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Morningstar shares owned by Prudential Financial

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Prudential Financial from 13F filings

Historical chart of Prudential Financial investment in Morningstar

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All positions including Morningstar held by Prudential Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Prudential Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 48k 232.01
2025-06-30 $6.9M 22k 313.93
2025-03-31 $5.9M 20k 299.87
2024-12-31 $5.8M 17k 336.76
2024-09-30 $3.7M 12k 319.12
2024-06-30 $3.8M 13k 295.85
2024-03-31 $3.8M 12k 308.37
2023-12-31 $1.4M 4.7k 286.24
2023-09-30 $375k 1.6k 234.24
2023-03-31 $231k 963 239.58
2022-12-31 $206k 951 216.59
2022-09-30 $11M 51k 213.51
2022-06-30 $13M 52k 241.24
2022-03-31 $1.3M 4.9k 273.26
2021-12-31 $293k 932 314.77
2021-09-30 $275k 995 276.44
2021-06-30 $273k 1.1k 256.73
2021-03-31 $236k 1.0k 225.39
2020-12-31 $306k 1.3k 231.32
2020-09-30 $239k 1.5k 160.33
2020-06-30 $225k 1.6k 141.45
2019-12-31 $259k 1.7k 150.49
2019-09-30 $239k 1.6k 146.39
2019-06-30 $236k 1.6k 145.04
2019-03-31 $224k 1.8k 125.47
2017-03-31 $236k 3.0k 78.59
2016-12-31 $886k 12k 73.57
2016-09-30 $955k 12k 79.30
2016-06-30 $1.5M 19k 81.78
2016-03-31 $1.1M 12k 88.25
2015-12-31 $1.6M 20k 80.43
2015-09-30 $1.6M 20k 80.28
2015-06-30 $1.6M 20k 79.53
2015-03-31 $1.5M 20k 74.91
2014-12-31 $1.3M 20k 64.69
2014-09-30 $1.7M 24k 67.89
2014-06-30 $7.1M 99k 71.81
2014-03-31 $8.2M 104k 79.02
2013-12-31 $388k 5.0k 78.18
2013-09-30 $267k 3.4k 79.39
2013-06-30 $264k 3.4k 77.58