Morningstar shares owned by Franklin Resources
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Franklin Resources
from 13F filings
Historical chart of Franklin Resources investment in Morningstar
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Quarterly reported holdings in Morningstar by Franklin Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.1M | 14k | 156.00 |
| 2025-12-31 | $340k | 1.6k | 217.31 |
| 2025-09-30 | $367k | 1.6k | 232.00 |
| 2025-06-30 | $484k | 1.5k | 313.93 |
| 2025-03-31 | $459k | 1.5k | 299.88 |
| 2024-12-31 | $499k | 1.5k | 336.76 |
| 2024-09-30 | $508k | 1.5k | 342.41 |
| 2024-06-30 | $573k | 1.9k | 295.86 |
| 2024-03-31 | $702k | 2.3k | 308.36 |
| 2023-12-31 | $821k | 2.9k | 286.24 |
| 2023-09-30 | $2.2M | 9.2k | 234.23 |
| 2023-06-30 | $3.7M | 19k | 196.08 |
| 2023-03-31 | $4.3M | 21k | 203.04 |
| 2022-12-31 | $5.0M | 23k | 216.60 |
| 2022-09-30 | $4.8M | 23k | 212.32 |
| 2022-06-30 | $5.5M | 23k | 240.96 |
| 2022-03-31 | $5.9M | 22k | 273.12 |
| 2021-12-31 | $6.8M | 20k | 342.34 |
| 2021-09-30 | $4.7M | 18k | 259.59 |
| 2021-06-30 | $4.0M | 16k | 257.14 |
| 2021-03-31 | $5.3M | 23k | 225.00 |
| 2020-12-31 | $5.5M | 24k | 233.77 |
| 2020-09-30 | $1.0M | 6.3k | 161.62 |
| 2020-06-30 | $1.2M | 7.2k | 160.45 |
| 2020-03-31 | $964k | 8.3k | 116.28 |
| 2019-12-31 | $2.9M | 19k | 151.28 |
| 2019-09-30 | $2.4M | 17k | 146.12 |
| 2019-06-30 | $1.3M | 9.1k | 144.65 |
| 2019-03-31 | $596k | 4.7k | 125.95 |
| 2018-12-31 | $269k | 2.4k | 109.89 |
| 2018-09-30 | $266k | 2.1k | 125.95 |