Morningstar shares owned by Mml Investors Services
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mml Investors Services
from 13F filings
Historical chart of Mml Investors Services investment in Morningstar
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Quarterly reported holdings in Morningstar by Mml Investors Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 13k | 217.31 |
| 2025-09-30 | $1.9M | 8.2k | 232.02 |
| 2025-06-30 | $1.9M | 6.0k | 313.94 |
| 2025-03-31 | $1.7M | 5.5k | 299.80 |
| 2024-12-31 | $1.7M | 5.1k | 336.80 |
| 2024-09-30 | $1.4M | 4.3k | 319.16 |
| 2024-06-30 | $1.2M | 4.0k | 295.82 |
| 2024-03-31 | $1.8M | 5.8k | 308.32 |
| 2023-12-31 | $1.5M | 5.2k | 286.26 |
| 2023-09-30 | $867k | 3.7k | 234.20 |
| 2023-06-30 | $622k | 3.2k | 195.97 |
| 2023-03-31 | $436k | 2.1k | 203.17 |
| 2022-12-31 | $552k | 2.5k | 216.56 |
| 2022-09-30 | $497k | 2.3k | 212.48 |
| 2022-06-30 | $544k | 2.3k | 241.67 |
| 2022-03-31 | $318k | 1.2k | 272.96 |
| 2021-12-31 | $307k | 899 | 341.49 |
| 2020-12-31 | $298k | 1.3k | 231.91 |
| 2020-09-30 | $259k | 1.6k | 160.57 |
| 2020-06-30 | $246k | 1.7k | 140.81 |
| 2020-03-31 | $204k | 1.8k | 116.17 |
| 2019-12-31 | $265k | 1.8k | 151.17 |
| 2019-09-30 | $280k | 1.9k | 146.14 |
| 2019-06-30 | $255k | 1.8k | 144.89 |
| 2019-03-31 | $216k | 1.7k | 126.02 |