Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,943,631
-$48,085,930 QoQ
Shares Held
1,493,037
-10.2% QoQ
Ownership
3.98%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 416 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $7,437,373,868 across 10 Financial Data & Stock Exchanges names. MORN ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
30,332,286 | $2,390,790,779 | |
| 2 | SPGI |
S&P Global Inc.
|
5,631,126 | $2,169,661,686 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,812,273 | $1,454,208,925 | |
| 4 | TRU |
TransUnion
|
6,603,407 | $476,369,777 | |
| 5 | CME |
Cme Group Inc.
|
1,815,817 | $400,986,866 | |
| 6 | MSCI |
MSCI Inc.
|
507,299 | $284,107,730 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
1,493,037 | $232,943,631 | |
| 8 | MCO |
Moodys Corp /De/
|
52,452 | $23,756,558 |
All Filings in MORN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,943,631 | 1,493,037 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $281,029,561 | 1,662,405 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $246,910,445 | 1,136,213 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $142,181,760 | 612,826 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $245,129,414 | 780,841 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $323,801,124 | 1,079,805 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $363,902,518 | 1,080,599 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $303,327,388 | 950,512 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $279,682,979 | 945,354 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $243,624,941 | 790,041 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $145,835,271 | 509,486 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $81,797,777 | 349,205 | Shares | Defined | 2023-11-14 | |
| 2022-03-31 | $570,925 | 2,090 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $470,768 | 1,831 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||