MORN — MORNINGSTAR, INC. CMN

Ownership history in FORA Capital, LLC  ·  5 quarters on record

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

Peak position
0.06% (2022 Q4)
Avg. % of fund
0.04%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,177 -87 -6.9% 0.05% $273K $231.01
2025 Q2 ADDED 1,264 +342 +37.1% 0.04% $397K $312.10
2024 Q2 REDUCED 922 -705 -43.3% 0.03% $273K $292.50
2022 Q4 ADDED 1,627 +1,057 +185.4% 0.06% $352K $212.02
2020 Q2 INITIATED 570 — — 0.03% $80K $136.01
% of Fund (quarterly)    MORN price (monthly, adj. close)

Other funds also holding MORN

As of 2025 Q4 — 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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