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Morningstar shares owned by D. E. Shaw & Co

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by D. E. Shaw & Co from 13F filings

Historical chart of D. E. Shaw & Co investment in Morningstar

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All positions including Morningstar held by D. E. Shaw & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by D. E. Shaw & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 29k 232.01
2025-06-30 $7.2M 23k 313.93
2025-03-31 $12M 40k 299.87
2024-12-31 $836k 2.5k 336.76
2023-09-30 $2.3M 10k 234.24
2023-06-30 $3.0M 15k 196.07
2023-03-31 $862k 4.2k 203.03
2022-12-31 $942k 4.3k 216.59
2022-09-30 $2.3M 11k 212.35
2022-06-30 $1.7M 7.1k 241.79
2022-03-31 $14M 50k 273.22
2021-12-31 $19M 55k 341.99
2021-09-30 $4.6M 18k 259.00
2021-06-30 $1.4M 5.5k 257.12
2021-03-31 $4.3M 19k 225.02
2020-12-31 $4.2M 18k 231.55
2020-09-30 $2.1M 13k 160.57
2020-06-30 $2.1M 15k 141.03
2020-03-31 $1.8M 15k 116.23
2019-12-31 $1.7M 11k 151.32
2019-09-30 $1.3M 8.6k 146.08
2019-06-30 $823k 5.7k 144.61
2019-03-31 $724k 5.7k 126.00
2018-12-31 $2.4M 22k 109.92
2018-09-30 $4.9M 39k 125.95
2018-06-30 $2.9M 23k 128.28
2018-03-31 $561k 5.9k 95.47
2017-12-31 $618k 6.4k 96.93
2017-09-30 $618k 7.3k 84.94
2017-06-30 $700k 8.9k 78.35
2017-03-31 $2.2M 28k 78.59
2016-12-31 $3.4M 46k 73.56
2016-09-30 $3.6M 46k 79.28
2016-06-30 $2.7M 34k 81.79
2016-03-31 $1.8M 20k 88.28
2015-12-31 $1.8M 22k 80.42
2015-09-30 $410k 5.1k 80.33
2015-06-30 $568k 7.1k 79.49
2015-03-31 $1.1M 15k 74.93
2014-12-31 $1.3M 20k 64.70
2014-09-30 $2.8M 42k 67.91
2014-06-30 $3.3M 46k 71.82
2014-03-31 $4.0M 51k 79.01
2013-12-31 $3.5M 45k 78.08
2013-09-30 $2.1M 26k 79.28
2013-03-31 $823k 12k 69.94
2012-12-31 $714k 11k 62.85
2012-06-30 $226k 3.9k 57.96
2012-03-31 $716k 11k 63.06
2011-06-30 $1.8M 30k 60.77
2011-03-31 $2.4M 40k 58.37
2010-12-31 $2.3M 43k 53.09