Select Equity Group, L.P.

Position in MORN — Morningstar, Inc.

CIK 1592643 NEW YORK, NY

Back to MORN Full portfolio

Position in MORN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$107,807,073

-$223,045,663 QoQ

Shares Held

637,723

-58.1% QoQ

Ownership

1.70%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Select Equity Group, L.P. holds $599,759,586 across 5 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	5,646,320	$445,042,942
2	SPGI	S&P Global Inc.	258,538	$99,614,163
3	MCO	Moodys Corp /De/	52,073	$23,584,903
4	MSCI	MSCI Inc.	42,048	$23,548,561
5	TRU	TransUnion	110,466	$7,969,017

All Filings in MORN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$107,807,073	637,723	-58.1%	Shares	Sole	2026-05-15
2025-12-31	$330,852,736	1,522,492	-27.6%	Shares	Sole	2026-02-17
2025-09-30	$488,079,901	2,103,702	+89.0%	Shares	Sole	2025-11-14
2025-06-30	$349,498,582	1,113,301	-5.1%	Shares	Sole	2025-08-14
2025-03-31	$351,617,666	1,172,567	-14.7%	Shares	Sole	2025-05-15
2024-12-31	$462,854,730	1,374,435	-21.9%	Shares	Sole	2025-02-14
2024-09-30	$561,434,517	1,759,321	-27.7%	Shares	Sole	2024-11-14
2024-06-30	$720,198,897	2,434,338	-6.2%	Shares	Sole	2024-08-14
2024-03-31	$800,187,462	2,594,894	-13.0%	Shares	Sole	2024-05-15
2023-12-31	$854,147,888	2,984,027	-17.1%	Shares	Sole	2024-02-14
2023-09-30	$843,008,209	3,598,908	-8.6%	Shares	Sole	2023-11-14
2023-06-30	$772,051,898	3,937,634	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$791,835,272	3,900,090	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$854,616,706	3,945,781	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$850,345,421	4,005,018	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$990,976,294	4,097,822	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$1,130,191,431	4,137,319	-14.7%	Shares	Sole	2022-05-16
2021-12-31	$1,658,749,993	4,850,288	+16.5%	Shares	Sole	2022-02-14
2021-09-30	$1,078,145,027	4,162,240	+14.4%	Shares	Sole	2021-11-15
2021-06-30	$935,107,784	3,636,995	+18.5%	Shares	Sole	2021-08-16
2021-03-31	$690,670,038	3,069,099	+37.3%	Shares	Sole	2021-05-17
2020-12-31	$517,768,983	2,235,907	+289.1%	Shares	Sole	2021-02-16
2020-09-30	$92,282,490	574,575	+20.3%	Shares	Sole	2020-11-16
2020-06-30	$67,335,871	477,661	+3.6%	Shares	Sole	2020-08-14
2020-03-31	$53,575,323	460,863	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.