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Morningstar shares owned by Universal- Beteiligungs- und Servicegesellschaft mbH

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Universal- Beteiligungs- und Servicegesellschaft mbH from 13F filings

Historical chart of Universal- Beteiligungs- und Servicegesellschaft mbH investment in Morningstar

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All positions including Morningstar held by Universal- Beteiligungs- und Servicegesellschaft mbH consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Universal- Beteiligungs- und Servicegesellschaft mbH

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 8.8k 217.67
2025-09-30 $1.6M 6.9k 232.01
2025-06-30 $2.8M 8.9k 313.93
2025-03-31 $803k 2.7k 299.87