13F

Stock

Morningstar, Inc.

MORN · held by 2 managers

Reported value

$14.9M

Holders

2

+0 new · −0 exited

Holders’ est. mark

$824.6K

Price effect on 2 books still in the name

Largest holder

$10.8M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC35K$10.8M$527.6KAdded$3.97M
Henshaw Capital LLC13.4K$4.14M$297KAdded$302.8K

Positions as of Q1 2024. 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.