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。
2021 年第 2 季 13F 持有人
Morningstar, Inc. 在 2021/6/30 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
- 295
- 較 2021 年第 1 季 −14 家
- 持有股數
- 2,187 萬
- 較 2021 年第 1 季 +39.8 萬 (+1.9%)
- 總市值
- $56.2 億
- 較 2021 年第 1 季 +$7.90 億 (+16.4%)
- 新進機構
- 26
- 另有 118 家加碼
- 清倉機構
- 40
- 另有 90 家減碼
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 | $52.7 億 |
| 2025 年第 3 季 | 452 | $57.8 億 |
| 2025 年第 2 季 | 481 | $80.5 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 | $82.5 億 |
| 2024 年第 2 季 | 393 | $76.3 億 |
| 2024 年第 1 季 | 385 | $79.2 億 |
| 2023 年第 4 季 | 353 | $72.2 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 | $48.5 億 |
| 2022 年第 4 季 | 318 | $51.4 億 |
| 2022 年第 3 季 | 311 | $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 | $79.2 億 |
| 2021 年第 3 季 | 318 | $58.3 億 |
| 2021 年第 2 季 | 295 | $56.2 億 |
| 2021 年第 1 季 | 309 | $48.3 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,636,995 | $9.35 億 | 3.20% | +567,896+18.5% | 加碼 |
| Vanguard Group Inc | 2,364,436 | $6.08 億 | 0.02% | +13,649+0.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,356,976 | $3.49 億 | 0.86% | −423,144−23.8% | 減碼 |
| Bamco Inc | 1,215,209 | $3.12 億 | 0.72% | −84,409−6.5% | 減碼 |
| Atlanta Capital Management Co L L C | 1,107,771 | $2.85 億 | 0.98% | −10,281−0.9% | 減碼 |
| BlackRock Inc. | 1,050,231 | $2.70 億 | 0.01% | −53,460−4.8% | 減碼 |
| Wasatch Advisors Inc | 814,106 | $2.09 億 | 0.85% | −22,999−2.7% | 減碼 |
| FMR LLC | 745,053 | $1.92 億 | 0.02% | −24,329−3.2% | 減碼 |
| JPMorgan Chase & Co | 553,596 | $1.42 億 | 0.02% | −43,571−7.3% | 減碼 |
| Renaissance Technologies LLC | 475,570 | $1.22 億 | 0.15% | −30,400−6.0% | 減碼 |
| Artisan Partners Limited Partnership | 463,834 | $1.19 億 | 0.14% | +65,628+16.5% | 加碼 |
| Pendal Group Limited | 449,754 | $1.16 億 | 1.06% | +4,235+1.0% | 加碼 |
| Echo Street Capital Management LLC | 446,257 | $1.15 億 | 0.88% | +165,736+59.1% | 加碼 |
| State Street Corp | 349,447 | $8,985 萬 | 0.00% | +70,389+25.2% | 加碼 |
| Royce & Associates LP | 325,869 | $8,378 萬 | 0.58% | −8,531−2.6% | 減碼 |
| Invesco Ltd. | 325,156 | $8,360 萬 | 0.02% | −2,591−0.8% | 減碼 |
| Bank of New York Mellon Corp | 323,415 | $8,315 萬 | 0.02% | +1,639+0.5% | 加碼 |
| Dimensional Fund Advisors LP | 313,741 | $8,067 萬 | 0.03% | −2,169−0.7% | 減碼 |
| Geode Capital Management, LLC | 308,689 | $7,937 萬 | 0.01% | +5,816+1.9% | 加碼 |
| Wells Fargo & Company | 260,782 | $6,705 萬 | 0.02% | −55,321−17.5% | 減碼 |
| Praesidium Investment Management Company, LLC | 235,012 | $6,042 萬 | 3.22% | +235,012 | 新進 |
| Norges Bank | 219,647 | $5,647 萬 | 0.01% | +20,040+10.0% | 加碼 |
| American Capital Management Inc | 192,325 | $4,945 萬 | 1.38% | +150+0.1% | 加碼 |
| Millennium Management LLC | 190,517 | $4,898 萬 | 0.06% | +65,177+52.0% | 加碼 |
| Nuveen Asset Management, LLC | 161,843 | $4,161 萬 | 0.01% | +17,861+12.4% | 加碼 |
