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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 6,224 | $170.0 萬 | 0.03% | −19−0.3% | 減碼 |
| Redmond Asset Management, LLC | 6,239 | $170.4 萬 | 0.51% | −20.0% | 減碼 |
| Davy Global Fund Management Ltd | 6,263 | $171.1 萬 | 0.28% | +1,336+27.1% | 加碼 |
| Cerity Partners LLC | 6,268 | $171.2 萬 | 0.03% | +5,534+754.0% | 加碼 |
| Ashford Capital Management Inc | 6,391 | $174.6 萬 | 0.19% | +12+0.2% | 加碼 |
| Arizona State Retirement System | 6,407 | $175.0 萬 | 0.01% | +32+0.5% | 加碼 |
| Royal Bank of Canada | 6,503 | $177.6 萬 | 0.00% | −936−12.6% | 減碼 |
| Yorktown Management & Research Co Inc | 6,500 | $177.6 萬 | 1.51% | −400−5.8% | 減碼 |
| HSBC Holdings PLC | 6,612 | $183.8 萬 | 0.00% | +3,912+144.9% | 加碼 |
| Bank of Stockton | 6,802 | $185.8 萬 | 0.58% | +261+4.0% | 加碼 |
| Blair William & Co | 7,052 | $192.6 萬 | 0.01% | −235−3.2% | 減碼 |
| M&T Bank Corp | 7,798 | $213.1 萬 | 0.01% | −133−1.7% | 減碼 |
| Bessemer Group Inc | 7,900 | $215.8 萬 | 0.00% | +41+0.5% | 加碼 |
| Aviva PLC | 8,174 | $223.3 萬 | 0.01% | +164+2.0% | 加碼 |
| Deutsche Bank AG | 8,184 | $223.6 萬 | 0.00% | −176−2.1% | 減碼 |
| Henshaw Capital LLC | 8,254 | $225.5 萬 | 0.13% | +11+0.1% | 加碼 |
| Alamar Capital Management, LLC | 8,491 | $231.9 萬 | 1.95% | +132+1.6% | 加碼 |
| HighTower Advisors, LLC | 8,582 | $234.2 萬 | 0.01% | +738+9.4% | 加碼 |
| Treasurer of the State of North Carolina | 8,620 | $235.5 萬 | 0.01% | +145+1.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,633 | $235.8 萬 | 0.03% | +9+0.1% | 加碼 |
| Captrust Financial Advisors | 8,900 | $243.4 萬 | 0.02% | +576+6.9% | 加碼 |
| Kensington Investment Counsel, LLC | 9,075 | $247.9 萬 | 1.64% | −905−9.1% | 減碼 |
| Susquehanna International Group, LLP | 9,097 | $248.5 萬 | 0.00% | −11,270−55.3% | 減碼 |
| Janus Henderson Group PLC | 9,376 | $256.1 萬 | 0.00% | −10,260−52.3% | 減碼 |
| Alliancebernstein L.P. | 9,479 | $258.9 萬 | 0.00% | −229−2.4% | 減碼 |
| Azzad Asset Management Inc | 9,651 | $263.6 萬 | 0.38% | +9,651 | 新進 |
| Algert Global LLC | 9,711 | $265.3 萬 | 0.17% | +7,324+306.8% | 加碼 |
| Bright Rock Capital Management, LLC | 10,000 | $273.2 萬 | 0.64% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 10,003 | $273.3 萬 | 0.00% | +4,495+81.6% | 加碼 |
| Envestnet Asset Management Inc | 10,128 | $276.7 萬 | 0.00% | −727−6.7% | 減碼 |
| Price T Rowe Associates Inc | 10,286 | $281.0 萬 | 0.00% | +989+10.6% | 加碼 |
| George Kaiser Family Foundation | 10,299 | $281.3 萬 | 0.46% | +18+0.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,416 | $284.5 萬 | 0.04% | +15+0.1% | 加碼 |
