Morningstar, Inc.
MORN- 交易所
- Nasdaq
- 產業
- Investment Advice
- SEC CIK
- 0001289419
近 90 天，Morningstar, Inc. 內部人申報 0 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 420 家機構在 13F 申報持有，市值合計 $37.9 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Morningstar, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 420
- 較 2026 年第 1 季 −22 家
- 持有股數
- 2,428 萬
- 較 2026 年第 1 季 +81.7 萬 (+3.5%)
- 總市值
- $37.9 億
- 較 2026 年第 1 季 −$1.79 億 (−4.5%)
- 新進機構
- 69
- 另有 132 家加碼
- 清倉機構
- 91
- 另有 172 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MORN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 420 | $37.9 億 |
| 2026 年第 1 季 | 447 | $39.9 億 |
| 2025 年第 4 季 | 475 | $52.8 億 |
| 2025 年第 3 季 | 452 | $58.5 億 |
| 2025 年第 2 季 | 481 | $80.8 億 |
| 2025 年第 1 季 | 464 | $75.7 億 |
| 2024 年第 4 季 | 451 | $86.7 億 |
| 2024 年第 3 季 | 412 | $83.1 億 |
| 2024 年第 2 季 | 393 | $77.0 億 |
| 2024 年第 1 季 | 385 | $92.0 億 |
| 2023 年第 4 季 | 353 | $78.5 億 |
| 2023 年第 3 季 | 325 | $61.7 億 |
| 2023 年第 2 季 | 294 | $47.9 億 |
| 2023 年第 1 季 | 302 | $49.3 億 |
| 2022 年第 4 季 | 319 | $51.4 億 |
| 2022 年第 3 季 | 313 | $49.9 億 |
| 2022 年第 2 季 | 325 | $56.7 億 |
| 2022 年第 1 季 | 336 | $64.1 億 |
| 2021 年第 4 季 | 341 | $79.3 億 |
| 2021 年第 3 季 | 318 | $58.4 億 |
| 2021 年第 2 季 | 295 | $56.2 億 |
| 2021 年第 1 季 | 309 | $48.3 億 |
2026 年第 2 季持有機構
每家機構持有 Morningstar, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bamco Inc | 3,499,146 | $5.46 億 | 0.82% | +2,739,631+360.7% | 加碼 |
| BlackRock, Inc. | 2,081,736 | $3.25 億 | 0.00% | −256,482−11.0% | 減碼 |
| Wellington Management Group LLP | 1,493,037 | $2.33 億 | 0.04% | −169,368−10.2% | 減碼 |
| Morgan Stanley | 1,484,135 | $2.32 億 | 0.01% | −246,414−14.2% | 減碼 |
| AQR Capital Management LLC | 1,304,388 | $2.04 億 | 0.07% | +680,759+109.2% | 加碼 |
| Vanguard Portfolio Management LLC | 950,075 | $1.48 億 | 0.01% | −101,745−9.7% | 減碼 |
| Vanguard Capital Management LLC | 894,406 | $1.40 億 | 0.00% | −95,061−9.6% | 減碼 |
| State Street Corp | 716,473 | $1.12 億 | 0.00% | −19,101−2.6% | 減碼 |
| Geode Capital Management, LLC | 578,315 | $9,024 萬 | 0.00% | −20,907−3.5% | 減碼 |
| Dimensional Fund Advisors LP | 561,857 | $8,766 萬 | 0.02% | +44,088+8.5% | 加碼 |
| Los Angeles Capital Management LLC | 557,955 | $8,705 萬 | 0.32% | −87,429−13.5% | 減碼 |
| Two Sigma Investments, LP | 484,249 | $7,555 萬 | 0.06% | −375,210−43.7% | 減碼 |
| Jane Street Group, LLC | 431,301 | $6,729 萬 | 0.04% | +97,440+29.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 420,742 | $6,564 萬 | 0.03% | +25,811+6.5% | 加碼 |
| Kensico Capital Management Corp | 284,100 | $4,433 萬 | 0.76% | +149,100+110.4% | 加碼 |
| Invesco Ltd. | 259,287 | $4,045 萬 | 0.00% | −25,843−9.1% | 減碼 |
| Massachusetts Financial Services Co | 244,324 | $3,794 萬 | 0.01% | −10,415−4.1% | 減碼 |
| Renaissance Technologies LLC | 238,770 | $3,725 萬 | 0.05% | −210,100−46.8% | 減碼 |
| JPMorgan Chase & Co | 236,316 | $3,698 萬 | 0.00% | −193,740−45.0% | 減碼 |
| Bank of New York Mellon Corp | 232,481 | $3,627 萬 | 0.01% | +57,475+32.8% | 加碼 |
| Copeland Capital Management, LLC | 229,546 | $3,581 萬 | 0.74% | +94,331+69.8% | 加碼 |
