Morningstar shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Morningstar
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Quarterly reported holdings in Morningstar by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 19k | 232.00 |
| 2025-06-30 | $1.0M | 3.3k | 314.00 |
| 2025-03-31 | $1.0M | 3.4k | 299.83 |
| 2024-12-31 | $1.0M | 3.2k | 321.96 |
| 2024-09-30 | $690k | 2.2k | 319.19 |
| 2024-03-31 | $157k | 508 | 308.43 |
| 2023-12-31 | $924k | 3.2k | 286.27 |
| 2023-09-30 | $1.2M | 4.9k | 234.82 |
| 2023-06-30 | $302k | 5.4k | 55.57 |
| 2023-03-31 | $817k | 4.0k | 203.09 |
| 2022-12-31 | $863k | 4.1k | 212.96 |
| 2022-09-30 | $962k | 4.6k | 209.52 |
| 2022-06-30 | $1.1M | 4.4k | 247.62 |
| 2022-03-31 | $1.2M | 4.4k | 270.27 |
| 2021-12-31 | $1.4M | 4.0k | 343.14 |
| 2021-09-30 | $1.0M | 3.9k | 257.73 |
| 2021-06-30 | $1.1M | 4.3k | 257.73 |
| 2021-03-31 | $944k | 4.2k | 223.40 |
| 2020-12-31 | $1.4M | 6.1k | 230.77 |
| 2020-09-30 | $1.1M | 6.8k | 161.94 |
| 2020-06-30 | $789k | 5.7k | 138.97 |
| 2020-03-31 | $573k | 4.9k | 116.18 |