| 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 | 30 Sep 2025 |
| Mansueto Daniel | 8.2% | $794M | 3.42M | Daniel Mansueto | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 24.9M | $5.77B | -$266M | $232.01 | 446 |
| 2025 Q2 | 25.6M | $8.05B | +$231M | $313.93 | 475 |
| 2025 Q1 | 24.9M | $7.47B | -$251M | $299.87 | 458 |
| 2024 Q4 | 25.7M | $8.66B | -$60.6M | $336.76 | 448 |
| 2024 Q3 | 25.9M | $8.24B | +$7.58M | $319.12 | 408 |
| 2024 Q2 | 25.8M | $7.64B | +$35M | $295.85 | 391 |
| 2024 Q1 | 25.7M | $7.92B | +$146M | $308.37 | 383 |
| 2023 Q4 | 25.2M | $7.21B | -$325M | $286.24 | 352 |
| 2023 Q3 | 26.3M | $6.17B | +$466M | $234.24 | 321 |
| 2023 Q2 | 24.4M | $4.79B | +$105M | $196.07 | 292 |
| 2023 Q1 | 23.9M | $4.84B | +$27.6M | $203.03 | 300 |
| 2022 Q4 | 23.7M | $5.14B | +$283M | $216.59 | 316 |
| 2022 Q3 | 23.5M | $4.99B | +$15M | $212.32 | 308 |
| 2022 Q2 | 23.4M | $5.67B | +$10.6M | $241.83 | 316 |
| 2022 Q1 | 23.5M | $6.41B | +$70.8M | $273.17 | 327 |
| 2021 Q4 | 23.1M | $7.91B | +$190M | $341.99 | 337 |
| 2021 Q3 | 22.5M | $5.82B | +$159M | $259.03 | 312 |
| 2021 Q2 | 21.9M | $5.62B | +$104M | $257.11 | 292 |
| 2021 Q1 | 21.5M | $4.83B | +$69.9M | $225.04 | 303 |
| 2020 Q4 | 21.2M | $4.91B | +$170M | $231.57 | 293 |
| 2020 Q3 | 20.6M | $3.3B | -$30.4M | $160.61 | 260 |
| 2020 Q2 | 20.8M | $2.93B | +$96.9M | $140.97 | 244 |
| 2020 Q1 | 20.2M | $2.34B | +$7.53M | $116.25 | 213 |
| 2019 Q4 | 20.1M | $3.03B | +$49.9M | $151.31 | 235 |
| 2019 Q3 | 19.7M | $2.88B | +$94M | $146.14 | 239 |
| 2019 Q2 | 19.1M | $2.76B | +$98.8M | $144.64 | 230 |
| 2019 Q1 | 18.5M | $2.33B | +$61.5M | $125.99 | 232 |
| 2018 Q4 | 18.1M | $1.99B | +$50.2M | $109.84 | 219 |
| 2018 Q3 | 17.6M | $2.21B | +$50.7M | $125.90 | 226 |
| 2018 Q2 | 17.2M | $2.2B | +$87M | $128.25 | 193 |
| 2018 Q1 | 16.5M | $1.58B | -$16M | $95.52 | 174 |
| 2017 Q4 | 16.6M | $1.61B | -$10M | $96.97 | 176 |
| 2017 Q3 | 16.7M | $1.42B | +$7.49M | $84.99 | 150 |
| 2017 Q2 | 16.6M | $1.3B | -$11.3M | $78.34 | 144 |
| 2017 Q1 | 16.7M | $1.32B | +$70M | $78.60 | 167 |
| 2016 Q4 | 16.6M | $1.22B | +$1.05M | $73.56 | 168 |
| 2016 Q3 | 16.6M | $1.31B | +$22.7M | $79.27 | 170 |
| 2016 Q2 | 16.3M | $1.33B | -$32.6M | $81.78 | 172 |
| 2016 Q1 | 16.7M | $1.47B | -$14M | $88.27 | 173 |
| 2015 Q4 | 17M | $1.36B | -$62.8M | $80.41 | 176 |
| 2015 Q3 | 17.7M | $1.42B | +$23.7M | $80.26 | 152 |
| 2015 Q2 | 17.8M | $1.42B | -$8.89M | $79.55 | 136 |
| 2015 Q1 | 18M | $1.34B | +$6.95M | $74.91 | 139 |
| 2014 Q4 | 17.9M | $1.16B | -$27.2M | $64.71 | 146 |
| 2014 Q3 | 17.1M | $1.16B | -$65.7M | $67.90 | 135 |
| 2014 Q2 | 18.1M | $1.3B | -$18.7M | $71.81 | 139 |
| 2014 Q1 | 18.3M | $1.44B | -$13.8M | $79.02 | 146 |