Morningstar shares owned by First Trust Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.4k | 232.01 |
| 2025-06-30 | $4.5M | 14k | 313.93 |
| 2025-03-31 | $21M | 70k | 299.87 |
| 2024-12-31 | $10M | 30k | 336.76 |
| 2024-09-30 | $9.0M | 28k | 319.12 |
| 2024-03-31 | $9.0M | 29k | 308.37 |
| 2023-09-30 | $258k | 1.1k | 234.24 |
| 2022-12-31 | $810k | 3.7k | 216.59 |
| 2022-09-30 | $2.8M | 13k | 211.92 |
| 2022-06-30 | $3.4M | 14k | 245.03 |
| 2022-03-31 | $21M | 77k | 276.32 |
| 2021-12-31 | $14M | 41k | 341.94 |
| 2021-09-30 | $12M | 46k | 260.12 |
| 2021-06-30 | $14M | 55k | 257.11 |
| 2021-03-31 | $24M | 106k | 225.04 |
| 2020-12-31 | $16M | 70k | 231.57 |
| 2020-09-30 | $8.9M | 56k | 160.61 |
| 2020-06-30 | $4.6M | 33k | 140.98 |
| 2020-03-31 | $2.8M | 24k | 116.25 |
| 2019-12-31 | $11M | 72k | 151.31 |
| 2019-09-30 | $14M | 97k | 146.14 |
| 2019-06-30 | $9.2M | 64k | 144.65 |
| 2019-03-31 | $9.8M | 78k | 125.99 |
| 2018-12-31 | $9.9M | 90k | 109.84 |
| 2018-09-30 | $8.9M | 71k | 125.90 |
| 2018-06-30 | $4.2M | 32k | 128.26 |
| 2018-03-31 | $3.5M | 36k | 95.51 |
| 2017-12-31 | $1.7M | 18k | 96.94 |
| 2017-09-30 | $3.0M | 35k | 84.99 |
| 2017-03-31 | $2.3M | 29k | 78.59 |
| 2016-12-31 | $1.8M | 24k | 73.58 |
| 2016-09-30 | $1.9M | 23k | 79.28 |
| 2016-06-30 | $6.8M | 83k | 81.78 |
| 2016-03-31 | $1.1M | 13k | 88.27 |
| 2015-12-31 | $871k | 11k | 80.45 |
| 2015-03-31 | $1.1M | 15k | 74.90 |
| 2014-12-31 | $624k | 9.6k | 64.67 |
| 2014-09-30 | $486k | 7.2k | 67.90 |
| 2014-06-30 | $430k | 6.0k | 71.80 |
| 2014-03-31 | $431k | 5.5k | 78.94 |
| 2013-12-31 | $1.1M | 14k | 78.10 |
| 2013-09-30 | $2.7M | 34k | 79.25 |
| 2013-06-30 | $739k | 9.5k | 77.54 |
| 2013-03-31 | $488k | 7.0k | 69.98 |
| 2012-12-31 | $385k | 6.1k | 62.91 |
| 2012-06-30 | $408k | 7.1k | 57.83 |
| 2012-03-31 | $1.2M | 19k | 63.07 |
| 2011-12-31 | $808k | 14k | 59.46 |
| 2011-09-30 | $554k | 9.8k | 56.41 |
| 2011-06-30 | $798k | 13k | 60.78 |
| 2011-03-31 | $745k | 13k | 58.39 |