Fund shareholders of Morningstar Inc
ISIN US6177001095 · United States · LEI 529900YGNQPOVAXQ7F29
- Fund shareholders
- 393
- Of which ETFs
- 110 283 other funds
- Value held
- ≈ 1.9B $ 1.9B $ · 10.3M SEK
- Share of capital
- 31.0 % of 37.5M shares on Jul 24, 2026
393 funds hold this company. This table lists the 392 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Baron Partners Fund BARON SELECT FUNDS | 1,892,591 | 295.3M $ | 1.64 % | 5.05 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 842,288 | 131.4M $ | 1.50 % | 2.25 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 754,113 | 117.7M $ | 0.09 % | 2.01 % | as of Jun 30, 2026 ↗ |
| Baron Focused Growth Fund BARON SELECT FUNDS | 728,184 | 113.6M $ | 2.02 % | 1.94 % | as of Jun 30, 2026 ↗ |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 677,933 | 130.5M $ | 0.52 % | 1.81 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 604,105 | 94.3M $ | 0.00 % | 1.61 % | as of Jun 30, 2026 ↗ |
| Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 535,000 | 83.5M $ | 3.96 % | 1.43 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 435,370 | 67.9M $ | 0.04 % | 1.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 319,185 | 61.5M $ | 0.28 % | 0.85 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 253,259 | 39.5M $ | 0.04 % | 0.68 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 250,133 | 39M $ | 0.08 % | 0.67 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 154,946 | 29.8M $ | 0.55 % | 0.41 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 130,056 | 25M $ | 0.13 % | 0.35 % | as of Jul 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 124,816 | 24M $ | 0.02 % | 0.33 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 123,361 | 22.5M $ | 0.01 % | 0.33 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 118,775 | 21.6M $ | 0.05 % | 0.32 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 111,664 | 17.4M $ | 0.09 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 108,124 | 16.9M $ | 0.37 % | 0.29 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 105,978 | 16.5M $ | 0.57 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 105,177 | 20.3M $ | 0.13 % | 0.28 % | as of Jul 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 86,820 | 16.7M $ | 1.48 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 81,748 | 12.8M $ | 0.17 % | 0.22 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 79,929 | 12.5M $ | 0.02 % | 0.21 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Value Fund WisdomTree Trust | 77,590 | 12.1M $ | 0.41 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Royce Premier Fund ROYCE FUND | 77,278 | 12.1M $ | 1.05 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 73,749 | 14.2M $ | 0.03 % | 0.20 % | as of Jul 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 66,573 | 12.8M $ | 0.52 % | 0.18 % | as of Jul 31, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 65,092 | 12.5M $ | 0.49 % | 0.17 % | as of Jul 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 64,513 | 10.1M $ | 0.09 % | 0.17 % | as of Jun 30, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 63,942 | 12.3M $ | 0.65 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 62,692 | 11.4M $ | 0.01 % | 0.17 % | as of May 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 62,275 | 11.3M $ | 0.08 % | 0.17 % | as of May 31, 2026 ↗ |
| Baron First Principles ETF Baron ETF Trust | 62,191 | 9.7M $ | 1.97 % | 0.17 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,099 | 12M $ | 0.03 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 60,100 | 9.4M $ | 1.52 % | 0.16 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 56,314 | 8.8M $ | 0.10 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 54,859 | 8.6M $ | 0.44 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 43,179 | 7.9M $ | 0.01 % | 0.12 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,526 | 8.2M $ | 0.02 % | 0.11 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 41,162 | 7.9M $ | 0.40 % | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 40,692 | 6.3M $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 39,931 | 7.3M $ | 0.05 % | 0.11 % | as of May 31, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 39,143 | 7.5M $ | 1.57 % | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 36,580 | 6.7M $ | 0.12 % | 0.10 % | as of May 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 36,567 | 7M $ | 0.12 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 36,536 | 6.7M $ | 0.07 % | 0.10 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 36,077 | 5.6M $ | 1.34 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,095 | 6.4M $ | 0.01 % | 0.09 % | as of May 31, 2026 ↗ |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 32,591 | 5.9M $ | 0.27 % | 0.09 % | as of May 31, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 29,322 | 4.6M $ | 0.12 % | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 28,923 | 4.5M $ | 0.00 % | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 28,029 | 4.4M $ | 0.33 % | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 27,976 | 4.4M $ | 0.03 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 27,951 | 4.4M $ | 0.20 % | 0.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 27,287 | 4.3M $ | 0.11 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 25,975 | 5M $ | 1.45 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 25,580 | 4.9M $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 24,552 | 4.5M $ | 0.01 % | 0.07 % | as of May 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 24,414 | 4.7M $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,189 | 4.4M $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 23,957 | 4.4M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 23,437 | 4.5M $ | 0.68 % | 0.06 % | as of Jul 31, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 23,435 | 3.7M $ | 0.10 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 21,737 | 4.2M $ | 0.15 % | 0.06 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 21,471 | 4.1M $ | 0.10 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 19,044 | 3.5M $ | 