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 2 季 13F 持有人
Morningstar, Inc. 在 2022/6/30 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
- 325
- 較 2022 年第 1 季 −7 家
- 持有股數
- 2,341 萬
- 較 2022 年第 1 季 +6.54 萬 (+0.3%)
- 總市值
- $56.7 億
- 較 2022 年第 1 季 −$6.96 億 (−10.9%)
- 新進機構
- 32
- 另有 106 家加碼
- 清倉機構
- 39
- 另有 127 家減碼
另有 4 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,097,822 | $9.91 億 | 3.70% | −39,497−1.0% | 減碼 |
| Vanguard Group Inc | 2,408,379 | $5.82 億 | 0.02% | +5,177+0.2% | 加碼 |
| Bank of America Corp | 1,886,016 | $4.56 億 | 0.06% | +533,567+39.5% | 加碼 |
| Bamco Inc | 1,155,415 | $2.79 億 | 0.90% | −10,000−0.9% | 減碼 |
| BlackRock Inc. | 1,063,077 | $2.57 億 | 0.01% | −6,633−0.6% | 減碼 |
| Atlanta Capital Management Co L L C | 1,027,035 | $2.48 億 | 1.07% | +3,649+0.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,020,854 | $2.47 億 | 0.78% | −56,965−5.3% | 減碼 |
| FMR LLC | 819,418 | $1.98 億 | 0.02% | −11,058−1.3% | 減碼 |
| JPMorgan Chase & Co | 787,356 | $1.90 億 | 0.03% | +53,747+7.3% | 加碼 |
| Wasatch Advisors Inc | 697,915 | $1.69 億 | 1.07% | −81,522−10.5% | 減碼 |
| Massachusetts Financial Services Co | 485,276 | $1.17 億 | 0.04% | +50,191+11.5% | 加碼 |
| Pendal Group Limited | 423,207 | $1.02 億 | 1.01% | −21,065−4.7% | 減碼 |
| Renaissance Technologies LLC | 394,370 | $9,537 萬 | 0.11% | −21,200−5.1% | 減碼 |
| State Street Corp | 377,444 | $9,141 萬 | 0.01% | +8,851+2.4% | 加碼 |
| Artisan Partners Limited Partnership | 362,727 | $8,772 萬 | 0.15% | −41,821−10.3% | 減碼 |
| Invesco Ltd. | 331,327 | $8,013 萬 | 0.02% | +7,166+2.2% | 加碼 |
| Geode Capital Management, LLC | 330,495 | $7,992 萬 | 0.01% | −743−0.2% | 減碼 |
| Dimensional Fund Advisors LP | 305,766 | $7,394 萬 | 0.03% | −9,599−3.0% | 減碼 |
| Praesidium Investment Management Company, LLC | 297,952 | $7,205 萬 | 6.29% | +72,513+32.2% | 加碼 |
| Bank of New York Mellon Corp | 296,726 | $7,176 萬 | 0.02% | −973−0.3% | 減碼 |
| Royce & Associates LP | 239,268 | $5,786 萬 | 0.60% | −18,509−7.2% | 減碼 |
| Norges Bank | 235,310 | $5,691 萬 | 0.01% | +18,002+8.3% | 加碼 |
| Principal Financial Group Inc | 215,933 | $5,222 萬 | 0.04% | +90,905+72.7% | 加碼 |
| American Capital Management Inc | 183,683 | $4,442 萬 | 1.66% | −2,744−1.5% | 減碼 |
| Morgan Stanley | 182,291 | $4,408 萬 | 0.01% | +111,040+155.8% | 加碼 |
| Loomis Sayles & Co L P | 147,101 | $3,557 萬 | 0.07% | −1,097−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 143,816 | $3,478 萬 | 0.01% | +3,466+2.5% | 加碼 |
| Lazard Asset Management LLC | 111,842 | $2,705 萬 | 0.04% | −3,096−2.7% | 減碼 |
| New York State Common Retirement Fund | 109,361 | $2,645 萬 | 0.03% | +12,854+13.3% | 加碼 |
