Fisher Investments »

Morningstar shares owned by Fisher Investments

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

Historical chart of Fisher Investments investment in Morningstar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Fisher Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 20k 308.37
2023-12-31 $6.5M 23k 286.24
2023-09-30 $6.7M 29k 234.24
2023-06-30 $5.6M 29k 196.07
2023-03-31 $5.2M 26k 203.03
2022-12-31 $5.5M 25k 216.59
2022-09-30 $6.1M 29k 212.31
2022-06-30 $6.7M 28k 241.83
2022-03-31 $5.7M 21k 273.16
2021-12-31 $6.3M 19k 341.97
2021-09-30 $6.3M 24k 259.01
2021-06-30 $6.3M 24k 257.12
2021-03-31 $5.5M 24k 225.06
2020-12-31 $5.6M 24k 231.57
2020-09-30 $4.2M 26k 160.61
2020-06-30 $3.7M 26k 140.96
2020-03-31 $2.9M 25k 116.25
2019-12-31 $3.5M 23k 151.29
2019-09-30 $6.5M 44k 146.15
2019-06-30 $5.6M 39k 144.64
2019-03-31 $3.7M 29k 125.98
2018-12-31 $3.2M 29k 109.85
2018-09-30 $3.7M 29k 125.88
2018-06-30 $5.3M 42k 128.25
2018-03-31 $6.8M 72k 95.52
2017-12-31 $3.7M 38k 96.96
2017-09-30 $3.2M 38k 84.99