Morningstar shares owned by Wellington Management Company
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Morningstar
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Quarterly reported holdings in Morningstar by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142M | 613k | 232.01 |
| 2025-06-30 | $245M | 781k | 313.93 |
| 2025-03-31 | $324M | 1.1M | 299.87 |
| 2024-12-31 | $364M | 1.1M | 336.76 |
| 2024-09-30 | $303M | 951k | 319.12 |
| 2024-06-30 | $280M | 945k | 295.85 |
| 2024-03-31 | $244M | 790k | 308.37 |
| 2023-12-31 | $146M | 510k | 286.24 |
| 2023-09-30 | $82M | 349k | 234.24 |
| 2022-03-31 | $571k | 2.1k | 273.21 |
| 2021-06-30 | $471k | 1.8k | 257.24 |
| 2016-09-30 | $276k | 3.5k | 79.13 |
| 2014-03-31 | $482k | 6.1k | 79.01 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company