| Pallas Capital Advisors LLC | 10,415 | $285.3 萬 | 0.36% | +1,165+12.6% | 加碼 |
| Neuberger Berman Group LLC | 10,501 | $286.8 萬 | 0.00% | +63+0.6% | 加碼 |
| Bank of Nova Scotia | 10,706 | $292.5 萬 | 0.00% | −5,112−32.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,984 | $300.0 萬 | 0.01% | +5,334+94.4% | 加碼 |
| Voya Investment Management LLC | 11,058 | $302.0 萬 | 0.01% | −180−1.6% | 減碼 |
| UBS Group AG | 11,240 | $307.2 萬 | 0.00% | −5,286−32.0% | 減碼 |
| State of Alaska, Department of Revenue | 11,336 | $309.6 萬 | 0.03% | −145−1.3% | 減碼 |
| Atria Investments LLC | 11,699 | $319.6 萬 | 0.06% | +2,132+22.3% | 加碼 |
| Rafferty Asset Management, LLC | 11,770 | $321.5 萬 | 0.02% | −571−4.6% | 減碼 |
| US Bancorp | 11,871 | $324.3 萬 | 0.01% | −1,524−11.4% | 減碼 |
| Cardinal Capital Management | 12,012 | $328.1 萬 | 0.66% | +169+1.4% | 加碼 |
| Public Employees Retirement System of Ohio | 12,503 | $341.5 萬 | 0.01% | −744−5.6% | 減碼 |
| AQR Capital Management LLC | 12,968 | $354.2 萬 | 0.01% | +1,234+10.5% | 加碼 |
| Ceera Investments, LLC | 13,137 | $358.9 萬 | 1.79% | −80−0.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 13,252 | $362.0 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 13,796 | $376.8 萬 | 0.03% | +106+0.8% | 加碼 |
| Stifel Financial Corp | 13,876 | $379.0 萬 | 0.01% | −2,878−17.2% | 減碼 |
| Citigroup Inc | 15,608 | $426.4 萬 | 0.00% | −4,489−22.3% | 減碼 |
| Marks Group Wealth Management, Inc | 16,555 | $452.2 萬 | 0.57% | +810+5.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 19,516 | $533.1 萬 | 0.01% | −4,030−17.1% | 減碼 |
| Alberta Investment Management Corp | 19,562 | $534.4 萬 | 0.03% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 19,843 | $542.1 萬 | 0.48% | −3,180−13.8% | 減碼 |
| Fisher Asset Management, LLC | 20,812 | $568.5 萬 | 0.00% | +2,252+12.1% | 加碼 |
| State of Wisconsin Investment Board | 21,388 | $584.3 萬 | 0.01% | +18,544+652.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,498 | $587.3 萬 | 0.02% | −2,680−11.1% | 減碼 |
| Franklin Resources Inc | 21,603 | $590.1 萬 | 0.00% | +1,767+8.9% | 加碼 |
| TownSquare Capital, LLC | 21,995 | $600.8 萬 | 0.15% | +4,240+23.9% | 加碼 |
| Barclays PLC | 22,017 | $601.5 萬 | 0.00% | +13,003+144.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 22,714 | $620.5 萬 | 0.12% | +22,714 | 新進 |
| Legal & General Group Plc | 23,273 | $635.7 萬 | 0.00% | +1,033+4.6% | 加碼 |
| Victory Capital Management Inc | 25,934 | $656.7 萬 | 0.01% | −1,410−5.2% | 減碼 |
| Twin Tree Management, LP | 25,426 | $694.6 萬 | 0.14% | +25,426 | 新進 |
| Russell Investments Group, Ltd. | 25,470 | $695.6 萬 | 0.01% | +9,586+60.4% | 加碼 |
