13F

Stock

Morningstar, Inc.

MORN · held by 2 managers

Reported value

$10.8M

Holders

2

+0 new · −0 exited

Holders’ est. mark

−$159.2K

Price effect on 2 books still in the name

Largest holder

$8.28M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC42.2K$8.28M−$71KAdded$6.21M
Henshaw Capital LLC12.7K$2.49M−$88.1KCut−$82.8K

Positions as of Q2 2023. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.