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Morningstar shares owned by Invesco

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

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
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