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 4 季 13F 持有人
Morningstar, Inc. 在 2021/12/31 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
- 341
- 較 2021 年第 3 季 +26 家
- 持有股數
- 2,316 萬
- 較 2021 年第 3 季 +69.5 萬 (+3.1%)
- 總市值
- $79.2 億
- 較 2021 年第 3 季 +$20.9 億 (+36.0%)
- 新進機構
- 60
- 另有 101 家加碼
- 清倉機構
- 34
- 另有 128 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 | $52.7 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,850,288 | $16.6 億 | 4.92% | +688,048+16.5% | 加碼 |
| Vanguard Group Inc | 2,273,246 | $7.77 億 | 0.02% | +5,347+0.2% | 加碼 |
| Bamco Inc | 1,208,920 | $4.13 億 | 0.88% | −4990.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,198,957 | $4.10 億 | 0.94% | −38,276−3.1% | 減碼 |
| BlackRock Inc. | 1,052,758 | $3.60 億 | 0.01% | +12,488+1.2% | 加碼 |
| Atlanta Capital Management Co L L C | 1,015,513 | $3.47 億 | 1.18% | −85,207−7.7% | 減碼 |
| FMR LLC | 869,129 | $2.97 億 | 0.02% | −54,603−5.9% | 減碼 |
| Wasatch Advisors Inc | 805,703 | $2.76 億 | 1.12% | −8,870−1.1% | 減碼 |
| JPMorgan Chase & Co | 576,347 | $1.97 億 | 0.02% | +97,873+20.5% | 加碼 |
| Echo Street Capital Management LLC | 527,361 | $1.80 億 | 1.21% | −23,388−4.2% | 減碼 |
| Pendal Group Limited | 441,537 | $1.51 億 | 1.21% | −5,307−1.2% | 減碼 |
| Artisan Partners Limited Partnership | 420,553 | $1.44 億 | 0.17% | −39,591−8.6% | 減碼 |
| Renaissance Technologies LLC | 410,900 | $1.41 億 | 0.17% | −39,270−8.7% | 減碼 |
| Massachusetts Financial Services Co | 376,239 | $1.29 億 | 0.04% | +376,239 | 新進 |
| State Street Corp | 367,576 | $1.26 億 | 0.01% | +13,752+3.9% | 加碼 |
| Invesco Ltd. | 322,939 | $1.10 億 | 0.03% | −1,646−0.5% | 減碼 |
| Geode Capital Management, LLC | 319,041 | $1.09 億 | 0.01% | +11,178+3.6% | 加碼 |
| Dimensional Fund Advisors LP | 313,742 | $1.07 億 | 0.03% | −1,256−0.4% | 減碼 |
| Royce & Associates LP | 313,459 | $1.07 億 | 0.80% | −26,291−7.7% | 減碼 |
| Bank of New York Mellon Corp | 307,535 | $1.05 億 | 0.02% | −11,991−3.8% | 減碼 |
| Praesidium Investment Management Company, LLC | 226,512 | $7,747 萬 | 4.35% | −17,355−7.1% | 減碼 |
| Norges Bank | 225,967 | $7,728 萬 | 0.02% | −1,936−0.8% | 減碼 |
| American Capital Management Inc | 184,391 | $6,306 萬 | 1.62% | −418−0.2% | 減碼 |
| Loomis Sayles & Co L P | 143,494 | $4,907 萬 | 0.06% | −1,465−1.0% | 減碼 |
| Bank of America Corp | 139,879 | $4,784 萬 | 0.01% | −3,683−2.6% | 減碼 |
| Charles Schwab Investment Management Inc | 136,438 | $4,666 萬 | 0.01% | +2,617+2.0% | 加碼 |
| Millennium Management LLC | 125,935 | $4,307 萬 | 0.05% | −93,117−42.5% | 減碼 |
| Lazard Asset Management LLC | 120,765 | $4,130 萬 | 0.04% | −19,504−13.9% | 減碼 |
| Chicago Capital, LLC | 118,820 | $4,064 萬 | 1.51% | −1,745−1.4% | 減碼 |
