Morningstar shares owned by SG Americas Securities
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by SG Americas Securities
from 13F filings
Historical chart of SG Americas Securities investment in Morningstar
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Quarterly reported holdings in Morningstar by SG Americas Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.3M | 15k | 217.30 |
| 2025-09-30 | $748k | 3.2k | 232.15 |
| 2025-06-30 | $448k | 1.4k | 313.73 |
| 2025-03-31 | $737k | 2.5k | 299.84 |
| 2024-12-31 | $215k | 639 | 336.46 |
| 2024-09-30 | $649k | 2.0k | 319.08 |
| 2024-06-30 | $567k | 1.9k | 295.77 |
| 2024-03-31 | $4.1M | 13k | 308.36 |
| 2023-12-31 | $623k | 2.2k | 286.04 |
| 2023-09-30 | $177k | 754 | 234.75 |
| 2023-06-30 | $297k | 1.5k | 196.30 |
| 2023-03-31 | $228k | 1.1k | 202.67 |
| 2022-09-30 | $165k | 776 | 212.63 |
| 2022-06-30 | $238k | 985 | 241.62 |
| 2022-03-31 | $273k | 998 | 273.55 |
| 2021-12-31 | $8.7M | 25k | 341.98 |
| 2021-09-30 | $488k | 1.9k | 258.89 |
| 2021-06-30 | $712k | 2.8k | 257.04 |
| 2021-03-31 | $141k | 626 | 225.24 |
| 2020-12-31 | $213k | 921 | 231.27 |
| 2019-12-31 | $121k | 798 | 151.63 |
| 2019-09-30 | $162k | 1.1k | 145.81 |
| 2019-06-30 | $133k | 921 | 144.41 |
| 2019-03-31 | $401k | 3.2k | 125.90 |
| 2018-12-31 | $2.9M | 26k | 109.83 |
| 2018-09-30 | $171k | 1.4k | 126.01 |
| 2018-06-30 | $150k | 1.2k | 128.64 |
| 2018-03-31 | $125k | 1.3k | 95.35 |
| 2017-12-31 | $108k | 1.1k | 97.21 |
| 2017-09-30 | $128k | 1.5k | 85.22 |
| 2016-06-30 | $102k | 1.3k | 81.47 |
| 2016-03-31 | $135k | 1.5k | 88.06 |
| 2015-12-31 | $118k | 1.5k | 80.33 |
| 2015-09-30 | $127k | 1.6k | 80.33 |
| 2014-03-31 | $465k | 5.9k | 78.95 |
| 2012-03-31 | $101k | 1.6k | 63.12 |