STATE STREET CORP

Position in MORN — Morningstar, Inc.

CIK 93751 BOSTON, MA

Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$111,784,117

-$12,564,667 QoQ

Shares Held

716,473

-2.6% QoQ

Ownership

1.91%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

STATE STREET CORP holds $22,985,889,244 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	15,308,308	$5,898,260,445
2	CME	Cme Group Inc.	16,346,170	$3,609,724,721
3	MCO	Moodys Corp /De/	7,111,386	$3,220,888,947
4	ICE	Intercontinental Exchange, Inc.	25,966,680	$3,196,757,974
5	MSCI	MSCI Inc.	3,194,918	$1,789,281,876
6	NDAQ	Nasdaq, Inc.	20,181,861	$1,590,734,284
7	COIN	Coinbase Global, Inc.	9,562,203	$1,397,898,456
8	CBOE	Cboe Global Markets, Inc.	5,046,590	$1,224,655,995

All Filings in MORN

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,784,117	716,473	-2.6%	Shares	Defined	2026-08-07
2026-03-31	$124,348,784	735,574	-1.5%	Shares	Defined	2026-05-15
2025-12-31	$162,310,360	746,907	-2.1%	Shares	Defined	2026-02-13
2025-09-30	$177,075,368	763,223	-2.7%	Shares	Defined	2025-11-14
2025-06-30	$246,176,057	784,175	-7.7%	Shares	Defined	2025-08-14
2025-03-31	$254,890,999	850,005	+1.0%	Shares	Defined	2025-05-15
2024-12-31	$283,428,665	841,634	+4.6%	Shares	Defined	2025-02-14
2024-09-30	$256,665,982	804,293	+3.7%	Shares	Defined	2024-11-14
2024-06-30	$229,459,780	775,595	+0.5%	Shares	Defined	2024-08-14
2024-03-31	$237,890,186	771,444	+4.0%	Shares	Defined	2024-05-15
2023-12-31	$212,256,978	741,535	+3.9%	Shares	Defined	2024-02-14
2023-09-30	$167,131,645	713,506	+78.8%	Shares	Defined	2023-11-14
2023-06-30	$78,238,204	399,032	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$80,217,559	395,102	+2.8%	Shares	Defined	2023-05-15
2022-12-31	$83,276,039	384,487	-1.0%	Shares	Defined	2023-05-15
2022-09-30	$82,442,582	388,294	+2.9%	Shares	Defined	2022-11-15
2022-06-30	$91,277,282	377,444	+2.4%	Shares	Defined	2022-08-15
2022-03-31	$100,688,549	368,593	+0.3%	Shares	Defined	2022-05-16
2021-12-31	$125,707,316	367,576	+3.9%	Shares	Defined	2022-02-14
2021-09-30	$91,651,030	353,824	+1.3%	Shares	Defined	2021-11-15
2021-06-30	$89,846,318	349,447	+25.2%	Shares	Defined	2021-08-16
2021-03-31	$62,799,212	279,058	-2.1%	Shares	Defined	2021-07-09
2020-12-31	$65,987,955	284,959	-0.7%	Shares	Defined	2021-02-16
2020-09-30	$46,077,402	286,890	-3.7%	Shares	Defined	2020-11-10
2020-06-30	$42,011,033	298,014	+2.2%	Shares	Defined	2020-08-14
2020-03-31	$33,912,101	291,717	—	Shares	Defined	2020-06-19
No filing history on record for this holder in this stock.