Morningstar shares owned by Holocene Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Holocene Advisors
from 13F filings
Historical chart of Holocene Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Holocene Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 34k | 232.01 |
| 2025-06-30 | $9.2M | 29k | 313.93 |
| 2025-03-31 | $6.4M | 21k | 299.87 |
| 2024-12-31 | $4.5M | 13k | 336.76 |
| 2024-09-30 | $1.6M | 5.0k | 319.12 |
| 2023-12-31 | $850k | 3.0k | 286.24 |
| 2023-09-30 | $3.5M | 15k | 234.24 |
| 2023-06-30 | $1.1M | 5.7k | 196.07 |
| 2020-12-31 | $245k | 1.1k | 231.57 |
| 2020-09-30 | $1.0M | 6.3k | 160.54 |
| 2020-06-30 | $749k | 5.3k | 141.05 |
| 2018-03-31 | $251k | 2.6k | 95.51 |
| 2017-12-31 | $226k | 2.3k | 96.91 |