Position in MORN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$249,632
+$131,297 QoQ
Shares Held
1,600
+128.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
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, 2026HM PAYSON & CO holds $66,802,419 across 8 Financial Data & Stock Exchanges names. MORN ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
127,500 | $46,476,185 | |
| 2 | MSCI |
MSCI Inc.
|
31,217 | $17,482,768 | |
| 3 | MCO |
Moodys Corp /De/
|
3,326 | $1,506,411 | |
| 4 | CME |
Cme Group Inc.
|
3,744 | $826,787 | |
| 5 | MORN |
Morningstar, Inc.
This page
|
1,600 | $249,632 | |
| 6 | FDS |
Factset Research Systems Inc
|
541 | $124,473 | |
| 7 | COIN |
Coinbase Global, Inc.
|
683 | $99,847 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
295 | $36,316 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,632 | 1,600 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $118,335 | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $130,386 | 600 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $139,206 | 600 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $188,358 | 600 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $179,922 | 600 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $202,056 | 600 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $191,472 | 600 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $177,510 | 600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $185,022 | 600 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $228,992 | 800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $187,392 | 800 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $156,856 | 800 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $203,030 | 1,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $238,249 | 1,100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $233,552 | 1,100 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $302,287 | 1,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $368,779 | 1,350 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $461,686 | 1,350 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $349,690 | 1,350 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $347,098 | 1,350 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $303,804 | 1,350 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $312,619 | 1,350 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $297,128 | 1,850 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $260,794 | 1,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $232,500 | 2,000 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||