Morningstar shares owned by Stifel Financial
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Morningstar
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Quarterly reported holdings in Morningstar by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 15k | 232.01 |
| 2025-06-30 | $4.2M | 14k | 313.93 |
| 2025-03-31 | $4.6M | 15k | 299.87 |
| 2024-12-31 | $6.3M | 19k | 336.76 |
| 2024-09-30 | $5.9M | 18k | 319.12 |
| 2024-06-30 | $5.6M | 19k | 295.85 |
| 2024-03-31 | $5.7M | 19k | 308.37 |
| 2023-12-31 | $5.2M | 18k | 286.24 |
| 2023-09-30 | $4.2M | 18k | 234.24 |
| 2023-06-30 | $3.6M | 18k | 196.07 |
| 2023-03-31 | $2.5M | 12k | 203.03 |
| 2022-12-31 | $2.7M | 13k | 216.59 |
| 2022-09-30 | $2.9M | 14k | 211.54 |
| 2022-06-30 | $3.3M | 14k | 240.38 |
| 2022-03-31 | $3.7M | 14k | 269.23 |
| 2021-12-31 | $5.7M | 17k | 339.81 |
| 2021-09-30 | $4.5M | 17k | 262.14 |
| 2021-06-30 | $4.4M | 17k | 252.43 |
| 2021-03-31 | $3.9M | 17k | 222.22 |
| 2020-12-31 | $4.2M | 18k | 234.04 |
| 2020-09-30 | $2.9M | 18k | 160.79 |
| 2020-06-30 | $2.8M | 19k | 143.17 |
| 2020-03-31 | $2.0M | 17k | 115.38 |
| 2019-12-31 | $2.4M | 16k | 149.64 |
| 2019-09-30 | $2.2M | 15k | 147.98 |
| 2019-06-30 | $2.0M | 14k | 143.94 |
| 2019-03-31 | $1.8M | 14k | 127.80 |
| 2018-12-31 | $1.5M | 13k | 109.87 |
| 2018-09-30 | $1.4M | 11k | 127.80 |
| 2018-06-30 | $1.0M | 7.9k | 128.62 |
| 2018-03-31 | $647k | 6.8k | 95.00 |
| 2017-12-31 | $476k | 4.9k | 96.67 |
| 2017-09-30 | $272k | 3.2k | 83.74 |
| 2017-03-31 | $293k | 3.7k | 79.27 |
| 2016-12-31 | $275k | 3.7k | 73.59 |
| 2016-03-31 | $397k | 4.5k | 87.87 |
| 2015-12-31 | $250k | 3.5k | 71.43 |
| 2015-09-30 | $354k | 4.5k | 79.27 |
| 2015-06-30 | $236k | 3.3k | 71.43 |
| 2015-03-31 | $242k | 3.5k | 68.97 |
| 2014-12-31 | $215k | 3.3k | 64.52 |
| 2014-09-30 | $539k | 8.0k | 67.42 |
| 2014-06-30 | $586k | 8.7k | 67.42 |
| 2014-03-31 | $701k | 9.2k | 76.09 |