| Nicholas Company, Inc. | 26,330 | $719.3 萬 | 0.13% | −5,015−16.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,904 | $734.9 萬 | 0.01% | −240−0.9% | 減碼 |
| Rhumbline Advisers | 27,287 | $745.4 萬 | 0.01% | −757−2.7% | 減碼 |
| Southeast Asset Advisors Inc. | 27,557 | $752.8 萬 | 1.00% | +2,202+8.7% | 加碼 |
| Qube Research & Technologies Ltd | 29,234 | $798.6 萬 | 0.07% | +29,234 | 新進 |
| California State Teachers Retirement System | 30,241 | $826.1 萬 | 0.01% | −2,618−8.0% | 減碼 |
| Credit Suisse AG | 30,440 | $831.6 萬 | 0.01% | +4,161+15.8% | 加碼 |
| Daiwa Securities Group Inc. | 30,595 | $835.8 萬 | 0.05% | −1,000−3.2% | 減碼 |
| National Bank of Canada | 32,185 | $883.0 萬 | 0.03% | +19,000+144.1% | 加碼 |
| Natixis | 33,100 | $904.2 萬 | 0.03% | +24,000+263.7% | 加碼 |
| Nordea Investment Management AB | 36,487 | $1,017 萬 | 0.01% | +1,433+4.1% | 加碼 |
| Man Group plc | 39,325 | $1,074 萬 | 0.04% | +7,861+25.0% | 加碼 |
| Panagora Asset Management Inc | 39,591 | $1,082 萬 | 0.06% | −304−0.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 40,191 | $1,098 萬 | 0.11% | +4,004+11.1% | 加碼 |
| Kornitzer Capital Management Inc | 40,718 | $1,112 萬 | 0.18% | −1,987−4.7% | 減碼 |
| UBS Asset Management Americas Inc | 43,863 | $1,198 萬 | 0.01% | +809+1.9% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 44,580 | $1,218 萬 | 0.47% | −21,892−32.9% | 減碼 |
| 2Xideas AG | 46,770 | $1,278 萬 | 0.90% | −8,162−14.9% | 減碼 |
| Ameriprise Financial Inc | 47,018 | $1,284 萬 | 0.00% | −1,609−3.3% | 減碼 |
| Asset Management One Co.,Ltd. | 48,327 | $1,335 萬 | 0.05% | +13,196+37.6% | 加碼 |
| California Public Employees Retirement System | 52,950 | $1,446 萬 | 0.01% | −119−0.2% | 減碼 |
| Swiss National Bank | 56,100 | $1,533 萬 | 0.01% | +4,000+7.7% | 加碼 |
| Engle Capital Management, L.P. | 57,000 | $1,557 萬 | 3.34% | −12,609−18.1% | 減碼 |
| TCW Group Inc | 60,618 | $1,656 萬 | 0.16% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 61,201 | $1,672 萬 | 0.46% | −1,077−1.7% | 減碼 |
| VGI Partners Ltd | 62,483 | $1,707 萬 | 2.21% | −10,327−14.2% | 減碼 |
| Parnassus Investments | 66,909 | $1,828 萬 | 0.04% | −25,537−27.6% | 減碼 |
| Chicago Capital, LLC | 70,871 | $1,936 萬 | 0.83% | −47,949−40.4% | 減碼 |
| Morgan Stanley | 71,251 | $1,946 萬 | 0.00% | −28,186−28.3% | 減碼 |
| Confluence Investment Management LLC | 76,458 | $2,089 萬 | 0.29% | +134+0.2% | 加碼 |
| Pelham Global Financials Ltd | 76,574 | $2,092 萬 | 17.28% | −19,552−20.3% | 減碼 |
| SEI Investments Co | 76,854 | $2,096 萬 | 0.04% | +81+0.1% | 加碼 |
| First Trust Advisors LP | 76,957 | $2,102 萬 | 0.02% | +35,951+87.7% | 加碼 |
| M&G Investment Management Ltd | 90,507 | $2,471 萬 | 0.05% | +90,507 | 新進 |