MORN — MORNINGSTAR INC

Ownership history in Select Equity Group, L.P.  ·  27 quarters on record

This page tracks every 13F SEC filing in which Select Equity Group, L.P. 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
4.52% (2021 Q4)
Avg. % of fund
2.18%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,522,492 -581,210 -27.6% 1.43% $330.9M $216.81
2025 Q3 ADDED 2,103,702 +990,401 +89.0% 2.01% $488.1M $231.01
2025 Q2 REDUCED 1,113,301 -59,266 -5.1% 1.46% $349.5M $312.10
2025 Q1 REDUCED 1,172,567 -201,868 -14.7% 1.52% $351.6M $297.66
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% CEERA INVESTMENTS, LLC 3Y 0.68%
← Back to Select Equity Group, L.P. Holdings