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。
2022 年第 1 季 13F 持有人
Morningstar, Inc. 在 2022/3/31 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
- 336
- 較 2021 年第 4 季 −2 家
- 持有股數
- 2,350 萬
- 較 2021 年第 4 季 +33.8 萬 (+1.5%)
- 總市值
- $64.1 億
- 較 2021 年第 4 季 −$15.0 億 (−19.0%)
- 新進機構
- 40
- 另有 129 家加碼
- 清倉機構
- 42
- 另有 108 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,137,319 | $11.3 億 | 3.68% | −712,969−14.7% | 減碼 |
| Vanguard Group Inc | 2,403,202 | $6.56 億 | 0.02% | +129,956+5.7% | 加碼 |
| Bank of America Corp | 1,352,449 | $3.69 億 | 0.04% | +1,212,570+866.9% | 加碼 |
| Bamco Inc | 1,165,415 | $3.18 億 | 0.78% | −43,505−3.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,077,819 | $2.94 億 | 0.78% | −121,138−10.1% | 減碼 |
| BlackRock Inc. | 1,069,710 | $2.92 億 | 0.01% | +16,952+1.6% | 加碼 |
| Atlanta Capital Management Co L L C | 1,023,386 | $2.80 億 | 1.04% | +7,873+0.8% | 加碼 |
| FMR LLC | 830,476 | $2.27 億 | 0.02% | −38,653−4.4% | 減碼 |
| Wasatch Advisors Inc | 779,437 | $2.13 億 | 1.05% | −26,266−3.3% | 減碼 |
| JPMorgan Chase & Co | 733,609 | $2.00 億 | 0.03% | +157,262+27.3% | 加碼 |
| Echo Street Capital Management LLC | 495,864 | $1.35 億 | 0.98% | −31,497−6.0% | 減碼 |
| Pendal Group Limited | 444,272 | $1.21 億 | 1.00% | +2,735+0.6% | 加碼 |
| Massachusetts Financial Services Co | 435,085 | $1.19 億 | 0.04% | +58,846+15.6% | 加碼 |
| Renaissance Technologies LLC | 415,570 | $1.14 億 | 0.13% | +4,670+1.1% | 加碼 |
| Artisan Partners Limited Partnership | 404,548 | $1.11 億 | 0.15% | −16,005−3.8% | 減碼 |
| State Street Corp | 368,593 | $1.01 億 | 0.00% | +1,017+0.3% | 加碼 |
| Geode Capital Management, LLC | 331,238 | $9,048 萬 | 0.01% | +12,197+3.8% | 加碼 |
| Invesco Ltd. | 324,161 | $8,855 萬 | 0.02% | +1,222+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 315,365 | $8,615 萬 | 0.03% | +1,623+0.5% | 加碼 |
| Bank of New York Mellon Corp | 297,699 | $8,132 萬 | 0.02% | −9,836−3.2% | 減碼 |
| Royce & Associates LP | 257,777 | $7,042 萬 | 0.60% | −55,682−17.8% | 減碼 |
| Praesidium Investment Management Company, LLC | 225,439 | $6,158 萬 | 4.29% | −1,073−0.5% | 減碼 |
| Norges Bank | 217,308 | $5,936 萬 | 0.01% | −8,659−3.8% | 減碼 |
| American Capital Management Inc | 186,427 | $5,093 萬 | 1.50% | +2,036+1.1% | 加碼 |
| Loomis Sayles & Co L P | 148,198 | $4,048 萬 | 0.05% | +4,704+3.3% | 加碼 |
| Charles Schwab Investment Management Inc | 140,350 | $3,834 萬 | 0.01% | +3,912+2.9% | 加碼 |
| Parametric Portfolio Associates LLC | 130,746 | $3,572 萬 | 0.02% | +15,374+13.3% | 加碼 |
| Principal Financial Group Inc | 125,028 | $3,415 萬 | 0.02% | +17,516+16.3% | 加碼 |
| Lazard Asset Management LLC | 114,938 | $3,140 萬 | 0.04% | −5,827−4.8% | 減碼 |
| Northern Trust Corp | 111,174 | $3,037 萬 | 0.01% | +1,584+1.4% | 加碼 |
