MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

MORGAN STANLEY's Holding History (CIK: 0000895421)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,006,325 Value ($000) $435,995 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 1,958,965 Value ($000) $454,500 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 2,072,978 Value ($000) $650,771 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 2,101,105 Value ($000) $630,059 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 2,056,910 Value ($000) $692,685 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 2,076,534 Value ($000) $662,664 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 2,020,233 Value ($000) $597,687 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 1,936,979 Value ($000) $597,306 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 1,936,055 Value ($000) $554,177 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 1,957,310 Value ($000) $458,481 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 1,938,191 Value ($000) $380,022 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 1,621,162 Value ($000) $329,145 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 1,219,174 Value ($000) $264,061 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 155,286 Value ($000) $32,970 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 182,291 Value ($000) $44,083 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 71,251 Value ($000) $19,463 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 99,437 Value ($000) $34,005 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 102,988 Value ($000) $26,677 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 94,944 Value ($000) $24,411 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 68,164 Value ($000) $15,341 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 65,738 Value ($000) $15,222 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 48,144 Value ($000) $7,732 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 47,341 Value ($000) $6,673 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 41,310 Value ($000) $4,802 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 39,301 Value ($000) $5,947 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 61,645 Value ($000) $9,009 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 34,281 Value ($000) $4,958 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 38,242 Value ($000) $4,817 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 33,055 Value ($000) $3,631 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 40,127 Value ($000) $5,053 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 30,677 Value ($000) $3,934 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 67,438 Value ($000) $6,441 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 58,512 Value ($000) $5,674 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 53,844 Value ($000) $4,576 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 72,442 Value ($000) $5,674 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 63,337 Value ($000) $4,978 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 99,605 Value ($000) $7,327 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 111,385 Value ($000) $8,829 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 91,513 Value ($000) $7,484 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 68,163 Value ($000) $6,017 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 96,625 Value ($000) $7,769 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 75,091 Value ($000) $6,027 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 60,871 Value ($000) $4,842 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 55,636 Value ($000) $4,168 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 50,485 Value ($000) $3,267 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 10,186 Value ($000) $691 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 21,822 Value ($000) $1,567 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 28,763 Value ($000) $2,273 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 78,997 Value ($000) $6,168 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 2,706,901 Value ($000) $214,549 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 2,763,526 Value ($000) $214,393 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,006,325	$435,995	$216.57	$202.89 - $233.46
Q3 2025	1,958,965	$454,500	$266.56	$230.09 - $313.40
Q2 2025	2,072,978	$650,771	$296.03	$250.34 - $316.71
Q1 2025	2,101,105	$630,059	$314.89	$278.64 - $338.50
Q4 2024	2,056,910	$692,685	$341.38	$312.59 - $365.00
Q3 2024	2,076,534	$662,664	$310.75	$294.45 - $330.22
Q2 2024	2,020,233	$597,687	$295.99	$281.37 - $316.06
Q1 2024	1,936,979	$597,306	$288.05	$269.51 - $316.05
Q4 2023	1,936,055	$554,177	$260.56	$219.45 - $289.17
Q3 2023	1,957,310	$458,481	$225.76	$188.97 - $257.28
Q2 2023	1,938,191	$380,022	$198.02	$163.28 - $210.95
Q1 2023	1,621,162	$329,145	$219.87	$180.99 - $259.28
Q4 2022	1,219,174	$264,061	$227.96	$207.11 - $252.04
Q3 2022	155,286	$32,970	$237.81	$208.48 - $261.16
Q2 2022	182,291	$44,083	$252.01	$218.25 - $293.64
Q1 2022	71,251	$19,463	$282.62	$251.56 - $343.54
Q4 2021	99,437	$34,005	$309.54	$253.81 - $350.21
Q3 2021	102,988	$26,677	$262.72	$242.31 - $288.54
Q2 2021	94,944	$24,411	$242.63	$224.56 - $270.08
Q1 2021	68,164	$15,341	$234.34	$213.55 - $255.75
Q4 2020	65,738	$15,222	$198.64	$159.23 - $232.06
Q3 2020	48,144	$7,732	$157.98	$140.37 - $178.57
Q2 2020	47,341	$6,673	$141.17	$109.25 - $165.19
Q1 2020	41,310	$4,802	$144.90	$102.59 - $166.59
Q4 2019	39,301	$5,947	$153.53	$141.94 - $163.94
Q3 2019	61,645	$9,009	$153.95	$144.37 - $162.53
Q2 2019	34,281	$4,958	$138.03	$126.26 - $149.70
Q1 2019	38,242	$4,817	$120.22	$99.67 - $129.99
Q4 2018	33,055	$3,631	$117.21	$104.56 - $133.74
Q3 2018	40,127	$5,053	$134.79	$125.47 - $144.34
Q2 2018	30,677	$3,934	$114.36	$93.30 - $134.95
Q1 2018	67,438	$6,441	$96.16	$90.00 - $103.46
Q4 2017	58,512	$5,674	$90.03	$82.64 - $99.11
Q3 2017	53,844	$4,576	$81.52	$77.46 - $85.58
Q2 2017	72,442	$5,674	$75.47	$68.43 - $79.55
Q1 2017	63,337	$4,978	$77.78	$72.85 - $81.97
Q4 2016	99,605	$7,327	$73.51	$67.74 - $79.30
Q3 2016	111,385	$8,829	$82.20	$73.84 - $85.49
Q2 2016	91,513	$7,484	$83.58	$76.57 - $89.44
Q1 2016	68,163	$6,017	$79.71	$74.78 - $88.66
Q4 2015	96,625	$7,769	$81.02	$77.61 - $84.99
Q3 2015	75,091	$6,027	$81.64	$76.60 - $86.88
Q2 2015	60,871	$4,842	$76.58	$71.89 - $80.93
Q1 2015	55,636	$4,168	$70.94	$62.14 - $78.51
Q4 2014	50,485	$3,267	$66.23	$61.03 - $71.08
Q3 2014	10,186	$691	$68.45	$66.30 - $72.76
Q2 2014	21,822	$1,567	$73.12	$67.77 - $80.00
Q1 2014	28,763	$2,273	$79.64	$73.97 - $84.05
Q4 2013	78,997	$6,168	$79.53	$73.40 - $85.97
Q3 2013	2,706,901	$214,549	$77.30	$74.19 - $80.00
Q2 2013	2,763,526	$214,393	$69.29	$63.01 - $77.83