NICHOLAS COMPANY, INC.

Position in MORN — Morningstar, Inc.

CIK 903949 MILWAUKEE, WI

Position in MORN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,085,383

-$341,191 QoQ

Shares Held

26,185

0.0% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#82

of 416 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

NICHOLAS COMPANY, INC. holds $143,649,883 across 4 Financial Data & Stock Exchanges names. MORN ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	174,860	$67,373,019
2	ICE	Intercontinental Exchange, Inc.	436,910	$53,787,990
3	TRU	TransUnion	255,108	$18,403,491
4	MORN	Morningstar, Inc. This page	26,185	$4,085,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,085,383	26,185	0.0%	Shares	Sole	2026-08-05
2026-03-31	$4,426,574	26,185	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$5,718,512	26,315	-53.5%	Shares	Sole	2026-02-04
2025-09-30	$13,125,965	56,575	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$17,757,450	56,565	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$16,968,143	56,585	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$19,070,718	56,630	+115.2%	Shares	Sole	2025-02-10
2024-09-30	$8,396,047	26,310	0.0%	Shares	Sole	2024-11-12
2024-06-30	$7,783,813	26,310	0.0%	Shares	Sole	2024-07-24
2024-03-31	$8,113,214	26,310	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$7,529,543	26,305	0.0%	Shares	Sole	2024-02-13
2023-09-30	$6,161,683	26,305	0.0%	Shares	Sole	2024-02-13
2023-06-30	$5,157,621	26,305	0.0%	Shares	Sole	2024-02-13
2023-03-31	$5,340,704	26,305	-0.1%	Shares	Sole	2024-02-13
2022-12-31	$5,700,648	26,320	0.0%	Shares	Sole	2024-02-13
2022-09-30	$5,588,262	26,320	0.0%	Shares	Sole	2024-02-13
2022-06-30	$6,364,965	26,320	-0.0%	Shares	Sole	2024-02-13
2022-03-31	$7,192,566	26,330	-16.0%	Shares	Sole	2024-02-13
2021-12-31	$10,719,676	31,345	-11.1%	Shares	Sole	2022-02-11
2021-09-30	$9,129,512	35,245	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$9,056,699	35,225	-17.8%	Shares	Sole	2021-08-12
2021-03-31	$9,648,590	42,875	-19.1%	Shares	Sole	2021-05-14
2020-12-31	$12,273,210	53,000	-0.0%	Shares	Sole	2021-02-10
2020-09-30	$8,513,133	53,005	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$7,477,048	53,040	-0.2%	Shares	Sole	2020-08-13
2020-03-31	$6,178,687	53,150	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.