13F

Stock

Morningstar, Inc.

MORN · held by 8 managers

Reported value

$15.1M

Holders

8

+1 new · −1 exited

Holders’ est. mark

$640.2K

Price effect on 5 books still in the name

Largest holder

$5.45M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC17.4K$5.45M$244KAdded$6.53K
Henshaw Capital LLC12.5K$3.91M$175.2KCut−$463.5K
OP Asset Management Ltd9.64K$3.03M$135.6KAdded$135.6K
DANSKE BANK A/S4.88K$1.53M$68.7KCut−$593.4K
Sanctuary Advisors, LLC1.62K$508.9K$16.7KAdded$155.8K
Cresset Asset Management, LLC811$254.5KHeld
Swiss Life Asset Management Ltd718$225.4KNew
Essential Partners LLC468$146.9KHeld

Who left

Positions as of Q2 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.