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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

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All positions including Morningstar held by Schroder Investment Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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