Chuck Royce's MORN Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 174,275 shares of Morningstar, Inc. (MORN) worth $29.46 M, representing 0.29% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in MORN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 31,264 shares. Largest reduction occurred in Q4 2015, reducing 355,102 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +31,264 | Add 21.86% | 174,275 | $169.05 |
| Q4 2025 | +3,635 | Add 2.61% | 143,011 | $217.31 |
| Q3 2025 | +10,159 | Add 7.86% | 139,376 | $232.01 |
| Q2 2025 | -8,316 | Reduce 6.05% | 129,217 | $313.93 |
| Q1 2025 | -33,147 | Reduce 19.42% | 137,533 | $299.87 |
| Q4 2024 | -20,610 | Reduce 10.77% | 170,680 | $336.76 |
| Q3 2024 | -2,271 | Reduce 1.17% | 191,290 | $319.12 |
| Q2 2024 | -31,433 | Reduce 13.97% | 193,561 | $295.85 |
| Q1 2024 | +1,342 | Add 0.60% | 224,994 | $308.37 |
| Q4 2023 | +2,392 | Add 1.08% | 223,652 | $286.24 |
| Q3 2023 | +24,983 | Add 12.73% | 221,260 | $234.24 |
| Q2 2023 | +4,241 | Add 2.21% | 196,277 | $196.07 |
| Q1 2023 | -274 | Reduce 0.14% | 192,036 | $203.03 |
| Q4 2022 | +1,279 | Add 0.67% | 192,310 | $216.59 |
| Q3 2022 | -48,237 | Reduce 20.16% | 191,031 | $212.32 |
| Q2 2022 | -18,509 | Reduce 7.18% | 239,268 | $241.83 |
| Q1 2022 | -55,682 | Reduce 17.76% | 257,777 | $273.17 |
| Q4 2021 | -26,291 | Reduce 7.74% | 313,459 | $341.99 |
| Q3 2021 | +13,881 | Add 4.26% | 339,750 | $259.03 |
| Q2 2021 | -8,531 | Reduce 2.55% | 325,869 | $257.11 |
| Q1 2021 | -48,343 | Reduce 12.63% | 334,400 | $225.04 |
| Q4 2020 | -73,388 | Reduce 16.09% | 382,743 | $231.57 |
| Q3 2020 | -24,433 | Reduce 5.08% | 456,131 | $160.61 |
| Q2 2020 | -35,127 | Reduce 6.81% | 480,564 | $140.97 |
| Q1 2020 | +5,803 | Add 1.14% | 515,691 | $116.25 |
| Q4 2019 | -5,100 | Reduce 0.99% | 509,888 | $151.31 |
| Q3 2019 | -11,206 | Reduce 2.13% | 514,988 | $146.14 |
| Q2 2019 | -14,126 | Reduce 2.61% | 526,194 | $144.64 |
| Q1 2019 | -15,224 | Reduce 2.74% | 540,320 | $125.99 |
| Q4 2018 | -380 | Reduce 0.07% | 555,544 | $109.84 |
| Q3 2018 | -43,568 | Reduce 7.27% | 555,924 | $125.90 |
| Q2 2018 | +5,100 | Add 0.86% | 599,492 | $128.25 |
| Q1 2018 | -8,061 | Reduce 1.34% | 594,392 | $95.52 |
| Q4 2017 | -27,397 | Reduce 4.35% | 602,453 | $96.97 |
| Q3 2017 | -9,555 | Reduce 1.49% | 629,850 | $84.99 |
| Q2 2017 | -22,200 | Reduce 3.36% | 639,405 | $78.34 |
| Q1 2017 | -119,100 | Reduce 15.26% | 661,605 | $78.60 |
| Q4 2016 | -207,991 | Reduce 21.04% | 780,705 | $73.56 |
| Q2 2016 | -56,600 | Reduce 5.41% | 988,696 | $81.78 |
| Q1 2016 | -144,300 | Reduce 12.13% | 1.05 M | $88.27 |
| Q4 2015 | -355,102 | Reduce 22.99% | 1.19 M | $80.41 |
| Q3 2015 | -42,700 | Reduce 2.69% | 1.54 M | $80.26 |
| Q2 2015 | -78,610 | Reduce 4.72% | 1.59 M | $79.55 |
| Q1 2015 | -97,585 | Reduce 5.53% | 1.67 M | $74.91 |
| Q4 2014 | -1,960 | Reduce 0.11% | 1.76 M | $64.71 |
| Q3 2014 | +3,200 | Add 0.18% | 1.77 M | $67.90 |
| Q2 2014 | -300 | Reduce 0.02% | 1.76 M | $71.81 |
| Q1 2014 | -21,300 | Reduce 1.19% | 1.76 M | $79.02 |
| Q4 2013 | -49,000 | Reduce 2.67% | 1.78 M | $78.09 |
| Q3 2013 | -4,320 | Reduce 0.24% | 1.83 M | $79.26 |
| Q2 2013 | +1.84 M | Add 0.00% | 1.84 M | $77.58 |
Chuck Royce's Morningstar Investment FAQs
Chuck Royce first purchased Morningstar, Inc. (MORN) in Q2 2013, acquiring 1,837,273 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Morningstar, Inc. (MORN) for 52 quarters since Q2 2013.
Chuck Royce's largest addition to Morningstar, Inc. (MORN) was in Q2 2013, adding 1,837,273 shares worth $142.54 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 174,275 shares of Morningstar, Inc. (MORN), valued at approximately $29.46 M.
As of the Q1 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.29% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Morningstar, Inc. (MORN) was 1,837,273 shares, as reported at the end of Q2 2013.