Morningstar shares owned by Advisory Services Network
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Advisory Services Network
from 13F filings
Historical chart of Advisory Services Network investment in Morningstar
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Quarterly reported holdings in Morningstar by Advisory Services Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.4M | 14k | 169.00 |
| 2025-12-31 | $690k | 3.2k | 217.40 |
| 2025-09-30 | $614k | 2.6k | 232.00 |
| 2025-06-30 | $726k | 2.6k | 276.47 |
| 2025-03-31 | $740k | 2.5k | 299.87 |
| 2024-12-31 | $954k | 2.8k | 336.76 |
| 2024-09-30 | $966k | 3.3k | 295.85 |
| 2024-06-30 | $966k | 3.3k | 295.85 |
| 2024-03-31 | $1.0M | 3.2k | 308.37 |
| 2023-12-31 | $986k | 3.4k | 286.24 |
| 2023-09-30 | $852k | 3.6k | 234.24 |
| 2023-06-30 | $736k | 3.8k | 196.07 |
| 2023-03-31 | $742k | 3.7k | 203.03 |
| 2022-12-31 | $779k | 3.6k | 216.59 |
| 2022-09-30 | $759k | 3.6k | 212.30 |
| 2022-06-30 | $1.3M | 5.2k | 242.05 |
| 2022-03-31 | $1.4M | 5.3k | 273.39 |
| 2021-12-31 | $895k | 2.6k | 342.03 |
| 2021-09-30 | $696k | 2.7k | 259.66 |
| 2021-06-30 | $884k | 3.4k | 257.00 |
| 2021-03-31 | $776k | 3.4k | 225.14 |
| 2020-12-31 | $805k | 3.5k | 231.45 |
| 2020-09-30 | $571k | 3.6k | 160.72 |
| 2020-06-30 | $482k | 3.4k | 140.94 |
| 2020-03-31 | $407k | 3.5k | 116.32 |
| 2019-12-31 | $461k | 3.4k | 136.36 |
| 2019-09-30 | $465k | 3.4k | 136.36 |
| 2019-06-30 | $465k | 3.4k | 136.36 |
| 2019-03-31 | $377k | 3.0k | 126.02 |
| 2018-12-31 | $286k | 2.8k | 103.45 |
| 2018-09-30 | $281k | 2.2k | 125.81 |
| 2018-06-30 | $358k | 2.7k | 134.94 |
| 2018-03-31 | $346k | 3.6k | 95.40 |
| 2017-12-31 | $272k | 2.8k | 96.83 |
| 2017-09-30 | $7.0k | 79 | 88.61 |
| 2017-06-30 | $6.0k | 79 | 75.95 |
| 2017-03-31 | $5.0k | 64 | 78.12 |