| UBS Group AG | 209,075 | $3,262 萬 | 0.01% | +139,133+198.9% | 加碼 |
| Charles Schwab Investment Management Inc | 206,136 | $3,216 萬 | 0.00% | −7,687−3.6% | 減碼 |
| Quantinno Capital Management LP | 203,220 | $3,171 萬 | 0.04% | +16,274+8.7% | 加碼 |
| Bank of America Corp | 192,610 | $3,005 萬 | 0.00% | +9,035+4.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,181 | $2,983 萬 | 0.03% | +5,133+2.8% | 加碼 |
| FMR LLC | 180,968 | $2,823 萬 | 0.00% | +74,263+69.6% | 加碼 |
| Goldman Sachs Group Inc | 179,184 | $2,796 萬 | 0.00% | −31,218−14.8% | 減碼 |
| Northern Trust Corp | 169,919 | $2,651 萬 | 0.00% | −6,023−3.4% | 減碼 |
| Confluence Investment Management LLC | 166,257 | $2,594 萬 | 0.41% | −11,311−6.4% | 減碼 |
| Millennium Management LLC | 162,620 | $2,537 萬 | 0.02% | −160,386−49.7% | 減碼 |
| Voloridge Investment Management, LLC | 162,073 | $2,529 萬 | 0.11% | −15,799−8.9% | 減碼 |
| Brookfield Asset Management Inc. | 156,792 | $2,446 萬 | 0.03% | +156,792 | 新進 |
| Norges Bank | 155,686 | $2,429 萬 | 0.00% | +155,686 | 新進 |
| Nordea Investment Management AB | 147,892 | $2,292 萬 | 0.02% | +74,723+102.1% | 加碼 |
| Royce & Associates LP | 144,996 | $2,262 萬 | 0.18% | −29,279−16.8% | 減碼 |
| Gotham Asset Management, LLC | 142,299 | $2,220 萬 | 0.05% | −27,331−16.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 136,878 | $2,136 萬 | 0.00% | −5,967−4.2% | 減碼 |
| Ameriprise Financial Inc | 136,872 | $2,135 萬 | 0.00% | −19,839−12.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 124,542 | $1,943 萬 | 0.06% | −38,937−23.8% | 減碼 |
| Envestnet Asset Management Inc | 118,347 | $1,846 萬 | 0.00% | +11,560+10.8% | 加碼 |
| American Capital Management Inc | 114,947 | $1,793 萬 | 0.80% | +6,607+6.1% | 加碼 |
| SEI Investments Co | 112,779 | $1,760 萬 | 0.02% | −76,523−40.4% | 減碼 |
| Crawford Fund Management, LLC | 109,500 | $1,708 萬 | 5.24% | +20,300+22.8% | 加碼 |
| DF Dent & Co Inc | 106,374 | $1,660 萬 | 0.31% | +4,003+3.9% | 加碼 |
| Jupiter Topco LLC | 91,390 | $1,426 萬 | 0.01% | +91,390 | 新進 |
| Principal Financial Group Inc | 76,156 | $1,188 萬 | 0.01% | −917−1.2% | 減碼 |
| Tudor Investment Corp Et Al | 76,095 | $1,187 萬 | 0.05% | +36,095+90.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 74,445 | $1,160 萬 | 0.05% | +74,445 | 新進 |
| Allianz Asset Management GmbH | 74,023 | $1,155 萬 | 0.01% | +46,919+173.1% | 加碼 |
| Capital Fund Management S.A. | 69,077 | $1,078 萬 | 0.08% | +1,872+2.8% | 加碼 |
| Stifel Financial Corp | 67,188 | $1,048 萬 | 0.01% | +4,087+6.5% | 加碼 |
| Loomis Sayles & Co L P | 64,876 | $1,012 萬 | 0.01% | +15,895+32.5% | 加碼 |
| UBS Asset Management Americas Inc | 61,984 | $967.1 萬 | 0.00% | −7,242−10.5% | 減碼 |
| Prudential Financial Inc | 61,498 | $959.5 萬 | 0.01% | −4,000−6.1% | 減碼 |
| Chicago Capital, LLC | 60,972 | $951.3 萬 | 0.23% | −13,190−17.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 57,602 | $950.6 萬 | 1.03% | −118−0.2% | 減碼 |
| Rhumbline Advisers | 55,898 | $872.1 萬 | 0.01% | −6,795−10.8% | 減碼 |
| Nomura Asset Management International Inc. | 54,859 | $855.9 萬 | 0.01% | −36,431−39.9% | 減碼 |
| Ieq Capital, LLC | 53,907 | $841.1 萬 | 0.04% | +24,772+85.0% | 加碼 |
