SEC 13F Intelligence

Chicago Capital, LLC / MORN

Chicago Capital, LLC’s Morningstar Inc Position

Does Chicago Capital, LLC own Morningstar Inc (MORN)? Yes — 74.2K shares worth $13M (+0.34% of its 13F portfolio) as of Q1 2026, up from 69.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
74.2K
% of Portfolio
+0.34%
Quarters Held
30
currently held

Position History MORN

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $19MQ2 ’19: $21MQ3 ’19: $21MQ4 ’19: $22MQ4 ’19Q1 ’20: $17MQ2 ’20: $20MQ3 ’20: $22MQ4 ’20: $30MQ4 ’20Q1 ’21: $28MQ2 ’21: $31MQ3 ’21: $31MQ4 ’21: $41MQ4 ’21Q1 ’22: $19MQ2 ’22: $17MQ3 ’22: $15MQ4 ’22: $15MQ4 ’22Q1 ’23: $13MQ2 ’23: $12MQ3 ’23: $14MQ4 ’23: $17MQ4 ’23Q1 ’24: $18MQ2 ’24: $17MQ3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $17MQ2 ’25: $18MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.2K$13M+0.34%
Q4 202569.0K$15M+0.37%
Q3 202570.0K$16M+0.40%
Q2 202556.4K$18M+0.44%
Q1 202556.8K$17M+0.48%
Q4 202457.7K$19M+0.52%
Q3 202458.2K$19M+0.52%
Q2 202458.4K$17M+0.51%
Q1 202459.2K$18M+0.56%
Q4 202359.8K$17M+0.62%
Q3 202361.7K$14M+0.68%
Q2 202363.4K$12M+0.56%
Q1 202364.3K$13M+0.65%
Q4 202267.2K$15M+0.81%
Q3 202269.6K$15M+0.86%
Q2 202270.0K$17M+0.93%
Q1 202270.9K$19M+0.83%
Q4 2021118.8K$41M+1.51%
Q3 2021120.6K$31M+1.18%
Q2 2021120.8K$31M+1.21%
Q1 2021125.3K$28M+1.19%
Q4 2020128.7K$30M+1.33%
Q3 2020135.1K$22M+1.12%
Q2 2020142.6K$20M+1.17%
Q1 2020143.1K$17M+1.34%
Q4 2019145.7K$22M+1.35%
Q3 2019146.1K$21M+1.43%
Q2 2019146.6K$21M+1.36%
Q1 2019150.8K$19M+1.29%
Q4 2018153.9K$17M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chicago Capital, LLC’s full portfolio or all institutional holders of MORN.