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 | |
|---|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund AQR Funds | 9,917 | 1.5M $ | 0.10 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 9,616 | 1.5M $ | 0.04 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 9,594 | 1.5M $ | 0.09 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 9,591 | 1.5M $ | 0.37 % | 0.03 % | as of Jun 30, 2026 ↗ |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,509 | 1.5M $ | 0.22 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 9,247 | 1.7M $ | 1.44 % | 0.02 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 9,239 | 1.4M $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,218 | 1.4M $ | 0.17 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 9,037 | 1.6M $ | 0.03 % | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 8,998 | 1.4M $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,941 | 1.6M $ | 0.20 % | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,934 | 1.7M $ | 0.08 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,849 | 1.6M $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 8,779 | 1.4M $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 8,500 | 1.3M $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 8,433 | 1.6M $ | 0.12 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 8,377 | 1.5M $ | 0.06 % | 0.02 % | as of May 31, 2026 ↗ |
| AQR Managed Futures Strategy Fund AQR Funds | 8,343 | 1.3M $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 8,299 | 1.3M $ | 0.76 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Quantified Common Ground Fund Advisors Preferred Trust | 8,237 | 1.3M $ | 1.07 % | 0.02 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 8,116 | 1.6M $ | 0.12 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,112 | 1.6M $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 8,004 | 1.2M $ | 0.10 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 7,993 | 1.2M $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 7,655 | 1.2M $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 7,638 | 1.2M $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 7,538 | 1.2M $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,531 | 1.2M $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 7,458 | 1.2M $ | 0.17 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 7,259 | 1.1M $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 7,186 | 1.4M $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 7,000 | 1.1M $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,997 | 1.1M $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 6,681 | 1.3M $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 6,657 | 1.3M $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 6,647 | 1.2M $ | 0.23 % | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 6,626 | 1M $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 6,615 | 1.3M $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 6,399 | 1.2M $ | 0.09 % | 0.02 % | as of May 31, 2026 ↗ |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 6,390 | 1.2M $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 6,372 | 10.3M SEK | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,298 | 982.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 6,125 | 1.2M $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,123 | 955.3K $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 6,116 | 954.2K $ | 0.30 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,017 | 938.8K $ | 0.11 % | 0.02 % | as of Jun 30, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 6,000 | 936.1K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,883 | 1.1M $ | 0.20 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 5,783 | 902.3K $ | 0.57 % | 0.02 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 5,744 | 896.2K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Gotham 1000 Value ETF Tidal Trust I | 5,653 | 882K $ | 0.38 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Hunter Small Cap Value Fund Two Roads Shared Trust | 5,565 | 1.1M $ | 1.62 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 5,470 | 853.4K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,432 | 847.5K $ | 0.17 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 5,388 | 840.6K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 5,365 | 837K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 5,312 | 1M $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 5,300 | 826.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 4,992 | 778.9K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,916 | 946.7K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 4,898 | 764.2K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,897 | 764K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,895 | 942.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 4,869 | 759.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 4,640 | 723.9K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,625 | 841.8K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 4,475 | 698.2K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 4,353 | 679.2K $ | 1.44 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 4,243 | 817.1K $ | 0.13 % | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,200 | 655.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,068 | 783.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 4,059 | 633.3K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 3,923 | 755.5K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 3,909 | 752.8K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 3,870 | 603.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 3,766 | 587.6K $ | 0.28 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 3,755 | 585.9K $ | 0.22 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Muirfield Fund Meeder Funds | 3,735 | 582.7K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,695 | 576.5K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,648 | 702.5K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,459 | 666.1K $ | 0.07 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,445 | 627.1K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 3,437 | 536.2K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,420 | 622.5K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 3,404 | 531.1K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,392 | 653.2K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 3,305 | 515.6K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 3,287 | 633K $ | 0.10 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust | 3,285 | 512.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 3,219 | 619.9K $ | 4.43 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,207 | 617.6K $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,188 | 497.4K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 3,166 | 494K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Multi-Asset Absolute Return Fund John Hancock Funds II | 3,122 | 568.3K $ | 0.22 % | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 3,053 | 476.3K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,034 | 552.2K $ | 0.13 % | 0.01 % | as of May 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,015 | 548.8K $ | 0.23 % | 0.01 % | as of May 31, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 3,014 | 580.4K $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 2,995 | 467.3K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 2,993 | 467K $ | 0.05 % | 0.01 % | as of Jun 30, 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