Morningstar shares owned by Select Equity
Historical chart of Select Equity investment in Morningstar
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Quarterly reported holdings in Morningstar by Select Equity
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488M | 2.1M | 232.01 |
| 2025-06-30 | $350M | 1.1M | 313.93 |
| 2025-03-31 | $352M | 1.2M | 299.87 |
| 2024-12-31 | $463M | 1.4M | 336.76 |
| 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 |