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
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 46284.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 43573.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 40768.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 40067.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 40067.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 39266.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 39266.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 37963.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 35860.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 35760.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 32860.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 32454.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 30451.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 30050.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 30050.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28852.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 26945.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 25546.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 25346.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 25042.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 24841.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 24641.6K $0.33 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 23643.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 23539.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 23239.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 23139K $0.28 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 23038.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 22838.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 22638.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 21235.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 19733.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 19633.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 19032.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 18330.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 18230.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 17529.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 16928.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 15826.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 15826.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 15027.5K $0.01 %0.00 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 15025.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 14524.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 14326.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
MFS Intrinsic Equity Fund MFS Series Trust VII 13021.9K $0.47 %0.00 %as of Apr 30, 2026 ↗
AQR MS Fusion Fund AQR Funds 12120.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 11921.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Growth Equity Index Fund GuideStone Funds 11920.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 11819.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 11621.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 11319.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 11218.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 10617.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 10016.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 9717.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 9415.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 8013.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 7612.8K $0.63 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 7412.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 7312.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 7112K $0.00 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 6711.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 6410.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 569.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 528.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 488.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 467.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 457.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 447.4K $0.08 %0.00 %as of Apr 30, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 406.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 315.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 264.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust 254.2K $0.43 %0.00 %as of Apr 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 193.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 162.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 122K $0.00 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 81.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 61K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 3507.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 2337.4 $0.00 %0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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