Invesco Ltd.

Position in MORN — Morningstar, Inc.

CIK 914208 Atlanta, GA

Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$40,453,956

-$7,747,268 QoQ

Shares Held

259,287

-9.1% QoQ

Ownership

0.691%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#16

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 96% None 4%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Invesco Ltd. holds $4,622,523,626 across 11 Financial Data & Stock Exchanges names. MORN ranks #11 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,450,215	$944,062,848
2	CME	Cme Group Inc.	3,069,493	$677,836,129
3	MCO	Moodys Corp /De/	1,201,752	$544,297,509
4	CBOE	Cboe Global Markets, Inc.	2,135,634	$518,254,295
5	MSCI	MSCI Inc.	807,864	$452,436,149
6	ICE	Intercontinental Exchange, Inc.	2,978,665	$366,703,441
7	TRU	TransUnion	4,255,783	$307,012,177
8	COIN	Coinbase Global, Inc.	2,005,685	$293,211,084

All Filings in MORN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,453,956	259,287	-9.1%	Shares	Defined	2026-08-14
2026-03-31	$48,201,224	285,130	+4.8%	Shares	Defined	2026-05-12
2025-12-31	$59,108,101	271,999	-8.2%	Shares	Defined	2026-02-19
2025-09-30	$68,745,024	296,302	+5.5%	Shares	Defined	2025-11-13
2025-06-30	$88,190,155	280,923	+266.5%	Shares	Defined	2025-08-13
2025-03-31	$22,983,834	76,646	-60.5%	Shares	Defined	2025-05-12
2024-12-31	$65,392,729	194,182	+65.8%	Shares	Defined	2025-02-13
2024-09-30	$37,381,714	117,140	+160.5%	Shares	Defined	2024-11-12
2024-06-30	$13,304,373	44,970	+9.6%	Shares	Defined	2024-08-13
2024-03-31	$12,653,036	41,032	-30.4%	Shares	Defined	2024-05-14
2023-12-31	$16,881,002	58,975	-76.6%	Shares	Defined	2024-02-13
2023-09-30	$59,044,406	252,068	-24.1%	Shares	Defined	2023-11-13
2023-06-30	$65,129,551	332,175	-0.7%	Shares	Defined	2023-08-11
2023-03-31	$67,887,343	334,371	-0.0%	Shares	Defined	2023-05-12
2022-12-31	$72,436,359	334,440	+0.7%	Shares	Defined	2023-02-13
2022-09-30	$70,529,730	332,186	+0.3%	Shares	Defined	2022-11-14
2022-06-30	$80,124,806	331,327	+2.2%	Shares	Defined	2022-08-15
2022-03-31	$88,551,057	324,161	+0.4%	Shares	Defined	2022-05-16
2021-12-31	$110,441,907	322,939	-0.5%	Shares	Defined	2022-02-14
2021-09-30	$84,077,250	324,585	-0.2%	Shares	Defined	2021-11-15
2021-06-30	$83,600,857	325,156	-0.8%	Shares	Defined	2021-08-17
2021-03-31	$73,756,184	327,747	+0.9%	Shares	Defined	2021-05-17
2020-12-31	$75,255,617	324,980	+0.1%	Shares	Defined	2021-02-16
2020-09-30	$52,163,717	324,785	-3.3%	Shares	Defined	2020-11-16
2020-06-30	$47,366,765	336,006	-5.4%	Shares	Defined	2020-08-14
2020-03-31	$41,296,184	355,236	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.