MORNINGSTAR INC · CUSIP 617700109 · CIK 1592643
As of 2026-03-31, Select Equity Group, L.P. reported 637.72K MORN (shares), valued at $107.81M, or 0.57% of its reported non-derivative portfolio. Filed 2026-05-15.
Verify history & sources →Shares decreased 58.11%; reported value decreased 67.42%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 0.57% | 637,723 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.54% | 1,522,492 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.09% | 2,103,702 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.49% | 1,113,301 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.57% | 1,172,567 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.89% | 1,374,435 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.05% | 1,759,321 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.86% | 2,434,338 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.89% | 2,594,894 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 3.15% | 2,984,027 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 3.48% | 3,598,908 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.48% | 3,598,908 | $843.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 3.15% | 2,984,027 | $854.15M | Shares decreased 17.09%; reported value increased 1.32%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.89% | 2,594,894 | $800.19M | Shares decreased 13.04%; reported value decreased 6.32%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.86% | 2,434,338 | $720.20M | Shares decreased 6.19%; reported value decreased 10.00%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.05% | 1,759,321 | $561.43M | Shares decreased 27.73%; reported value decreased 22.04%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.89% | 1,374,435 | $462.85M | Shares decreased 21.88%; reported value decreased 17.56%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.57% | 1,172,567 | $351.62M | Shares decreased 14.69%; reported value decreased 24.03%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.49% | 1,113,301 | $349.50M | Shares decreased 5.05%; reported value decreased 0.60%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.09% | 2,103,702 | $488.08M | Shares increased 88.96%; reported value increased 39.65%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.54% | 1,522,492 | $330.85M | Shares decreased 27.63%; reported value decreased 32.21%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.57% | 637,723 | $107.81M | Shares decreased 58.11%; reported value decreased 67.42%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.