| Parametric Portfolio Associates LLC | 115,372 | $3,946 萬 | 0.02% | −2,152−1.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 114,957 | $3,931 萬 | 0.04% | +114,957 | 新進 |
| Northern Trust Corp | 109,590 | $3,748 萬 | 0.01% | −2,881−2.6% | 減碼 |
| Principal Financial Group Inc | 107,512 | $3,677 萬 | 0.02% | −18,293−14.5% | 減碼 |
| Nuveen Asset Management, LLC | 105,136 | $3,596 萬 | 0.01% | −9,837−8.6% | 減碼 |
| Morgan Stanley | 99,437 | $3,401 萬 | 0.00% | −3,551−3.4% | 減碼 |
| New York State Common Retirement Fund | 96,907 | $3,314 萬 | 0.03% | −38,489−28.4% | 減碼 |
| Pelham Global Financials Ltd | 96,126 | $3,287 萬 | 14.56% | −31,200−24.5% | 減碼 |
| Parnassus Investments | 92,446 | $3,162 萬 | 0.06% | 00.0% | 不變 |
| Eaton Vance Management | 90,826 | $3,106 萬 | 0.04% | +6,680+7.9% | 加碼 |
| LMR Partners LLP | 90,393 | $3,091 萬 | 0.41% | +22,225+32.6% | 加碼 |
| Wells Fargo & Company | 85,067 | $2,909 萬 | 0.01% | −165,864−66.1% | 減碼 |
| SEI Investments Co | 76,773 | $2,615 萬 | 0.05% | +2,045+2.7% | 加碼 |
| Confluence Investment Management LLC | 76,324 | $2,610 萬 | 0.35% | −345−0.4% | 減碼 |
| VGI Partners Ltd | 72,810 | $2,490 萬 | 2.99% | −5,087−6.5% | 減碼 |
| Engle Capital Management, L.P. | 69,609 | $2,381 萬 | 4.81% | +69,609 | 新進 |
| Cramer Rosenthal McGlynn LLC | 66,472 | $2,273 萬 | 0.73% | −1,874−2.7% | 減碼 |
| Goldman Sachs Group Inc | 64,937 | $2,221 萬 | 0.01% | +2,751+4.4% | 加碼 |
| Copeland Capital Management, LLC | 62,278 | $2,130 萬 | 0.55% | −989−1.6% | 減碼 |
| TCW Group Inc | 60,618 | $2,073 萬 | 0.17% | −1,831−2.9% | 減碼 |
| Mawer Investment Management Ltd. | 58,772 | $2,010 萬 | 0.09% | −10,135−14.7% | 減碼 |
| Northern Right Capital Management, L.P. | 54,997 | $1,881 萬 | 5.85% | −6,111−10.0% | 減碼 |
| 2Xideas AG | 54,932 | $1,879 萬 | 1.13% | +11,738+27.2% | 加碼 |
| California Public Employees Retirement System | 53,069 | $1,815 萬 | 0.01% | 00.0% | 不變 |
| Swiss National Bank | 52,100 | $1,782 萬 | 0.01% | −100−0.2% | 減碼 |
| Ameriprise Financial Inc | 48,627 | $1,663 萬 | 0.00% | +48,627 | 新進 |
| UBS Asset Management Americas Inc | 43,054 | $1,472 萬 | 0.01% | +1,152+2.7% | 加碼 |
| Kornitzer Capital Management Inc | 42,705 | $1,461 萬 | 0.22% | −1,460−3.3% | 減碼 |
| First Trust Advisors LP | 41,006 | $1,402 萬 | 0.01% | −4,595−10.1% | 減碼 |
| Panagora Asset Management Inc | 39,895 | $1,364 萬 | 0.07% | −1,720−4.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 36,187 | $1,238 萬 | 0.11% | +939+2.7% | 加碼 |
| Asset Management One Co.,Ltd. | 35,131 | $1,205 萬 | 0.04% | +7,394+26.7% | 加碼 |
| Nordea Investment Management AB | 35,054 | $1,197 萬 | 0.01% | −216−0.6% | 減碼 |
| ExodusPoint Capital Management, LP | 34,257 | $1,172 萬 | 0.14% | +29,331+595.4% | 加碼 |
| California State Teachers Retirement System | 32,859 | $1,124 萬 | 0.01% | −6,849−17.2% | 減碼 |
| Daiwa Securities Group Inc. | 31,595 | $1,081 萬 | 0.06% | +1,000+3.3% | 加碼 |