0.50 % | 0.05 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 18,041 | 3.5M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 17,939 | 2.8M $ | 0.11 % | 0.05 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 17,881 | 2.8M $ | 0.09 % | 0.05 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 17,817 | 2.8M $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 17,486 | 2.7M $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 17,369 | 2.7M $ | 0.10 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 16,894 | 2.6M $ | 0.03 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 16,839 | 3.1M $ | 0.12 % | 0.04 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 16,743 | 2.6M $ | 0.09 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,572 | 3.2M $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 16,399 | 3M $ | 0.12 % | 0.04 % | as of May 31, 2026 ↗ |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 14,632 | 2.3M $ | 1.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 14,339 | 2.2M $ | 0.09 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 13,956 | 2.2M $ | 0.34 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,784 | 2.5M $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,537 | 2.6M $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 13,531 | 2.1M $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 13,344 | 2.6M $ | 0.06 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 13,300 | 2.6M $ | 4.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 12,889 | 2M $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,936 | 2.3M $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 11,828 | 2.3M $ | 0.10 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 11,742 | 2.1M $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 11,612 | 1.8M $ | 0.50 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 11,280 | 2.1M $ | 0.11 % | 0.03 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,133 | 2.1M $ | 0.03 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 10,946 | 1.7M $ | 0.05 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 10,790 | 2M $ | 1.41 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,405 | 1.6M $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 10,305 | 1.6M $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 10,234 | 1.6M $ | 0.09 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 10,074 | 1.6M $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 10,028 | 1.6M $ | 0.50 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 9,918 | 1.8M $ | 0.13 % | 0.03 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg | 1.43 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Harbor Active Small Cap ETF Harbor ETF Trust | 4.43 % | as of Jul 31, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 4.03 % | as of Jul 31, 2026 ↗ |
| Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.96 % | as of Jun 30, 2026 ↗ |
| Baron Focused Growth Fund BARON SELECT FUNDS | 2.02 % | as of Jun 30, 2026 ↗ |
| Baron First Principles ETF Baron ETF Trust | 1.97 % | as of Jun 30, 2026 ↗ |
| Baron Partners Fund BARON SELECT FUNDS | 1.64 % | as of Jun 30, 2026 ↗ |
| Hunter Small Cap Value Fund Two Roads Shared Trust | 1.62 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 1.57 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 1.52 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1.50 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 391 | +13 | 11,629,261 | +17.8 % |
| 2026Q2 | 378 | +7 | 9,871,058 | -6.1 % |
| 2026Q1 | 371 | -10 | 10,516,137 | -4.0 % |
| 2025Q4 | 381 | -18 | 10,954,788 | -10.1 % |
| 2025Q3 | 399 | +19 | 12,186,712 | -2.8 % |
| 2025Q2 | 380 | +9 | 12,540,925 | -6.5 % |
| 2025Q1 | 371 | +1 | 13,416,925 | +0.5 % |
| 2024Q4 | 370 | +19 | 13,355,792 | +2.4 % |
| 2024Q3 | 351 | -3 | 13,046,228 | +0.6 % |
| 2024Q2 | 354 | +20 | 12,969,348 | +6.7 % |
| 2024Q1 | 334 | +15 | 12,159,966 | +0.3 % |
| 2023Q4 | 319 | 12,127,903 |
Institutional managers
431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,338,218 | 395.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,730,549 | 292.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,662,405 | 281M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 859,459 | 145.3M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 759,515 | 128.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 735,574 | 124.3M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 645,384 | 109.1M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 637,723 | 107.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 623,629 | 105.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 599,222 | 101.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 517,769 | 87.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 448,870 | 75.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 430,056 | 70.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 394,931 | 66.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 333,861 | 56.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 323,006 | 54.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 285,130 | 48.2M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 254,739 | 42.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 213,823 | 36.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 210,402 | 35.6M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 189,302 | 32M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 186,946 | 31.6M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,048 | 31.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 183,575 | 31M $ | as of Mar 31, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 177,872 | 30.1M $ | as of Mar 31, 2026 |
Declared shareholders of Morningstar Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Joseph D. Mansueto | 39.20 % | 14,709,759 | as of Jun 30, 2026 · SCHEDULE 13G |
| Daniel Mansueto | 10.00 % | 3,752,046 | as of Jul 29, 2026 · SCHEDULE 13G |
| BAMCO INC /NY/ and 3 others | 9.20 % | 3,499,146 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Morningstar Inc". https://titelia.com/en/stocks/morningstar-inc-US6177001095