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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 1,727 | $44.3 萬 | 0.01% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $46.3 萬 | 0.14% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 1,800 | $46.3 萬 | 0.01% | +1,800 | 新進 |
| Great West Life Assurance Co | 1,815 | $46.6 萬 | 0.00% | −82−4.3% | 減碼 |
| Wellington Management Group LLP | 1,831 | $47.1 萬 | 0.00% | +1,831 | 新進 |
| Raymond James & Associates | 1,848 | $47.5 萬 | 0.00% | +413+28.8% | 加碼 |
| ProShare Advisors LLC | 1,852 | $47.6 萬 | 0.00% | +79+4.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,890 | $48.6 萬 | 0.07% | +1+0.1% | 加碼 |
| Precision Wealth Strategies, LLC | 1,895 | $48.7 萬 | 0.42% | +248+15.1% | 加碼 |
| Janney Montgomery Scott LLC | 1,920 | $49.4 萬 | 0.00% | −9−0.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,948 | $50.1 萬 | 0.04% | −4−0.2% | 減碼 |
| Caxton Associates LP | 1,971 | $50.7 萬 | 0.07% | +1,078+120.7% | 加碼 |
| Welch & Forbes LLC | 1,986 | $51.0 萬 | 0.01% | −2−0.1% | 減碼 |
| Regentatlantic Capital LLC | 1,994 | $51.3 萬 | 0.02% | +1,994 | 新進 |
| Hanlon Investment Management, Inc. | 2,000 | $51.4 萬 | 0.11% | 00.0% | 不變 |
| Martingale Asset Management L P | 2,003 | $51.6 萬 | 0.01% | −100−4.8% | 減碼 |
| Dark Forest Capital Management LP | 2,144 | $55.1 萬 | 0.24% | +2,144 | 新進 |
| Panagora Asset Management Inc | 2,174 | $55.9 萬 | 0.00% | +52+2.5% | 加碼 |
| BCJ Capital Management, LLC | 2,185 | $56.2 萬 | 0.06% | +267+13.9% | 加碼 |
| Susquehanna International Group, LLP | 2,250 | $57.8 萬 | 0.00% | −315−12.3% | 減碼 |
| Pegasus Partners Ltd. | 2,276 | $58.5 萬 | 0.11% | −942−29.3% | 減碼 |
| Los Angeles Capital Management LLC | 2,306 | $59.3 萬 | 0.00% | +556+31.8% | 加碼 |
| Krane Funds Advisors LLC | 2,320 | $59.6 萬 | 0.02% | +2,320 | 新進 |
| Xponance, Inc. | 2,474 | $63.6 萬 | 0.01% | +541+28.0% | 加碼 |
| Navellier & Associates Inc | 2,486 | $63.9 萬 | 0.10% | +1,092+78.3% | 加碼 |
| AGF Investments LLC | 2,492 | $64.1 萬 | 0.07% | −188−7.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,500 | $64.3 萬 | 0.00% | −318−11.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,514 | $64.6 萬 | 0.00% | +2,514 | 新進 |
| Illinois Municipal Retirement Fund | 2,572 | $66.1 萬 | 0.03% | +543+26.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,641 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| BCGM Wealth Management, LLC | 2,635 | $66.6 萬 | 0.39% | +305+13.1% | 加碼 |
| SG Americas Securities, LLC | 2,770 | $71.2 萬 | 0.00% | +2,144+342.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $71.7 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 2,792 | $71.8 萬 | 0.00% | +49+1.8% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $77.7 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 3,083 | $79.3 萬 | 0.00% | +460+17.5% | 加碼 |
| Avantax Advisory Services, Inc. | 3,220 | $82.7 萬 | 0.02% | +395+14.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 3,373 | $86.7 萬 | 0.01% | −4,423−56.7% | 減碼 |
| Advisory Services Network, LLC | 3,440 | $88.4 萬 | 0.03% | −6−0.2% | 減碼 |
| Veritable, L.P. | 3,566 | $91.7 萬 | 0.01% | +238+7.2% | 加碼 |
| Jump Financial, LLC | 3,600 | $92.6 萬 | 0.09% | +3,600 | 新進 |
| Quantbot Technologies LP | 3,705 | $95.2 萬 | 0.07% | −875−19.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,745 | $96.3 萬 | 0.16% | +325+9.5% | 加碼 |
| Fiera Capital Corp | 3,993 | $102.7 萬 | 0.00% | +990+33.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 4,000 | $102.8 萬 | 0.05% | 00.0% | 不變 |
| Alphasimplex Group, LLC | 4,058 | $104.3 萬 | 0.52% | −565−12.2% | 減碼 |
| Virginia Retirement Systems Et Al | 4,200 | $108.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,256 | $109.4 萬 | 0.00% | +32+0.8% | 加碼 |
| Handelsbanken Fonder AB | 4,272 | $109.8 萬 | 0.01% | −400−8.6% | 減碼 |
| Knowledge Leaders Capital, LLC | 4,435 | $114.0 萬 | 0.76% | 00.0% | 不變 |
