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.
| 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 |
| 2024 Q4 | REDUCED | 1,374,435 | -384,886 | -21.9% | 1.84% | $462.9M | $333.82 |
| 2024 Q3 | REDUCED | 1,759,321 | -675,017 | -27.7% | 2.02% | $561.4M | $315.93 |
| 2024 Q2 | REDUCED | 2,434,338 | -160,556 | -6.2% | 2.83% | $720.2M | $292.50 |
| 2024 Q1 | REDUCED | 2,594,894 | -389,133 | -13.0% | 2.83% | $800.2M | $304.47 |
| 2023 Q4 | REDUCED | 2,984,027 | -614,881 | -17.1% | 3.04% | $854.1M | $282.20 |
| 2023 Q3 | REDUCED | 3,598,908 | -338,726 | -8.6% | 3.45% | $843.0M | $230.56 |
As of 2025 Q4 — sorted by position size