Morningstar shares owned by Schroder Investment Management Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Schroder Investment Management Group
from 13F filings
Historical chart of Schroder Investment Management Group investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Schroder Investment Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Schroder Investment Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 168k | 234.12 |
| 2025-06-30 | $52M | 167k | 313.01 |
| 2025-03-31 | $33M | 111k | 296.11 |
| 2024-12-31 | $34M | 100k | 337.67 |
| 2016-03-31 | $1.6M | 18k | 87.50 |
| 2014-12-31 | $1.1M | 17k | 64.70 |
| 2014-09-30 | $1.5M | 23k | 67.90 |
| 2014-06-30 | $1.6M | 23k | 71.81 |
| 2014-03-31 | $6.0M | 76k | 79.02 |
| 2013-12-31 | $3.6M | 47k | 78.09 |
| 2013-09-30 | $4.5M | 57k | 79.26 |
| 2013-06-30 | $310k | 4.0k | 77.58 |
| 2013-03-31 | $140k | 2.0k | 69.92 |
More positions owned by Schroder Investment Management Group
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