The Vanguard Group 13D and 13G filings for Morningstar, Inc.:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2024-02-13 5:09 pm Purchase |
2023-12-29 | 13G | Morningstar, Inc. MORN |
The Vanguard Group | 2,576,670 6.030% |
102,037 (+4.12%) |
Filing |
| 2023-02-09 11:27 am Purchase |
2022-12-30 | 13G | Morningstar, Inc. MORN |
The Vanguard Group | 2,474,633 5.830% |
201,387 (+8.86%) |
Filing |
| 2022-02-10 08:27 am Purchase |
2021-12-31 | 13G | Morningstar, Inc. MORN |
The Vanguard Group | 2,273,246 5.270% |
2,273,246 (New Position) |
Filing |