Morningstar shares owned by State Street Corporation
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by State Street Corporation
from 13F filings
Historical chart of State Street Corporation investment in Morningstar
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Quarterly reported holdings in Morningstar by State Street Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $177M | 763k | 232.01 |
| 2025-06-30 | $246M | 784k | 313.93 |
| 2025-03-31 | $255M | 850k | 299.87 |
| 2024-12-31 | $283M | 842k | 336.76 |
| 2024-09-30 | $257M | 804k | 319.12 |
| 2024-06-30 | $230M | 776k | 295.85 |
| 2024-03-31 | $238M | 771k | 308.37 |
| 2023-12-31 | $212M | 742k | 286.24 |
| 2023-09-30 | $167M | 714k | 234.24 |
| 2023-06-30 | $78M | 399k | 196.07 |
| 2023-03-31 | $80M | 395k | 203.03 |
| 2022-12-31 | $83M | 385k | 216.59 |
| 2022-09-30 | $82M | 388k | 212.32 |
| 2022-06-30 | $91M | 377k | 242.19 |
| 2022-03-31 | $101M | 369k | 273.53 |
| 2021-12-31 | $126M | 368k | 341.99 |
| 2021-09-30 | $92M | 354k | 259.03 |
| 2021-06-30 | $90M | 349k | 257.11 |
| 2021-03-31 | $63M | 279k | 225.04 |
| 2020-12-31 | $66M | 285k | 231.89 |
| 2020-09-30 | $46M | 287k | 160.61 |
| 2020-06-30 | $42M | 298k | 140.97 |
| 2020-03-31 | $34M | 292k | 116.25 |
| 2019-12-31 | $41M | 269k | 151.31 |
| 2019-03-31 | $34M | 271k | 125.99 |
| 2018-12-31 | $32M | 288k | 109.84 |
| 2018-09-30 | $37M | 294k | 125.90 |
| 2018-06-30 | $36M | 277k | 128.26 |
| 2018-03-31 | $28M | 292k | 95.52 |
| 2017-12-31 | $29M | 298k | 96.99 |
| 2017-09-30 | $25M | 291k | 84.96 |
| 2017-06-30 | $22M | 286k | 78.36 |
| 2017-03-31 | $21M | 267k | 78.61 |
| 2016-12-31 | $19M | 261k | 73.54 |
| 2016-09-30 | $20M | 252k | 79.28 |
| 2016-06-30 | $19M | 237k | 81.78 |
| 2016-03-31 | $21M | 240k | 88.29 |
| 2015-12-31 | $19M | 235k | 80.39 |
| 2015-09-30 | $18M | 230k | 80.23 |
| 2015-06-30 | $19M | 235k | 79.55 |
| 2015-03-31 | $18M | 236k | 74.89 |
| 2014-12-31 | $15M | 236k | 64.70 |
| 2014-09-30 | $16M | 233k | 67.90 |
| 2014-06-30 | $18M | 253k | 71.79 |
| 2014-03-31 | $20M | 257k | 79.01 |
| 2013-12-31 | $20M | 317k | 62.82 |
| 2013-09-30 | $21M | 266k | 79.25 |
| 2013-06-30 | $22M | 285k | 77.59 |
| 2013-03-31 | $23M | 326k | 69.92 |
| 2012-12-31 | $20M | 317k | 62.82 |
| 2012-09-30 | $20M | 313k | 62.65 |
| 2012-03-31 | $18M | 281k | 63.05 |
| 2011-12-31 | $16M | 275k | 59.46 |
| 2011-09-30 | $15M | 262k | 56.44 |
| 2011-03-31 | $14M | 245k | 58.37 |
| 2010-12-31 | $13M | 236k | 53.09 |