MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CITADEL ADVISORS LLC's Holding History (CIK: 0001423053)

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

Q3 2025

Shares 84,318 Value ($000) $19,563 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 47,548 Value ($000) $14,927 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 107,782 Value ($000) $32,321 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 105,357 Value ($000) $35,480 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 118,070 Value ($000) $37,678 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 85,910 Value ($000) $25,416 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 108 Value ($000) $33 Avg Close $288.05 Range $269.51 - $316.05

Q3 2023

Shares 6,433 Value ($000) $1,507 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 37,505 Value ($000) $7,354 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 20,909 Value ($000) $4,245 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 18,854 Value ($000) $4,084 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 32,645 Value ($000) $6,931 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 7,945 Value ($000) $1,921 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 2,292 Value ($000) $626 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 2,186 Value ($000) $748 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 9,573 Value ($000) $2,480 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 11,067 Value ($000) $2,845 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 26,425 Value ($000) $5,947 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 9,719 Value ($000) $2,251 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 63,542 Value ($000) $10,205 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 39,019 Value ($000) $5,500 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 21,026 Value ($000) $2,445 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 52,635 Value ($000) $7,964 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 27,921 Value ($000) $4,080 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 19,614 Value ($000) $2,838 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 29,609 Value ($000) $3,731 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 23,173 Value ($000) $2,545 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 20,279 Value ($000) $2,553 Avg Close $134.79 Range $125.47 - $144.34

Q1 2018

Shares 23,698 Value ($000) $2,264 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 35,984 Value ($000) $3,489 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 33,694 Value ($000) $2,864 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 41,461 Value ($000) $3,248 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 52,823 Value ($000) $4,152 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 61,275 Value ($000) $4,507 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 48,372 Value ($000) $3,835 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 46,848 Value ($000) $3,831 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 24,572 Value ($000) $2,169 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 40,156 Value ($000) $3,229 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 25,117 Value ($000) $2,016 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 29,719 Value ($000) $2,364 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 48,303 Value ($000) $3,619 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 59,935 Value ($000) $3,879 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 58,863 Value ($000) $3,997 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 41,461 Value ($000) $2,977 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 71,333 Value ($000) $5,637 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 66,124 Value ($000) $5,164 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 47,919 Value ($000) $3,798 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 13,339 Value ($000) $1,035 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	84,318	$19,563	$266.56	$230.09 - $313.40
Q2 2025	47,548	$14,927	$296.03	$250.34 - $316.71
Q1 2025	107,782	$32,321	$314.89	$278.64 - $338.50
Q4 2024	105,357	$35,480	$341.38	$312.59 - $365.00
Q3 2024	118,070	$37,678	$310.75	$294.45 - $330.22
Q2 2024	85,910	$25,416	$295.99	$281.37 - $316.06
Q1 2024	108	$33	$288.05	$269.51 - $316.05
Q3 2023	6,433	$1,507	$225.76	$188.97 - $257.28
Q2 2023	37,505	$7,354	$198.02	$163.28 - $210.95
Q1 2023	20,909	$4,245	$219.87	$180.99 - $259.28
Q4 2022	18,854	$4,084	$227.96	$207.11 - $252.04
Q3 2022	32,645	$6,931	$237.81	$208.48 - $261.16
Q2 2022	7,945	$1,921	$252.01	$218.25 - $293.64
Q1 2022	2,292	$626	$282.62	$251.56 - $343.54
Q4 2021	2,186	$748	$309.54	$253.81 - $350.21
Q3 2021	9,573	$2,480	$262.72	$242.31 - $288.54
Q2 2021	11,067	$2,845	$242.63	$224.56 - $270.08
Q1 2021	26,425	$5,947	$234.34	$213.55 - $255.75
Q4 2020	9,719	$2,251	$198.64	$159.23 - $232.06
Q3 2020	63,542	$10,205	$157.98	$140.37 - $178.57
Q2 2020	39,019	$5,500	$141.17	$109.25 - $165.19
Q1 2020	21,026	$2,445	$144.90	$102.59 - $166.59
Q4 2019	52,635	$7,964	$153.53	$141.94 - $163.94
Q3 2019	27,921	$4,080	$153.95	$144.37 - $162.53
Q2 2019	19,614	$2,838	$138.03	$126.26 - $149.70
Q1 2019	29,609	$3,731	$120.22	$99.67 - $129.99
Q4 2018	23,173	$2,545	$117.21	$104.56 - $133.74
Q3 2018	20,279	$2,553	$134.79	$125.47 - $144.34
Q1 2018	23,698	$2,264	$96.16	$90.00 - $103.46
Q4 2017	35,984	$3,489	$90.03	$82.64 - $99.11
Q3 2017	33,694	$2,864	$81.52	$77.46 - $85.58
Q2 2017	41,461	$3,248	$75.47	$68.43 - $79.55
Q1 2017	52,823	$4,152	$77.78	$72.85 - $81.97
Q4 2016	61,275	$4,507	$73.51	$67.74 - $79.30
Q3 2016	48,372	$3,835	$82.20	$73.84 - $85.49
Q2 2016	46,848	$3,831	$83.58	$76.57 - $89.44
Q1 2016	24,572	$2,169	$79.71	$74.78 - $88.66
Q4 2015	40,156	$3,229	$81.02	$77.61 - $84.99
Q3 2015	25,117	$2,016	$81.64	$76.60 - $86.88
Q2 2015	29,719	$2,364	$76.58	$71.89 - $80.93
Q1 2015	48,303	$3,619	$70.94	$62.14 - $78.51
Q4 2014	59,935	$3,879	$66.23	$61.03 - $71.08
Q3 2014	58,863	$3,997	$68.45	$66.30 - $72.76
Q2 2014	41,461	$2,977	$73.12	$67.77 - $80.00
Q1 2014	71,333	$5,637	$79.64	$73.97 - $84.05
Q4 2013	66,124	$5,164	$79.53	$73.40 - $85.97
Q3 2013	47,919	$3,798	$77.30	$74.19 - $80.00
Q2 2013	13,339	$1,035	$69.29	$63.01 - $77.83