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Morningstar shares owned by Royal Bank of Canada

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Royal Bank of Canada from 13F filings

Historical chart of Royal Bank of Canada investment in Morningstar

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All positions including Morningstar held by Royal Bank of Canada consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Royal Bank of Canada

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 35k 232.04
2025-06-30 $33M 104k 313.97
2025-03-31 $11M 37k 299.85
2024-12-31 $6.0M 18k 336.70
2024-09-30 $4.4M 14k 318.99
2024-06-30 $1.0M 3.5k 296.12
2024-03-31 $252k 814 309.01
2023-12-31 $482k 1.7k 286.45
2023-09-30 $353k 1.5k 233.33
2023-06-30 $344k 1.8k 196.04
2022-12-31 $639k 3.2k 200.00
2022-09-30 $656k 3.0k 222.22
2021-06-30 $2.7M 11k 257.01
2021-03-31 $1.2M 5.5k 224.84
2020-12-31 $1.3M 5.6k 231.26
2020-09-30 $1.1M 6.9k 161.29
2020-06-30 $645k 4.6k 141.06
2020-03-31 $590k 5.1k 116.26
2019-12-31 $1.0M 6.6k 151.31
2019-09-30 $856k 5.9k 146.24
2019-03-31 $444k 3.5k 125.91
2018-12-31 $365k 3.3k 108.84
2018-09-30 $360k 3.0k 120.00
2018-06-30 $332k 2.6k 126.76
2018-03-31 $226k 2.4k 95.50
2017-12-31 $220k 2.3k 97.00
2016-12-31 $293k 2.1k 142.86
2016-09-30 $240k 3.0k 79.34
2016-06-30 $499k 6.1k 81.90
2016-03-31 $229k 2.8k 81.08
2015-12-31 $408k 5.1k 80.38
2015-09-30 $1.1M 13k 80.24
2015-03-31 $941k 13k 74.91
2014-12-31 $908k 14k 64.70
2014-09-30 $279k 4.1k 67.89
2014-06-30 $1.1M 16k 71.78
2014-03-31 $751k 9.5k 79.09
2013-12-31 $1.9M 24k 78.08
2013-09-30 $852k 11k 79.42
2011-09-30 $124k 2.2k 56.50
2011-06-30 $134k 2.2k 61.00