Institutional ownership and fund holdings data
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
75%
API
API Available
Product Overview
Investment Research and Financial Data Platform$$
Offering: Comprehensive global investment data, including fund flows, fundamental equity data, and proprietary ESG risk ratings for portfolio construction and performance attribution.
Best for: Asset and wealth managers requiring standardized, high-quality fund and ESG data for portfolio construction and regulatory reporting.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Integrated proprietary ESG risk and sustainability ratings
- Flexible delivery options including Snowflake and direct API
- Strong reputation for standardized
- institutional-grade financial data
Drawbacks
⚠ Less specialized in high-frequency or alternative alpha signals compared to niche quant providers · ⚠ Data structure can be rigid for firms requiring highly customized or non-standard data schemasProduct Intelligence
Value Score
44
quality per $
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
Competitive intelligenceportfolio benchmarkinginstitutional investor trackingasset allocation analysisinvestment strategy research
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filings
Detected Use Cases
competitive intelligencecompliance regulatoryinvestment research
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
Emerging6 mentions·2 platforms
Reddit
3 × 3 pts+9
LinkedIn
3 × 2 pts+6
Evidence5 sources
Reddit
Where can I find the ownership breakdown of a public ...
Go to morningstar.com , plug in the ticker at the top where it says quote then when it bring the company up, click on the ownership tab. You ...
Reddit
How to (and how not to) best use Morningstar?
I get Morningstar reports through Charles Schwab, and I use them primarily to look at economic moat ratings and also capital allocation ratings.
Reddit
Been using Simply Wall and Morningstar for food ...
Morningstar are corporate, been around forever and produce research about specific things, like they might produce two pages just on a companies ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Ownership Data
Morningstar Ownership Data is an alternative data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Institutional ownership and fund holdings data
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...