MORN — MORNINGSTAR INC

Ownership history in Freestone Grove Partners LP  ·  2 quarters on record

This page tracks every 13F SEC filing in which Freestone Grove Partners LP 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,140 -1,007 -24.3% 0.01% $729K $231.01
2025 Q2 INITIATED 4,147 — — 0.01% $1.3M $312.10
% 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%
← Back to Freestone Grove Partners LP Holdings