S&P Global Inc.
|
19,847 | $7,647,120 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
17,414 | $2,143,837 | |
| 5 | MCO |
Moodys Corp /De/
|
3,895 | $1,764,123 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
1,783 | $278,183 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,183 | 1,783 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $348,919 | 2,064 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,004,745 | 13,827 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,400,264 | 23,276 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,798,335 | 24,841 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,587,910 | 25,304 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,699,857 | 25,834 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,400,514 | 26,324 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $7,776,121 | 26,284 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,258,456 | 26,781 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,963,769 | 27,822 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,542,791 | 27,932 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,400,116 | 32,642 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,982,607 | 34,392 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,795,723 | 35,993 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,753,501 | 36,518 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,295,461 | 38,438 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,122,936 | 40,718 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $14,604,682 | 42,705 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $11,440,059 | 44,165 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $11,738,357 | 45,655 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $10,306,832 | 45,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,829,371 | 46,765 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,539,033 | 46,940 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,182,738 | 8,390 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,072,406 | 9,225 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||