13F

Stock

Morningstar, Inc.

MORN · held by 2 managers

Reported value

$25.4M

Holders

2

+0 new · −0 exited

Holders’ est. mark

$2.01M

Price effect on 2 books still in the name

Largest holder

$23M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC98.1K$23M$1.61MAdded$14.7M
Henshaw Capital LLC10.3K$2.42M$394.5KCut−$69.8K

Positions as of Q3 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.