Morningstar shares owned by LPL Financial
Historical chart of LPL Financial investment in Morningstar
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Quarterly reported holdings in Morningstar by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 10k | 217.32 |
| 2025-09-30 | $2.0M | 8.7k | 232.01 |
| 2025-06-30 | $2.0M | 6.3k | 313.93 |
| 2025-03-31 | $1.8M | 5.8k | 299.87 |
| 2024-12-31 | $1.7M | 5.1k | 336.77 |
| 2024-09-30 | $1.4M | 4.5k | 319.15 |
| 2024-06-30 | $1.2M | 4.0k | 295.85 |
| 2024-03-31 | $1.1M | 3.6k | 308.39 |
| 2023-09-30 | $1.3M | 5.8k | 234.25 |
| 2023-06-30 | $774k | 3.9k | 196.06 |
| 2023-03-31 | $528k | 2.6k | 203.05 |
| 2022-12-31 | $383k | 1.8k | 216.55 |
| 2022-09-30 | $345k | 1.6k | 212.57 |
| 2022-06-30 | $474k | 2.0k | 241.84 |
| 2022-03-31 | $547k | 2.0k | 273.23 |
| 2021-12-31 | $859k | 2.5k | 342.09 |
| 2021-09-30 | $673k | 2.6k | 259.25 |
| 2021-06-30 | $398k | 1.5k | 256.94 |
| 2021-03-31 | $226k | 1.0k | 224.65 |
| 2020-12-31 | $221k | 953 | 231.90 |