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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 85,067 | $2,909 萬 | 0.01% | −165,864−66.1% | 減碼 |
| LMR Partners LLP | 90,393 | $3,091 萬 | 0.41% | +22,225+32.6% | 加碼 |
| Eaton Vance Management | 90,826 | $3,106 萬 | 0.04% | +6,680+7.9% | 加碼 |
| Parnassus Investments | 92,446 | $3,162 萬 | 0.06% | 00.0% | 不變 |
| Pelham Global Financials Ltd | 96,126 | $3,287 萬 | 14.56% | −31,200−24.5% | 減碼 |
| New York State Common Retirement Fund | 96,907 | $3,314 萬 | 0.03% | −38,489−28.4% | 減碼 |
| Morgan Stanley | 99,437 | $3,401 萬 | 0.00% | −3,551−3.4% | 減碼 |
| Nuveen Asset Management, LLC | 105,136 | $3,596 萬 | 0.01% | −9,837−8.6% | 減碼 |
| Principal Financial Group Inc | 107,512 | $3,677 萬 | 0.02% | −18,293−14.5% | 減碼 |
| Northern Trust Corp | 109,590 | $3,748 萬 | 0.01% | −2,881−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 114,957 | $3,931 萬 | 0.04% | +114,957 | 新進 |
| Parametric Portfolio Associates LLC | 115,372 | $3,946 萬 | 0.02% | −2,152−1.8% | 減碼 |
| Chicago Capital, LLC | 118,820 | $4,064 萬 | 1.51% | −1,745−1.4% | 減碼 |
| Lazard Asset Management LLC | 120,765 | $4,130 萬 | 0.04% | −19,504−13.9% | 減碼 |
| Millennium Management LLC | 125,935 | $4,307 萬 | 0.05% | −93,117−42.5% | 減碼 |
| Charles Schwab Investment Management Inc | 136,438 | $4,666 萬 | 0.01% | +2,617+2.0% | 加碼 |
| Bank of America Corp | 139,879 | $4,784 萬 | 0.01% | −3,683−2.6% | 減碼 |
| Loomis Sayles & Co L P | 143,494 | $4,907 萬 | 0.06% | −1,465−1.0% | 減碼 |
| American Capital Management Inc | 184,391 | $6,306 萬 | 1.62% | −418−0.2% | 減碼 |
| Norges Bank | 225,967 | $7,728 萬 | 0.02% | −1,936−0.8% | 減碼 |
| Praesidium Investment Management Company, LLC | 226,512 | $7,747 萬 | 4.35% | −17,355−7.1% | 減碼 |
| Bank of New York Mellon Corp | 307,535 | $1.05 億 | 0.02% | −11,991−3.8% | 減碼 |
| Royce & Associates LP | 313,459 | $1.07 億 | 0.80% | −26,291−7.7% | 減碼 |
| Dimensional Fund Advisors LP | 313,742 | $1.07 億 | 0.03% | −1,256−0.4% | 減碼 |
| Geode Capital Management, LLC | 319,041 | $1.09 億 | 0.01% | +11,178+3.6% | 加碼 |
| Invesco Ltd. | 322,939 | $1.10 億 | 0.03% | −1,646−0.5% | 減碼 |
| State Street Corp | 367,576 | $1.26 億 | 0.01% | +13,752+3.9% | 加碼 |
| Massachusetts Financial Services Co | 376,239 | $1.29 億 | 0.04% | +376,239 | 新進 |
| Renaissance Technologies LLC | 410,900 | $1.41 億 | 0.17% | −39,270−8.7% | 減碼 |
| Artisan Partners Limited Partnership | 420,553 | $1.44 億 | 0.17% | −39,591−8.6% | 減碼 |
| Pendal Group Limited | 441,537 | $1.51 億 | 1.21% | −5,307−1.2% | 減碼 |
| Echo Street Capital Management LLC | 527,361 | $1.80 億 | 1.21% | −23,388−4.2% | 減碼 |
| JPMorgan Chase & Co | 576,347 | $1.97 億 | 0.02% | +97,873+20.5% | 加碼 |
| Wasatch Advisors Inc | 805,703 | $2.76 億 | 1.12% | −8,870−1.1% | 減碼 |
| FMR LLC | 869,129 | $2.97 億 | 0.02% | −54,603−5.9% | 減碼 |
| Atlanta Capital Management Co L L C | 1,015,513 | $3.47 億 | 1.18% | −85,207−7.7% | 減碼 |
| BlackRock Inc. | 1,052,758 | $3.60 億 | 0.01% | +12,488+1.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,198,957 | $4.10 億 | 0.94% | −38,276−3.1% | 減碼 |
| Bamco Inc | 1,208,920 | $4.13 億 | 0.88% | −4990.0% | 減碼 |
| Vanguard Group Inc | 2,273,246 | $7.77 億 | 0.02% | +5,347+0.2% | 加碼 |
| Select Equity Group, L.P. | 4,850,288 | $16.6 億 | 4.92% | +688,048+16.5% | 加碼 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −22,946−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,324−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,100−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,764−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,707−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,033−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,512−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,922−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,144−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,296−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,016−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,472−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,443−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,238−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,151−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −972−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −967−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −905−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −842−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −278−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| Farr Miller & Washington LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |