Parnassus Investments, LLC Morningstar, Inc. Transaction History

Parnassus Investments, LLC

$41.1 Billion
Q3 2025

A detailed history of Parnassus Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Parnassus Investments, LLC holds 42,488 shares of MORN stock, worth $9.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

42,488

Previous 42,955 1.09%

Holding current value

$9.01 Million

Previous $13.5 Million 26.9%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$231.72 - $311.89 $108,213 - $145,652	-467 Reduced 1.09%	42,488 $9.86 Million
Q2 2025 Aug 06, 2025	SELL	$255.31 - $313.93 $2.88 Million - $3.54 Million	-11,287 Reduced 20.81%	42,955 $13.5 Million
Q1 2025 May 14, 2025	SELL	$282.49 - $334.73 $4.48 Million - $5.31 Million	-15,869 Reduced 22.63%	54,242 $16.3 Million
Q4 2024 Feb 10, 2025	SELL	$312.56 - $358.78 $288,492 - $331,153	-923 Reduced 1.3%	70,111 $23.6 Million
Q2 2024 Aug 06, 2024	SELL	$282.65 - $315.06 $6.7 Million - $7.47 Million	-23,694 Reduced 25.01%	71,034 $21 Million

Q1 2023 May 01, 2023	BUY	$181.22 - $256.64 $6.26 Million - $8.86 Million	34,518 Added 57.33%	94,728 $19.2 Million
Q4 2022 Jan 30, 2023	SELL	$209.09 - $249.98 $1.4 Million - $1.67 Million	-6,699 Reduced 10.01%	60,210 $13 Million
Q1 2022 May 11, 2022	SELL	$255.56 - $336.03 $6.53 Million - $8.58 Million	-25,537 Reduced 27.62%	66,909 $18.3 Million
Q1 2021 May 06, 2021	SELL	$216.45 - $252.61 $3.29 Million - $3.84 Million	-15,195 Reduced 14.12%	92,446 $20.8 Million
Q4 2020 Feb 10, 2021	SELL	$163.19 - $231.57 $1.77 Million - $2.51 Million	-10,850 Reduced 9.16%	107,641 $24.9 Million
Q3 2020 Nov 13, 2020	SELL	$146.02 - $169.56 $6.25 Million - $7.26 Million	-42,821 Reduced 26.55%	118,491 $19 Million
Q1 2020 May 01, 2020	BUY	$107.02 - $165.72 $4.56 Million - $7.07 Million	42,651 Added 35.94%	161,312 $18.8 Million
Q4 2019 Feb 13, 2020	BUY	$143.18 - $162.37 $17 Million - $19.3 Million	118,661 New	118,661 $18 Million

Others Institutions Holding MORN

# of Institutions

494

Shares Held

26M

Call Options Held

61K

Put Options Held

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $9B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Parnassus Investments, LLC Morningstar, Inc. Transaction History