| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Mansueto Joseph D | 36.2% | +1.11% | $3.49B | -$75.4M | 15M | -2.12% | Joseph D. Mansueto | Sep 30, 2025 |
| Mansueto Daniel | 8.2% | $794M | 3.42M | Daniel Mansueto | Sep 30, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 24.9M | $5.77B | -$265M | $232.01 | 442 |
| 2025 Q2 | 25.6M | $8.05B | +$232M | $313.93 | 473 |
| 2025 Q1 | 24.9M | $7.47B | -$251M | $299.87 | 456 |
| 2024 Q4 | 25.7M | $8.66B | +$48.6M | $336.76 | 445 |
| 2024 Q3 | 25.5M | $8.14B | -$90.4M | $319.12 | 407 |
| 2024 Q2 | 25.8M | $7.63B | +$125M | $295.85 | 390 |
| 2024 Q1 | 25.4M | $7.82B | +$58.7M | $308.37 | 384 |
| 2023 Q4 | 102K | $29.1M | +$931K | $286.24 | 4 |
| 2023 Q3 | 23.8M | $5.57B | +$441M | $234.24 | 317 |
| 2023 Q2 | 22M | $4.31B | -$6.85M | $196.07 | 288 |
| 2023 Q1 | 22.2M | $4.51B | -$54M | $203.03 | 298 |
| 2022 Q4 | 22.5M | $4.87B | +$52.6M | $216.59 | 313 |
| 2022 Q3 | 23.4M | $4.98B | +$44M | $212.32 | 300 |
| 2022 Q2 | 23.4M | $5.65B | +$311K | $241.83 | 311 |
| 2022 Q1 | 22.7M | $6.2B | +$28.2M | $273.17 | 323 |
| 2021 Q4 | 23M | $7.86B | +$191M | $341.99 | 334 |
| 2021 Q3 | 22.5M | $5.82B | +$143M | $259.03 | 313 |
| 2021 Q2 | 21.9M | $5.62B | +$105M | $257.11 | 293 |
| 2021 Q1 | 21.4M | $4.83B | +$70.1M | $225.04 | 304 |
| 2020 Q4 | 21.2M | $4.91B | +$170M | $231.57 | 292 |
| 2020 Q3 | 20.6M | $3.3B | -$31.4M | $160.61 | 258 |
| 2020 Q2 | 20.8M | $2.93B | +$94.9M | $140.97 | 242 |
| 2020 Q1 | 20.1M | $2.34B | +$7.76M | $116.25 | 211 |
| 2019 Q4 | 20.1M | $3.03B | +$50.2M | $151.31 | 234 |
| 2019 Q3 | 19.7M | $2.88B | +$94M | $146.14 | 238 |
| 2019 Q2 | 19.1M | $2.75B | +$141M | $144.64 | 227 |
| 2019 Q1 | 18.5M | $2.33B | +$61.7M | $125.99 | 232 |
| 2018 Q4 | 18.1M | $1.99B | +$49.4M | $109.84 | 218 |
| 2018 Q3 | 17.6M | $2.21B | +$50.7M | $125.90 | 226 |
| 2018 Q2 | 17.1M | $2.2B | +$124M | $128.25 | 192 |
| 2018 Q1 | 16.5M | $1.57B | -$15.5M | $95.52 | 173 |
| 2017 Q4 | 16.6M | $1.61B | -$11M | $96.97 | 175 |
| 2017 Q3 | 16.7M | $1.42B | +$7.49M | $84.99 | 150 |
| 2017 Q2 | 16.6M | $1.3B | -$12M | $78.34 | 143 |
| 2017 Q1 | 16.7M | $1.31B | +$63.4M | $78.60 | 165 |
| 2016 Q4 | 16.6M | $1.22B | +$1.12M | $73.56 | 167 |
| 2016 Q3 | 16.6M | $1.31B | +$6.55M | $79.27 | 170 |
| 2016 Q2 | 16.3M | $1.33B | -$15M | $81.78 | 172 |
| 2016 Q1 | 16.4M | $1.45B | -$17.9M | $88.27 | 171 |
| 2015 Q4 | 17M | $1.36B | -$62.8M | $80.41 | 175 |
| 2015 Q3 | 17.7M | $1.42B | +$19.6M | $80.26 | 152 |
| 2015 Q2 | 17.7M | $1.4B | -$8.34M | $79.55 | 135 |
| 2015 Q1 | 17.9M | $1.34B | +$7.98M | $74.91 | 138 |
| 2014 Q4 | 17.9M | $1.16B | -$27.7M | $64.71 | 145 |
| 2014 Q3 | 16.9M | $1.15B | -$63M | $67.90 | 134 |
| 2014 Q2 | 17.8M | $1.28B | -$15.9M | $71.81 | 138 |
| 2014 Q1 | 18M | $1.42B | -$23.5M | $79.02 | 144 |