Position in OMC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,148,659
-$107,218 QoQ
Shares Held
43,233
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#295
of 1,094 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $3,148,659 across 1 Advertising Agencies name. OMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
This page
|
43,233 | $3,148,659 |
All Filings in OMC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,148,659 | 43,233 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,255,877 | 43,233 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,384,127 | 128,596 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,930,751 | 183,132 | Shares | Sole | 2025-11-17 | |
| 2024-09-30 | $224,252 | 2,169 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $208,711 | 2,157 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $206,094 | 2,166 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||