Morningstar shares owned by Barclays
Historical chart of Barclays investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Barclays consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Barclays
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 41k | 232.01 |
| 2025-06-30 | $5.4M | 17k | 313.84 |
| 2025-03-31 | $5.4M | 18k | 299.85 |
| 2024-12-31 | $7.2M | 22k | 336.77 |
| 2024-09-30 | $5.3M | 17k | 319.12 |
| 2024-06-30 | $4.1M | 14k | 295.81 |
| 2024-03-31 | $11M | 35k | 308.38 |
| 2023-12-31 | $6.8M | 24k | 286.18 |
| 2023-09-30 | $23M | 98k | 234.24 |
| 2023-06-30 | $8.3M | 42k | 196.16 |
| 2023-03-31 | $2.1M | 10k | 203.45 |
| 2022-12-31 | $2.3M | 10k | 216.58 |
| 2022-09-30 | $3.3M | 16k | 212.41 |
| 2022-06-30 | $5.1M | 21k | 241.70 |
| 2022-03-31 | $6.0M | 22k | 273.19 |
| 2021-12-31 | $3.1M | 9.0k | 342.02 |
| 2021-09-30 | $3.1M | 12k | 259.05 |
| 2021-06-30 | $3.3M | 13k | 257.18 |
| 2021-03-31 | $2.7M | 12k | 225.14 |
| 2020-12-31 | $1.7M | 7.3k | 231.59 |
| 2020-09-30 | $14k | 86 | 162.79 |
| 2020-06-30 | $2.1M | 15k | 141.00 |
| 2020-03-31 | $70k | 600 | 116.20 |
| 2019-12-31 | $733k | 4.8k | 151.35 |
| 2019-09-30 | $2.1M | 14k | 146.09 |
| 2019-06-30 | $1.5M | 10k | 144.63 |
| 2019-03-31 | $3.1M | 25k | 126.02 |
| 2018-12-31 | $1.7M | 16k | 109.89 |
| 2018-09-30 | $2.3M | 18k | 125.90 |
| 2018-06-30 | $919k | 7.2k | 128.26 |
| 2018-03-31 | $97k | 1.0k | 95.86 |
| 2017-12-31 | $271k | 2.8k | 97.70 |
| 2017-09-30 | $612k | 7.2k | 84.94 |
| 2017-06-30 | $645k | 8.3k | 78.12 |
| 2017-03-31 | $376k | 4.4k | 84.51 |
| 2016-12-31 | $427k | 5.8k | 73.98 |
| 2016-09-30 | $73k | 867 | 84.62 |
| 2016-06-30 | $98k | 1.2k | 81.56 |
| 2016-03-31 | $151k | 1.7k | 90.00 |
| 2015-12-31 | $25k | 309 | 80.91 |
| 2015-09-30 | $24k | 305 | 78.69 |
| 2015-06-30 | $24k | 308 | 77.92 |
| 2015-03-31 | $72k | 970 | 74.23 |
| 2014-12-31 | $17k | 271 | 62.96 |
| 2014-09-30 | $48k | 719 | 66.67 |
| 2014-06-30 | $152k | 2.2k | 70.80 |
| 2014-03-31 | $82k | 1.0k | 79.07 |
| 2013-12-31 | $93k | 1.2k | 80.00 |
| 2013-09-30 | $73k | 913 | 80.00 |
| 2013-06-30 | $357k | 4.6k | 77.59 |
| 2013-03-31 | $74k | 1.1k | 70.01 |
| 2012-12-31 | $92k | 1.5k | 63.08 |
| 2012-09-30 | $95k | 1.5k | 62.56 |
| 2012-03-31 | $271k | 4.3k | 63.02 |
| 2011-12-31 | $46k | 774 | 59.43 |
| 2011-09-30 | $34k | 601 | 56.57 |
| 2011-06-30 | $240k | 3.9k | 61.04 |
| 2011-03-31 | $126k | 2.2k | 58.42 |
| 2010-12-31 | $716k | 14k | 53.03 |