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Morningstar shares owned by Hsbc Holdings

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

Historical chart of Hsbc Holdings investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Hsbc Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 28k 231.40
2025-06-30 $1.9M 6.1k 313.93
2025-03-31 $4.2M 14k 299.87
2024-12-31 $2.1M 6.3k 339.21
2024-09-30 $303k 953 317.54
2024-06-30 $750k 2.5k 295.16
2024-03-31 $998k 3.2k 308.37
2023-12-31 $875k 3.1k 286.08
2023-09-30 $233k 995 234.24
2023-06-30 $753k 3.8k 196.07
2022-12-31 $222k 1.0k 215.22
2022-06-30 $720k 3.0k 241.55
2022-03-31 $1.8M 6.6k 277.94
2021-12-31 $925k 2.7k 342.66
2021-09-30 $3.7M 14k 260.71
2021-06-30 $3.8M 15k 257.24
2021-03-31 $767k 3.4k 226.88
2020-12-31 $1.0M 4.4k 230.62
2020-09-30 $364k 2.3k 160.63
2020-06-30 $1.3M 9.2k 140.95
2020-03-31 $1.7M 15k 116.11
2019-12-31 $2.5M 16k 150.70
2019-09-30 $4.8M 33k 146.11
2019-06-30 $3.8M 26k 144.39
2019-03-31 $2.9M 23k 125.78
2018-12-31 $1.4M 13k 109.98
2018-09-30 $217k 1.7k 125.87
2018-06-30 $203k 1.6k 128.40
2018-03-31 $240k 2.5k 95.49
2017-12-31 $265k 2.7k 97.42
2017-09-30 $201k 2.4k 84.77
2013-09-30 $369k 4.7k 79.24
2013-06-30 $333k 4.2k 78.57
2013-03-31 $287k 4.2k 68.97
2012-12-31 $260k 4.2k 61.67
2012-09-30 $279k 4.5k 62.50
2012-06-30 $263k 4.5k 57.95
2012-03-31 $303k 4.8k 62.98