Morningstar shares owned by Copeland Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Copeland Capital Management
from 13F filings
Historical chart of Copeland Capital Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Copeland Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 88k | 232.01 |
| 2025-06-30 | $29M | 93k | 313.93 |
| 2025-03-31 | $31M | 103k | 299.87 |
| 2024-12-31 | $36M | 105k | 336.76 |
| 2024-09-30 | $34M | 107k | 319.12 |
| 2024-06-30 | $31M | 105k | 295.85 |
| 2024-03-31 | $32M | 105k | 308.37 |
| 2023-12-31 | $29M | 100k | 286.24 |
| 2023-09-30 | $25M | 105k | 234.24 |
| 2023-06-30 | $20M | 104k | 196.07 |
| 2023-03-31 | $19M | 95k | 203.02 |
| 2022-12-31 | $20M | 94k | 216.59 |
| 2022-09-30 | $13M | 61k | 212.33 |
| 2022-06-30 | $15M | 62k | 241.83 |
| 2022-03-31 | $17M | 61k | 273.18 |
| 2021-12-31 | $21M | 62k | 342.00 |
| 2021-09-30 | $10M | 39k | 259.04 |
| 2021-06-30 | $16M | 60k | 257.12 |
| 2021-03-31 | $14M | 64k | 225.03 |
| 2020-12-31 | $33M | 144k | 231.57 |
| 2020-09-30 | $37M | 229k | 160.61 |
| 2020-06-30 | $23M | 165k | 140.97 |
| 2020-03-31 | $17M | 147k | 116.25 |
| 2019-12-31 | $24M | 159k | 151.31 |
| 2019-09-30 | $22M | 153k | 146.14 |
| 2019-06-30 | $21M | 144k | 144.64 |
| 2019-03-31 | $20M | 161k | 125.99 |
| 2018-12-31 | $16M | 149k | 109.84 |
| 2018-09-30 | $18M | 145k | 125.90 |
| 2018-06-30 | $22M | 172k | 128.25 |
| 2018-03-31 | $15M | 159k | 95.52 |
| 2017-12-31 | $15M | 159k | 96.97 |
| 2017-09-30 | $14M | 164k | 84.99 |
| 2017-06-30 | $13M | 161k | 78.34 |
| 2017-03-31 | $12M | 151k | 80.02 |
| 2016-12-31 | $9.9M | 134k | 73.56 |
More positions owned by Copeland Capital Management
View all positions for Copeland Capital Management