Morningstar shares owned by Principal Financial Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Principal Financial Group
from 13F filings
Historical chart of Principal Financial Group investment in Morningstar
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Quarterly reported holdings in Morningstar by Principal Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 91k | 227.45 |
| 2025-06-30 | $22M | 69k | 313.93 |
| 2025-03-31 | $23M | 76k | 299.87 |
| 2024-12-31 | $27M | 79k | 336.76 |
| 2024-09-30 | $27M | 85k | 319.12 |
| 2024-06-30 | $33M | 110k | 295.85 |
| 2024-03-31 | $58M | 188k | 308.37 |
| 2023-12-31 | $54M | 188k | 286.24 |
| 2023-09-30 | $48M | 206k | 234.24 |
| 2023-06-30 | $23M | 117k | 196.07 |
| 2023-03-31 | $33M | 160k | 203.04 |
| 2022-12-31 | $39M | 181k | 216.59 |
| 2022-09-30 | $44M | 205k | 212.45 |
| 2022-06-30 | $52M | 216k | 241.83 |
| 2022-03-31 | $34M | 125k | 273.17 |
| 2021-12-31 | $37M | 108k | 341.99 |
| 2021-09-30 | $33M | 126k | 259.03 |
| 2021-06-30 | $28M | 108k | 257.11 |
| 2021-03-31 | $37M | 166k | 225.04 |
| 2020-12-31 | $33M | 143k | 231.57 |
| 2020-09-30 | $25M | 154k | 160.61 |
| 2020-06-30 | $18M | 127k | 140.97 |
| 2020-03-31 | $7.5M | 64k | 116.24 |
| 2019-12-31 | $4.3M | 29k | 151.31 |
| 2019-09-30 | $331k | 2.3k | 146.14 |
| 2019-06-30 | $363k | 2.5k | 144.62 |
| 2019-03-31 | $299k | 2.4k | 126.16 |
| 2018-12-31 | $233k | 2.1k | 109.80 |
| 2018-09-30 | $368k | 2.9k | 125.98 |
| 2018-06-30 | $378k | 2.9k | 128.40 |
| 2018-03-31 | $353k | 3.7k | 95.48 |
| 2017-12-31 | $304k | 3.1k | 97.03 |
| 2017-09-30 | $219k | 2.6k | 84.82 |
| 2017-03-31 | $261k | 3.3k | 78.64 |
| 2016-12-31 | $265k | 3.6k | 73.67 |
| 2016-09-30 | $362k | 4.6k | 79.33 |
| 2016-06-30 | $402k | 4.9k | 81.87 |
| 2016-03-31 | $371k | 4.2k | 88.31 |
| 2015-12-31 | $365k | 4.5k | 80.50 |
| 2015-09-30 | $405k | 5.0k | 80.33 |
| 2015-06-30 | $453k | 5.7k | 79.50 |
| 2015-03-31 | $415k | 5.5k | 74.90 |
| 2013-12-31 | $643k | 8.2k | 78.08 |
| 2013-09-30 | $279k | 3.5k | 79.28 |
| 2013-03-31 | $410k | 5.9k | 69.88 |
| 2012-12-31 | $369k | 5.9k | 62.89 |
| 2012-09-30 | $357k | 5.7k | 62.70 |
| 2012-03-31 | $728k | 12k | 63.05 |
| 2011-12-31 | $281k | 4.7k | 59.42 |