Morningstar, Inc.
2013 Q4 - 2025 Q4 (28 filings)
Shares History
History scope: non-option holdings only (PUT/CALL rows excluded).
| All 13F Holders | Filing date | Value ($000s) | % of Holdings | Shares | Reporting period |
|---|---|---|---|---|---|
| 2025 Q4 | 2/12/2026 | 4,929 | 0.0% | 22,680 | 12/31/2025 |
| 2025 Q3 | 11/14/2025 | 5,462 | 0.0% | 23,540 | 9/30/2025 |
| 2025 Q2 | 8/13/2025 | 7,852 | 0.0% | 25,013 | 6/30/2025 |
| 2025 Q1 | 5/12/2025 | 7,453 | 0.0% | 24,853 | 3/31/2025 |
| 2024 Q4 | 2/10/2025 | 8,369 | 0.0% | 24,853 | 12/31/2024 |
| 2024 Q3 | 11/8/2024 | 7,941 | 0.0% | 24,883 | 9/30/2024 |
| 2024 Q2 | 8/8/2024 | 7,362 | 0.0% | 24,883 | 6/30/2024 |
| 2024 Q1 | 5/8/2024 | 5,409 | 0.0% | 26,641 | 3/31/2024 |
| 2023 Q4 | 2/9/2024 | 7,563 | 0.0% | 26,423 | 12/31/2023 |
| 2023 Q3 | 11/8/2023 | 6,180 | 0.0% | 26,383 | 9/30/2023 |
| 2023 Q2 | 8/11/2023 | 5,165 | 0.0% | 26,343 | 6/30/2023 |
| 2023 Q1 | 6/14/2023 | 5,409 | 0.0% | 26,641 | 3/31/2023 |
| 2022 Q4 | 6/14/2023 | 5,775 | 0.0% | 26,661 | 12/31/2022 |
| 2022 Q3 | 11/8/2022 | 5,661 | 0.0% | 26,661 | 9/30/2022 |
| 2022 Q2 | 8/5/2022 | 6,435 | 0.0% | 26,611 | 6/30/2022 |
| 2022 Q1 | 5/6/2022 | 7,349 | 0.0% | 26,904 | 3/31/2022 |
| 2021 Q4 | 2/8/2022 | 9,283 | 0.0% | 27,144 | 12/31/2021 |
| 2021 Q3 | 11/8/2021 | 7,064 | 0.0% | 27,272 | 9/30/2021 |
| 2021 Q2 | 8/10/2021 | 7,136 | 0.0% | 27,753 | 6/30/2021 |
| 2021 Q1 | 5/10/2021 | 6,328 | 0.0% | 28,121 | 3/31/2021 |
| 2020 Q4 | 2/8/2021 | 6,656 | 0.0% | 28,741 | 12/31/2020 |
| 2020 Q3 | 11/9/2020 | 4,597 | 0.0% | 28,620 | 9/30/2020 |
| 2020 Q2 | 8/7/2020 | 4,035 | 0.0% | 28,620 | 6/30/2020 |
| 2020 Q1 | 5/5/2020 | 3,389 | 0.0% | 29,150 | 3/31/2020 |
| 2019 Q4 | 2/3/2020 | 4,411 | 0.0% | 29,150 | 12/31/2019 |
| 2014 Q2 | 8/7/2014 | 2,651 | 0.0% | 36,912 | 6/30/2014 |
| 2014 Q1 | 4/24/2014 | 2,917 | 0.0% | 36,912 | 3/31/2014 |
| 2013 Q4 | 2/5/2014 | 3,389 | 0.0% | 43,394 | 12/31/2013 |