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Morningstar, Inc. 13F holders

Of the 44 funds followed here, 9 reported a position in Morningstar, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 578,315 shares worth $90.2 million, 0.0% of its reported book. New this quarter: Bridgewater Associates.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management578,315$90.2 million0.0%-20,907trimmed30 June 202613F
Two Sigma Investments484,249$75.6 million0.1%-375,210trimmed30 June 202613F
Renaissance Technologies238,770$37.3 million0.1%-210,100trimmed30 June 202613F
FMR LLC180,968$28.2 million0.0%+74,263added30 June 202613F
Millennium Management162,620$25.4 million0.0%-160,386trimmed30 June 202613F
Norges Bank155,686$24.3 million0.0%held30 June 202613F
Citadel Advisors51,806$8.1 million0.0%+15,956added30 June 202613F
Point72 Asset Management32,754$5.1 million0.0%-138,155trimmed30 June 202613F
Bridgewater Associates4,249$662,9290.0%+4,249new30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613GBamco Inc /Ny/ and 7 others3.5 million9.2%30 June 2026passive, institutional (13d-1(b))EDGAR
5 August 202613G/AJoseph D. Mansueto and 1 other14.7 million39.2%30 June 2026passive, other (13d-1(d))EDGAR
3 August 202613G/ADaniel Mansueto and 1 other3.8 million10.0%29 July 2026passive, under 20% (13d-1(c))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
12 February 202613G/ADaniel Mansueto and 1 other3.8 million9.5%31 December 2025passive, under 20% (13d-1(c))EDGAR
12 February 202613G/AJoseph D. Mansueto and 1 other14.9 million37.5%31 December 2025passive, other (13d-1(d))EDGAR
12 November 202513G/ADaniel Mansueto and 1 other3.4 million8.2%30 September 2025passive, under 20% (13d-1(c))EDGAR
12 November 202513G/AJoseph D. Mansueto and 1 other15.0 million36.2%30 September 2025passive, other (13d-1(d))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
11 September 202614$193.15SEC
8 September 202614$209.40SEC
3 September 20262$209.80SEC
1 September 202614$218.94SEC
31 August 202614$217.65SEC
27 August 20263,594$212.44SEC
20 August 20262$213.65SEC
5 August 2026395$200.25SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 3,594 on 27 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to MORN by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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