Morningstar, Inc.
2023 Q3 - 2025 Q4 (10 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 | 2/5/2026 | 1,160 | 0.0% | 5,337 | 12/31/2025 |
| 2025 Q3 | 11/7/2025 | 1,265 | 0.0% | 5,453 | 9/30/2025 |
| 2025 Q2 | 8/12/2025 | 1,866 | 0.0% | 5,943 | 6/30/2025 |
| 2025 Q1 | 5/14/2025 | 1,801 | 0.0% | 6,007 | 3/31/2025 |
| 2024 Q4 | 2/11/2025 | 2,022 | 0.0% | 6,005 | 12/31/2024 |
| 2024 Q3 | 11/13/2024 | 1,911 | 0.0% | 5,988 | 9/30/2024 |
| 2024 Q2 | 8/15/2024 | 1,722 | 0.0% | 5,819 | 6/30/2024 |
| 2024 Q1 | 5/15/2024 | 1,792 | 0.0% | 5,810 | 3/31/2024 |
| 2023 Q4 | 2/13/2024 | 1,658 | 0.0% | 5,794 | 12/31/2023 |
| 2023 Q3 | 11/14/2023 | 1,352 | 0.0% | 5,770 | 9/30/2023 |