U.S.A.
Morningstar® Data for Funds and Stocks
The leading source for global investment data.
Overview
Fund Data Licenses
Stock Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Related Products
Mutual Fund, Insider, and Institutional Ownership Data License
The Mutual Fund, Insider, and Institutional Ownership data license delivers a robust set of institutional, beneficial, and insider ownership statistics. The comprehensive data is collected from more than 40,000 distinct portfolios of managed investment products. Clients can use this license to accurately identify up to 90% of all individual securities, compare investments, and develop accurate financial models.
  View key data points
Morningstar<span class="registered">&#174;</span> Data for Funds and Stocks
Applications
Alternative trading models
Compliance and risk analysis
Financial modeling and back testing
Software platforms
Liquidity prospecting
Delivery
Data is delivered every business day, with complete monthly refresh files.
Stock Data Licenses
  Previous     Next  
Take Action
Get Purchasing Information
Contact Sales
Proof
Client Stories
Learn More
Product Fact Sheets
Brochures
Methodology Documents
© Morningstar. All rights reserved.