| Goldman Sachs Group Inc | 103,204 | $2,819 萬 | 0.01% | +38,267+58.9% | 加碼 |
| Nuveen Asset Management, LLC | 100,104 | $2,813 萬 | 0.01% | −5,032−4.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 100,340 | $2,741 萬 | 0.03% | −14,617−12.7% | 減碼 |
| Eaton Vance Management | 100,003 | $2,732 萬 | 0.03% | +9,177+10.1% | 加碼 |
| Wells Fargo & Company | 97,068 | $2,652 萬 | 0.01% | +12,001+14.1% | 加碼 |
| New York State Common Retirement Fund | 96,507 | $2,636 萬 | 0.03% | −400−0.4% | 減碼 |
| M&G Investment Management Ltd | 90,507 | $2,471 萬 | 0.05% | +90,507 | 新進 |
| First Trust Advisors LP | 76,957 | $2,102 萬 | 0.02% | +35,951+87.7% | 加碼 |
| SEI Investments Co | 76,854 | $2,096 萬 | 0.04% | +81+0.1% | 加碼 |
| Pelham Global Financials Ltd | 76,574 | $2,092 萬 | 17.28% | −19,552−20.3% | 減碼 |
| Confluence Investment Management LLC | 76,458 | $2,089 萬 | 0.29% | +134+0.2% | 加碼 |
| Morgan Stanley | 71,251 | $1,946 萬 | 0.00% | −28,186−28.3% | 減碼 |
| Chicago Capital, LLC | 70,871 | $1,936 萬 | 0.83% | −47,949−40.4% | 減碼 |
| Parnassus Investments | 66,909 | $1,828 萬 | 0.04% | −25,537−27.6% | 減碼 |
| VGI Partners Ltd | 62,483 | $1,707 萬 | 2.21% | −10,327−14.2% | 減碼 |
| Copeland Capital Management, LLC | 61,201 | $1,672 萬 | 0.46% | −1,077−1.7% | 減碼 |
| TCW Group Inc | 60,618 | $1,656 萬 | 0.16% | 00.0% | 不變 |
| Engle Capital Management, L.P. | 57,000 | $1,557 萬 | 3.34% | −12,609−18.1% | 減碼 |
| Swiss National Bank | 56,100 | $1,533 萬 | 0.01% | +4,000+7.7% | 加碼 |
| California Public Employees Retirement System | 52,950 | $1,446 萬 | 0.01% | −119−0.2% | 減碼 |
| Asset Management One Co.,Ltd. | 48,327 | $1,335 萬 | 0.05% | +13,196+37.6% | 加碼 |
| Ameriprise Financial Inc | 47,018 | $1,284 萬 | 0.00% | −1,609−3.3% | 減碼 |
| 2Xideas AG | 46,770 | $1,278 萬 | 0.90% | −8,162−14.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 44,580 | $1,218 萬 | 0.47% | −21,892−32.9% | 減碼 |
| UBS Asset Management Americas Inc | 43,863 | $1,198 萬 | 0.01% | +809+1.9% | 加碼 |
| Kornitzer Capital Management Inc | 40,718 | $1,112 萬 | 0.18% | −1,987−4.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 40,191 | $1,098 萬 | 0.11% | +4,004+11.1% | 加碼 |
| Panagora Asset Management Inc | 39,591 | $1,082 萬 | 0.06% | −304−0.8% | 減碼 |
| Man Group plc | 39,325 | $1,074 萬 | 0.04% | +7,861+25.0% | 加碼 |
| Nordea Investment Management AB | 36,487 | $1,017 萬 | 0.01% | +1,433+4.1% | 加碼 |
| Natixis | 33,100 | $904.2 萬 | 0.03% | +24,000+263.7% | 加碼 |
| National Bank of Canada | 32,185 | $883.0 萬 | 0.03% | +19,000+144.1% | 加碼 |
| Daiwa Securities Group Inc. | 30,595 | $835.8 萬 | 0.05% | −1,000−3.2% | 減碼 |
| Credit Suisse AG | 30,440 | $831.6 萬 | 0.01% | +4,161+15.8% | 加碼 |
| California State Teachers Retirement System | 30,241 | $826.1 萬 | 0.01% | −2,618−8.0% | 減碼 |
