Morningstar shares owned by Renaissance Technologies
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Renaissance Technologies
from 13F filings
Historical chart of Renaissance Technologies investment in Morningstar
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Quarterly reported holdings in Morningstar by Renaissance Technologies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107M | 461k | 232.01 |
| 2025-06-30 | $83M | 265k | 313.93 |
| 2025-03-31 | $71M | 235k | 299.87 |
| 2024-12-31 | $63M | 188k | 336.76 |
| 2024-09-30 | $59M | 184k | 319.12 |
| 2024-06-30 | $52M | 177k | 295.85 |
| 2024-03-31 | $58M | 187k | 308.37 |
| 2023-12-31 | $62M | 216k | 286.24 |
| 2023-09-30 | $62M | 265k | 234.24 |
| 2023-06-30 | $57M | 293k | 196.07 |
| 2023-03-31 | $63M | 312k | 203.03 |
| 2022-12-31 | $74M | 341k | 216.59 |
| 2022-09-30 | $78M | 369k | 212.32 |
| 2022-06-30 | $95M | 394k | 241.83 |
| 2022-03-31 | $114M | 416k | 273.17 |
| 2021-12-31 | $141M | 411k | 341.99 |
| 2021-09-30 | $117M | 450k | 259.03 |
| 2021-06-30 | $122M | 476k | 257.11 |
| 2021-03-31 | $114M | 506k | 225.04 |
| 2020-12-31 | $139M | 602k | 231.57 |
| 2020-09-30 | $116M | 724k | 160.61 |
| 2020-06-30 | $107M | 760k | 140.97 |
| 2020-03-31 | $83M | 718k | 116.25 |
| 2019-12-31 | $103M | 684k | 151.31 |
| 2019-09-30 | $97M | 666k | 146.14 |
| 2019-06-30 | $93M | 644k | 144.64 |
| 2019-03-31 | $88M | 696k | 125.99 |
| 2018-12-31 | $76M | 692k | 109.84 |
| 2018-09-30 | $81M | 644k | 125.90 |
| 2018-06-30 | $77M | 601k | 128.25 |
| 2018-03-31 | $52M | 546k | 95.52 |
| 2017-12-31 | $54M | 558k | 96.97 |
| 2017-09-30 | $48M | 569k | 84.99 |
| 2017-06-30 | $46M | 591k | 78.34 |
| 2017-03-31 | $46M | 586k | 78.60 |
| 2016-12-31 | $46M | 626k | 73.56 |
| 2016-09-30 | $49M | 618k | 79.27 |
| 2016-06-30 | $50M | 616k | 81.78 |
| 2016-03-31 | $52M | 586k | 88.27 |
| 2015-12-31 | $42M | 522k | 80.41 |
| 2015-09-30 | $34M | 422k | 80.26 |
| 2015-03-31 | $29M | 389k | 74.91 |
| 2014-12-31 | $27M | 416k | 64.71 |
| 2014-09-30 | $29M | 433k | 67.90 |
| 2014-06-30 | $29M | 406k | 71.81 |
| 2014-03-31 | $27M | 346k | 79.02 |
| 2013-09-30 | $13M | 159k | 79.26 |
| 2013-06-30 | $11M | 137k | 77.58 |
| 2013-03-31 | $7.9M | 113k | 69.92 |
| 2012-12-31 | $6.7M | 106k | 62.83 |
| 2012-06-30 | $5.0M | 87k | 57.84 |
| 2012-03-31 | $5.0M | 79k | 63.05 |
| 2011-12-31 | $1.2M | 20k | 59.45 |
| 2011-03-31 | $502k | 8.6k | 58.37 |
| 2010-12-31 | $1.1M | 20k | 53.07 |