Morningstar shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Morningstar
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Quarterly reported holdings in Morningstar by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 22k | 232.01 |
| 2025-06-30 | $14M | 44k | 313.93 |
| 2025-03-31 | $9.2M | 31k | 299.87 |
| 2024-12-31 | $11M | 31k | 336.76 |
| 2024-09-30 | $10M | 32k | 319.12 |
| 2024-06-30 | $8.8M | 30k | 295.85 |
| 2024-03-31 | $9.5M | 31k | 308.37 |
| 2023-09-30 | $60M | 254k | 234.24 |
| 2023-06-30 | $38M | 192k | 196.07 |
| 2023-03-31 | $15M | 74k | 203.03 |
| 2022-12-31 | $9.9M | 46k | 216.60 |
| 2022-09-30 | $9.7M | 46k | 212.32 |
| 2022-06-30 | $11M | 46k | 241.82 |
| 2022-03-31 | $13M | 47k | 273.16 |
| 2021-12-31 | $17M | 49k | 342.02 |
| 2020-12-31 | $2.7M | 12k | 232.26 |
| 2020-09-30 | $2.7M | 17k | 160.00 |
| 2020-06-30 | $2.3M | 16k | 142.86 |
| 2020-03-31 | $1.9M | 16k | 115.15 |
| 2019-12-31 | $2.3M | 16k | 150.00 |
| 2019-09-30 | $2.2M | 15k | 150.00 |
| 2019-06-30 | $2.1M | 14k | 150.00 |
| 2019-03-31 | $2.4M | 18k | 134.62 |
| 2018-12-31 | $1.9M | 16k | 119.05 |
| 2018-09-30 | $1.6M | 14k | 119.05 |
| 2018-06-30 | $1.6M | 12k | 135.14 |
| 2018-03-31 | $934k | 11k | 85.71 |
| 2017-12-31 | $824k | 9.6k | 85.71 |
| 2017-09-30 | $731k | 8.5k | 85.71 |
| 2017-06-30 | $538k | 7.2k | 75.00 |
| 2017-03-31 | $343k | 4.6k | 75.00 |
| 2015-12-31 | $2.5M | 31k | 80.40 |
| 2015-09-30 | $2.7M | 34k | 80.26 |
| 2015-06-30 | $2.2M | 27k | 79.57 |
| 2015-03-31 | $1.4M | 19k | 74.93 |
| 2014-12-31 | $1.2M | 19k | 64.73 |
| 2014-09-30 | $1.3M | 19k | 67.93 |
| 2014-06-30 | $1.6M | 23k | 71.79 |
| 2014-03-31 | $1.8M | 23k | 79.02 |
| 2013-12-31 | $1.8M | 23k | 78.11 |
| 2013-09-30 | $2.0M | 26k | 79.25 |
| 2012-06-30 | $5.0k | 95 | 52.63 |
| 2011-06-30 | $56k | 925 | 60.61 |
| 2011-03-31 | $58k | 924 | 62.50 |