Morningstar shares owned by Marshall Wace
Historical chart of Marshall Wace investment in Morningstar
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Quarterly reported holdings in Morningstar by Marshall Wace
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 11k | 169.05 |
| 2025-12-31 | $751k | 3.5k | 217.31 |
| 2024-09-30 | $229k | 718 | 319.12 |
| 2023-09-30 | $1.9M | 8.0k | 234.24 |
| 2022-12-31 | $480k | 2.2k | 216.59 |
| 2022-09-30 | $395k | 1.9k | 212.48 |
| 2021-12-31 | $143k | 417 | 342.93 |
| 2020-06-30 | $218k | 1.5k | 141.01 |
| 2019-09-30 | $92k | 628 | 146.50 |
| 2019-06-30 | $11M | 75k | 144.64 |
| 2019-03-31 | $5.7M | 46k | 125.99 |
| 2018-12-31 | $963k | 8.8k | 109.84 |