MORNINGSTAR INC COM is a security (CUSIP 617700109) tracked across SEC portfolio filings. 456 institutional managers reported $4.0B on Form 13F as of 2026-06-30; 34 registered fund positions totaling $372.4M via N-PORT as of 2026-06-30.
Showing 15 of 456 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANGUARD GROUP INC | Valley Forge, PA | $516.0M | 2,374,364 |
| BlackRock, Inc. | New York, NY | $395.3M | 2,338,218 |
| MORGAN STANLEY | NEW YORK, NY | $292.5M | 1,730,549 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $281.0M | 1,662,405 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $145.3M | 859,459 |
| BAMCO INC /NY/ | NEW YORK, NY | $128.4M | 759,515 |
| STATE STREET CORP | BOSTON, MA | $124.3M | 735,574 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | LOS ANGELES, CA | $109.1M | 645,384 |
| Select Equity Group, L.P. | NEW YORK, NY | $107.8M | 637,723 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $105.2M | 623,629 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $101.3M | 599,222 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $87.5M | 517,769 |
| RENAISSANCE TECHNOLOGIES LLC | NEW YORK, NY | $75.9M | 448,870 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $70.8M | 430,056 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON, MA | $66.8M | 394,931 |
Showing 15 of 34 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| State Street SPDR S&P MidCap 400SM ETF Trust | SPDR S&P MIDCAP 400 ETF TRUST | $117.0M | 48.32% |
| VANGUARD WINDSOR FUND | VANGUARD WINDSOR FUNDS | $116.3M | 47.96% |
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $74.9M | 34.42% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $43.3M | 5.31% |
| Nicholas Limited Edition, Inc. | Nicholas Limited Edition, Inc. | $4.4M | 132.91% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $3.2M | 14.32% |
| Columbia Mid Cap Index Fund | COLUMBIA FUNDS SERIES TRUST | $3.0M | 11.75% |
| Large Cap Index Master Portfolio | Master Investment Portfolio | $2.4M | 0.67% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $2.1M | 0.35% |
| Copeland SMID Cap Dividend Growth Fund | Copeland Trust | $2.0M | 141.43% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.7M | 0.57% |
| Fidelity Nasdaq Composite Index ETF | Fidelity Commonwealth Trust | $1.6M | 1.47% |
| BNY Mellon Midcap Index Fund, Inc. | BNY MELLON MIDCAP INDEX FUND, INC. | $1.5M | 11.14% |
| Mid Cap Index Trust | John Hancock Variable Insurance Trust | $1.4M | 11.81% |
| ROYCE GLOBAL TRUST, INC. | ROYCE GLOBAL TRUST, INC. | $1.2M | 112.76% |