Select Equity Group, L.P.
· Reduced
−$164M
Change
−885K
Date
Q1 2026
MO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Select Equity Group, L.P.
· Reduced
−$164M
Change
−885K
Date
Q1 2026
|
Select Equity Group, L.P. | Reduced· Q1 2026 | −$164M | −885K | – | Q1 2026 | |||||
|
Los Angeles Capital Management LLC
· Added
+$120M
Change
+645K
Date
Q1 2026
|
Los Angeles Capital Management LLC | Added· Q1 2026 | +$120M | +645K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$98M
Change
+526K
Δ Own
+46.3%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$98M | +526K | +46.3% | Q1 2026 | |||||
|
Bamco Inc
· Reduced
−$90M
Change
−482K
Date
Q1 2026
|
Bamco Inc | Reduced· Q1 2026 | −$90M | −482K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$89M
Change
+477K
Δ Own
+124.7%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$89M | +477K | +124.7% | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
−$66M
Change
−354K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | −$66M | −354K | −100.0% | Q1 2026 | |||||
|
Wasatch Advisors LP
· Exited
−$62M
Change
−336K
Δ Own
−100.0%
Date
Q1 2026
|
Wasatch Advisors LP | Exited· Q1 2026 | −$62M | −336K | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$53M
Change
−287K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$53M | −287K | −100.0% | Q1 2026 | |||||
|
AQR Capital Management LLC
· Reduced
−$51M
Change
−277K
Date
Q1 2026
|
AQR Capital Management LLC | Reduced· Q1 2026 | −$51M | −277K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$51M
Change
−276K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$51M | −276K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
−$42M
Change
−225K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | −$42M | −225K | – | Q1 2026 | |||||
|
BNP Paribas Asset Management Holding S.A.
· Added
+$30M
Change
+159K
Date
Q1 2026
|
BNP Paribas Asset Management Holding S.A. | Added· Q1 2026 | +$30M | +159K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
−$29M
Change
−155K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$29M | −155K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Added
+$25M
Change
+137K
Date
Q1 2026
|
Ameriprise Financial Inc | Added· Q1 2026 | +$25M | +137K | – | Q1 2026 | |||||
|
Kensico Capital Management Corp
· New
+$25M
Change
+135K
Date
Q1 2026
|
Kensico Capital Management Corp | New· Q1 2026 | +$25M | +135K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lyons William M.
· Director
Sell
−$125K
|
Lyons William M. | Director | Sell | $179.00 | −700 | −$125K | 14K | – | May 27, 2026 | May 27, 2026 | |||||||||
|
Mansueto Joseph D.
· Director
6 operations
−$401K
|
Mansueto Joseph D. | Director | 6 operations | $174.09–$179.52 | −2K | −$401K | 8.0M | – | May 22, 2026 | May 22, 2026 | |||||||||
|
Mansueto Joseph D.
· Director
3 operations
−$1.3M
|
Mansueto Joseph D. | Director | 3 operations | $172.33–$174.07 | −7K | −$1.3M | 8.0M | – | May 21, 2026 | May 22, 2026 | |||||||||
|
Mansueto Joseph D.
· Director
3 operations
−$1.2M
|
Mansueto Joseph D. | Director | 3 operations | $171.32–$173.11 | −7K | −$1.2M | 8.1M | – | May 20, 2026 | May 20, 2026 | |||||||||
|
Mansueto Joseph D.
· Director
6 operations
−$1.2M
|
Mansueto Joseph D. | Director | 6 operations | $176.66–$182.13 | −7K | −$1.2M | 8.1M | – | May 19, 2026 | May 20, 2026 | |||||||||
|
Mansueto Joseph D.
· Director
7 operations
−$1.3M
|
Mansueto Joseph D. | Director | 7 operations | $171.33–$177.42 | −7K | −$1.3M | 8.1M | – | May 18, 2026 | May 20, 2026 | |||||||||
|
Bramman Anne L.
· Director
Grant (A)
2K
|
Bramman Anne L. | Director | Grant (A) | – | 2K | – | 2K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Tsay Caroline J.
· Director
Grant (A)
1K
|
Tsay Caroline J. | Director | Grant (A) | – | 1K | – | 5K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Kaplan Steven N.
· Director
Grant (A)
1K
|
Kaplan Steven N. | Director | Grant (A) | – | 1K | – | 43K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Sutton Doniel
· Director
Grant (A)
1K
|
Sutton Doniel | Director | Grant (A) | – | 1K | – | 5K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Joynt Stephen
· Director
Grant (A)
1K
|
Joynt Stephen | Director | Grant (A) | – | 1K | – | 6K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Diamonte Robin
· Director
Grant (A)
1K
|
Diamonte Robin | Director | Grant (A) | – | 1K | – | 11K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Francis Cheryl A.
· Director
Grant (A)
1K
|
Francis Cheryl A. | Director | Grant (A) | – | 1K | – | 37K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Lyons William M.
· Director
Grant (A)
1K
|
Lyons William M. | Director | Grant (A) | – | 1K | – | 15K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Kapoor Kunal
· Director
2 operations
0
|
Kapoor Kunal | Director | 2 operations | – | 0 | – | 2K | – | May 15, 2026 | May 19, 2026 | |||||||||
N
A
M
M
G
A
485 reporting institutions disclosed MORN position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.