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MORNMORN
Showing 8 of 30 quarters

Position history for UBS Group AGUBS Group AG's holdings in MORNINGSTAR INC

Yes. Ubs holds 209,075 shares of MORN (Morningstar), worth $32.6M, as of its Q2 2026 13F filing. It increased the position by 139,133 shares (+198.9%) from Q1 2026. Ubs has held MORN in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$32.6M

Current Shares

209,075

Total Value Change

+$27M

Total Shares Change

+191,311

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
209,075
+198.9%
$32.6M0.0%$155.14
47
2026-Q1
Decreased
69,942
-76.3%
$11.8M0.0%$167.60
0
2025-Q4
Increased
295,347
+88.4%
$64.2M0.0%$214.95
46
2025-Q3
Increased
156,742
+171.6%
$36.4M0.0%$229.03
47
2025-Q2
Decreased
57,707
-45.2%
$18.1M0.0%$309.43
0
2025-Q1
Decreased
105,250
-2.4%
$31.6M0.0%$295.11
0
2024-Q4
Increased
107,885
+507.3%
$36.3M0.0%$330.96
47
2024-Q3
Increased
17,764
+59.1%
$5.7M0.0%$313.22
39

Other major holders of MORN: Select Equity Group, L.P., VANGUARD GROUP INC

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