---
title: "Morningstar Security Ownership Tool"
description: "Find which funds hold a specific security and how concentrated they are."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-security-ownership-tool"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~TW9ybmluZ3N0YXIgU2VjdXJpdHkgT3duZXJzaGlwIFRvb2x8IE1vcm5pbmdzdGFyIE1DUCBTZXJ2ZXI,description_Find+which+funds+hold+a+specific+security+and+how+concentrated+they+are.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL21vcm5pbmdzdGFyLXNlY3VyaXR5LW93bmVyc2hpcC10b29sIg,s_ZHcpSZuCA5PN-Dn8.png"
---

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# Morningstar MCP Server

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

# morningstar-security-ownership-tool

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-security-ownership-tool.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-security-ownership-tool.md)

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

## [Summary](#summary)

|                 |                                                                                  |
| :-------------- | :------------------------------------------------------------------------------- |
| 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 |

## [Capabilities](#capabilities)

-   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.

## [Limitations](#limitations)

-   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.

## [Example questions](#example-questions)

-   Show me the top 20 funds by share ownership in Apple.
-   What funds hold Apple?
-   What ETFs hold Meta?
-   What funds hold 5% or more in Microsoft?