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
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 10,2581.7M $0.63 %0.03 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 10,2481.7M $0.08 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,2101.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 10,0231.8M $0.13 %0.03 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 10,0121.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 9,9191.8M $1.39 %0.03 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 9,8901.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 9,8391.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 9,7171.6M $0.33 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 9,7091.6M $0.07 %0.03 %as of Apr 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,5091.6M $0.25 %0.03 %as of Mar 31, 2026 ↗
Copeland SMID Cap Dividend Growth Fund Copeland Trust 9,4771.7M $1.17 %0.03 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 9,4411.6M $0.08 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 9,1671.5M $0.11 %0.02 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 9,0381.5M $0.00 %0.02 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 8,8291.5M $0.01 %0.02 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 8,7841.5M $0.11 %0.02 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 8,7191.6M $0.07 %0.02 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,6911.6M $0.18 %0.02 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 8,6671.6M $0.02 %0.02 %as of Feb 28, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 8,6551.5M $0.12 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,6281.5M $0.20 %0.02 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 8,5001.4M $0.01 %0.02 %as of Mar 31, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 8,4521.4M $0.96 %0.02 %as of Mar 31, 2026 ↗
Balanced Fund Meeder Funds 8,2481.4M $0.31 %0.02 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 8,2011.4M $0.12 %0.02 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 8,1551.4M $0.12 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 8,1311.4M $0.14 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 8,0741.4M $0.05 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,0531.4M $0.06 %0.02 %as of Apr 30, 2026 ↗
Systematic Growth Fund VALIC Co I 7,9181.5M $0.14 %0.02 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,8971.3M $0.05 %0.02 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 7,7921.3M $0.12 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,6141.3M $0.02 %0.02 %as of Mar 31, 2026 ↗
Bright Rock Mid Cap Growth Fund Trust for Professional Managers 7,5001.4M $1.43 %0.02 %as of May 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 7,4551.3M $0.26 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 7,3901.2M $0.04 %0.02 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 7,3211.2M $0.01 %0.02 %as of Apr 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 7,1391.2M $0.43 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,1281.2M $0.01 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 6,8811.2M $0.06 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,7231.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,5191.1M $0.05 %0.02 %as of Apr 30, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 6,4861.1M $0.43 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,3901.1M $0.05 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,37210.3M SEK0.04 %0.02 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 6,3531.1M $0.44 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,3471.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 6,0611M $0.06 %0.02 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 6,0471.1M $0.22 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,0171M $0.14 %0.02 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 6,0001M $0.02 %0.02 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 5,865991.5K $0.14 %0.02 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 5,600946.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,598946.3K $0.21 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 5,328900.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,325900.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,186874.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 5,174874.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 5,173874.5K $0.12 %0.01 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 5,170874K $0.01 %0.01 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 5,113864.4K $0.40 %0.01 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 5,100862.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,084931.1K $0.08 %0.01 %as of Feb 28, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 4,980841.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 4,942835.4K $1.85 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,895825.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 4,877824.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,877822.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 4,556770.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 4,540765.9K $1.23 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,474819.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 4,400743.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 4,278721.7K $0.13 %0.01 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 4,229714.9K $0.12 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,198708.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 4,087689.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,057684.5K $0.13 %0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 4,036682.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,966670.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 3,923661.8K $0.03 %0.01 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,823646.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 3,766636.6K $0.29 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3,753633.2K $0.10 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,695624.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,648615.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,646667.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 3,620612K $0.12 %0.01 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 3,475586.3K $0.11 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,420626.3K $0.05 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,414576K $0.05 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,363568.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 3,344565.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 3,332562.1K $0.09 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 3,283555K $0.12 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 3,277552.9K $0.12 %0.01 %as of Apr 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,244548.4K $0.43 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,194584.9K $0.14 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,188538.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,173535.3K $0.01 %0.01 %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