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Morningstar shares owned by Ieq Capital

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

Historical chart of Ieq Capital investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Ieq Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 52k 217.31
2025-09-30 $1.5M 6.7k 232.01
2025-06-30 $1.5M 4.9k 313.94

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