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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 5,817 | $198.9 萬 | 1.41% | +5,817 | 新進 |
| Toronto Dominion Bank | 6,000 | $205.2 萬 | 0.00% | +6,000 | 新進 |
| Empire Life Investments Inc. | 6,130 | $209.6 萬 | 0.13% | +446+7.8% | 加碼 |
| Sepio Capital, LP | 6,225 | $212.9 萬 | 0.16% | −463−6.9% | 減碼 |
| Redmond Asset Management, LLC | 6,241 | $213.4 萬 | 0.60% | +66+1.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,243 | $213.5 萬 | 0.04% | +19+0.3% | 加碼 |
| Arizona State Retirement System | 6,375 | $218.0 萬 | 0.02% | −59−0.9% | 減碼 |
| Ashford Capital Management Inc | 6,379 | $218.2 萬 | 0.22% | +1,419+28.6% | 加碼 |
| Bank of Stockton | 6,541 | $223.7 萬 | 0.66% | +109+1.7% | 加碼 |
| Yorktown Management & Research Co Inc | 6,900 | $236.0 萬 | 1.59% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 7,193 | $246.0 萬 | 0.18% | −1,016−12.4% | 減碼 |
| Blair William & Co | 7,287 | $249.2 萬 | 0.01% | −135−1.8% | 減碼 |
| Royal Bank of Canada | 7,439 | $254.4 萬 | 0.00% | −3,848−34.1% | 減碼 |
| Pallas Capital Advisors LLC | 9,250 | $258.2 萬 | 0.31% | +513+5.9% | 加碼 |
| HRT Financial LP | 7,654 | $261.7 萬 | 0.02% | +3,225+72.8% | 加碼 |
| HighTower Advisors, LLC | 7,844 | $268.3 萬 | 0.01% | +4,809+158.5% | 加碼 |
| Bessemer Group Inc | 7,859 | $268.8 萬 | 0.01% | +216+2.8% | 加碼 |
| M&T Bank Corp | 7,931 | $271.2 萬 | 0.01% | −270−3.3% | 減碼 |
| Aviva PLC | 8,010 | $273.9 萬 | 0.01% | +1,938+31.9% | 加碼 |
| Henshaw Capital LLC | 8,243 | $281.9 萬 | 0.16% | +8+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 8,293 | $283.6 萬 | 0.03% | −1,521−15.5% | 減碼 |
| Captrust Financial Advisors | 8,324 | $284.7 萬 | 0.02% | +269+3.3% | 加碼 |
| Alamar Capital Management, LLC | 8,359 | $285.9 萬 | 2.06% | +8,359 | 新進 |
| Deutsche Bank AG | 8,360 | $286.0 萬 | 0.00% | −9,748−53.8% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 8,427 | $288.2 萬 | 3.00% | +8,427 | 新進 |
| Treasurer of the State of North Carolina | 8,475 | $289.8 萬 | 0.02% | +50+0.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,624 | $294.9 萬 | 0.04% | +8,624 | 新進 |
| CIBC World Markets Corp | 9,000 | $307.8 萬 | 0.02% | +9,000 | 新進 |
| Barclays PLC | 9,014 | $308.3 萬 | 0.00% | −2,895−24.3% | 減碼 |
| Natixis | 9,100 | $311.2 萬 | 0.01% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 9,297 | $317.9 萬 | 0.00% | −286−3.0% | 減碼 |
| Atria Investments LLC | 9,567 | $327.2 萬 | 0.06% | −2,093−18.0% | 減碼 |
| Alliancebernstein L.P. | 9,708 | $332.0 萬 | 0.00% | −1,223−11.2% | 減碼 |
| Kensington Investment Counsel, LLC | 9,980 | $341.3 萬 | 1.99% | +9,980 | 新進 |
| Bright Rock Capital Management, LLC | 10,000 | $342.0 萬 | 0.78% | 00.0% | 不變 |
| George Kaiser Family Foundation | 10,281 | $351.6 萬 | 0.50% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 10,438 | $355.6 萬 | 0.00% | +1,177+12.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,401 | $355.7 萬 | 0.05% | +856+9.0% | 加碼 |
| Jennison Associates LLC | 10,460 | $357.7 萬 | 0.00% | −9,976−48.8% | 減碼 |
| Envestnet Asset Management Inc | 10,855 | $371.2 萬 | 0.00% | −452−4.0% | 減碼 |
| Voya Investment Management LLC | 11,238 | $384.3 萬 | 0.01% | +3,626+47.6% | 加碼 |
| State of Alaska, Department of Revenue | 11,481 | $392.6 萬 | 0.04% | −240−2.0% | 減碼 |
| AQR Capital Management LLC | 11,734 | $400.7 萬 | 0.01% | −1,372−10.5% | 減碼 |
| Cardinal Capital Management | 11,843 | $405.0 萬 | 0.80% | −250−2.1% | 減碼 |
| Rafferty Asset Management, LLC | 12,341 | $422.0 萬 | 0.02% | +1,111+9.9% | 加碼 |
| National Bank of Canada | 13,185 | $448.6 萬 | 0.02% | +13,185 | 新進 |
| Ceera Investments, LLC | 13,217 | $452.0 萬 | 2.34% | −220−1.6% | 減碼 |
| Public Employees Retirement System of Ohio | 13,247 | $453.0 萬 | 0.02% | −616−4.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 13,252 | $453.2 萬 | 0.01% | +542+4.3% | 加碼 |
| US Bancorp | 13,395 | $458.1 萬 | 0.01% | −20−0.1% | 減碼 |
| Commerce Bank | 13,690 | $468.2 萬 | 0.03% | −4,820−26.0% | 減碼 |
