Morningstar shares owned by Goldman Sachs Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Goldman Sachs Group
from 13F filings
Historical chart of Goldman Sachs Group investment in Morningstar
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Quarterly reported holdings in Morningstar by Goldman Sachs Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 99k | 232.01 |
| 2025-03-31 | $41M | 138k | 299.87 |
| 2024-12-31 | $78M | 233k | 336.76 |
| 2024-09-30 | $69M | 216k | 319.12 |
| 2024-06-30 | $51M | 171k | 295.85 |
| 2024-03-31 | $66M | 214k | 308.37 |
| 2023-12-31 | $47M | 163k | 286.24 |
| 2023-09-30 | $64M | 275k | 234.24 |
| 2023-06-30 | $148M | 755k | 196.07 |
| 2023-03-31 | $14M | 67k | 203.03 |
| 2022-12-31 | $25M | 116k | 216.59 |
| 2022-06-30 | $24M | 101k | 241.83 |
| 2022-03-31 | $28M | 103k | 273.17 |
| 2021-12-31 | $22M | 65k | 341.99 |
| 2021-09-30 | $16M | 62k | 259.04 |
| 2021-03-31 | $27M | 120k | 225.04 |
| 2020-12-31 | $25M | 107k | 231.57 |
| 2020-09-30 | $13M | 81k | 160.60 |
| 2020-06-30 | $10M | 73k | 140.98 |
| 2019-12-31 | $19M | 124k | 151.31 |
| 2019-09-30 | $22M | 153k | 146.14 |
| 2019-06-30 | $21M | 145k | 144.64 |
| 2019-03-31 | $17M | 133k | 126.12 |
| 2018-12-31 | $14M | 129k | 109.87 |
| 2018-09-30 | $16M | 125k | 125.90 |
| 2018-06-30 | $11M | 87k | 128.25 |
| 2018-03-31 | $2.6M | 28k | 95.50 |
| 2017-12-31 | $2.7M | 28k | 96.95 |
| 2017-09-30 | $2.6M | 31k | 84.98 |
| 2017-06-30 | $4.0M | 51k | 78.33 |
| 2017-03-31 | $3.7M | 47k | 78.61 |
| 2016-12-31 | $4.1M | 55k | 73.56 |
| 2016-09-30 | $5.7M | 72k | 79.27 |
| 2016-06-30 | $5.5M | 68k | 81.79 |
| 2016-03-31 | $5.3M | 60k | 88.26 |
| 2015-12-31 | $2.4M | 30k | 80.38 |
| 2015-09-30 | $1.2M | 14k | 80.28 |
| 2015-06-30 | $734k | 9.2k | 79.58 |
| 2015-03-31 | $565k | 7.5k | 74.96 |
| 2014-12-31 | $328k | 5.1k | 64.77 |
| 2014-03-31 | $1.0M | 13k | 79.03 |
| 2013-12-31 | $382k | 4.9k | 78.10 |
| 2013-09-30 | $481k | 6.1k | 79.23 |
| 2013-06-30 | $534k | 6.9k | 77.58 |
| 2013-03-31 | $386k | 5.5k | 69.88 |
| 2012-12-31 | $762k | 12k | 62.83 |
| 2012-09-30 | $639k | 10k | 62.64 |
| 2012-06-30 | $494k | 8.5k | 57.84 |
| 2012-03-31 | $263k | 4.2k | 63.05 |
| 2011-12-31 | $539k | 9.1k | 59.45 |
| 2011-09-30 | $1.1M | 19k | 56.44 |
| 2011-06-30 | $1.2M | 20k | 60.78 |
| 2011-03-31 | $494k | 8.5k | 58.38 |
| 2010-12-31 | $550k | 10k | 53.08 |