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 |
|---|---|---|---|---|---|
| First Manhattan Co | 993 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 1,000 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,003 | $34.3 萬 | 0.15% | −38−3.7% | 減碼 |
| Connectus Wealth, LLC | 1,012 | $34.6 萬 | 0.01% | +1,012 | 新進 |
| Quantinno Capital Management LP | 1,025 | $35.1 萬 | 0.06% | +1,025 | 新進 |
| Commonwealth Equity Services, LLC | 1,082 | $37.0 萬 | 0.00% | +156+16.8% | 加碼 |
| HBK Sorce Advisory LLC | 1,098 | $37.6 萬 | 0.02% | −4−0.4% | 減碼 |
| Heartland Bank & Trust Co | 1,130 | $38.6 萬 | 0.29% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,142 | $39.1 萬 | 0.01% | −379−24.9% | 減碼 |
| Capital Investment Counsel, Inc | 1,150 | $39.3 萬 | 0.07% | 00.0% | 不變 |
| Synovus Financial Corp | 1,188 | $39.8 萬 | 0.00% | +176+17.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,170 | $40.0 萬 | 0.01% | −139−10.6% | 減碼 |
| Fifth Third Bancorp | 1,193 | $40.8 萬 | 0.00% | +1,074+902.5% | 加碼 |
| Assenagon Asset Management S.A. | 1,195 | $40.9 萬 | 0.00% | −202−14.5% | 減碼 |
| Virginia Retirement Systems Et Al | 1,200 | $41.0 萬 | 0.00% | +1,200 | 新進 |
| Personal Capital Advisors Corp | 1,289 | $44.1 萬 | 0.00% | +1,289 | 新進 |
| Voloridge Investment Management, LLC | 1,346 | $46.0 萬 | 0.00% | −5,745−81.0% | 減碼 |
| HM Payson & Co | 1,350 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,359 | $46.4 萬 | 0.00% | −1−0.1% | 減碼 |
| Walleye Capital LLC | 1,380 | $47.2 萬 | 0.02% | +1,380 | 新進 |
| Tower Research Capital LLC (TRC) | 1,387 | $47.4 萬 | 0.01% | +1,304+1,571.1% | 加碼 |
| Montag A & Associates Inc | 1,400 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,410 | $48.3 萬 | 0.01% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,454 | $49.7 萬 | 0.01% | −11−0.8% | 減碼 |
| BTC Capital Management, Inc. | 1,468 | $49.9 萬 | 0.05% | +1,468 | 新進 |
| Connable Office Inc | 1,470 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| Creative Planning | 1,474 | $50.4 萬 | 0.00% | +68+4.8% | 加碼 |
| Two Sigma Advisers, LP | 1,500 | $51.3 萬 | 0.00% | +1,500 | 新進 |
| Procyon Private Wealth Partners, LLC | 1,522 | $52.1 萬 | 0.11% | +370+32.1% | 加碼 |
| Pictet Asset Management SA | 1,530 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,554 | $53.1 萬 | 0.00% | +250+19.2% | 加碼 |
| Parallel Advisors, LLC | 1,571 | $53.7 萬 | 0.02% | +10+0.6% | 加碼 |
| First Republic Investment Management, Inc. | 1,621 | $55.4 萬 | 0.00% | +67+4.3% | 加碼 |
| Versor Investments LP | 1,700 | $58.1 萬 | 0.02% | +1,700 | 新進 |
| Maryland State Retirement & Pension System | 1,727 | $59.1 萬 | 0.02% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,730 | $59.2 萬 | 0.08% | +1+0.1% | 加碼 |
| CIBC Asset Management Inc | 1,758 | $60.1 萬 | 0.00% | +10+0.6% | 加碼 |
| Great West Life Assurance Co | 1,791 | $61.1 萬 | 0.00% | −7−0.4% | 減碼 |
| BCJ Capital Management, LLC | 1,799 | $61.5 萬 | 0.06% | −416−18.8% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $61.6 萬 | 0.17% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 1,809 | $61.9 萬 | 0.03% | +8+0.4% | 加碼 |
| JustInvest LLC | 1,826 | $62.4 萬 | 0.04% | +819+81.3% | 加碼 |
| Janney Montgomery Scott LLC | 1,881 | $64.3 萬 | 0.00% | +6+0.3% | 加碼 |
| Martingale Asset Management L P | 1,973 | $67.6 萬 | 0.01% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 2,000 | $68.4 萬 | 0.13% | 00.0% | 不變 |
| Shell Asset Management Co | 2,005 | $68.6 萬 | 0.01% | +415+26.1% | 加碼 |
| ProShare Advisors LLC | 2,039 | $69.7 萬 | 0.00% | +9+0.4% | 加碼 |
| Los Angeles Capital Management LLC | 2,078 | $71.1 萬 | 0.00% | −141−6.4% | 減碼 |
| Bank of Montreal | 2,103 | $73.3 萬 | 0.00% | −25,831−92.5% | 減碼 |
| Gsa Capital Partners LLP | 2,164 | $74.0 萬 | 0.09% | +1,023+89.7% | 加碼 |