| Capitolis Advisors LLC | 15,596 | $533.4 萬 | 0.03% | +15,485+13,950.5% | 加碼 |
| Marks Group Wealth Management, Inc | 15,745 | $536.3 萬 | 0.65% | −262−1.6% | 減碼 |
| Bank of Nova Scotia | 15,818 | $541.0 萬 | 0.01% | +7,500+90.2% | 加碼 |
| Russell Investments Group, Ltd. | 15,884 | $543.0 萬 | 0.01% | +9,638+154.3% | 加碼 |
| UBS Group AG | 16,526 | $565.2 萬 | 0.00% | +9,301+128.7% | 加碼 |
| Stifel Financial Corp | 16,754 | $572.9 萬 | 0.01% | −308−1.8% | 減碼 |
| TownSquare Capital, LLC | 17,755 | $607.1 萬 | 0.15% | −335−1.9% | 減碼 |
| Fisher Asset Management, LLC | 18,560 | $634.7 萬 | 0.00% | −5,802−23.8% | 減碼 |
| Alberta Investment Management Corp | 19,562 | $669.0 萬 | 0.04% | +19,562 | 新進 |
| Janus Henderson Group PLC | 19,636 | $671.6 萬 | 0.00% | +2,356+13.6% | 加碼 |
| Franklin Resources Inc | 19,836 | $678.4 萬 | 0.00% | +1,561+8.5% | 加碼 |
| Citigroup Inc | 20,097 | $687.3 萬 | 0.01% | −2,505−11.1% | 減碼 |
| Susquehanna International Group, LLP | 20,367 | $696.5 萬 | 0.01% | +18,250+862.1% | 加碼 |
| Legal & General Group Plc | 22,240 | $760.5 萬 | 0.00% | +327+1.5% | 加碼 |
| YHB Investment Advisors, Inc. | 23,023 | $787.4 萬 | 0.62% | −90−0.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 23,546 | $805.2 萬 | 0.01% | −23,977−50.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,178 | $826.9 萬 | 0.03% | +493+2.1% | 加碼 |
| Southeast Asset Advisors Inc. | 25,355 | $867.1 萬 | 1.19% | +397+1.6% | 加碼 |
| SG Americas Securities, LLC | 25,364 | $867.4 萬 | 0.06% | +23,479+1,245.6% | 加碼 |
| Credit Suisse AG | 26,279 | $898.6 萬 | 0.01% | −4,378−14.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 27,144 | $928.3 萬 | 0.02% | −128−0.5% | 減碼 |
| Victory Capital Management Inc | 27,344 | $935.1 萬 | 0.01% | −1,743−6.0% | 減碼 |
| Rhumbline Advisers | 28,044 | $959.1 萬 | 0.01% | +101+0.4% | 加碼 |
| Nicholas Company, Inc. | 31,345 | $1,072 萬 | 0.17% | −3,900−11.1% | 減碼 |
| Man Group plc | 31,464 | $1,076 萬 | 0.03% | −7,391−19.0% | 減碼 |
| Daiwa Securities Group Inc. | 31,595 | $1,081 萬 | 0.06% | +1,000+3.3% | 加碼 |
| California State Teachers Retirement System | 32,859 | $1,124 萬 | 0.01% | −6,849−17.2% | 減碼 |
| ExodusPoint Capital Management, LP | 34,257 | $1,172 萬 | 0.14% | +29,331+595.4% | 加碼 |
| Nordea Investment Management AB | 35,054 | $1,197 萬 | 0.01% | −216−0.6% | 減碼 |
| Asset Management One Co.,Ltd. | 35,131 | $1,205 萬 | 0.04% | +7,394+26.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 36,187 | $1,238 萬 | 0.11% | +939+2.7% | 加碼 |
| Panagora Asset Management Inc | 39,895 | $1,364 萬 | 0.07% | −1,720−4.1% | 減碼 |
| First Trust Advisors LP | 41,006 | $1,402 萬 | 0.01% | −4,595−10.1% | 減碼 |
| Kornitzer Capital Management Inc | 42,705 | $1,461 萬 | 0.22% | −1,460−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 43,054 | $1,472 萬 | 0.01% | +1,152+2.7% | 加碼 |
| Ameriprise Financial Inc | 48,627 | $1,663 萬 | 0.00% | +48,627 | 新進 |
| Swiss National Bank | 52,100 | $1,782 萬 | 0.01% | −100−0.2% | 減碼 |
| California Public Employees Retirement System | 53,069 | $1,815 萬 | 0.01% | 00.0% | 不變 |
| 2Xideas AG | 54,932 | $1,879 萬 | 1.13% | +11,738+27.2% | 加碼 |
| Northern Right Capital Management, L.P. | 54,997 | $1,881 萬 | 5.85% | −6,111−10.0% | 減碼 |
| Mawer Investment Management Ltd. | 58,772 | $2,010 萬 | 0.09% | −10,135−14.7% | 減碼 |
| TCW Group Inc | 60,618 | $2,073 萬 | 0.17% | −1,831−2.9% | 減碼 |
| Copeland Capital Management, LLC | 62,278 | $2,130 萬 | 0.55% | −989−1.6% | 減碼 |
| Goldman Sachs Group Inc | 64,937 | $2,221 萬 | 0.01% | +2,751+4.4% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 66,472 | $2,273 萬 | 0.73% | −1,874−2.7% | 減碼 |
| Engle Capital Management, L.P. | 69,609 | $2,381 萬 | 4.81% | +69,609 | 新進 |
| VGI Partners Ltd | 72,810 | $2,490 萬 | 2.99% | −5,087−6.5% | 減碼 |
| Confluence Investment Management LLC | 76,324 | $2,610 萬 | 0.35% | −345−0.4% | 減碼 |
| SEI Investments Co | 76,773 | $2,615 萬 | 0.05% | +2,045+2.7% | 加碼 |