MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

RENAISSANCE TECHNOLOGIES LLC's Holding History (CIK: 0001037389)

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

Q4 2025

Shares 323,770 Value ($000) $70,358 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 460,770 Value ($000) $106,903 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 265,170 Value ($000) $83,245 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 235,270 Value ($000) $70,550 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 188,370 Value ($000) $63,435 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 183,470 Value ($000) $58,549 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 176,870 Value ($000) $52,327 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 186,500 Value ($000) $58 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 215,900 Value ($000) $62 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 264,800 Value ($000) $62 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 292,800 Value ($000) $57 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 311,600 Value ($000) $63 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 341,370 Value ($000) $74 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 369,070 Value ($000) $78,361 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 394,370 Value ($000) $95,370 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 415,570 Value ($000) $113,521 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 410,900 Value ($000) $140,524 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 450,170 Value ($000) $116,608 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 475,570 Value ($000) $122,274 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 505,970 Value ($000) $113,863 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 601,670 Value ($000) $139,329 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 724,370 Value ($000) $116,341 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 759,470 Value ($000) $107,062 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 717,570 Value ($000) $83,418 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 683,516 Value ($000) $103,423 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 665,870 Value ($000) $97,310 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 643,770 Value ($000) $93,115 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 696,270 Value ($000) $87,723 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 691,570 Value ($000) $75,962 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 643,770 Value ($000) $81,051 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 600,900 Value ($000) $77,065 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 545,900 Value ($000) $52,144 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 557,900 Value ($000) $54,100 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 568,800 Value ($000) $48,342 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 591,100 Value ($000) $46,307 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 586,200 Value ($000) $46,075 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 626,100 Value ($000) $46,056 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 618,100 Value ($000) $48,997 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 615,800 Value ($000) $50,360 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 586,300 Value ($000) $51,753 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 521,700 Value ($000) $41,950 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 422,200 Value ($000) $33,886 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 398,500 Value ($000) $31,701 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 388,600 Value ($000) $29,110 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 416,273 Value ($000) $26,937 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 433,000 Value ($000) $29,401 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 406,038 Value ($000) $29,158 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 345,800 Value ($000) $27,325 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 343,437 Value ($000) $26,819 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 158,600 Value ($000) $12,571 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 137,000 Value ($000) $10,628 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	323,770	$70,358	$216.57	$202.89 - $233.46
Q3 2025	460,770	$106,903	$266.56	$230.09 - $313.40
Q2 2025	265,170	$83,245	$296.03	$250.34 - $316.71
Q1 2025	235,270	$70,550	$314.89	$278.64 - $338.50
Q4 2024	188,370	$63,435	$341.38	$312.59 - $365.00
Q3 2024	183,470	$58,549	$310.75	$294.45 - $330.22
Q2 2024	176,870	$52,327	$295.99	$281.37 - $316.06
Q1 2024	186,500	$58	$288.05	$269.51 - $316.05
Q4 2023	215,900	$62	$260.56	$219.45 - $289.17
Q3 2023	264,800	$62	$225.76	$188.97 - $257.28
Q2 2023	292,800	$57	$198.02	$163.28 - $210.95
Q1 2023	311,600	$63	$219.87	$180.99 - $259.28
Q4 2022	341,370	$74	$227.96	$207.11 - $252.04
Q3 2022	369,070	$78,361	$237.81	$208.48 - $261.16
Q2 2022	394,370	$95,370	$252.01	$218.25 - $293.64
Q1 2022	415,570	$113,521	$282.62	$251.56 - $343.54
Q4 2021	410,900	$140,524	$309.54	$253.81 - $350.21
Q3 2021	450,170	$116,608	$262.72	$242.31 - $288.54
Q2 2021	475,570	$122,274	$242.63	$224.56 - $270.08
Q1 2021	505,970	$113,863	$234.34	$213.55 - $255.75
Q4 2020	601,670	$139,329	$198.64	$159.23 - $232.06
Q3 2020	724,370	$116,341	$157.98	$140.37 - $178.57
Q2 2020	759,470	$107,062	$141.17	$109.25 - $165.19
Q1 2020	717,570	$83,418	$144.90	$102.59 - $166.59
Q4 2019	683,516	$103,423	$153.53	$141.94 - $163.94
Q3 2019	665,870	$97,310	$153.95	$144.37 - $162.53
Q2 2019	643,770	$93,115	$138.03	$126.26 - $149.70
Q1 2019	696,270	$87,723	$120.22	$99.67 - $129.99
Q4 2018	691,570	$75,962	$117.21	$104.56 - $133.74
Q3 2018	643,770	$81,051	$134.79	$125.47 - $144.34
Q2 2018	600,900	$77,065	$114.36	$93.30 - $134.95
Q1 2018	545,900	$52,144	$96.16	$90.00 - $103.46
Q4 2017	557,900	$54,100	$90.03	$82.64 - $99.11
Q3 2017	568,800	$48,342	$81.52	$77.46 - $85.58
Q2 2017	591,100	$46,307	$75.47	$68.43 - $79.55
Q1 2017	586,200	$46,075	$77.78	$72.85 - $81.97
Q4 2016	626,100	$46,056	$73.51	$67.74 - $79.30
Q3 2016	618,100	$48,997	$82.20	$73.84 - $85.49
Q2 2016	615,800	$50,360	$83.58	$76.57 - $89.44
Q1 2016	586,300	$51,753	$79.71	$74.78 - $88.66
Q4 2015	521,700	$41,950	$81.02	$77.61 - $84.99
Q3 2015	422,200	$33,886	$81.64	$76.60 - $86.88
Q2 2015	398,500	$31,701	$76.58	$71.89 - $80.93
Q1 2015	388,600	$29,110	$70.94	$62.14 - $78.51
Q4 2014	416,273	$26,937	$66.23	$61.03 - $71.08
Q3 2014	433,000	$29,401	$68.45	$66.30 - $72.76
Q2 2014	406,038	$29,158	$73.12	$67.77 - $80.00
Q1 2014	345,800	$27,325	$79.64	$73.97 - $84.05
Q4 2013	343,437	$26,819	$79.53	$73.40 - $85.97
Q3 2013	158,600	$12,571	$77.30	$74.19 - $80.00
Q2 2013	137,000	$10,628	$69.29	$63.01 - $77.83