13F

Stock

Morningstar, Inc.

MORN · held by 7 managers

Reported value

$115M

Holders

7

+0 new · −0 exited

Holders’ est. mark

−$1.45M

Price effect on 4 books still in the name

Largest holder

$99.5M

NORGES BANK

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
NORGES BANK331.7K$99.5MHeld
BARCLAYS PLC18.1K$5.44M−$669.5KCut−$1.79M
Henshaw Capital LLC14.6K$4.38M−$497.4KCut−$165.7K
OP Asset Management Ltd9.64K$2.89MHeld
DANSKE BANK A/S7.09K$2.13M−$247.5KCut−$132K
Sanctuary Advisors, LLC1.18K$353.1KHeld
Leonteq Securities AG1.11K$333.9K−$35.1KAdded$12K

Positions as of Q1 2025. 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.