| Utah Retirement Systems | 4,485 | $115.4 萬 | 0.01% | +400+9.8% | 加碼 |
| Voloridge Investment Management, LLC | 4,699 | $120.8 萬 | 0.01% | −3,368−41.8% | 減碼 |
| Motive Wealth Advisors | 4,807 | $123.6 萬 | 0.88% | +4,807 | 新進 |
| Winton Group Ltd | 4,882 | $125.5 萬 | 0.07% | +27+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 4,954 | $127.4 萬 | 0.02% | −277−5.3% | 減碼 |
| Amalgamated Bank | 4,955 | $127.4 萬 | 0.01% | +1,164+30.7% | 加碼 |
| Clearbridge Investments, LLC | 5,089 | $130.8 萬 | 0.00% | +472+10.2% | 加碼 |
| Iridian Asset Management LLC | 5,090 | $130.9 萬 | 0.02% | 00.0% | 不變 |
| Ashford Capital Management Inc | 5,181 | $133.2 萬 | 0.12% | +1,100+27.0% | 加碼 |
| Black Creek Investment Management Inc. | 5,300 | $136.3 萬 | 0.04% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 5,515 | $141.8 萬 | 0.00% | −3,622−39.6% | 減碼 |
| ExodusPoint Capital Management, LP | 5,548 | $142.6 萬 | 0.02% | +1,464+35.8% | 加碼 |
| Empire Life Investments Inc. | 5,586 | $143.6 萬 | 0.09% | +318+6.0% | 加碼 |
| Allstate Corp | 5,625 | $144.7 萬 | 0.05% | −1,314−18.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,642 | $145.1 萬 | 0.00% | −513−8.3% | 減碼 |
| O'Shares Investment Advisers, LLC | 5,708 | $146.8 萬 | 0.10% | +703+14.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,761 | $148.1 萬 | 0.11% | +2,251+64.1% | 加碼 |
| Farr Miller & Washington LLC | 5,776 | $148.5 萬 | 0.10% | +540+10.3% | 加碼 |
| Redmond Asset Management, LLC | 6,075 | $156.2 萬 | 0.46% | 00.0% | 不變 |
| HighTower Advisors, LLC | 6,145 | $157.5 萬 | 0.00% | +32+0.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $160.0 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 6,296 | $161.9 萬 | 0.01% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 6,400 | $164.6 萬 | 1.29% | +400+6.7% | 加碼 |
| Arizona State Retirement System | 6,421 | $165.1 萬 | 0.01% | −437−6.4% | 減碼 |
| Bessemer Group Inc | 6,456 | $166.0 萬 | 0.00% | −2,940−31.3% | 減碼 |
| Captrust Financial Advisors | 6,456 | $166.0 萬 | 0.02% | +633+10.9% | 加碼 |
| Bank of Stockton | 6,487 | $166.8 萬 | 0.50% | −138−2.1% | 減碼 |
| Pallas Capital Advisors LLC | 6,406 | $170.5 萬 | 0.24% | +858+15.5% | 加碼 |
| Russell Investments Group, Ltd. | 6,653 | $171.0 萬 | 0.00% | −3,897−36.9% | 減碼 |
| Sepio Capital, LP | 6,836 | $175.8 萬 | 0.15% | −4−0.1% | 減碼 |
| Vontobel Holding Ltd. | 7,000 | $180.0 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 7,261 | $186.7 萬 | 0.00% | +1,544+27.0% | 加碼 |
| Blair William & Co | 7,422 | $190.8 萬 | 0.01% | −819−9.9% | 減碼 |
| Impax Asset Management Group plc | 7,488 | $192.5 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 7,744 | $198.1 萬 | 0.00% | +282+3.8% | 加碼 |
| Squarepoint Ops LLC | 7,748 | $199.2 萬 | 0.01% | +446+6.1% | 加碼 |
| Voya Investment Management LLC | 7,756 | $199.4 萬 | 0.00% | +748+10.7% | 加碼 |
| Treasurer of the State of North Carolina | 8,136 | $209.2 萬 | 0.01% | +200+2.5% | 加碼 |
| Henshaw Capital LLC | 8,225 | $211.5 萬 | 0.13% | +10+0.1% | 加碼 |
| M&T Bank Corp | 8,288 | $213.1 萬 | 0.01% | +287+3.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 8,912 | $229.2 萬 | 0.03% | +152+1.7% | 加碼 |
| Kensington Investment Counsel, LLC | 8,971 | $230.7 萬 | 1.58% | +209+2.4% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 9,853 | $253.3 萬 | 0.04% | −179−1.8% | 減碼 |
| George Kaiser Family Foundation | 9,918 | $255.0 萬 | 0.41% | +9,918 | 新進 |
| Bright Rock Capital Management, LLC | 10,000 | $257.1 萬 | 0.62% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 10,140 | $260.7 萬 | 0.00% | +1,830+22.0% | 加碼 |
| Royal Bank of Canada | 10,555 | $271.4 萬 | 0.00% | +5,053+91.8% | 加碼 |
| Envestnet Asset Management Inc | 10,640 | $273.6 萬 | 0.00% | +1,777+20.0% | 加碼 |
| Citadel Advisors LLC | 11,067 | $284.5 萬 | 0.00% | −15,358−58.1% | 減碼 |
| Alliancebernstein L.P. | 11,141 | $286.4 萬 | 0.00% | +906+8.9% | 加碼 |