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Morningstar shares owned by Hrt Financial

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Morningstar

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All positions including Morningstar held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 98k 232.00
2025-06-30 $10M 32k 313.91
2025-03-31 $5.1M 17k 299.81
2024-12-31 $820k 2.4k 336.76
2023-03-31 $3.1M 15k 202.97
2022-12-31 $5.0M 23k 216.56
2022-09-30 $4.6M 22k 212.30
2021-12-31 $2.6M 7.7k 341.91
2021-09-30 $1.1M 4.4k 258.97