Titelia

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.

FundSharesValueWeight in fundShare of capital
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 51480.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 50178.2K $0.46 %0.00 %as of Jun 30, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 50078K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 49495.1K $0.04 %0.00 %as of Jul 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 49477.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust 48994.2K $0.40 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 48976.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 47491.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 46171.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 44970.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 43868.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 40062.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 39661.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 36065.5K $0.01 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 34954.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Moderate Allocation Fund Meeder Funds 34453.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 32951.3K $0.27 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 32462.4K $0.09 %0.00 %as of Jul 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 31861.2K $0.31 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 31248.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 30447.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion Fund AQR Funds 30247.1K $0.20 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 30046.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27149.3K $0.01 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 27149.3K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 26942K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 26448.1K $0.01 %0.00 %as of May 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 25346.1K $0.01 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 25048.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 24037.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 23144.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 22134.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 22034.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 21233.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Conservative Allocation Fund Meeder Funds 21032.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 19337.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 19029.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 18535.6K $0.08 %0.00 %as of Jul 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 18535.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 18228.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 17927.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 17632K $0.01 %0.00 %as of May 29, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 16926.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Growth Fund VALIC Co I 16730.4K $0.00 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 15824.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
MFS Intrinsic Equity Fund MFS Series Trust VII 13025K $0.51 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 11921.7K $0.00 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 11718.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 11622.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 11621.1K $0.00 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 11317.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 11120.2K $0.06 %0.00 %as of May 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 11117.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 11017.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 10015.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Global Allocation Fund Meeder Funds 9915.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 9817.8K $0.23 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 9717.7K $0.00 %0.00 %as of May 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 9518.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 8713.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 8613.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 8015.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 7712K $0.00 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 7414.3K $0.11 %0.00 %as of Jul 31, 2026 ↗
Financial Services Fund Rydex Series Funds 7111.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 6910.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 6710.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 6510.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 6510.1K $0.46 %0.00 %as of Jun 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 629.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 5711K $0.05 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 5610.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 568.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 548.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Growth Equity Index Fund GuideStone Funds 487.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Mid Cap Growth ETF Fidelity Covington Trust 416.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 326.2K $0.12 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 314.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 274.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust 254.8K $0.45 %0.00 %as of Jul 31, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 233.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 223.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 213.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
MID-CAP PROFUND ProFunds 203.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 182.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 182.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 163.1K $0.11 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 152.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Growth Index Fund MoA Funds Corp 132K $0.00 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 81.5K $0.00 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 4770.3 $0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2312 $0.00 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q3391+1311,629,261+17.8 %
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

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.

ShareholderDeclared stakeShares
Joseph D. Mansueto 39.20 %14,709,759as of Jun 30, 2026 · SCHEDULE 13G
Daniel Mansueto 10.00 %3,752,046as of Jul 29, 2026 · SCHEDULE 13G
BAMCO INC /NY/ and 3 others9.20 %3,499,146as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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