openapi: 3.0.1 info: version: 1.0.0 title: Authorization Tokens Accounts Total Shares Outstanding API description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.

To request a token, click Authorize and enter the following credentials: * Username - Your Client ID. * Password - Your Client Secret.' servers: - url: https://www.us-api.morningstar.com/token description: PROD US - url: https://www.emea-api.morningstar.com/token description: PROD EMEA - url: https://www.apac-api.morningstar.com/token description: PROD APAC security: - BasicAuth: [] tags: - name: Total Shares Outstanding paths: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding: get: summary: Get Total Shares Outstanding Company Level view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingPackage tags: - Total Shares Outstanding x-cpqId: 905 responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstanding' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-company-level: get: summary: Get Total Shares Outstanding view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingCompanyLevelDataset tags: - Total Shares Outstanding x-cpqId: 905 x-dataset: true responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstandingCompanyLevel' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-share-level: get: summary: Get Total Shares Outstanding Share Level view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingShareLevelDataset tags: - Total Shares Outstanding x-cpqId: 905 x-dataset: true responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstandingShareLevel' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-treasury: get: summary: Get Total Shares Outstanding Treasury view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingTreasuryDataset tags: - Total Shares Outstanding responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstandingTreasury' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 905 /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-unadjusted: get: summary: Get Total Shares Outstanding Unadjusted view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingUnadjustedDataset tags: - Total Shares Outstanding x-cpqId: 905 x-dataset: true responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstandingUnadjusted' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-unadjusted-treasury: get: summary: Get Total Shares Outstanding Unadjusted Treasury view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: shareType in: query required: true schema: enum: - all - rights - unit - unlisted - preferred - treasury - common - adr - cef - warrant - etf - note type: string x-enumDescriptions: all: Includes all share types. adr: American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges. cef: Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares. common: Standard equity shares that represent ownership in a company, typically with voting rights. etf: Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges. note: Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date. preferred: Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation. rights: Rights issued to existing shareholders to purchase additional shares, often at a discount. treasury: Shares that were previously issued and later repurchased by the issuing company. unlisted: Shares not listed on a formal stock exchange but may trade over-the-counter or privately. unit: Combined security consisting of multiple components, such as shares and warrants, sold together. warrant: Security that gives the holder the right to purchase company stock at a specific price before expiration. description: "Filters results by share type.\n\n- `all` = Includes all share types. \n- `adr` = American Depositary Receipt. Represents shares of a foreign company traded on U.S. exchanges.\n- `cef` = Closed-End Fund shares. Represents ownership in a pooled investment fund with a fixed number of shares.\n- `common` = Standard equity shares that represent ownership in a company, typically with voting rights.\n- `etf` = Exchange-Traded Fund shares. Represents ownership in a fund that tracks an index or asset group and trades on exchanges.\n- `note` = Debt security representing a loan made by an investor to a company, typically with a fixed interest rate and maturity date.\n- `preferred` = Shares that provide specific privileges, such as fixed dividends or priority over common stock in liquidation.\n- `rights` = Rights issued to existing shareholders to purchase additional shares, often at a discount.\n- `treasury` = Shares that were previously issued and later repurchased by the issuing company.\n- `unlisted` = Shares not listed on a formal stock exchange but may trade over-the-counter or privately.\n- `unit` = Combined security consisting of multiple components, such as shares and warrants, sold together.