Morningstar shares owned by Nicholas Company
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Nicholas Company
from 13F filings
Historical chart of Nicholas Company investment in Morningstar
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Quarterly reported holdings in Morningstar by Nicholas Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 57k | 232.01 |
| 2025-06-30 | $18M | 57k | 313.93 |
| 2025-03-31 | $17M | 57k | 299.87 |
| 2024-12-31 | $19M | 57k | 336.76 |
| 2024-09-30 | $8.4M | 26k | 319.12 |
| 2024-06-30 | $7.8M | 26k | 295.85 |
| 2024-03-31 | $8.1M | 26k | 308.37 |
| 2023-12-31 | $7.5M | 26k | 286.24 |
| 2023-09-30 | $6.2M | 26k | 234.24 |
| 2023-06-30 | $5.2M | 26k | 196.07 |
| 2023-03-31 | $5.3M | 26k | 203.03 |
| 2022-12-31 | $5.7M | 26k | 216.59 |
| 2022-09-30 | $5.6M | 26k | 212.31 |
| 2022-06-30 | $6.4M | 26k | 241.83 |
| 2022-03-31 | $7.2M | 26k | 273.17 |
| 2021-12-31 | $11M | 31k | 342.00 |
| 2021-09-30 | $9.1M | 35k | 259.04 |
| 2021-06-30 | $9.1M | 35k | 257.12 |
| 2021-03-31 | $9.6M | 43k | 225.05 |
| 2020-12-31 | $12M | 53k | 231.57 |
| 2020-09-30 | $8.5M | 53k | 160.61 |
| 2020-06-30 | $7.5M | 53k | 140.97 |
| 2020-03-31 | $6.2M | 53k | 116.26 |
| 2019-12-31 | $8.0M | 53k | 151.31 |
| 2019-09-30 | $8.2M | 56k | 146.13 |
| 2019-06-30 | $8.1M | 56k | 144.65 |
| 2019-03-31 | $7.1M | 56k | 125.98 |
| 2018-12-31 | $6.2M | 56k | 109.83 |
| 2018-09-30 | $7.1M | 56k | 125.89 |
| 2018-06-30 | $7.3M | 57k | 128.24 |
| 2018-03-31 | $5.9M | 62k | 95.52 |
| 2017-12-31 | $6.1M | 63k | 96.97 |
| 2017-09-30 | $5.4M | 63k | 84.98 |
| 2017-06-30 | $5.0M | 64k | 78.33 |
| 2017-03-31 | $4.3M | 54k | 78.58 |
| 2016-12-31 | $4.0M | 54k | 73.54 |
| 2016-09-30 | $4.0M | 51k | 79.26 |
| 2016-06-30 | $4.2M | 51k | 81.76 |
| 2016-03-31 | $4.5M | 51k | 88.27 |
| 2015-12-31 | $4.0M | 50k | 80.39 |
| 2015-09-30 | $4.0M | 50k | 80.25 |
| 2015-06-30 | $4.0M | 51k | 79.55 |
| 2015-03-31 | $3.8M | 51k | 74.90 |
| 2014-12-31 | $3.3M | 51k | 64.71 |
| 2014-09-30 | $3.4M | 51k | 67.89 |
| 2014-06-30 | $3.6M | 50k | 71.80 |
| 2014-03-31 | $3.9M | 50k | 78.08 |
| 2013-12-31 | $3.9M | 50k | 78.08 |
| 2013-09-30 | $4.0M | 50k | 79.26 |
| 2013-06-30 | $3.9M | 50k | 77.57 |
| 2013-03-31 | $3.5M | 50k | 69.93 |
| 2012-12-31 | $3.2M | 50k | 62.83 |
| 2012-09-30 | $3.2M | 50k | 62.65 |
| 2012-06-30 | $23M | 398k | 57.84 |
| 2012-03-31 | $25M | 397k | 63.05 |
| 2011-12-31 | $24M | 397k | 59.45 |
| 2011-09-30 | $22M | 397k | 56.44 |
| 2011-06-30 | $24M | 397k | 60.78 |
| 2011-03-31 | $23M | 397k | 58.38 |
| 2010-12-31 | $21M | 392k | 53.08 |