| Lazard Asset Management LLC | 150,208 | $3,862 萬 | 0.04% | −312−0.2% | 減碼 |
| Bank of America Corp | 148,596 | $3,821 萬 | 0.00% | +1,471+1.0% | 加碼 |
| Loomis Sayles & Co L P | 140,920 | $3,623 萬 | 0.04% | +5,524+4.1% | 加碼 |
| Pelham Global Financials Ltd | 127,326 | $3,274 萬 | 10.55% | 00.0% | 不變 |
| Chicago Capital, LLC | 120,842 | $3,107 萬 | 1.21% | −4,409−3.5% | 減碼 |
| Charles Schwab Investment Management Inc | 119,734 | $3,079 萬 | 0.01% | +3,012+2.6% | 加碼 |
| New York State Common Retirement Fund | 119,719 | $3,078 萬 | 0.03% | −64,955−35.2% | 減碼 |
| Parametric Portfolio Associates LLC | 117,525 | $3,022 萬 | 0.02% | −2,648−2.2% | 減碼 |
| Northern Trust Corp | 115,222 | $2,962 萬 | 0.01% | +665+0.6% | 加碼 |
| Mawer Investment Management Ltd. | 112,125 | $2,883 萬 | 0.14% | −47,300−29.7% | 減碼 |
| Principal Financial Group Inc | 108,054 | $2,778 萬 | 0.02% | −57,532−34.7% | 減碼 |
| Confluence Investment Management LLC | 103,692 | $2,666 萬 | 0.35% | −3,552−3.3% | 減碼 |
| Morgan Stanley | 94,944 | $2,441 萬 | 0.00% | +26,780+39.3% | 加碼 |
| Parnassus Investments | 92,446 | $2,377 萬 | 0.05% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 87,750 | $2,256 萬 | 0.03% | +7,100+8.8% | 加碼 |
| VGI Partners Ltd | 78,784 | $2,026 萬 | 1.60% | +64,920+468.3% | 加碼 |
| SEI Investments Co | 71,326 | $1,841 萬 | 0.04% | +7,049+11.0% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 70,191 | $1,805 萬 | 0.58% | −3,932−5.3% | 減碼 |
| TCW Group Inc | 64,898 | $1,669 萬 | 0.14% | +17,139+35.9% | 加碼 |
| Goldman Sachs Group Inc | 63,720 | $1,638 萬 | 0.00% | −56,651−47.1% | 減碼 |
| Eaton Vance Management | 63,214 | $1,625 萬 | 0.02% | +41,770+194.8% | 加碼 |
| Northern Right Capital Management, L.P. | 61,108 | $1,571 萬 | 4.77% | +12,000+24.4% | 加碼 |
| Copeland Capital Management, LLC | 60,429 | $1,554 萬 | 0.47% | −3,361−5.3% | 減碼 |
| Swiss National Bank | 52,100 | $1,340 萬 | 0.01% | −1,700−3.2% | 減碼 |
| California Public Employees Retirement System | 51,328 | $1,320 萬 | 0.01% | +1,211+2.4% | 加碼 |
| First Trust Advisors LP | 48,583 | $1,249 萬 | 0.01% | −57,397−54.2% | 減碼 |
| Kornitzer Capital Management Inc | 45,655 | $1,174 萬 | 0.18% | −145−0.3% | 減碼 |
| Man Group plc | 43,950 | $1,130 萬 | 0.04% | −3,793−7.9% | 減碼 |
| UBS Asset Management Americas Inc | 41,005 | $1,054 萬 | 0.00% | +2,045+5.2% | 加碼 |
| California State Teachers Retirement System | 40,623 | $1,045 萬 | 0.01% | +1,923+5.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,888 | $948.4 萬 | 0.03% | 00.0% | 不變 |
| Nordea Investment Management AB | 35,349 | $908.9 萬 | 0.01% | +3,559+11.2% | 加碼 |
| Nicholas Company, Inc. | 35,225 | $905.7 萬 | 0.16% | −7,650−17.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 35,115 | $902.9 萬 | 0.09% | +21,198+152.3% | 加碼 |
| Stanley-Laman Group, Ltd. | 33,594 | $863.7 萬 | 1.23% | +833+2.5% | 加碼 |
| Rhumbline Advisers | 31,477 | $809.3 萬 | 0.01% | +3,154+11.1% | 加碼 |
| Credit Suisse AG | 30,616 | $787.2 萬 | 0.01% | −1,995−6.1% | 減碼 |
