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Morningstar shares owned by Df Dent & Co

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Df Dent & Co from 13F filings

Historical chart of Df Dent & Co investment in Morningstar

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All positions including Morningstar held by Df Dent & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Df Dent & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 200k 232.01
2025-06-30 $27M 87k 313.93
2025-03-31 $25M 83k 299.87
2024-12-31 $29M 86k 336.76
2024-09-30 $28M 88k 319.12
2024-06-30 $16M 55k 295.85
2024-03-31 $15M 47k 308.37
2023-12-31 $14M 47k 286.24
2023-09-30 $11M 46k 234.24