Morningstar shares owned by Morgan Stanley
Historical chart of Morgan Stanley investment in Morningstar
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All positions including Morningstar held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $459M | 2.0M | 234.24 |
| 2023-06-30 | $380M | 1.9M | 196.00 |
| 2022-12-31 | $264M | 1.2M | 216.59 |
| 2022-06-30 | $44M | 182k | 241.71 |
| 2022-03-31 | $20M | 71k | 273.15 |
| 2021-06-30 | $24M | 95k | 257.08 |
| 2020-12-31 | $15M | 66k | 231.57 |
| 2020-09-30 | $7.7M | 48k | 160.73 |
| 2020-06-30 | $6.7M | 47k | 141.02 |
| 2020-03-31 | $4.8M | 41k | 115.77 |
| 2019-12-31 | $5.9M | 39k | 150.54 |
| 2019-09-30 | $9.1M | 62k | 147.13 |
| 2019-03-31 | $4.8M | 38k | 124.62 |
| 2018-12-31 | $3.6M | 33k | 108.49 |
| 2018-09-30 | $5.0M | 40k | 125.85 |
| 2018-06-30 | $3.9M | 31k | 128.33 |
| 2018-03-31 | $6.4M | 67k | 95.20 |
| 2017-12-31 | $5.7M | 59k | 96.98 |
| 2017-03-31 | $5.0M | 63k | 78.48 |
| 2016-12-31 | $7.3M | 100k | 73.65 |
| 2016-09-30 | $9.0M | 111k | 80.81 |
| 2016-06-30 | $7.6M | 92k | 82.51 |
| 2016-03-31 | $6.0M | 68k | 88.65 |
| 2015-12-31 | $7.8M | 97k | 80.28 |
| 2015-09-30 | $6.0M | 75k | 80.08 |
| 2015-06-30 | $4.8M | 61k | 79.47 |
| 2014-12-31 | $3.3M | 51k | 64.74 |
| 2014-09-30 | $691k | 10k | 67.88 |
| 2014-06-30 | $1.6M | 22k | 71.10 |
| 2014-03-31 | $2.3M | 29k | 79.28 |
| 2013-12-31 | $6.2M | 79k | 78.06 |
| 2013-09-30 | $214M | 2.7M | 79.16 |