1832 Asset Management L.P.

Position in MORN — Morningstar, Inc.

CIK 944388 TORONTO, A6

Position in MORN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,687,895

-$1,209,873 QoQ

Shares Held

15,900

-5.4% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

1832 Asset Management L.P. holds $519,791,666 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	1,053,209	$311,065,278
2	CBOE	Cboe Global Markets, Inc.	351,495	$98,794,699
3	SPGI	S&P Global Inc.	145,388	$61,839,331
4	MCO	Moodys Corp /De/	104,079	$45,404,463
5	MORN	Morningstar, Inc. This page	15,900	$2,687,895

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,687,895	15,900	-5.4%	Shares	Sole	2026-05-14
2025-09-30	$3,897,768	16,800	+95.3%	Shares	Sole	2025-11-14
2025-06-30	$2,699,798	8,600	-38.1%	Shares	Sole	2025-08-13
2024-06-30	$4,112,315	13,900	+24.1%	Shares	Sole	2024-08-13
2024-03-31	$3,453,744	11,200	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,205,888	11,200	0.0%	Shares	Sole	2024-02-13
2023-09-30	$2,623,488	11,200	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.