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Morningstar shares owned by George Kaiser Family Foundation

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by George Kaiser Family Foundation from 13F filings

Historical chart of George Kaiser Family Foundation investment in Morningstar

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All positions including Morningstar held by George Kaiser Family Foundation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by George Kaiser Family Foundation

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 7.7k 295.85
2024-03-31 $2.4M 7.6k 308.37
2023-12-31 $2.2M 7.6k 286.24
2023-09-30 $3.4M 14k 234.24
2023-06-30 $3.3M 17k 196.07
2023-03-31 $3.4M 17k 203.03
2022-12-31 $3.4M 16k 216.59
2022-09-30 $3.2M 15k 212.32
2022-06-30 $3.3M 14k 241.80
2022-03-31 $2.8M 10k 273.13
2021-12-31 $3.5M 10k 341.99
2021-09-30 $2.7M 10k 259.02
2021-06-30 $2.6M 9.9k 257.11