Morningstar MCP Server

Connect trusted data to your AI workflows with the Morningstar MCP Server.

morningstar-security-ownership-tool

Identifies which funds hold a specific security and how concentrated their ownership is.


Purpose	Show who owns a security and how heavily it is held across funds
Input	A security
Output	Funds holding the security, ranked by percentage of the security's outstanding shares owned
Maximum results	Up to 500 funds per query
Best for	Analysts and portfolio managers assessing institutional fund ownership, identifying concentrated holders, benchmarking positioning, and due diligence on a stock's fund demand

Identifies which funds hold a specific security. Fund types include open-end funds, ETFs, closed-end funds, CITs, separate accounts, and models.
Ranks funds by the percentage of the security's outstanding shares they own.
Returns up to 500 funds in a single query, for a broad or narrow view of the ownership landscape.
Sorts results by concentration, highest ownership share first, to surface the most committed holders.

Coverage is limited to security types supported by the Morningstar MCP Server.
Ownership data reflects the most recent portfolio filings, which can lag by 30 to 90 days depending on the fund's reporting frequency.
Does not surface ownership by individual investors, hedge funds with delayed 13F filings, or direct indexing accounts.
No built-in historical trending. You cannot directly query who owned a security six months ago without cross-referencing prior data pulls.