MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Rockefeller Capital Management L.P.'s Holding History (CIK: 0001739439)

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

Q4 2025
Shares 387 Value ($000) $84 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 353 Value ($000) $82 Avg Close $266.56 Range $230.09 - $313.40
Q4 2022
Shares 169 Value ($000) $0 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 178 Value ($000) $37 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 167 Value ($000) $39 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 180 Value ($000) $49 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 175 Value ($000) $60 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 152 Value ($000) $39 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 107 Value ($000) $27 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 107 Value ($000) $24 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 107 Value ($000) $24 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 107 Value ($000) $17 Avg Close $157.98 Range $140.37 - $178.57
Q4 2019
Shares 29 Value ($000) $4 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 107 Value ($000) $16 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 107 Value ($000) $15 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 201 Value ($000) $25 Avg Close $120.22 Range $99.67 - $129.99