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Morningstar shares owned by Massachusetts Financial Services

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

Historical chart of Massachusetts Financial Services investment in Morningstar

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All positions including Morningstar held by Massachusetts Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Massachusetts Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $384M 1.2M 319.12
2024-06-30 $325M 1.1M 295.85
2024-03-31 $338M 1.1M 308.37
2023-12-31 $308M 1.1M 286.24
2023-09-30 $236M 1.0M 234.24
2023-06-30 $123M 627k 196.07
2023-03-31 $129M 635k 203.03
2022-12-31 $130M 601k 216.59
2022-09-30 $103M 486k 212.32
2022-06-30 $117M 485k 241.83
2022-03-31 $119M 435k 273.17
2021-12-31 $129M 376k 341.99