Morningstar shares owned by Henshaw Capital
Historical chart of Henshaw Capital investment in Morningstar
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All positions including Morningstar held by Henshaw Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Henshaw Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 12k | 169.05 |
| 2025-12-31 | $2.7M | 13k | 217.31 |
| 2025-09-30 | $2.9M | 13k | 232.02 |
| 2025-06-30 | $3.9M | 13k | 313.93 |
| 2025-03-31 | $4.4M | 15k | 299.87 |
| 2024-12-31 | $4.5M | 14k | 336.75 |
| 2024-09-30 | $4.3M | 14k | 319.12 |
| 2024-06-30 | $4.0M | 14k | 295.85 |
| 2024-03-31 | $4.1M | 13k | 308.37 |
| 2023-12-31 | $3.8M | 13k | 286.23 |
| 2023-09-30 | $2.4M | 10k | 234.23 |
| 2023-06-30 | $2.5M | 13k | 196.08 |
| 2023-03-31 | $2.6M | 13k | 203.03 |
| 2022-12-31 | $1.8M | 8.3k | 216.58 |
| 2022-09-30 | $1.8M | 8.3k | 212.32 |
| 2022-06-30 | $2.0M | 8.3k | 241.84 |
| 2022-03-31 | $2.3M | 8.3k | 273.17 |
| 2021-12-31 | $2.8M | 8.2k | 342.00 |
| 2021-09-30 | $2.1M | 8.2k | 259.04 |
| 2021-06-30 | $2.1M | 8.2k | 257.11 |
| 2021-03-31 | $1.8M | 8.2k | 225.04 |
| 2020-12-31 | $1.9M | 8.2k | 231.57 |
| 2020-09-30 | $1.3M | 8.2k | 160.62 |
| 2020-06-30 | $945k | 6.7k | 140.98 |
| 2020-03-31 | $778k | 6.7k | 116.24 |
| 2019-12-31 | $1.0M | 6.7k | 151.31 |
| 2019-09-30 | $975k | 6.7k | 146.15 |
| 2019-06-30 | $963k | 6.7k | 144.64 |
| 2019-03-31 | $837k | 6.6k | 125.99 |
| 2018-12-31 | $728k | 6.6k | 109.84 |
| 2018-09-30 | $1.4M | 11k | 125.90 |
| 2018-06-30 | $1.4M | 11k | 128.25 |
| 2018-03-31 | $1.5M | 15k | 95.52 |
| 2017-12-31 | $1.5M | 15k | 96.97 |
| 2017-09-30 | $1.3M | 15k | 84.99 |
| 2017-06-30 | $1.2M | 15k | 78.34 |
| 2017-03-31 | $1.2M | 15k | 78.60 |
| 2016-12-31 | $1.1M | 15k | 73.56 |
| 2016-09-30 | $1.2M | 15k | 79.27 |
| 2016-06-30 | $1.2M | 15k | 81.78 |
| 2016-03-31 | $1.3M | 15k | 88.27 |