Morningstar shares owned by S.A.C. Capital Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by S.A.C. Capital Advisors
from 13F filings
Historical chart of S.A.C. Capital Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by S.A.C. Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 8.5k | 232.02 |
| 2025-06-30 | $691k | 2.2k | 313.93 |
| 2025-03-31 | $4.7M | 16k | 299.87 |
| 2024-12-31 | $218k | 647 | 336.56 |
| 2024-09-30 | $58k | 181 | 319.82 |
| 2024-03-31 | $602k | 2.0k | 308.38 |
| 2023-12-31 | $2.6M | 8.9k | 286.24 |
| 2022-03-31 | $47k | 173 | 271.68 |
| 2021-12-31 | $207k | 605 | 342.15 |
| 2021-03-31 | $77k | 341 | 225.81 |
| 2020-12-31 | $83k | 357 | 232.49 |
| 2020-09-30 | $210k | 1.3k | 160.43 |
| 2020-03-31 | $37k | 319 | 115.99 |
| 2019-12-31 | $117k | 776 | 150.77 |
| 2019-09-30 | $122k | 838 | 145.58 |
| 2019-06-30 | $60k | 417 | 143.88 |
| 2018-12-31 | $4.0k | 39 | 102.56 |
| 2018-09-30 | $9.0k | 69 | 130.43 |