Morningstar shares owned by AQR Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by AQR Capital Management
from 13F filings
Historical chart of AQR Capital Management investment in Morningstar
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All positions including Morningstar held by AQR Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by AQR Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $141M | 608k | 232.01 |
| 2025-06-30 | $92M | 294k | 313.93 |
| 2025-03-31 | $11M | 37k | 294.06 |
| 2024-12-31 | $4.4M | 13k | 336.75 |
| 2024-09-30 | $2.4M | 7.7k | 316.53 |
| 2024-06-30 | $1.9M | 6.4k | 294.00 |
| 2024-03-31 | $3.4M | 11k | 308.00 |
| 2023-12-31 | $1.6M | 5.6k | 286.31 |
| 2023-09-30 | $1.9M | 8.0k | 234.23 |
| 2023-06-30 | $1.5M | 7.4k | 196.00 |
| 2023-03-31 | $861k | 4.2k | 203.03 |
| 2022-12-31 | $2.0M | 9.1k | 216.59 |
| 2022-09-30 | $2.3M | 11k | 212.28 |
| 2022-06-30 | $3.2M | 13k | 238.06 |
| 2022-03-31 | $3.5M | 13k | 273.13 |
| 2021-12-31 | $4.0M | 12k | 341.49 |
| 2021-09-30 | $3.4M | 13k | 259.04 |
| 2021-06-30 | $5.4M | 21k | 255.05 |
| 2021-03-31 | $6.1M | 27k | 225.05 |
| 2020-12-31 | $4.3M | 19k | 228.50 |
| 2020-09-30 | $2.8M | 18k | 159.89 |
| 2020-06-30 | $4.1M | 29k | 139.94 |
| 2020-03-31 | $8.2M | 70k | 116.24 |
| 2019-12-31 | $15M | 102k | 151.31 |
| 2019-09-30 | $16M | 108k | 146.14 |
| 2019-06-30 | $15M | 100k | 144.64 |
| 2019-03-31 | $9.4M | 75k | 125.99 |
| 2018-12-31 | $5.7M | 52k | 109.83 |
| 2018-09-30 | $2.2M | 17k | 128.26 |
| 2018-06-30 | $2.2M | 17k | 128.26 |
| 2018-03-31 | $1.1M | 12k | 95.56 |
| 2017-12-31 | $1.5M | 16k | 97.00 |
| 2017-09-30 | $2.7M | 32k | 85.00 |
| 2017-06-30 | $4.3M | 55k | 78.34 |
| 2017-03-31 | $7.4M | 94k | 78.60 |
| 2016-12-31 | $6.9M | 94k | 73.56 |
| 2016-09-30 | $5.5M | 70k | 79.27 |
| 2016-06-30 | $2.9M | 36k | 81.77 |
| 2016-03-31 | $922k | 10k | 88.27 |
| 2015-12-31 | $395k | 4.9k | 80.50 |
| 2015-09-30 | $426k | 5.3k | 80.24 |