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 | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 2,944 | 566.9K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,847 | 444.2K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 2,800 | 436.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 2,797 | 538.6K $ | 0.30 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 2,720 | 424.4K $ | 0.75 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 2,660 | 484.2K $ | 0.06 % | 0.01 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,645 | 412.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,627 | 478.2K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust | 2,623 | 505.1K $ | 0.15 % | 0.01 % | as of Jul 31, 2026 ↗ |
| American Century U.S. Quality Value ETF American Century ETF Trust | 2,622 | 477.3K $ | 0.14 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 2,601 | 500.9K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,438 | 380.4K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 2,421 | 466.2K $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 2,397 | 374K $ | 0.21 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 2,295 | 358.1K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,252 | 433.7K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 2,238 | 349.2K $ | 0.47 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,132 | 332.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 2,128 | 409.8K $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,100 | 327.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 2,075 | 377.7K $ | 0.74 % | 0.01 % | as of May 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,999 | 311.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 1,977 | 308.5K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,938 | 373.2K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,915 | 298.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,862 | 290.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dynamic Allocation Fund Meeder Funds | 1,838 | 286.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 1,829 | 285.4K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 1,826 | 332.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,815 | 330.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 1,809 | 282.2K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,787 | 325.3K $ | 0.17 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,779 | 342.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,766 | 340.1K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 1,748 | 272.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,710 | 266.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 1,708 | 328.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 1,704 | 328.1K $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,657 | 301.6K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 1,639 | 255.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,632 | 254.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 1,627 | 253.8K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 1,538 | 240K $ | 0.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,482 | 231.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 1,472 | 283.5K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust | 1,446 | 263.2K $ | 0.77 % | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,415 | 220.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,380 | 215.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 1,364 | 212.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 1,362 | 247.9K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,299 | 202.7K $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,292 | 201.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,260 | 242.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Balanced Fund Meeder Funds | 1,251 | 195.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,220 | 234.9K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,213 | 233.6K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,194 | 186.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 1,174 | 226.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,143 | 220.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,135 | 177.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 1,106 | 172.6K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,081 | 208.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,053 | 164.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,040 | 162.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 1,015 | 195.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,006 | 157K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 994 | 155.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 966 | 150.7K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 965 | 150.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 965 | 150.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 964 | 175.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 925 | 168.4K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 906 | 141.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 903 | 173.9K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 900 | 140.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 895 | 162.9K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 852 | 164.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 847 | 132.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Gotham Absolute Return Fund FundVantage Trust | 842 | 131.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 803 | 154.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 800 | 145.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 794 | 144.5K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 792 | 144.2K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 784 | 122.3K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 767 | 119.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 767 | 119.7K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 750 | 136.5K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 684 | 106.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 679 | 130.8K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 664 | 120.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 639 | 123.1K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 625 | 120.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 615 | 111.9K $ | 0.19 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 613 | 95.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 604 | 94.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Saratoga Large Capitalization Growth Portfolio SARATOGA ADVANTAGE TRUST | 600 | 109.2K $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 560 | 87.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 552 | 86.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 545 | 105K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 545 | 85K $ | 0.00 % | 0.00 % | 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