| Man Group plc | 31,464 | $1,076 萬 | 0.03% | −7,391−19.0% | 減碼 |
| Nicholas Company, Inc. | 31,345 | $1,072 萬 | 0.17% | −3,900−11.1% | 減碼 |
| Rhumbline Advisers | 28,044 | $959.1 萬 | 0.01% | +101+0.4% | 加碼 |
| Victory Capital Management Inc | 27,344 | $935.1 萬 | 0.01% | −1,743−6.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 27,144 | $928.3 萬 | 0.02% | −128−0.5% | 減碼 |
| Credit Suisse AG | 26,279 | $898.6 萬 | 0.01% | −4,378−14.3% | 減碼 |
| SG Americas Securities, LLC | 25,364 | $867.4 萬 | 0.06% | +23,479+1,245.6% | 加碼 |
| Southeast Asset Advisors Inc. | 25,355 | $867.1 萬 | 1.19% | +397+1.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,178 | $826.9 萬 | 0.03% | +493+2.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 23,546 | $805.2 萬 | 0.01% | −23,977−50.5% | 減碼 |
| YHB Investment Advisors, Inc. | 23,023 | $787.4 萬 | 0.62% | −90−0.4% | 減碼 |
| Legal & General Group Plc | 22,240 | $760.5 萬 | 0.00% | +327+1.5% | 加碼 |
| Susquehanna International Group, LLP | 20,367 | $696.5 萬 | 0.01% | +18,250+862.1% | 加碼 |
| Citigroup Inc | 20,097 | $687.3 萬 | 0.01% | −2,505−11.1% | 減碼 |
| Franklin Resources Inc | 19,836 | $678.4 萬 | 0.00% | +1,561+8.5% | 加碼 |
| Janus Henderson Group PLC | 19,636 | $671.6 萬 | 0.00% | +2,356+13.6% | 加碼 |
| Alberta Investment Management Corp | 19,562 | $669.0 萬 | 0.04% | +19,562 | 新進 |
| Fisher Asset Management, LLC | 18,560 | $634.7 萬 | 0.00% | −5,802−23.8% | 減碼 |
| TownSquare Capital, LLC | 17,755 | $607.1 萬 | 0.15% | −335−1.9% | 減碼 |
| Stifel Financial Corp | 16,754 | $572.9 萬 | 0.01% | −308−1.8% | 減碼 |
| UBS Group AG | 16,526 | $565.2 萬 | 0.00% | +9,301+128.7% | 加碼 |
| Russell Investments Group, Ltd. | 15,884 | $543.0 萬 | 0.01% | +9,638+154.3% | 加碼 |
| Bank of Nova Scotia | 15,818 | $541.0 萬 | 0.01% | +7,500+90.2% | 加碼 |
| Marks Group Wealth Management, Inc | 15,745 | $536.3 萬 | 0.65% | −262−1.6% | 減碼 |
| Capitolis Advisors LLC | 15,596 | $533.4 萬 | 0.03% | +15,485+13,950.5% | 加碼 |
| Commerce Bank | 13,690 | $468.2 萬 | 0.03% | −4,820−26.0% | 減碼 |
| US Bancorp | 13,395 | $458.1 萬 | 0.01% | −20−0.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 13,252 | $453.2 萬 | 0.01% | +542+4.3% | 加碼 |
| Public Employees Retirement System of Ohio | 13,247 | $453.0 萬 | 0.02% | −616−4.4% | 減碼 |
| Ceera Investments, LLC | 13,217 | $452.0 萬 | 2.34% | −220−1.6% | 減碼 |
| National Bank of Canada | 13,185 | $448.6 萬 | 0.02% | +13,185 | 新進 |
| Rafferty Asset Management, LLC | 12,341 | $422.0 萬 | 0.02% | +1,111+9.9% | 加碼 |
| Cardinal Capital Management | 11,843 | $405.0 萬 | 0.80% | −250−2.1% | 減碼 |
| AQR Capital Management LLC | 11,734 | $400.7 萬 | 0.01% | −1,372−10.5% | 減碼 |
| State of Alaska, Department of Revenue | 11,481 | $392.6 萬 | 0.04% | −240−2.0% | 減碼 |