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Morningstar shares owned by M&G

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by M&G from 13F filings

Historical chart of M&G investment in Morningstar

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All positions including Morningstar held by M&G consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by M&G

Quarter filed Position value Share count Share price at filing
2025-09-30 $36M 155k 232.00
2025-06-30 $52M 164k 314.00
2025-03-31 $51M 169k 300.00
2024-12-31 $60M 177k 337.00
2024-09-30 $58M 183k 319.00
2024-06-30 $51M 173k 296.00
2024-03-31 $52M 170k 308.00