Morningstar shares owned by Empire Life Investments
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Empire Life Investments
from 13F filings
Historical chart of Empire Life Investments investment in Morningstar
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Quarterly reported holdings in Morningstar by Empire Life Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.0k | 232.01 |
| 2025-06-30 | $2.2M | 6.9k | 313.93 |
| 2025-03-31 | $2.1M | 7.1k | 299.87 |
| 2024-12-31 | $2.3M | 6.8k | 336.76 |
| 2024-09-30 | $2.2M | 6.8k | 319.12 |
| 2024-06-30 | $2.0M | 6.8k | 295.85 |
| 2024-03-31 | $2.1M | 6.7k | 308.37 |
| 2023-12-31 | $1.9M | 6.7k | 286.24 |
| 2023-09-30 | $1.5M | 6.5k | 234.24 |
| 2023-06-30 | $1.3M | 6.6k | 196.07 |
| 2023-03-31 | $1.3M | 6.5k | 203.06 |
| 2022-12-31 | $1.4M | 6.4k | 216.64 |
| 2022-09-30 | $1.4M | 6.4k | 212.39 |
| 2022-06-30 | $1.5M | 6.3k | 241.79 |
| 2022-03-31 | $1.7M | 6.1k | 273.25 |
| 2021-12-31 | $2.1M | 6.1k | 341.93 |
| 2021-09-30 | $1.5M | 5.7k | 258.97 |
| 2021-06-30 | $1.4M | 5.6k | 257.07 |
| 2021-03-31 | $1.2M | 5.3k | 225.13 |
| 2020-12-31 | $1.1M | 4.6k | 231.57 |
| 2020-09-30 | $711k | 4.4k | 160.53 |
| 2020-06-30 | $624k | 4.4k | 140.89 |
| 2020-03-31 | $516k | 4.4k | 116.22 |
| 2019-12-31 | $677k | 4.5k | 151.42 |
| 2019-09-30 | $620k | 4.2k | 146.19 |
| 2019-06-30 | $605k | 4.2k | 144.60 |
| 2019-03-31 | $517k | 4.1k | 126.10 |