Morningstar, Inc. (MORN)Bridgewater Associates opened a new position $663K

4,249

Shares reported

0.00%

Disclosed portfolio weight

$663K

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 28, 2026Federal contract · $158K obligatedDepartment of Justice awarded Morningstar, Inc.: $158K obligated to date
2. Jul 29, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Jul 30, 2026Federal contract · $95K obligatedDepartment of Commerce awarded Morningstar, Inc.: $95K obligated to date

What came next

1. Aug 27, 2026Federal contract · $153K obligatedDepartment of the Treasury awarded Morningstar, Inc.: $153K obligated to date
2. Sep 3, 2026Federal contract · $96K obligatedDepartment of Energy awarded Morningstar, Inc.: $96K obligated to date
3. Sep 14, 2026Federal contract · $579K obligatedDepartment of the Treasury awarded Morningstar, Inc.: $579K obligated to date
4. Sep 14, 2026Federal contract · $333K obligatedDepartment of the Treasury awarded Morningstar, Inc.: $333K obligated to date
5. Sep 18, 2026Federal contract · $757K obligatedDepartment of State awarded Morningstar, Inc.: $757K obligated to date
6. Sep 23, 2026Federal contract · $147K obligatedDepartment of Health and Human Services awarded Morningstar, Inc.: $147K obligated to date
7. Sep 24, 2026Federal contract · $186K obligatedDepartment of Labor awarded Morningstar, Inc.: $186K obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Morningstar, Inc.

For Morningstar, Inc., OQRO holds 7 fund holdings reports (13F) and 9 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MORN page.

How this filing works

• SEC Form 13F

Other disclosures at Morningstar, Inc.

• USAspending.gov award recordOct 7, 2026
• USAspending.gov award recordOct 7, 2026
• USAspending.gov award recordOct 5, 2026
• USAspending.gov award recordSep 24, 2026
• USAspending.gov award recordSep 23, 2026
• USAspending.gov award recordSep 3, 2026

Everything OQRO holds on this company is on its MORN page.