13F

Stock

Morningstar, Inc.

MORN · held by 4 managers

Reported value

$14.4M

Holders

4

+0 new · −0 exited

Holders’ est. mark

$599.2K

Price effect on 4 books still in the name

Largest holder

$7.23M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC21.5K$7.23M$292.2KAdded$1.94M
Henshaw Capital LLC13.5K$4.54M$237.5KAdded$243.2K
DANSKE BANK A/S6.71K$2.26M$54.7KAdded$1.27M
Leonteq Securities AG956$321.9K$14.9KAdded$52.6K

Positions as of Q4 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.