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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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All positions including Morningstar held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Wellington Management Company

Quarter filed Position value Share count Share price at filing
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