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Morningstar shares owned by Berkeley

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

Historical chart of Berkeley investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Berkeley

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 17k 217.31
2021-06-30 $234k 911 257.14
2021-03-31 $958k 4.3k 225.04
2020-12-31 $986k 4.3k 231.57

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View all positions for Berkeley

Top funds holding Morningstar

Vanguard Group
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Dimensional Fund Advisors
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Massachusetts Financial Services
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View all funds holding Morningstar