Titelia

Fund shareholders of Morningstar Inc

ISIN US6177001095 · United States · LEI 529900YGNQPOVAXQ7F29

Fund shareholders
379
Of which ETFs
95 284 other funds
Value held
1.7B $ 10.3M SEK
Share of capital
26.3 % of 37.5M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1,099,446185.9M $1.89 %2.93 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 760,099128.5M $0.12 %2.03 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 692,439117.1M $0.01 %1.85 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 689,404116.3M $0.48 %1.84 %as of Apr 30, 2026 ↗
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 535,00090.4M $3.46 %1.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 501,99584.9M $0.05 %1.34 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 444,16874.9M $0.34 %1.18 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 280,65347.4M $0.12 %0.75 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 256,15143.3M $0.05 %0.68 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 206,97735M $1.23 %0.55 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 171,59028.9M $0.56 %0.46 %as of Apr 30, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 137,10123.2M $0.50 %0.37 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 128,76621.7M $0.02 %0.34 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 128,55321.7M $0.11 %0.34 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 125,25622.9M $0.06 %0.33 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 112,27419M $0.12 %0.30 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 107,19518.1M $0.29 %0.29 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 97,21816.4M $0.09 %0.26 %as of Mar 31, 2026 ↗
Optimum Large Cap Growth Fund Optimum Fund Trust 91,29015.4M $0.91 %0.24 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 85,98314.5M $1.76 %0.23 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 81,45313.8M $0.03 %0.22 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 79,11813.3M $0.03 %0.21 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 75,70513.9M $0.01 %0.20 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 75,56813.8M $0.02 %0.20 %as of Feb 28, 2026 ↗
Royce Premier Fund ROYCE FUND 70,94412M $1.20 %0.19 %as of Mar 31, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 68,81711.6M $0.20 %0.18 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 68,36011.6M $0.12 %0.18 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 64,26711.8M $0.09 %0.17 %as of Feb 28, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 63,94210.8M $0.60 %0.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 62,09910.5M $0.03 %0.17 %as of Apr 30, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 61,24010.4M $0.31 %0.16 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 59,49310.1M $0.13 %0.16 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 58,4709.9M $0.01 %0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 54,8889.3M $0.07 %0.15 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 52,0169.5M $1.25 %0.14 %as of Feb 28, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 49,7298.4M $0.82 %0.13 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 44,6048.2M $0.01 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,5267.2M $0.02 %0.11 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 42,2597.7M $0.06 %0.11 %as of Feb 28, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 41,1056.9M $0.36 %0.11 %as of Apr 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 37,7126.4M $0.59 %0.10 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 37,0396.3M $1.50 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 36,9316.2M $0.41 %0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 36,2816.6M $0.13 %0.10 %as of Feb 28, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 36,2066.1M $0.34 %0.10 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 35,3846.5M $0.01 %0.09 %as of Feb 28, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 34,1665.8M $0.90 %0.09 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 32,9275.6M $0.23 %0.09 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 31,9015.8M $0.06 %0.09 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,7825.4M $0.01 %0.08 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 27,5474.7M $0.13 %0.07 %as of Mar 31, 2026 ↗
Muirfield Fund Meeder Funds 26,6204.5M $0.40 %0.07 %as of Mar 31, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 25,9754.4M $1.33 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,9594.8M $0.01 %0.07 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 25,5804.3M $0.01 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 24,6514.5M $0.02 %0.07 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 24,5524.5M $0.01 %0.07 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 23,4354M $0.12 %0.06 %as of Mar 31, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 23,3153.9M $1.01 %0.06 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 23,3023.9M $0.01 %0.06 %as of Apr 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 22,5723.8M $0.20 %0.06 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 20,6373.5M $0.01 %0.06 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 20,4903.5M $0.12 %0.05 %as of Apr 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 18,8873.2M $1.12 %0.05 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 18,8193.2M $0.12 %0.05 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 18,5413.1M $0.30 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 18,2183.3M $0.13 %0.05 %as of Feb 28, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 18,0873.1M $0.47 %0.05 %as of Apr 30, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 18,0763.1M $1.16 %0.05 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 18,0413M $0.01 %0.05 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 17,9543M $0.24 %0.05 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 17,9363M $0.13 %0.05 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 17,7253M $0.09 %0.05 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 17,5903.2M $0.12 %0.05 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 17,2462.9M $0.00 %0.05 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 17,1272.9M $0.12 %0.05 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 16,8052.8M $0.06 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 16,6922.8M $0.01 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 16,5722.8M $0.00 %0.04 %as of Apr 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 16,1222.7M $0.12 %0.04 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 15,9162.7M $0.47 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 14,7812.5M $0.07 %0.04 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 14,3292.4M $0.01 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 14,2142.4M $0.12 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,7842.5M $0.01 %0.04 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,5372.3M $0.01 %0.04 %as of Apr 30, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 13,4742.5M $0.34 %0.04 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 12,8112.2M $1.55 %0.03 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 12,4702.3M $0.07 %0.03 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 12,4022.3M $0.01 %0.03 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,2722.1M $0.00 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 12,0642M $0.63 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,8362M $0.01 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 11,8172M $0.06 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,1331.9M $0.02 %0.03 %as of Apr 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 11,0111.9M $3.08 %0.03 %as of Apr 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 10,8181.8M $0.12 %0.03 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,6801.8M $0.12 %0.03 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 10,6582M $0.12 %0.03 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,2711.7M $0.09 %0.03 %as of Apr 30, 2026 ↗

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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.

FundWeight in fund
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 3.46 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.19 %as of Apr 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.08 %as of Apr 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1.89 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 1.85 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 1.76 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 1.55 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.50 %as of Mar 31, 2026 ↗
Bright Rock Mid Cap Growth Fund Trust for Professional Managers 1.43 %as of May 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 1.39 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2378+79,871,058-6.1 %
2026Q1371-1010,516,137-4.0 %
2025Q4381-1810,954,788-10.1 %
2025Q3399+1912,186,712-2.8 %
2025Q2380+912,540,925-6.5 %
2025Q1371+113,416,925+0.5 %
2024Q4370+1913,355,792+2.4 %
2024Q3351-313,046,228+0.6 %
2024Q2354+2012,969,348+6.7 %
2024Q1334+1512,159,966+0.3 %
2023Q431912,127,903

Institutional managers

431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,338,218395.3M $as of Mar 31, 2026
MORGAN STANLEY1,730,549292.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,662,405281M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP859,459145.3M $as of Mar 31, 2026
BAMCO INC /NY/759,515128.4M $as of Mar 31, 2026
STATE STREET CORP735,574124.3M $as of Mar 31, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC645,384109.1M $as of Mar 31, 2026
Select Equity Group, L.P.637,723107.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC623,629105.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC599,222101.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP517,76987.5M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC448,87075.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO430,05670.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP394,93166.8M $as of Mar 31, 2026
JANE STREET GROUP, LLC333,86156.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC323,00654.6M $as of Mar 31, 2026
Invesco Ltd.285,13048.2M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/254,73942.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC213,82336.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC210,40235.6M $as of Mar 31, 2026
SEI INVESTMENTS CO189,30232M $as of Mar 31, 2026
Quantinno Capital Management LP186,94631.6M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.186,04831.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/183,57531M $as of Mar 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC177,87230.1M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Morningstar Inc". https://titelia.com/en/stocks/morningstar-inc-US6177001095