Select Equity »

Morningstar shares owned by Select Equity

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Select Equity from 13F filings

Historical chart of Select Equity investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Select Equity consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Select Equity

Quarter filed Position value Share count Share price at filing
2024-09-30 $561M 1.8M 319.12
2024-06-30 $720M 2.4M 295.85
2024-03-31 $800M 2.6M 308.37
2023-12-31 $854M 3.0M 286.24
2023-09-30 $843M 3.6M 234.24
2023-06-30 $772M 3.9M 196.07
2023-03-31 $792M 3.9M 203.03
2022-12-31 $855M 3.9M 216.59
2022-09-30 $850M 4.0M 212.32
2022-06-30 $991M 4.1M 241.83
2022-03-31 $1.1B 4.1M 273.17
2021-12-31 $1.7B 4.9M 341.99
2021-09-30 $1.1B 4.2M 259.03
2021-06-30 $935M 3.6M 257.11
2021-03-31 $691M 3.1M 225.04
2020-12-31 $518M 2.2M 231.57
2020-09-30 $92M 575k 160.61
2020-06-30 $67M 478k 140.97
2020-03-31 $54M 461k 116.25
2019-12-31 $36M 235k 151.31
2019-09-30 $21M 142k 146.14
2019-06-30 $19M 133k 144.64