Morningstar shares owned by Liontrust Investment Partners
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Liontrust Investment Partners
from 13F filings
Historical chart of Liontrust Investment Partners investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Liontrust Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Liontrust Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123M | 392k | 313.93 |
| 2025-06-30 | $123M | 392k | 313.93 |
| 2025-03-31 | $97M | 323k | 299.87 |
| 2024-12-31 | $112M | 334k | 336.76 |
| 2024-09-30 | $119M | 403k | 295.85 |
| 2024-06-30 | $119M | 403k | 295.85 |
| 2024-03-31 | $127M | 411k | 308.37 |
| 2023-09-30 | $106M | 453k | 234.25 |
| 2023-06-30 | $92M | 470k | 196.07 |
| 2023-03-31 | $31M | 150k | 203.03 |
More positions owned by Liontrust Investment Partners
View all positions for Liontrust Investment Partners