\n- `warrant` = Security that gives the holder the right to purchase company stock at a specific price before expiration." examples: shareTypeExample1: summary: All share types value: all shareTypeExample2: summary: American Depositary Receipt value: adr shareTypeExample3: summary: Closed-End Fund value: cef shareTypeExample4: summary: Common stock value: common shareTypeExample5: summary: Exchange-Traded Fund value: etf shareTypeExample6: summary: Note (debt security) value: note shareTypeExample7: summary: Preferred stock value: preferred shareTypeExample8: summary: Rights value: rights shareTypeExample9: summary: Treasury shares value: treasury shareTypeExample10: summary: Unlisted shares value: unlisted shareTypeExample11: summary: Unit value: unit shareTypeExample12: summary: Warrant value: warrant - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityTotalSharesOutstandingUnadjustedTreasuryDataset tags: - Total Shares Outstanding responses: '200': $ref: '#/components/responses/ResponseEquityTotalSharesOutstandingUnadjustedTreasury' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 905 components: responses: ResponseEquityTotalSharesOutstanding: description: OK content: application/json: schema: type: object properties: performanceLevelTotalSharesOutstanding: $ref: '#/components/schemas/OutputPerformanceLevelTotalSharesOutstanding' companyLevelTotalSharesOutstanding: $ref: '#/components/schemas/OutputCompanyLevelTotalSharesOutstanding' totalSharesOutstandingRaw: $ref: '#/components/schemas/OutputTotalSharesOutstandingRaw' performanceLevelTotalSharesOutstandingTreasury: $ref: '#/components/schemas/OutputPerformanceLevelTotalSharesOutstandingTreasury' totalSharesOutstandingRawTreasury: $ref: '#/components/schemas/OutputTotalSharesOutstandingRawTreasury' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityTotalSharesOutstandingTreasury: description: OK content: application/json: schema: type: object properties: performanceLevelTotalSharesOutstandingTreasury: $ref: '#/components/schemas/OutputPerformanceLevelTotalSharesOutstandingTreasury' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseInternalServerError: description: Internal Server content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' ResponseEquityTotalSharesOutstandingUnadjusted: description: OK content: application/json: schema: type: object properties: totalSharesOutstandingRaw: $ref: '#/components/schemas/OutputTotalSharesOutstandingRaw' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityTotalSharesOutstandingUnadjustedTreasury: description: OK content: application/json: schema: type: object properties: totalSharesOutstandingRawTreasury: $ref: '#/components/schemas/OutputTotalSharesOutstandingRawTreasury' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityTotalSharesOutstandingShareLevel: description: OK content: application/json: schema: type: object properties: performanceLevelTotalSharesOutstanding: $ref: '#/components/schemas/OutputPerformanceLevelTotalSharesOutstanding' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityTotalSharesOutstandingCompanyLevel: description: OK content: application/json: schema: type: object properties: companyLevelTotalSharesOutstanding: $ref: '#/components/schemas/OutputCompanyLevelTotalSharesOutstanding' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseBadRequest: description: Bad Request content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' schemas: OutputPerformanceLevelTotalSharesOutstandingTreasury: type: object properties: totalSharesOutstandingDate: type: string description: '' nullable: true treasuryShares: type: integer description: '' format: int64 nullable: true shareType: type: string description: '' nullable: true additionalProperties: false title: OutputPerformanceLevelTotalSharesOutstandingTreasury OutputCompanyLevelTotalSharesOutstanding: type: object properties: totalSharesOutstandingDate: type: string description: '' nullable: true companyLevelTotalSharesOutstandings: type: integer description: '' format: int64 nullable: true shareType: type: string description: '' nullable: true additionalProperties: false title: OutputCompanyLevelTotalSharesOutstanding OutputIdentifiers: type: object properties: performanceId: type: string nullable: true securityId: type: string nullable: true cusip: type: string nullable: true isin: type: string nullable: true sedol: type: string nullable: true tradingSymbol: type: string nullable: true fundCode: type: string nullable: true msid: type: string nullable: true ticker: type: string nullable: true additionalProperties: false title: OutputIdentifiers OutputErrorDetails: type: object properties: statusCode: type: integer description: Status Code format: int32 errorCode: type: string description: Custom error code nullable: true message: type: string description: Message nullable: true requestId: type: string description: RequestId nullable: true additionalProperties: false description: Error details title: OutputErrorDetails CodeMappingBoolean: type: object properties: value: type: string nullable: true code: type: boolean nullable: true additionalProperties: false title: CodeMappingBoolean OutputMetadataMessages: type: object properties: type: type: string nullable: true code: type: string nullable: true investments: type: array items: $ref: '#/components/schemas/OutputInvalidInvestments' nullable: