Morningstar shares owned by Invesco
Historical chart of Invesco investment in Morningstar
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All positions including Morningstar held by Invesco consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Invesco
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 296k | 232.01 |
| 2025-06-30 | $88M | 281k | 313.93 |
| 2025-03-31 | $23M | 77k | 299.87 |
| 2024-12-31 | $65M | 194k | 336.76 |
| 2024-09-30 | $37M | 117k | 319.12 |
| 2024-06-30 | $13M | 45k | 295.85 |
| 2024-03-31 | $13M | 41k | 308.37 |
| 2023-12-31 | $17M | 59k | 286.24 |
| 2023-09-30 | $59M | 252k | 234.24 |
| 2023-06-30 | $65M | 332k | 196.07 |
| 2023-03-31 | $68M | 334k | 203.03 |
| 2022-12-31 | $72M | 334k | 216.59 |
| 2022-03-31 | $89M | 324k | 273.17 |
| 2021-12-31 | $110M | 323k | 341.99 |
| 2021-09-30 | $84M | 325k | 259.03 |
| 2021-06-30 | $84M | 325k | 257.11 |
| 2021-03-31 | $74M | 328k | 225.04 |
| 2020-12-31 | $75M | 325k | 231.57 |
| 2020-09-30 | $52M | 325k | 160.61 |
| 2020-06-30 | $47M | 336k | 140.97 |
| 2020-03-31 | $41M | 355k | 116.25 |
| 2019-12-31 | $55M | 365k | 151.31 |
| 2019-09-30 | $56M | 384k | 146.14 |
| 2019-03-31 | $2.3M | 18k | 125.88 |
| 2018-12-31 | $2.1M | 19k | 109.85 |
| 2018-09-30 | $2.1M | 17k | 125.88 |
| 2018-06-30 | $2.1M | 17k | 128.23 |
| 2018-03-31 | $1.4M | 15k | 95.54 |
| 2017-12-31 | $1.5M | 15k | 96.95 |
| 2017-09-30 | $1.2M | 15k | 84.98 |
| 2017-06-30 | $1.0M | 13k | 78.33 |
| 2017-03-31 | $1.4M | 18k | 78.59 |
| 2016-12-31 | $1.1M | 15k | 73.57 |
| 2016-09-30 | $997k | 13k | 79.28 |
| 2016-06-30 | $866k | 11k | 81.80 |
| 2016-03-31 | $716k | 8.1k | 88.34 |
| 2015-12-31 | $836k | 10k | 80.41 |
| 2015-09-30 | $739k | 9.2k | 80.27 |
| 2014-12-31 | $424k | 6.6k | 64.71 |
| 2014-09-30 | $415k | 6.1k | 67.91 |
| 2014-03-31 | $466k | 5.9k | 79.10 |
| 2013-12-31 | $5.6M | 72k | 78.09 |
| 2013-09-30 | $4.1M | 52k | 79.26 |
| 2013-03-31 | $1.1M | 15k | 72.73 |
| 2012-09-30 | $302k | 4.2k | 71.43 |
| 2012-06-30 | $238k | 4.1k | 57.89 |
| 2012-03-31 | $267k | 4.2k | 63.08 |
| 2011-12-31 | $279k | 4.7k | 59.54 |
| 2011-09-30 | $263k | 4.7k | 56.47 |
| 2011-06-30 | $302k | 5.0k | 60.84 |
| 2010-12-31 | $210k | 3.9k | 53.17 |