Morningstar shares owned by Epoch Investment Partners
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Epoch Investment Partners
from 13F filings
Historical chart of Epoch Investment Partners investment in Morningstar
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Quarterly reported holdings in Morningstar by Epoch Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 7.6k | 217.31 |
| 2020-03-31 | $1.4M | 12k | 116.26 |
| 2019-03-31 | $8.3M | 66k | 125.99 |
| 2018-12-31 | $6.6M | 60k | 109.85 |
| 2018-09-30 | $7.3M | 58k | 125.90 |
| 2018-06-30 | $32M | 250k | 128.25 |
| 2018-03-31 | $33M | 350k | 95.52 |
| 2017-12-31 | $32M | 333k | 96.97 |
| 2017-09-30 | $31M | 361k | 84.99 |
| 2017-06-30 | $29M | 366k | 78.34 |
| 2017-03-31 | $29M | 363k | 78.60 |
| 2016-12-31 | $27M | 366k | 73.56 |
| 2016-09-30 | $32M | 399k | 79.27 |
| 2016-06-30 | $34M | 411k | 81.78 |
| 2016-03-31 | $37M | 416k | 88.27 |
| 2015-12-31 | $22M | 279k | 80.41 |
| 2015-09-30 | $35M | 436k | 80.26 |
| 2015-06-30 | $39M | 490k | 79.55 |
| 2015-03-31 | $35M | 468k | 74.91 |
| 2014-12-31 | $27M | 409k | 64.71 |
| 2014-09-30 | $28M | 411k | 67.90 |
| 2014-06-30 | $26M | 367k | 71.81 |