Morningstar Investment Management LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1673385
CHICAGO, IL
Position in REGN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,686,675
-$403,316 QoQ
Shares Held
2,705
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#549
of 1,322 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Morningstar Investment Management LLC holds $7,455,573 across 3 Biotechnology names. REGN ranks #2 (22.6% of the industry book) .
All Filings in REGN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,686,675 | 2,705 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,089,991 | 2,705 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,512,436 | 3,255 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,202,973 | 3,918 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $608,475 | 1,159 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $679,562 | 954 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,002,882 | 954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $742,027 | 706 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $679,517 | 706 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $620,072 | 706 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $582,655 | 708 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $508,726 | 708 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||