| Citadel Advisors LLC | 2,186 | $74.8 萬 | 0.00% | −7,387−77.2% | 減碼 |
| Fiduciary Trust Co | 2,231 | $76.3 萬 | 0.01% | −83−3.6% | 減碼 |
| Raymond James & Associates | 2,312 | $79.1 萬 | 0.00% | +227+10.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,384 | $81.2 萬 | 0.00% | −172−6.7% | 減碼 |
| Algert Global LLC | 2,387 | $81.6 萬 | 0.10% | 00.0% | 不變 |
| Davenport & Co LLC | 2,415 | $82.6 萬 | 0.01% | +1,288+114.3% | 加碼 |
| Navellier & Associates Inc | 2,421 | $82.8 萬 | 0.12% | −14−0.6% | 減碼 |
| Xponance, Inc. | 2,422 | $82.8 萬 | 0.01% | +26+1.1% | 加碼 |
| Leverage Partners Absolute Return Fund SPC | 2,500 | $85.5 萬 | 0.49% | −500−16.7% | 減碼 |
| LPL Financial LLC | 2,511 | $85.9 萬 | 0.00% | −85−3.3% | 減碼 |
| Regentatlantic Capital LLC | 2,516 | $86.0 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,618 | $89.5 萬 | 0.03% | −64−2.4% | 減碼 |
| Precision Wealth Strategies, LLC | 2,693 | $92.1 萬 | 0.66% | +273+11.3% | 加碼 |
| HSBC Holdings PLC | 2,700 | $92.3 萬 | 0.00% | −11,406−80.9% | 減碼 |
| Wolverine Trading, LLC | 2,765 | $94.5 萬 | 0.01% | +2,765 | 新進 |
| Public Employees Retirement Association of Colorado | 2,787 | $95.3 萬 | 0.00% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 2,827 | $96.7 萬 | 0.11% | −32,086−91.9% | 減碼 |
| State of Wisconsin Investment Board | 2,844 | $97.3 萬 | 0.00% | −88−3.0% | 減碼 |
| Accretive Wealth Partners, LLC | 3,006 | $102.8 萬 | 0.65% | +90+3.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $103.3 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,092 | $105.7 萬 | 0.01% | +592+23.7% | 加碼 |
| Illinois Municipal Retirement Fund | 3,177 | $108.7 萬 | 0.03% | +605+23.5% | 加碼 |
| BCGM Wealth Management, LLC | 3,241 | $110.8 萬 | 0.60% | +198+6.5% | 加碼 |
| Avantax Advisory Services, Inc. | 3,348 | $114.5 萬 | 0.02% | +223+7.1% | 加碼 |
| Allstate Corp | 3,394 | $116.1 萬 | 0.02% | −1,672−33.0% | 減碼 |
| Twin Capital Management Inc | 3,544 | $121.2 萬 | 0.12% | −340−8.8% | 減碼 |
| Mirabella Financial Services LLP | 3,630 | $124.1 萬 | 0.13% | +3,630 | 新進 |
| Veritable, L.P. | 3,744 | $128.0 萬 | 0.02% | −111−2.9% | 減碼 |
| Advisor Group Holdings, Inc. | 3,989 | $136.4 萬 | 0.00% | +73+1.9% | 加碼 |
| Fiera Capital Corp | 3,993 | $136.6 萬 | 0.00% | 00.0% | 不變 |
| Black Creek Investment Management Inc. | 4,000 | $136.8 萬 | 0.04% | −1,300−24.5% | 減碼 |
| Iridian Asset Management LLC | 4,032 | $137.9 萬 | 0.09% | −702−14.8% | 減碼 |
| Ergoteles LLC | 4,100 | $140.2 萬 | 0.05% | +4,100 | 新進 |
| Baker Tilly Wealth Management, LLC | 4,113 | $140.7 萬 | 0.15% | −44−1.1% | 減碼 |
| Utah Retirement Systems | 4,185 | $143.1 萬 | 0.02% | 00.0% | 不變 |
| O'Shares Investment Advisers, LLC | 4,262 | $145.8 萬 | 0.10% | +129+3.1% | 加碼 |
| Handelsbanken Fonder AB | 4,272 | $146.1 萬 | 0.01% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 4,348 | $148.7 萬 | 0.07% | +48+1.1% | 加碼 |
| Teacher Retirement System of Texas | 4,554 | $155.7 萬 | 0.01% | +785+20.8% | 加碼 |
| Knowledge Leaders Capital, LLC | 4,595 | $157.1 萬 | 1.15% | +160+3.6% | 加碼 |
| Covey Capital Advisors, LLC | 4,611 | $157.7 萬 | 1.27% | +4,611 | 新進 |
| APG Asset Management N.V. | 5,300 | $159.4 萬 | 0.00% | +5,300 | 新進 |
| Martin Capital Advisors, LLP | 4,699 | $160.7 萬 | 0.99% | +4,699 | 新進 |
| Truist Financial Corp | 4,778 | $163.4 萬 | 0.00% | −1,124−19.0% | 減碼 |
| Johnson Investment Counsel Inc | 4,864 | $166.3 萬 | 0.02% | −90−1.8% | 減碼 |
| Davy Global Fund Management Ltd | 4,927 | $168.5 萬 | 0.26% | +878+21.7% | 加碼 |
| Amalgamated Bank | 5,414 | $185.2 萬 | 0.01% | +714+15.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,508 | $188.4 萬 | 0.00% | −2,408−30.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,650 | $193.2 萬 | 0.00% | −6,490−53.5% | 減碼 |
| Motive Wealth Advisors | 5,815 | $198.9 萬 | 1.20% | −196−3.3% | 減碼 |