MORN — MORNINGSTAR INC

Ownership history in Scientech Research LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Scientech Research 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.54% (2024 Q1)
Avg. % of fund
0.24%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 868 -675 -43.7% 0.07% $201K $231.01
2025 Q2 REDUCED 1,543 -1,740 -53.0% 0.12% $484K $312.10
2024 Q1 INITIATED 3,283 — — 0.54% $1.0M —
% 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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