| Canada Pension Plan Investment Board | 50,700 | $791.0 萬 | 0.00% | −1,400−2.7% | 減碼 |
| Nuveen, LLC | 49,783 | $776.7 萬 | 0.00% | −10,993−18.1% | 減碼 |
| Mariner, LLC | 49,671 | $775.0 萬 | 0.01% | +33,147+200.6% | 加碼 |
| SG Americas Securities, LLC | 48,845 | $762.1 萬 | 0.00% | +1,908+4.1% | 加碼 |
| Squarepoint Ops LLC | 47,742 | $744.9 萬 | 0.01% | +47,742 | 新進 |
| Alliancebernstein L.P. | 41,088 | $694.6 萬 | 0.00% | +10,122+32.7% | 加碼 |
| First Trust Advisors LP | 44,475 | $693.9 萬 | 0.00% | +18,744+72.8% | 加碼 |
| Swiss National Bank | 40,600 | $633.4 萬 | 0.00% | −8,200−16.8% | 減碼 |
| Engineers Gate Manager LP | 39,989 | $623.9 萬 | 0.08% | +25,817+182.2% | 加碼 |
| Algert Global LLC | 35,197 | $549.1 萬 | 0.07% | −13,760−28.1% | 減碼 |
| Creative Planning | 34,701 | $541.4 萬 | 0.00% | +300+0.9% | 加碼 |
| American Century Companies Inc | 33,811 | $527.5 萬 | 0.00% | −2,831−7.7% | 減碼 |
| Benjamin Edwards Inc | 33,499 | $522.7 萬 | 0.05% | −1,207−3.5% | 減碼 |
| Point72 Asset Management, L.P. | 32,754 | $511.0 萬 | 0.01% | −138,155−80.8% | 減碼 |
| XTX Topco Ltd | 32,638 | $509.2 萬 | 0.07% | +11,286+52.9% | 加碼 |
| Quadrature Capital Ltd | 31,566 | $492.5 萬 | 0.04% | +29,642+1,540.6% | 加碼 |
| California Public Employees Retirement System | 31,222 | $487.1 萬 | 0.00% | −2,159−6.5% | 減碼 |
| Citadel Advisors LLC | 27,906 | $435.4 萬 | 0.00% | +4,256+18.0% | 加碼 |
| Legal & General Group Plc | 27,422 | $427.8 萬 | 0.00% | −5,274−16.1% | 減碼 |
| Barclays PLC | 26,602 | $415.0 萬 | 0.00% | −1,348−4.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,415 | $412.1 萬 | 0.08% | +16,832+175.6% | 加碼 |
| Nicholas Company, Inc. | 26,185 | $408.5 萬 | 0.07% | 00.0% | 不變 |
| Caxton Associates LLP | 24,236 | $378.1 萬 | 0.07% | −741−3.0% | 減碼 |
| Mercer Global Advisors Inc | 24,099 | $376.0 萬 | 0.00% | +16,653+223.7% | 加碼 |
| State of Alaska, Department of Revenue | 23,699 | $369.7 萬 | 0.04% | +6,826+40.5% | 加碼 |
| Price T Rowe Associates Inc | 23,623 | $368.7 萬 | 0.00% | +394+1.7% | 加碼 |
| California State Teachers Retirement System | 22,952 | $358.1 萬 | 0.00% | −6,471−22.0% | 減碼 |
| Vident Advisory, LLC | 22,877 | $356.9 萬 | 0.03% | +1,187+5.5% | 加碼 |
| Cerity Partners LLC | 22,838 | $356.3 萬 | 0.00% | +8,150+55.5% | 加碼 |
| Retirement Systems of Alabama | 22,812 | $355.9 萬 | 0.01% | −5,334−19.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 22,310 | $348.1 萬 | 0.01% | −370−1.6% | 減碼 |
| Marshall Wace, LLP | 21,114 | $329.4 萬 | 0.00% | +10,531+99.5% | 加碼 |
| Wells Fargo & Company | 19,503 | $304.3 萬 | 0.00% | −888−4.4% | 減碼 |
| MidFirst Bank | 18,560 | $289.6 萬 | 0.21% | −242−1.3% | 減碼 |
| GHP Investment Advisors, Inc. | 18,361 | $286.5 萬 | 0.11% | +15,875+638.6% | 加碼 |
| Lazard Asset Management LLC | 18,309 | $285.7 萬 | 0.00% | +3,572+24.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 18,661 | $284.4 萬 | 0.00% | +11,053+145.3% | 加碼 |
| Numerai GP LLC | 18,066 | $281.9 萬 | 0.23% | +4,999+38.3% | 加碼 |
| Susquehanna International Group, LLP | 17,903 | $279.3 萬 | 0.00% | −8,258−31.6% | 減碼 |
| Dearborn Partners LLC | 17,145 | $278.8 萬 | 0.08% | +8,465+97.5% | 加碼 |