Morningstar shares owned by Capital Fund Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Capital Fund Management
from 13F filings
Historical chart of Capital Fund Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Capital Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 31k | 232.01 |
| 2025-06-30 | $4.7M | 15k | 313.93 |
| 2020-03-31 | $1.4M | 12k | 116.25 |
| 2019-12-31 | $1.9M | 13k | 151.32 |
| 2019-09-30 | $745k | 5.1k | 146.08 |
| 2019-06-30 | $665k | 4.6k | 144.57 |
| 2019-03-31 | $554k | 4.4k | 125.91 |
| 2018-12-31 | $637k | 5.8k | 109.83 |
| 2018-09-30 | $201k | 1.6k | 125.62 |
| 2016-12-31 | $690k | 9.4k | 73.57 |
| 2016-09-30 | $1.8M | 23k | 79.28 |
| 2016-06-30 | $2.3M | 28k | 81.80 |
| 2016-03-31 | $1.2M | 14k | 88.24 |
| 2015-12-31 | $905k | 11k | 80.39 |
| 2015-09-30 | $305k | 3.8k | 80.26 |
| 2014-09-30 | $312k | 4.6k | 67.83 |
| 2014-03-31 | $1.1M | 14k | 79.01 |
| 2013-09-30 | $459k | 5.8k | 79.19 |