Morningstar shares owned by Citadel Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Citadel Advisors
from 13F filings
Historical chart of Citadel Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Citadel Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 3.8k | 308.37 |
| 2023-12-31 | $17M | 59k | 286.24 |
| 2023-09-30 | $16M | 66k | 234.24 |
| 2023-06-30 | $15M | 78k | 196.07 |
| 2023-03-31 | $5.5M | 27k | 203.03 |
| 2022-12-31 | $4.8M | 22k | 216.59 |
| 2022-06-30 | $6.9M | 29k | 241.64 |
| 2022-03-31 | $6.0M | 22k | 273.12 |
| 2021-12-31 | $3.5M | 10k | 342.18 |
| 2021-09-30 | $5.0M | 19k | 259.06 |
| 2021-06-30 | $3.9M | 15k | 257.04 |
| 2021-03-31 | $8.1M | 36k | 225.00 |
| 2020-12-31 | $4.1M | 18k | 231.82 |
| 2020-09-30 | $10M | 64k | 160.61 |
| 2020-06-30 | $5.5M | 39k | 140.96 |
| 2020-03-31 | $2.4M | 21k | 116.32 |
| 2019-12-31 | $8.2M | 54k | 151.31 |
| 2019-09-30 | $5.2M | 36k | 146.12 |
| 2019-06-30 | $3.7M | 26k | 144.70 |
| 2019-03-31 | $11M | 87k | 126.01 |
| 2018-12-31 | $3.7M | 33k | 109.82 |
| 2018-09-30 | $4.0M | 32k | 125.87 |
| 2018-06-30 | $2.4M | 19k | 128.22 |
| 2018-03-31 | $5.9M | 62k | 95.51 |
| 2017-12-31 | $4.0M | 42k | 96.95 |
| 2017-09-30 | $3.2M | 38k | 84.87 |
| 2017-06-30 | $3.2M | 42k | 78.34 |
| 2017-03-31 | $4.2M | 53k | 78.64 |
| 2016-12-31 | $4.5M | 61k | 73.55 |
| 2016-09-30 | $3.8M | 48k | 79.29 |
| 2016-06-30 | $3.8M | 47k | 81.78 |
| 2016-03-31 | $2.2M | 25k | 88.27 |
| 2015-12-31 | $3.2M | 40k | 80.40 |
| 2015-09-30 | $2.0M | 25k | 80.26 |
| 2015-03-31 | $3.6M | 48k | 74.91 |
| 2014-12-31 | $3.9M | 60k | 64.71 |
| 2014-09-30 | $4.0M | 59k | 67.89 |
| 2014-06-30 | $3.0M | 42k | 71.80 |
| 2014-03-31 | $5.6M | 71k | 79.03 |
| 2013-12-31 | $5.2M | 66k | 78.10 |
| 2013-09-30 | $3.8M | 48k | 79.26 |
| 2013-06-30 | $1.0M | 13k | 77.55 |
| 2013-03-31 | $252k | 3.6k | 69.90 |
| 2012-12-31 | $3.0M | 48k | 62.82 |
| 2012-09-30 | $2.9M | 46k | 62.64 |
| 2012-06-30 | $874k | 15k | 57.88 |
| 2012-03-31 | $86k | 1.4k | 63.28 |
| 2011-09-30 | $2.0k | 34 | 58.82 |
| 2011-06-30 | $164k | 2.7k | 60.91 |
| 2011-03-31 | $452k | 7.8k | 58.06 |
| 2010-12-31 | $67k | 1.3k | 53.22 |