| Qube Research & Technologies Ltd | 29,234 | $798.6 萬 | 0.07% | +29,234 | 新進 |
| Southeast Asset Advisors Inc. | 27,557 | $752.8 萬 | 1.00% | +2,202+8.7% | 加碼 |
| Rhumbline Advisers | 27,287 | $745.4 萬 | 0.01% | −757−2.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,904 | $734.9 萬 | 0.01% | −240−0.9% | 減碼 |
| Nicholas Company, Inc. | 26,330 | $719.3 萬 | 0.13% | −5,015−16.0% | 減碼 |
| Russell Investments Group, Ltd. | 25,470 | $695.6 萬 | 0.01% | +9,586+60.4% | 加碼 |
| Twin Tree Management, LP | 25,426 | $694.6 萬 | 0.14% | +25,426 | 新進 |
| Victory Capital Management Inc | 25,934 | $656.7 萬 | 0.01% | −1,410−5.2% | 減碼 |
| Legal & General Group Plc | 23,273 | $635.7 萬 | 0.00% | +1,033+4.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 22,714 | $620.5 萬 | 0.12% | +22,714 | 新進 |
| Barclays PLC | 22,017 | $601.5 萬 | 0.00% | +13,003+144.3% | 加碼 |
| TownSquare Capital, LLC | 21,995 | $600.8 萬 | 0.15% | +4,240+23.9% | 加碼 |
| Franklin Resources Inc | 21,603 | $590.1 萬 | 0.00% | +1,767+8.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,498 | $587.3 萬 | 0.02% | −2,680−11.1% | 減碼 |
| State of Wisconsin Investment Board | 21,388 | $584.3 萬 | 0.01% | +18,544+652.0% | 加碼 |
| Fisher Asset Management, LLC | 20,812 | $568.5 萬 | 0.00% | +2,252+12.1% | 加碼 |
| YHB Investment Advisors, Inc. | 19,843 | $542.1 萬 | 0.48% | −3,180−13.8% | 減碼 |
| Alberta Investment Management Corp | 19,562 | $534.4 萬 | 0.03% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 19,516 | $533.1 萬 | 0.01% | −4,030−17.1% | 減碼 |
| Marks Group Wealth Management, Inc | 16,555 | $452.2 萬 | 0.57% | +810+5.1% | 加碼 |
| Citigroup Inc | 15,608 | $426.4 萬 | 0.00% | −4,489−22.3% | 減碼 |
| Stifel Financial Corp | 13,876 | $379.0 萬 | 0.01% | −2,878−17.2% | 減碼 |
| Commerce Bank | 13,796 | $376.8 萬 | 0.03% | +106+0.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,252 | $362.0 萬 | 0.01% | 00.0% | 不變 |
| Ceera Investments, LLC | 13,137 | $358.9 萬 | 1.79% | −80−0.6% | 減碼 |
| AQR Capital Management LLC | 12,968 | $354.2 萬 | 0.01% | +1,234+10.5% | 加碼 |
| Public Employees Retirement System of Ohio | 12,503 | $341.5 萬 | 0.01% | −744−5.6% | 減碼 |
| Cardinal Capital Management | 12,012 | $328.1 萬 | 0.66% | +169+1.4% | 加碼 |
| US Bancorp | 11,871 | $324.3 萬 | 0.01% | −1,524−11.4% | 減碼 |
| Rafferty Asset Management, LLC | 11,770 | $321.5 萬 | 0.02% | −571−4.6% | 減碼 |
| Atria Investments LLC | 11,699 | $319.6 萬 | 0.06% | +2,132+22.3% | 加碼 |
| State of Alaska, Department of Revenue | 11,336 | $309.6 萬 | 0.03% | −145−1.3% | 減碼 |
| UBS Group AG | 11,240 | $307.2 萬 | 0.00% | −5,286−32.0% | 減碼 |
| Voya Investment Management LLC | 11,058 | $302.0 萬 | 0.01% | −180−1.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,984 | $300.0 萬 | 0.01% | +5,334+94.4% | 加碼 |