Morningstar® Ownership Data identifies institutional stakeholder ownership information on more than 20,000 actively traded equities worldwide. The Ownership Data License provides access to equity ownership information for over 5,000 institutions worldwide by collecting portfolio holdings information on various types of investments such as insurance products, mutual funds, pension funds, separate accounts, and more. In addition, we collect ownership information on more than 100,000 insiders and stakeholders.

Share Ownership

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Morningstar provides data on approximately 422,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 9 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $157 billion in assets under advisement or management as of March 31, 2013.