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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 1,000 | $27.3 萬 | 0.01% | +1,000 | 新進 |
| Cadent Capital Advisors, LLC | 1,003 | $27.4 萬 | 0.12% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,010 | $27.6 萬 | 0.04% | −1,154−53.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,103 | $30.1 萬 | 0.00% | +331+42.9% | 加碼 |
| Davenport & Co LLC | 1,127 | $30.8 萬 | 0.00% | −1,288−53.3% | 減碼 |
| Heartland Bank & Trust Co | 1,130 | $30.9 萬 | 0.23% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 1,150 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,148 | $31.4 萬 | 0.05% | +123+12.0% | 加碼 |
| Verition Fund Management LLC | 1,154 | $31.5 萬 | 0.01% | +1,154 | 新進 |
| HBK Sorce Advisory LLC | 1,161 | $31.7 萬 | 0.02% | +63+5.7% | 加碼 |
| MML Investors Services, LLC | 1,165 | $31.8 萬 | 0.00% | +266+29.6% | 加碼 |
| Commonwealth Equity Services, LLC | 1,173 | $32.0 萬 | 0.00% | +91+8.4% | 加碼 |
| Synovus Financial Corp | 1,183 | $32.6 萬 | 0.00% | −5−0.4% | 減碼 |
| Connectus Wealth, LLC | 1,012 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 1,337 | $36.5 萬 | 0.04% | −131−8.9% | 減碼 |
| HM Payson & Co | 1,350 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,400 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,410 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 1,415 | $38.7 萬 | 0.00% | +1,415 | 新進 |
| Krane Funds Advisors LLC | 1,447 | $39.5 萬 | 0.02% | +305+26.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,450 | $39.6 萬 | 0.01% | +280+23.9% | 加碼 |
| Connable Office Inc | 1,470 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,489 | $40.6 萬 | 0.00% | +130+9.6% | 加碼 |
| Creative Planning | 1,495 | $40.8 萬 | 0.00% | +21+1.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,492 | $40.8 萬 | 0.00% | +105+7.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,522 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Pictet Asset Management SA | 1,530 | $41.8 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,519 | $42.4 萬 | 0.02% | −52−3.3% | 減碼 |
| AlphaCrest Capital Management LLC | 1,556 | $42.5 萬 | 0.02% | +1,556 | 新進 |
| CIBC Private Wealth Group, LLC | 1,612 | $44.0 萬 | 0.00% | +58+3.7% | 加碼 |
| First Republic Investment Management, Inc. | 1,628 | $44.5 萬 | 0.00% | +7+0.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,726 | $47.1 萬 | 0.03% | −83−4.6% | 減碼 |
| Maryland State Retirement & Pension System | 1,727 | $47.2 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,731 | $47.3 萬 | 0.06% | +1+0.1% | 加碼 |
| CIBC Asset Management Inc | 1,758 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,798 | $49.1 萬 | 0.04% | +1,798 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $49.2 萬 | 0.19% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 1,851 | $50.6 萬 | 0.00% | −30−1.6% | 減碼 |
| Walleye Capital LLC | 1,901 | $51.9 萬 | 0.01% | +521+37.8% | 加碼 |
| Martingale Asset Management L P | 1,972 | $54.0 萬 | 0.01% | −1−0.1% | 減碼 |
| Great West Life Assurance Co | 1,871 | $54.0 萬 | 0.00% | +80+4.5% | 加碼 |
| Shell Asset Management Co | 1,989 | $54.3 萬 | 0.01% | −16−0.8% | 減碼 |
| Hanlon Investment Management, Inc. | 2,000 | $54.6 萬 | 0.12% | 00.0% | 不變 |
| LPL Financial LLC | 2,002 | $54.7 萬 | 0.00% | −509−20.3% | 減碼 |
| Navellier & Associates Inc | 2,001 | $54.7 萬 | 0.09% | −420−17.3% | 減碼 |
| ProShare Advisors LLC | 2,017 | $55.1 萬 | 0.00% | −22−1.1% | 減碼 |
| Raymond James & Associates | 2,048 | $55.9 萬 | 0.00% | −264−11.4% | 減碼 |
| Wellington Management Group LLP | 2,090 | $57.1 萬 | 0.00% | +2,090 | 新進 |
| Bank of Montreal | 2,065 | $57.7 萬 | 0.00% | −38−1.8% | 減碼 |
| Fiduciary Trust Co | 2,231 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 2,292 | $62.6 萬 | 0.00% | +106+4.8% | 加碼 |
