Select Equity Group, L.P. Morningstar, Inc. Transaction History

Select Equity Group, L.P.

$20.4 Billion
Q3 2025

A detailed history of Select Equity Group, L.P. transactions in Morningstar, Inc. stock. As of the latest transaction made, Select Equity Group, L.P. holds 2,103,702 shares of MORN stock, worth $446 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

2,103,702

Previous 1,113,301 88.96%

Holding current value

$446 Million

Previous $349 Million 39.65%

% of portfolio

2.4%

Previous 1.72%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$231.72 - $311.89 $229 Million - $309 Million	990,401 Added 88.96%	2,103,702 $488 Million
Q2 2025 Aug 14, 2025	SELL	$255.31 - $313.93 $15.1 Million - $18.6 Million	-59,266 Reduced 5.05%	1,113,301 $349 Million
Q1 2025 May 15, 2025	SELL	$282.49 - $334.73 $57 Million - $67.6 Million	-201,868 Reduced 14.69%	1,172,567 $352 Million
Q4 2024 Feb 14, 2025	SELL	$312.56 - $358.78 $120 Million - $138 Million	-384,886 Reduced 21.88%	1,374,435 $463 Million
Q3 2024 Nov 14, 2024	SELL	$295.85 - $326.31 $200 Million - $220 Million	-675,017 Reduced 27.73%	1,759,321 $561 Million

Q2 2024 Aug 14, 2024	SELL	$282.65 - $315.06 $45.4 Million - $50.6 Million	-160,556 Reduced 6.19%	2,434,338 $720 Million
Q1 2024 May 15, 2024	SELL	$272.04 - $310.74 $106 Million - $121 Million	-389,133 Reduced 13.04%	2,594,894 $800 Million
Q4 2023 Feb 14, 2024	SELL	$220.07 - $288.88 $210 Million - $275 Million	-953,607 Reduced 24.22%	2,984,027 $854 Million
Q2 2023 Aug 14, 2023	BUY	$172.03 - $209.11 $6.46 Million - $7.85 Million	37,544 Added 0.96%	3,937,634 $772 Million
Q1 2023 May 15, 2023	SELL	$181.22 - $256.64 $8.28 Million - $11.7 Million	-45,691 Reduced 1.16%	3,900,090 $792 Million
Q4 2022 Feb 14, 2023	SELL	$209.09 - $249.98 $12.4 Million - $14.8 Million	-59,237 Reduced 1.48%	3,945,781 $855 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $19.5 Million - $24.1 Million	-92,804 Reduced 2.26%	4,005,018 $850 Million
Q2 2022 Aug 15, 2022	SELL	$223.6 - $291.12 $8.83 Million - $11.5 Million	-39,497 Reduced 0.95%	4,097,822 $991 Million
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $182 Million - $240 Million	-712,969 Reduced 14.7%	4,137,319 $1.13 Billion
Q4 2021 Feb 14, 2022	BUY	$255.01 - $346.61 $175 Million - $238 Million	688,048 Added 16.53%	4,850,288 $1.66 Billion
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $128 Million - $148 Million	525,245 Added 14.44%	4,162,240 $1.08 Billion
Q2 2021 Aug 16, 2021	BUY	$231.0 - $265.21 $131 Million - $151 Million	567,896 Added 18.5%	3,636,995 $935 Million
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $180 Million - $210 Million	833,192 Added 37.26%	3,069,099 $691 Million
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $271 Million - $385 Million	1,661,332 Added 289.14%	2,235,907 $518 Million
Q3 2020 Nov 16, 2020	BUY	$146.02 - $169.56 $14.2 Million - $16.4 Million	96,914 Added 20.29%	574,575 $92.3 Million
Q2 2020 Aug 14, 2020	BUY	$110.6 - $155.96 $1.86 Million - $2.62 Million	16,798 Added 3.64%	477,661 $67.3 Million
Q1 2020 May 15, 2020	BUY	$107.02 - $165.72 $24.1 Million - $37.4 Million	225,632 Added 95.92%	460,863 $53.6 Million
Q4 2019 Feb 14, 2020	BUY	$143.18 - $162.37 $13.4 Million - $15.2 Million	93,339 Added 65.78%	235,231 $35.6 Million
Q3 2019 Nov 14, 2019	BUY	$144.99 - $161.58 $1.35 Million - $1.5 Million	9,281 Added 7.0%	141,892 $20.7 Million
Q2 2019 Aug 14, 2019	BUY	$127.44 - $148.32 $16.9 Million - $19.7 Million	132,611 New	132,611 $0

Others Institutions Holding MORN

# of Institutions

495

Shares Held

26M

Call Options Held

61K

Put Options Held

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $9B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Select Equity Group, L.P. Morningstar, Inc. Transaction History