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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 96,507 | $2,636 萬 | 0.03% | −400−0.4% | 減碼 |
| Wells Fargo & Company | 97,068 | $2,652 萬 | 0.01% | +12,001+14.1% | 加碼 |
| Eaton Vance Management | 100,003 | $2,732 萬 | 0.03% | +9,177+10.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 100,340 | $2,741 萬 | 0.03% | −14,617−12.7% | 減碼 |
| Nuveen Asset Management, LLC | 100,104 | $2,813 萬 | 0.01% | −5,032−4.8% | 減碼 |
| Goldman Sachs Group Inc | 103,204 | $2,819 萬 | 0.01% | +38,267+58.9% | 加碼 |
| Northern Trust Corp | 111,174 | $3,037 萬 | 0.01% | +1,584+1.4% | 加碼 |
| Lazard Asset Management LLC | 114,938 | $3,140 萬 | 0.04% | −5,827−4.8% | 減碼 |
| Principal Financial Group Inc | 125,028 | $3,415 萬 | 0.02% | +17,516+16.3% | 加碼 |
| Parametric Portfolio Associates LLC | 130,746 | $3,572 萬 | 0.02% | +15,374+13.3% | 加碼 |
| Charles Schwab Investment Management Inc | 140,350 | $3,834 萬 | 0.01% | +3,912+2.9% | 加碼 |
| Loomis Sayles & Co L P | 148,198 | $4,048 萬 | 0.05% | +4,704+3.3% | 加碼 |
| American Capital Management Inc | 186,427 | $5,093 萬 | 1.50% | +2,036+1.1% | 加碼 |
| Norges Bank | 217,308 | $5,936 萬 | 0.01% | −8,659−3.8% | 減碼 |
| Praesidium Investment Management Company, LLC | 225,439 | $6,158 萬 | 4.29% | −1,073−0.5% | 減碼 |
| Royce & Associates LP | 257,777 | $7,042 萬 | 0.60% | −55,682−17.8% | 減碼 |
| Bank of New York Mellon Corp | 297,699 | $8,132 萬 | 0.02% | −9,836−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 315,365 | $8,615 萬 | 0.03% | +1,623+0.5% | 加碼 |
| Invesco Ltd. | 324,161 | $8,855 萬 | 0.02% | +1,222+0.4% | 加碼 |
| Geode Capital Management, LLC | 331,238 | $9,048 萬 | 0.01% | +12,197+3.8% | 加碼 |
| State Street Corp | 368,593 | $1.01 億 | 0.00% | +1,017+0.3% | 加碼 |
| Artisan Partners Limited Partnership | 404,548 | $1.11 億 | 0.15% | −16,005−3.8% | 減碼 |
| Renaissance Technologies LLC | 415,570 | $1.14 億 | 0.13% | +4,670+1.1% | 加碼 |
| Massachusetts Financial Services Co | 435,085 | $1.19 億 | 0.04% | +58,846+15.6% | 加碼 |
| Pendal Group Limited | 444,272 | $1.21 億 | 1.00% | +2,735+0.6% | 加碼 |
| Echo Street Capital Management LLC | 495,864 | $1.35 億 | 0.98% | −31,497−6.0% | 減碼 |
| JPMorgan Chase & Co | 733,609 | $2.00 億 | 0.03% | +157,262+27.3% | 加碼 |
| Wasatch Advisors Inc | 779,437 | $2.13 億 | 1.05% | −26,266−3.3% | 減碼 |
| FMR LLC | 830,476 | $2.27 億 | 0.02% | −38,653−4.4% | 減碼 |
| Atlanta Capital Management Co L L C | 1,023,386 | $2.80 億 | 1.04% | +7,873+0.8% | 加碼 |
| BlackRock Inc. | 1,069,710 | $2.92 億 | 0.01% | +16,952+1.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,077,819 | $2.94 億 | 0.78% | −121,138−10.1% | 減碼 |
| Bamco Inc | 1,165,415 | $3.18 億 | 0.78% | −43,505−3.6% | 減碼 |
| Bank of America Corp | 1,352,449 | $3.69 億 | 0.04% | +1,212,570+866.9% | 加碼 |
| Vanguard Group Inc | 2,403,202 | $6.56 億 | 0.02% | +129,956+5.7% | 加碼 |
| Select Equity Group, L.P. | 4,137,319 | $11.3 億 | 3.68% | −712,969−14.7% | 減碼 |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −54,997−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,257−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −15,596−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,293−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −7,654−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −5,300−100.0% | 清倉 |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −4,595−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,630−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −3,394−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,765−100.0% | 清倉 |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,454−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,346−100.0% | 清倉 |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −1,289−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,195−100.0% | 清倉 |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −983−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −899−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −815−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −768−100.0% | 清倉 |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −730−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −715−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −706−100.0% | 清倉 |
| Long Road Investment Counsel, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −645−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −641−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −627−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −612−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −586−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −417−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −14,705−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |