Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,596,471
-$709,346 QoQ
Shares Held
106,374
+3.9% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#45
of 419 holders
Holding Since
Sep 2023
12 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, 2026DF DENT & CO INC holds $138,625,347 across 2 Financial Data & Stock Exchanges names. MORN ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
269,427 | $122,028,876 | |
| 2 | MORN |
Morningstar, Inc.
This page
|
106,374 | $16,596,471 |
All Filings in MORN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,596,471 | 106,374 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,305,817 | 102,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,638,380 | 145,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,305,715 | 199,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,315,677 | 87,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,878,114 | 82,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,852,923 | 85,678 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,203,187 | 88,378 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,207,550 | 54,783 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,545,504 | 47,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,576,076 | 47,429 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,789,797 | 46,063 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||