| Victory Capital Management Inc | 30,455 | $783.0 萬 | 0.01% | −1,499−4.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 27,753 | $713.6 萬 | 0.01% | −368−1.3% | 減碼 |
| Citigroup Inc | 25,617 | $658.7 萬 | 0.01% | +522+2.1% | 加碼 |
| Daiwa Securities Group Inc. | 25,490 | $655.4 萬 | 0.04% | +6,183+32.0% | 加碼 |
| Fisher Asset Management, LLC | 24,362 | $626.4 萬 | 0.00% | +115+0.5% | 加碼 |
| YHB Investment Advisors, Inc. | 23,349 | $600.3 萬 | 0.51% | −169−0.7% | 減碼 |
| Bank of Montreal | 23,005 | $590.1 萬 | 0.00% | +1,357+6.3% | 加碼 |
| AQR Capital Management LLC | 21,035 | $536.5 萬 | 0.01% | −6,234−22.9% | 減碼 |
| Bank of Nova Scotia | 19,837 | $510.0 萬 | 0.01% | +17,603+788.0% | 加碼 |
| Commerce Bank | 19,665 | $505.6 萬 | 0.04% | −188−0.9% | 減碼 |
| Southeast Asset Advisors Inc. | 19,464 | $500.4 萬 | 0.82% | +1,792+10.1% | 加碼 |
| Natixis | 18,700 | $480.8 萬 | 0.02% | +5,900+46.1% | 加碼 |
| Legal & General Group Plc | 18,394 | $472.9 萬 | 0.00% | +1,029+5.9% | 加碼 |
| Janus Henderson Group PLC | 18,086 | $465.0 萬 | 0.00% | +10,374+134.5% | 加碼 |
| TownSquare Capital, LLC | 18,070 | $463.7 萬 | 0.15% | +1,278+7.6% | 加碼 |
| Jennison Associates LLC | 17,544 | $451.1 萬 | 0.00% | +17,544 | 新進 |
| Stifel Financial Corp | 17,318 | $445.2 萬 | 0.01% | −101−0.6% | 減碼 |
| Marks Group Wealth Management, Inc | 16,296 | $419.8 萬 | 0.58% | −255−1.5% | 減碼 |
| Franklin Resources Inc | 15,563 | $400.2 萬 | 0.00% | −7,826−33.5% | 減碼 |
| Atria Investments LLC | 15,341 | $394.4 萬 | 0.08% | +926+6.4% | 加碼 |
| HSBC Holdings PLC | 14,780 | $380.2 萬 | 0.00% | +11,399+337.1% | 加碼 |
| Deutsche Bank AG | 14,345 | $368.9 萬 | 0.00% | +4,315+43.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 14,056 | $361.4 萬 | 0.01% | +11,010+361.5% | 加碼 |
| Public Employees Retirement System of Ohio | 13,995 | $359.8 萬 | 0.01% | +1,430+11.4% | 加碼 |
| US Bancorp | 13,681 | $351.9 萬 | 0.01% | −358−2.6% | 減碼 |
| Ceera Investments, LLC | 13,467 | $346.3 萬 | 2.63% | −50.0% | 減碼 |
| Rafferty Asset Management, LLC | 13,246 | $340.6 萬 | 0.02% | +2,345+21.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,191 | $339.2 萬 | 0.01% | +13,191 | 新進 |
| Barclays PLC | 12,711 | $326.9 萬 | 0.00% | +625+5.2% | 加碼 |
| Qube Research & Technologies Ltd | 12,564 | $323.0 萬 | 0.04% | −1,138−8.3% | 減碼 |
| Cardinal Capital Management | 12,067 | $310.3 萬 | 0.66% | −967−7.4% | 減碼 |
| UBS Group AG | 11,813 | $303.7 萬 | 0.00% | +2,427+25.9% | 加碼 |
| State of Alaska, Department of Revenue | 11,603 | $298.3 萬 | 0.03% | +2,284+24.5% | 加碼 |
| Alliancebernstein L.P. | 11,141 | $286.4 萬 | 0.00% | +906+8.9% | 加碼 |
| Citadel Advisors LLC | 11,067 | $284.5 萬 | 0.00% | −15,358−58.1% | 減碼 |
| Envestnet Asset Management Inc | 10,640 | $273.6 萬 | 0.00% | +1,777+20.0% | 加碼 |
| Royal Bank of Canada | 10,555 | $271.4 萬 | 0.00% | +5,053+91.8% | 加碼 |
| Price T Rowe Associates Inc | 10,140 | $260.7 萬 | 0.00% | +1,830+22.0% | 加碼 |