true message: type: string nullable: true additionalProperties: false title: OutputMetadataMessages OutputPerformanceLevelTotalSharesOutstanding: type: object properties: totalSharesOutstandingDate: type: string description: '' nullable: true fileDate: type: string description: '' nullable: true fivePercentFloat: type: integer description: '' format: int64 nullable: true floatDate: type: string description: '' nullable: true floatPercentShare: type: number description: '' format: double nullable: true floatShare: type: integer description: '' format: int64 nullable: true quotedValue: type: integer description: '' format: int64 nullable: true reasonOfShareChange: type: string description: '' nullable: true totalSharesOutstanding: type: integer description: '' format: int64 nullable: true unquotedValue: type: string description: '' nullable: true shareType: type: string description: '' nullable: true additionalProperties: false title: OutputPerformanceLevelTotalSharesOutstanding OutputInvalidInvestments: type: object properties: id: type: string nullable: true idType: type: string nullable: true status: type: string nullable: true datapointId: type: array items: type: string nullable: true errorCode: type: string nullable: true performanceId: type: string description: Performance ID (if not passed in request). nullable: true companyId: type: string description: Company ID (if not passed in request). nullable: true baseCurrency: type: string description: Input base currency used to look up Investment identifier nullable: true domicile: type: string description: Input domicile used to look up Investment identifier. nullable: true exchangeCountry: type: string description: Input exchange country used to look up Investment identifier. nullable: true exchangeId: type: string description: Input exchange id used to look up Investment identifier. nullable: true additionalProperties: false title: OutputInvalidInvestments OutputTotalSharesOutstandingRaw: type: object properties: totalSharesOutstandingDate: type: string description: The as of date of the total shares outstanding value nullable: true documentFileDate: type: string description: The date on which a company released its filing to the public nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int64 nullable: true isFutureTotalSharesOutstanding: $ref: '#/components/schemas/CodeMappingBoolean' issuedSharesAsReported: type: integer description: The number of issued shares for a particular share class as reported in the document format: int64 nullable: true preSplitIssuedShares: type: integer description: The number of issued shares for a particular share with split adjustment if the company reports pre split shares number on post split date or vice versa format: int64 nullable: true preSplitTotalSharesOutstanding: type: integer description: The number of shares outstanding for a particular share class with split adjustment if company reports pre split on post split date or vice versa format: int64 nullable: true quotedSharesValue: type: integer description: The proportion of share class-level total shares outstanding that is listed and tradable on a stock market; Quoted value is only available for the Australian Stock Exchange (ASX) format: int64 nullable: true reasonOfShareChange: type: string description: 'The reason for the change in a company''s total shares outstanding from the previous record; examples could be share issuances or share buy-back: This field will only be populated when the total shares outstanding is collected from a press release' nullable: true totalSharesOutstandingAsReported: type: integer description: The number of shares outstanding for a particular share class as reported in the document. It can be derived using issued shares minus treasury shares. format: int64 nullable: true unquotedSharesValue: type: integer description: The proportion of share class-level total shares outstanding that is not listed and untradeable on a stock market; Unquoted value is only available for the Australian Stock Exchange (ASX) format: int64 nullable: true shareType: type: string description: '' nullable: true additionalProperties: false title: OutputTotalSharesOutstandingRaw OutputTotalSharesOutstandingRawTreasury: type: object properties: totalSharesOutstandingDate: type: string description: '' nullable: true documentFormType: type: string description: '' nullable: true preSplitTreasuryShares: type: string description: '' nullable: true treasurySharesAsReported: type: string description: '' nullable: true shareType: type: string description: '' nullable: true additionalProperties: false title: OutputTotalSharesOutstandingRawTreasury OutputMetadata: type: object properties: requestId: type: string nullable: true time: type: string format: date-time readOnly: true portfolioDate: type: string nullable: true portfolioCurrency: type: string nullable: true messages: type: array items: $ref: '#/components/schemas/OutputMetadataMessages' nullable: true additionalProperties: false title: OutputMetadata securitySchemes: BasicAuth: type: http scheme: basic