SEC 13F Intelligence

Premier Fund Managers Ltd / MORN

Premier Fund Managers Ltd’s Morningstar Inc Position

Does Premier Fund Managers Ltd own Morningstar Inc (MORN)? Not currently — the last reported position was 56.3K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
56.3K
% of Portfolio
+0.71%
Quarters Held
8
position exited

Position History MORN

Reported value by quarter
Q2 ’20: $10MQ2 ’20Q3 ’20: $8MQ3 ’20Q4 ’20: $6MQ4 ’20Q4 ’24: $51MQ4 ’24Q1 ’25: $50MQ1 ’25Q2 ’25: $63MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202556.3K$12M+0.71%
Q3 202590.6K$21M+0.87%
Q2 2025200.8K$63M+2.29%
Q1 2025170.1K$50M+1.88%
Q4 2024150.0K$51M+1.81%
Q4 202027.1K$6M+0.27%
Q3 202049.9K$8M+0.46%
Q2 202068.9K$10M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Premier Fund Managers Ltd’s full portfolio or all institutional holders of MORN.