MORN β€” MORNINGSTAR INC

Ownership history in Empowered Funds, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in MORNINGSTAR INC (MORN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    MORN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,557 +546 +13.6% 0.01% $1.1M $231.01
2025 Q2 INITIATED 4,011 β€” β€” 0.01% $1.3M $312.10

🏒 Other funds also holding MORN

As of 2025 Q4 β€” sorted by position size

Touchstone Capital, Inc. 3Y 3.12% Select Equity Group, L.P. 3Y 7Y 1.43% Bradyco, Inc. 1.31% BARLOW WEALTH PARTNERS, LLC 1.3% Aurora Investment Counsel 3Y 7Y 1.1% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.08% Fluent Financial, LLC 3Y 7Y 0.97% Sone Capital Management, LLC 0.77% BAMCO INC /NY/ 3Y 7Y 0.73% Premier Fund Managers Ltd 3Y 7Y 0.71%
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