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Morningstar shares owned by Legal & General Group

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Legal & General Group from 13F filings

Historical chart of Legal & General Group investment in Morningstar

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All positions including Morningstar held by Legal & General Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Legal & General Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 47k 232.01
2025-06-30 $16M 50k 313.93
2025-03-31 $14M 48k 299.87
2024-12-31 $16M 46k 336.76
2024-09-30 $16M 51k 319.12
2024-06-30 $13M 44k 295.85
2024-03-31 $13M 43k 308.37
2023-12-31 $12M 43k 286.24
2023-09-30 $9.5M 41k 234.24
2023-06-30 $5.4M 28k 196.07
2023-03-31 $9.1M 45k 203.03
2022-12-31 $9.3M 43k 216.59
2022-09-30 $9.0M 42k 212.33
2022-06-30 $10M 42k 241.84
2022-03-31 $6.4M 23k 273.12
2021-12-31 $7.6M 22k 341.94
2021-09-30 $5.7M 22k 259.04
2021-06-30 $4.7M 18k 256.97
2021-03-31 $3.9M 17k 224.99
2020-12-31 $3.9M 17k 231.45
2020-09-30 $3.0M 19k 160.60
2020-06-30 $2.4M 17k 140.97
2020-03-31 $2.0M 18k 116.26
2019-12-31 $2.3M 15k 151.38
2019-09-30 $2.2M 15k 146.06
2019-06-30 $1.8M 13k 145.35
2019-03-31 $1.3M 10k 125.21
2018-12-31 $1.1M 10k 110.38
2018-09-30 $1.1M 8.8k 126.21
2018-06-30 $1.1M 8.7k 128.21
2018-03-31 $943k 9.9k 95.55
2017-12-31 $947k 9.7k 97.20
2017-09-30 $642k 7.6k 84.03
2017-06-30 $600k 7.6k 78.43
2017-03-31 $590k 7.5k 78.43
2016-12-31 $263k 3.6k 72.83
2016-09-30 $197k 2.6k 76.19
2016-06-30 $169k 2.0k 85.71
2016-03-31 $170k 1.9k 88.89
2015-12-31 $136k 1.7k 80.19
2015-09-30 $136k 1.7k 80.19
2015-06-30 $135k 1.7k 79.60
2015-03-31 $100k 1.3k 75.24
2014-12-31 $29k 454 63.88
2014-09-30 $31k 454 68.28
2014-06-30 $33k 454 72.69
2014-03-31 $36k 454 79.30
2013-12-31 $35k 454 77.09