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Morningstar shares owned by Acadian Asset Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Acadian Asset Management from 13F filings

Historical chart of Acadian Asset Management investment in Morningstar

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All positions including Morningstar held by Acadian Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Acadian Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 21k 231.84
2025-06-30 $2.3M 7.3k 313.62
2024-09-30 $20k 63 317.46
2024-06-30 $43k 146 294.52
2024-03-31 $25k 84 297.62
2020-12-31 $109k 469 232.41
2020-09-30 $75k 469 159.91
2019-09-30 $2.0k 16 125.00
2018-12-31 $3.0k 25 120.00
2018-09-30 $3.0k 25 120.00
2017-12-31 $577k 5.9k 97.06
2016-09-30 $912k 12k 79.33
2016-06-30 $4.1M 51k 81.78
2016-03-31 $7.2M 82k 88.28
2015-12-31 $9.3M 116k 80.43
2015-09-30 $1.6M 20k 80.27
2014-06-30 $324k 4.5k 71.79
2014-03-31 $3.2M 40k 79.03
2013-12-31 $3.1M 40k 78.08
2013-09-30 $362k 4.6k 79.26