Morningstar shares owned by Neuberger Berman Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Neuberger Berman Group
from 13F filings
Historical chart of Neuberger Berman Group investment in Morningstar
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Quarterly reported holdings in Morningstar by Neuberger Berman Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.4k | 232.01 |
| 2025-06-30 | $4.6M | 15k | 313.93 |
| 2025-03-31 | $4.5M | 15k | 299.87 |
| 2024-12-31 | $5.1M | 15k | 336.76 |
| 2024-09-30 | $4.7M | 15k | 319.12 |
| 2024-06-30 | $4.5M | 15k | 295.85 |
| 2024-03-31 | $4.8M | 16k | 308.37 |
| 2023-12-31 | $3.7M | 13k | 286.24 |
| 2023-09-30 | $2.9M | 13k | 234.24 |
| 2023-06-30 | $2.4M | 12k | 196.07 |
| 2023-03-31 | $1.7M | 8.4k | 203.03 |
| 2022-12-31 | $1.8M | 8.2k | 216.59 |
| 2022-09-30 | $1.9M | 8.9k | 212.29 |
| 2022-06-30 | $2.3M | 9.5k | 241.71 |
| 2022-03-31 | $2.9M | 11k | 273.07 |
| 2021-12-31 | $3.6M | 10k | 341.80 |
| 2021-09-30 | $2.4M | 9.3k | 258.66 |
| 2021-06-30 | $2.0M | 7.7k | 256.02 |
| 2021-03-31 | $1.7M | 7.5k | 222.89 |
| 2020-12-31 | $1.9M | 8.8k | 214.29 |
| 2020-09-30 | $1.6M | 9.7k | 160.71 |
| 2020-06-30 | $1.2M | 9.7k | 125.00 |
| 2020-03-31 | $1.1M | 9.2k | 116.88 |
| 2019-12-31 | $1.4M | 9.4k | 150.00 |
| 2019-09-30 | $1.4M | 9.3k | 152.78 |
| 2019-06-30 | $1.4M | 9.7k | 150.00 |
| 2019-03-31 | $1.3M | 10k | 126.00 |
| 2018-12-31 | $1.3M | 12k | 109.87 |
| 2018-09-30 | $1.5M | 12k | 125.94 |
| 2018-06-30 | $1.5M | 12k | 128.27 |
| 2018-03-31 | $1.2M | 12k | 95.56 |
| 2017-12-31 | $1.3M | 13k | 97.00 |
| 2017-09-30 | $1.1M | 13k | 85.02 |
| 2017-06-30 | $794k | 10k | 78.33 |
| 2017-03-31 | $781k | 9.9k | 78.64 |
| 2016-12-31 | $612k | 8.3k | 73.56 |
| 2016-09-30 | $563k | 7.1k | 79.33 |
| 2016-06-30 | $488k | 6.0k | 81.78 |
| 2016-03-31 | $575k | 6.5k | 88.20 |
| 2015-12-31 | $436k | 5.4k | 80.43 |
| 2015-09-30 | $209k | 2.6k | 80.42 |