| BCJ Capital Management, LLC | 2,384 | $65.1 萬 | 0.06% | +585+32.5% | 加碼 |
| Xponance, Inc. | 2,404 | $65.7 萬 | 0.01% | −18−0.7% | 減碼 |
| Precision Wealth Strategies, LLC | 2,449 | $66.9 萬 | 0.40% | −244−9.1% | 減碼 |
| Bridgewater Associates, LP | 2,460 | $67.2 萬 | 0.00% | +2,460 | 新進 |
| PEAK6 Investments LLC | 2,563 | $70.0 萬 | 0.02% | +1,853+261.0% | 加碼 |
| Oak Thistle LLC | 2,573 | $70.3 萬 | 0.37% | +2,573 | 新進 |
| Regentatlantic Capital LLC | 2,656 | $72.6 萬 | 0.02% | +140+5.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 2,809 | $76.7 萬 | 0.04% | +983+53.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,900 | $80.9 萬 | 0.00% | +516+21.6% | 加碼 |
| Truist Financial Corp | 2,972 | $81.2 萬 | 0.00% | −1,806−37.8% | 減碼 |
| Bradley Foster & Sargent Inc | 3,021 | $82.5 萬 | 0.02% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,087 | $84.3 萬 | 0.53% | +81+2.7% | 加碼 |
| Jane Street Group, LLC | 3,117 | $85.1 萬 | 0.00% | +3,117 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,140 | $85.8 萬 | 0.00% | +48+1.6% | 加碼 |
| Illinois Municipal Retirement Fund | 3,177 | $86.8 萬 | 0.03% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,285 | $89.9 萬 | 0.01% | −63−1.9% | 減碼 |
| BCGM Wealth Management, LLC | 3,601 | $91.2 萬 | 0.50% | +360+11.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,520 | $96.2 萬 | 0.11% | +3,520 | 新進 |
| Twin Capital Management Inc | 3,524 | $96.3 萬 | 0.10% | −20−0.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 3,752 | $102.5 萬 | 0.01% | +3,496+1,365.6% | 加碼 |
| Veritable, L.P. | 3,895 | $106.4 萬 | 0.02% | +151+4.0% | 加碼 |
| Arbor Capital Management Inc | 4,044 | $109.1 萬 | 0.84% | −1,773−30.5% | 減碼 |
| Black Creek Investment Management Inc. | 4,000 | $109.3 萬 | 0.03% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 4,167 | $113.8 萬 | 0.01% | −54,605−92.9% | 減碼 |
| Utah Retirement Systems | 4,185 | $114.3 萬 | 0.02% | 00.0% | 不變 |
| Fiera Capital Corp | 4,225 | $115.4 萬 | 0.00% | +232+5.8% | 加碼 |
| LMR Partners LLP | 4,229 | $115.5 萬 | 0.02% | −86,164−95.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,266 | $116.5 萬 | 0.13% | +153+3.7% | 加碼 |
| Handelsbanken Fonder AB | 4,272 | $116.7 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,362 | $119.2 萬 | 0.00% | +373+9.4% | 加碼 |
| Versor Investments LP | 4,470 | $122.1 萬 | 0.05% | +2,770+162.9% | 加碼 |
| O'Shares Investment Advisers, LLC | 4,502 | $123.0 萬 | 0.10% | +240+5.6% | 加碼 |
| Martin Capital Advisors, LLP | 4,734 | $129.3 萬 | 0.89% | +35+0.7% | 加碼 |
| Johnson Investment Counsel Inc | 4,759 | $130.2 萬 | 0.02% | −105−2.2% | 減碼 |
| Teacher Retirement System of Texas | 4,873 | $133.1 萬 | 0.01% | +319+7.0% | 加碼 |
| Jennison Associates LLC | 4,903 | $133.9 萬 | 0.00% | −5,557−53.1% | 減碼 |
| Prudential Financial Inc | 4,901 | $133.9 萬 | 0.00% | +3,969+425.9% | 加碼 |
| Covey Capital Advisors, LLC | 5,087 | $139.0 萬 | 1.44% | +476+10.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 5,104 | $139.4 萬 | 0.07% | +756+17.4% | 加碼 |
| Sepio Capital, LP | 5,206 | $142.2 萬 | 0.12% | −1,019−16.4% | 減碼 |
| Advisory Services Network, LLC | 5,264 | $143.8 萬 | 0.04% | +2,646+101.1% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 5,639 | $154.0 萬 | 1.51% | −2,788−33.1% | 減碼 |
| Motive Wealth Advisors | 5,763 | $157.4 萬 | 1.08% | −52−0.9% | 減碼 |
| Two Sigma Advisers, LP | 5,800 | $158.4 萬 | 0.00% | +4,300+286.7% | 加碼 |
| Amalgamated Bank | 5,818 | $158.9 萬 | 0.01% | +404+7.5% | 加碼 |
| Amalgamated Financial Corp. | 5,818 | $158.9 萬 | 0.01% | +5,818 | 新進 |
| Eqis Capital Management, Inc. | 5,960 | $162.8 萬 | 0.15% | −1,233−17.1% | 減碼 |
| Empire Life Investments Inc. | 6,130 | $167.5 萬 | 0.11% | 00.0% | 不變 |