Morningstar shares owned by Twinbeech Capital
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Twinbeech Capital
from 13F filings
Historical chart of Twinbeech Capital investment in Morningstar
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All positions including Morningstar held by Twinbeech Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Twinbeech Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 7.4k | 169.05 |
| 2025-03-31 | $714k | 2.4k | 299.87 |
| 2023-06-30 | $4.4M | 22k | 196.07 |
| 2022-12-31 | $2.0M | 9.4k | 216.59 |
| 2021-03-31 | $619k | 2.8k | 225.09 |