Morningstar shares owned by Parnassus Investments
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Parnassus Investments
from 13F filings
Historical chart of Parnassus Investments investment in Morningstar
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Quarterly reported holdings in Morningstar by Parnassus Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 43k | 232.01 |
| 2025-06-30 | $14M | 43k | 313.93 |
| 2025-03-31 | $16M | 54k | 299.87 |
| 2024-12-31 | $24M | 70k | 336.76 |
| 2024-09-30 | $23M | 71k | 319.12 |
| 2024-06-30 | $21M | 71k | 295.85 |
| 2024-03-31 | $29M | 95k | 308.37 |
| 2023-12-31 | $27M | 95k | 286.24 |
| 2023-09-30 | $22M | 95k | 234.24 |
| 2023-06-30 | $19M | 95k | 196.07 |
| 2023-03-31 | $19M | 95k | 203.03 |
| 2022-12-31 | $13M | 60k | 216.59 |
| 2022-09-30 | $14M | 67k | 212.32 |
| 2022-06-30 | $16M | 67k | 241.84 |
| 2022-03-31 | $18M | 67k | 273.18 |
| 2021-12-31 | $32M | 92k | 341.99 |
| 2021-09-30 | $24M | 92k | 259.03 |
| 2021-06-30 | $24M | 92k | 257.11 |
| 2021-03-31 | $21M | 92k | 225.04 |
| 2020-12-31 | $25M | 108k | 231.57 |
| 2020-09-30 | $19M | 119k | 160.61 |
| 2020-06-30 | $23M | 161k | 140.97 |
| 2020-03-31 | $19M | 161k | 116.25 |
| 2019-12-31 | $18M | 119k | 151.31 |