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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
2024-03-31 $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