Morningstar shares owned by Congress Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in Morningstar
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All positions including Morningstar held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 66k | 232.01 |
| 2025-06-30 | $19M | 60k | 313.93 |
| 2025-03-31 | $17M | 56k | 299.87 |
| 2024-12-31 | $17M | 49k | 336.76 |
| 2024-09-30 | $13M | 42k | 319.12 |
| 2024-06-30 | $11M | 36k | 295.85 |
| 2024-03-31 | $9.1M | 29k | 308.37 |