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Morningstar shares owned by Allianz Asset Management

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

Historical chart of Allianz Asset Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Allianz Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 17k 232.01
2025-06-30 $5.2M 17k 313.93
2020-03-31 $264k 2.3k 115.79
2019-12-31 $586k 3.9k 151.36
2019-09-30 $350k 2.4k 146.32
2019-06-30 $334k 2.3k 144.71
2019-03-31 $282k 2.2k 126.12
2018-12-31 $210k 1.9k 110.01
2016-09-30 $737k 9.3k 79.27
2016-06-30 $2.7M 33k 81.83
2016-03-31 $2.7M 31k 88.22
2015-12-31 $2.8M 35k 80.40
2015-09-30 $513k 6.4k 80.28
2015-06-30 $696k 8.7k 79.59
2015-03-31 $678k 9.1k 74.91
2014-12-31 $653k 10k 64.75
2014-09-30 $1.1M 16k 67.92
2014-06-30 $1.2M 17k 71.79
2014-03-31 $1.5M 19k 79.00
2013-12-31 $2.2M 28k 78.09
2013-09-30 $1.6M 20k 79.25
2013-06-30 $1.5M 20k 77.59
2013-03-31 $427k 6.1k 70.00