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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 季與 2021 年第 1 季比較

持有 Morningstar, Inc. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

MORN 的 13F 持有人:2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季2021 年第 2 季變化
持有家數309295−14
股數2,147 萬2,187 萬+39.8 萬 (+1.9%)
市值$48.3 億$56.2 億+$7.90 億 (+16.4%)

新進機構(26 家)

2021 年第 2 季季末持有 Morningstar, Inc.、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 MORN 的機構
機構股數市值佔組合 %
Praesidium Investment Management Company, LLC235,012$6,042 萬3.22%
Jennison Associates LLC17,544$451.1 萬0.00%
State of New Jersey Common Pension Fund D13,191$339.2 萬0.01%
George Kaiser Family Foundation9,918$255.0 萬0.41%
Motive Wealth Advisors4,807$123.6 萬0.88%
Jump Financial, LLC3,600$92.6 萬0.09%
Connor, Clark & Lunn Investment Management Ltd.2,514$64.6 萬0.00%
Krane Funds Advisors LLC2,320$59.6 萬0.02%
Dark Forest Capital Management LP2,144$55.1 萬0.24%
Regentatlantic Capital LLC1,994$51.3 萬0.02%
Wellington Management Group LLP1,831$47.1 萬0.00%
Schonfeld Strategic Advisors LLC1,800$46.3 萬0.01%
Fiduciary Trust Co1,411$36.3 萬0.01%
Beacon Pointe Advisors, LLC1,309$33.7 萬0.01%
PEAK6 Investments LLC1,118$28.8 萬0.01%
Manufacturers Life Insurance Company, The870$22.4 萬0.00%
Zacks Investment Management866$22.3 萬0.00%
Shell Asset Management Co849$21.8 萬0.00%
GWM Advisors LLC844$21.7 萬0.01%
Associated Banc-Corp829$21.3 萬0.01%
Roberts Glore & Co Inc790$20.3 萬0.06%
CVA Family Office, LLC228$5.90 萬0.02%
New York State Teachers Retirement System100$2.60 萬0.00%
Federated Hermes, Inc.75$1.90 萬0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP46$1.20 萬0.00%
West Paces Advisors Inc.20$5,1420.00%

清倉機構(40 家)

2021 年第 1 季季末持有 Morningstar, Inc.、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 MORN 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
MUFG Securities EMEA plc15,100$339.8 萬
Skandinaviska Enskilda Banken AB (publ)11,500$258.8 萬
Tudor Investment Corp Et Al9,782$220.1 萬
AlphaCrest Capital Management LLC7,018$157.9 萬
Canada Pension Plan Investment Board6,000$135.0 萬
NN Investment Partners Holdings N.V.5,185$116.7 萬
tru Independence LLC4,628$104.1 萬
Paloma Partners Management Co3,159$71.1 萬
Virtu Financial LLC2,875$64.7 萬
ETF Managers Group, LLC2,765$62.8 萬
Engineers Gate Manager LP2,751$61.9 萬
Twinbeech Capital LP2,750$61.9 萬
Globeflex Capital L P2,650$59.6 萬
Tuttle Tactical Management2,387$53.7 萬
Dynamic Technology Lab Private Ltd2,316$52.1 萬
Mackay Shields LLC1,955$44.0 萬
Gyon Technologies Capital Management, LP1,756$39.5 萬
Trexquant Investment LP1,727$38.9 萬
Seven Eight Capital, LP1,500$34.7 萬
Jane Street Group, LLC1,271$28.6 萬
Ensign Peak Advisors, Inc1,165$26.2 萬
XTX Topco Ltd1,163$26.2 萬
Sowell Financial Services LLC928$24.2 萬
Y-Intercept (Hong Kong) Ltd1,015$23.1 萬
Mitsubishi UFJ Trust & Banking Corp1,001$22.5 萬
BNC Wealth Management, LLC950$21.4 萬
Great Valley Advisor Group, Inc.947$21.3 萬
Rational Advisors LLC718$16.2 萬
Point72 Hong Kong Ltd341$7.70 萬
Twin Tree Management, LP241$5.40 萬
Wolverine Asset Management LLC186$4.10 萬
Group One Trading, L.P.100$2.30 萬
Manchester Financial Inc61$1.40 萬
Steward Partners Investment Advisory, LLC37$8,326
Exchange Traded Concepts, LLC29$7,000
Ameritas Investment Company, LLC24$5,401
Valeo Financial Advisors, LLC20$5,000
Meridian Wealth Partners, LLC9$2,000
Atlas Private Wealth Advisors11$2,000
Sofos Investments, Inc.0$30