13F

Stock

Morningstar, Inc.

MORN · held by 2 managers

Reported value

$10.7M

Holders

2

+0 new · −0 exited

Holders’ est. mark

$1.78M

Price effect on 2 books still in the name

Largest holder

$6.82M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC23.8K$6.82M$1.24MCut−$16.2M
Henshaw Capital LLC13.4K$3.84M$537.7KAdded$1.42M

Positions as of Q4 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.