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 | 2/13/2026 | 40,839 | 0.1% | 187,931 | 12/31/2025 |
| 2025 Q3 | 11/13/2025 | 177,595 | 0.4% | 765,463 | 9/30/2025 |
| 2025 Q2 | 8/13/2025 | 266,391 | 0.6% | 848,569 | 6/30/2025 |
| 2025 Q1 | 5/14/2025 | 272,929 | 0.7% | 910,156 | 3/31/2025 |
| 2024 Q4 | 2/21/2025 | 328,406 | 0.8% | 975,193 | 12/31/2024 |
| 2024 Q3 | 11/13/2024 | 332,868 | 0.7% | 1,043,082 | 9/30/2024 |
| 2024 Q2 | 8/13/2024 | 334,046 | 0.8% | 1,129,104 | 6/30/2024 |
| 2024 Q1 | 5/14/2024 | 378,315 | 0.9% | 1,226,820 | 3/31/2024 |
| 2023 Q4 | 2/13/2024 | 356,818 | 0.9% | 1,246,569 | 12/31/2023 |
| 2023 Q3 | 11/13/2023 | 293,423 | 0.8% | 1,252,661 | 9/30/2023 |
| 2023 Q2 | 8/11/2023 | 245,989 | 0.7% | 1,254,599 | 6/30/2023 |
| 2023 Q1 | 5/16/2023 | 177,840 | 0.5% | 875,928 | 3/31/2023 |
| 2022 Q4 | 2/14/2023 | 194,841 | 0.6% | 899,584 | 12/31/2022 |
| 2022 Q3 | 11/16/2022 | 213,070 | 0.7% | 1,003,530 | 9/30/2022 |
| 2022 Q2 | 8/12/2022 | 246,873 | 0.8% | 1,020,854 | 6/30/2022 |
| 2022 Q1 | 5/16/2022 | 294,428 | 0.8% | 1,077,819 | 3/31/2022 |
| 2021 Q4 | 2/14/2022 | 410,033 | 0.9% | 1,198,957 | 12/31/2021 |
| 2021 Q3 | 11/12/2021 | 320,482 | 0.8% | 1,237,233 | 9/30/2021 |
| 2021 Q2 | 8/13/2021 | 348,894 | 0.9% | 1,356,976 | 6/30/2021 |
| 2021 Q1 | 5/17/2021 | 400,599 | 1.1% | 1,780,120 | 3/31/2021 |
| 2020 Q4 | 2/12/2021 | 415,004 | 1.2% | 1,792,120 | 12/31/2020 |
| 2020 Q3 | 11/16/2020 | 291,021 | 1.1% | 1,811,967 | 9/30/2020 |
| 2020 Q2 | 8/14/2020 | 254,804 | 1.1% | 1,807,497 | 6/30/2020 |
| 2020 Q1 | 5/15/2020 | 207,155 | 1.2% | 1,781,969 | 3/31/2020 |
| 2019 Q4 | 2/13/2020 | 266,399 | 1.3% | 1,760,613 | 12/31/2019 |
| 2014 Q2 | 8/5/2014 | 11,700 | 0.2% | 162,924 | 6/30/2014 |
| 2014 Q1 | 4/30/2014 | 10,810 | 0.2% | 136,800 | 3/31/2014 |
| 2013 Q4 | 1/21/2014 | 10,860 | 0.2% | 139,066 | 12/31/2013 |