Morningstar shares owned by Swiss National Bank
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Swiss National Bank
from 13F filings
Historical chart of Swiss National Bank investment in Morningstar
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All positions including Morningstar held by Swiss National Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Swiss National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 54k | 319.12 |
| 2024-06-30 | $16M | 55k | 295.85 |
| 2024-03-31 | $16M | 51k | 308.37 |
| 2023-12-31 | $15M | 51k | 286.24 |
| 2023-09-30 | $13M | 56k | 234.24 |
| 2023-06-30 | $11M | 56k | 196.07 |
| 2023-03-31 | $11M | 55k | 203.03 |
| 2022-12-31 | $13M | 62k | 216.59 |
| 2022-09-30 | $13M | 61k | 212.32 |
| 2022-06-30 | $15M | 61k | 241.83 |
| 2022-03-31 | $15M | 56k | 273.17 |
| 2021-12-31 | $18M | 52k | 342.00 |
| 2021-09-30 | $14M | 52k | 259.02 |
| 2021-06-30 | $13M | 52k | 257.10 |
| 2021-03-31 | $12M | 54k | 225.04 |
| 2020-12-31 | $12M | 53k | 231.58 |
| 2020-09-30 | $8.6M | 53k | 160.62 |
| 2020-06-30 | $7.4M | 53k | 140.97 |
| 2020-03-31 | $4.3M | 37k | 116.26 |
| 2019-12-31 | $5.6M | 37k | 151.30 |
| 2019-09-30 | $5.3M | 36k | 146.14 |
| 2019-06-30 | $5.2M | 36k | 144.65 |
| 2019-03-31 | $4.4M | 35k | 126.00 |
| 2018-12-31 | $3.7M | 34k | 109.85 |
| 2018-09-30 | $4.2M | 33k | 125.90 |
| 2018-06-30 | $4.3M | 33k | 128.26 |
| 2018-03-31 | $3.2M | 33k | 95.51 |
| 2017-12-31 | $3.2M | 33k | 96.97 |
| 2017-09-30 | $2.8M | 33k | 84.98 |
| 2017-06-30 | $2.6M | 33k | 78.35 |
| 2017-03-31 | $2.5M | 32k | 78.61 |
| 2016-12-31 | $2.3M | 32k | 73.54 |
| 2016-09-30 | $2.5M | 32k | 79.27 |
| 2016-06-30 | $2.7M | 33k | 81.77 |
| 2016-03-31 | $2.8M | 33k | 85.29 |
| 2015-12-31 | $2.2M | 27k | 80.41 |
| 2015-09-30 | $2.2M | 27k | 80.26 |
| 2015-06-30 | $1.9M | 24k | 79.53 |
| 2015-03-31 | $1.8M | 24k | 74.92 |
| 2014-12-31 | $1.5M | 23k | 64.70 |
| 2014-09-30 | $1.5M | 23k | 67.89 |
| 2014-06-30 | $1.7M | 23k | 71.82 |
| 2014-03-31 | $2.0M | 26k | 79.02 |
| 2013-12-31 | $1.6M | 20k | 78.07 |
| 2013-09-30 | $1.6M | 20k | 79.26 |
| 2013-06-30 | $1.5M | 20k | 77.56 |