13F

Stock

Morningstar, Inc.

MORN · held by 4 managers

Reported value

$10.8M

Holders

4

+2 new · −0 exited

Holders’ est. mark

$634.4K

Price effect on 2 books still in the name

Largest holder

$5.29M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC16.6K$5.29M$321.4KAdded$1.2M
Henshaw Capital LLC13.5K$4.3M$313KAdded$318.4K
DANSKE BANK A/S3.1K$989.3KNew
Leonteq Securities AG844$269.3KNew

Positions as of Q3 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.