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Morningstar shares owned by Barclays

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Barclays from 13F filings

Historical chart of Barclays investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Barclays

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 35k 308.38
2023-12-31 $6.8M 24k 286.18
2023-09-30 $23M 98k 234.24
2023-06-30 $8.3M 42k 196.16
2023-03-31 $2.1M 10k 203.45
2022-12-31 $2.3M 10k 216.58
2022-09-30 $3.3M 16k 212.41
2022-06-30 $5.1M 21k 241.70
2022-03-31 $6.0M 22k 273.19
2021-12-31 $3.1M 9.0k 342.02
2021-09-30 $3.1M 12k 259.05
2021-06-30 $3.3M 13k 257.18
2021-03-31 $2.7M 12k 225.14
2020-12-31 $1.7M 7.3k 231.59
2020-09-30 $14k 86 162.79
2020-06-30 $2.1M 15k 141.00
2020-03-31 $70k 600 116.20
2019-12-31 $733k 4.8k 151.35
2019-09-30 $2.1M 14k 146.09
2019-06-30 $1.5M 10k 144.63
2019-03-31 $3.1M 25k 126.02
2018-12-31 $1.7M 16k 109.89
2018-09-30 $2.3M 18k 125.90
2018-06-30 $919k 7.2k 128.26
2018-03-31 $97k 1.0k 95.86
2017-12-31 $271k 2.8k 97.70
2017-09-30 $612k 7.2k 84.94
2017-06-30 $645k 8.3k 78.12
2017-03-31 $376k 4.4k 84.51
2016-12-31 $427k 5.8k 73.98
2016-09-30 $73k 867 84.62
2016-06-30 $98k 1.2k 81.56
2016-03-31 $151k 1.7k 90.00
2015-12-31 $25k 309 80.91
2015-09-30 $24k 305 78.69
2015-06-30 $24k 308 77.92
2015-03-31 $72k 970 74.23
2014-12-31 $17k 271 62.96
2014-09-30 $48k 719 66.67
2014-06-30 $152k 2.2k 70.80
2014-03-31 $82k 1.0k 79.07
2013-12-31 $93k 1.2k 80.00
2013-09-30 $73k 913 80.00
2013-06-30 $357k 4.6k 77.59
2013-03-31 $74k 1.1k 70.01
2012-12-31 $92k 1.5k 63.08
2012-09-30 $95k 1.5k 62.56
2012-03-31 $69k 760 90.91
2011-12-31 $46k 774 59.43
2011-09-30 $34k 601 56.57
2011-06-30 $240k 3.9k 61.04
2011-03-31 $126k 2.2k 58.42
2010-12-31 $716k 14k 53.03