| Northern Trust Corp | 107,821 | $2,608 萬 | 0.01% | −3,353−3.0% | 減碼 |
| Goldman Sachs Group Inc | 100,530 | $2,431 萬 | 0.01% | −2,674−2.6% | 減碼 |
| M&G Investment Management Ltd | 98,916 | $2,394 萬 | 0.17% | +8,409+9.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 98,714 | $2,387 萬 | 0.04% | −1,626−1.6% | 減碼 |
| Wells Fargo & Company | 94,597 | $2,288 萬 | 0.01% | −2,471−2.5% | 減碼 |
| Nuveen Asset Management, LLC | 92,230 | $2,230 萬 | 0.01% | −7,874−7.9% | 減碼 |
| SEI Investments Co | 82,602 | $1,983 萬 | 0.04% | +5,748+7.5% | 加碼 |
| Eaton Vance Management | 74,666 | $1,806 萬 | 0.03% | −25,337−25.3% | 減碼 |
| Confluence Investment Management LLC | 74,059 | $1,791 萬 | 0.28% | −2,399−3.1% | 減碼 |
| Farmer Steven Patrick | 74,059 | $1,791 萬 | 0.28% | +74,059 | 新進 |
| Pelham Global Financials Ltd | 73,374 | $1,774 萬 | 22.50% | −3,200−4.2% | 減碼 |
| Chicago Capital, LLC | 69,951 | $1,692 萬 | 0.93% | −920−1.3% | 減碼 |
| Parnassus Investments | 66,909 | $1,618 萬 | 0.04% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 61,536 | $1,488 萬 | 0.47% | +335+0.5% | 加碼 |
| Swiss National Bank | 60,700 | $1,468 萬 | 0.01% | +4,600+8.2% | 加碼 |
| VGI Partners Ltd | 55,640 | $1,346 萬 | 2.29% | −6,843−11.0% | 減碼 |
| TCW Group Inc | 54,838 | $1,326 萬 | 0.17% | −5,780−9.5% | 減碼 |
| Nordea Investment Management AB | 54,467 | $1,297 萬 | 0.02% | +17,980+49.3% | 加碼 |
| Prudential Financial Inc | 52,408 | $1,264 萬 | 0.02% | +47,507+969.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 51,793 | $1,253 萬 | 0.58% | +7,213+16.2% | 加碼 |
| Echo Street Capital Management LLC | 51,295 | $1,241 萬 | 0.11% | −444,569−89.7% | 減碼 |
| California Public Employees Retirement System | 51,294 | $1,240 萬 | 0.01% | −1,656−3.1% | 減碼 |
| Asset Management One Co.,Ltd. | 48,303 | $1,167 萬 | 0.05% | −240.0% | 減碼 |
| 2Xideas AG | 47,390 | $1,146 萬 | 1.05% | +620+1.3% | 加碼 |
| Ameriprise Financial Inc | 46,423 | $1,123 萬 | 0.00% | −595−1.3% | 減碼 |
| Man Group plc | – | $1,120 萬 | 0.05% | – | – |
| UBS Asset Management Americas Inc | 42,898 | $1,037 萬 | 0.01% | −965−2.2% | 減碼 |
| Legal & General Group Plc | 41,477 | $1,003 萬 | 0.00% | +18,204+78.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 39,093 | $945.4 萬 | 0.11% | −1,098−2.7% | 減碼 |
| Kornitzer Capital Management Inc | 38,438 | $929.5 萬 | 0.19% | −2,280−5.6% | 減碼 |
| Twin Tree Management, LP | 34,950 | $845.2 萬 | 0.16% | +9,524+37.5% | 加碼 |
| National Bank of Canada | 34,193 | $826.0 萬 | 0.04% | +2,008+6.2% | 加碼 |
| California State Teachers Retirement System | 32,707 | $791.0 萬 | 0.01% | +2,466+8.2% | 加碼 |
| Rhumbline Advisers | 32,402 | $783.6 萬 | 0.01% | +5,115+18.7% | 加碼 |
| Credit Suisse AG | 31,474 | $761.1 萬 | 0.01% | +1,034+3.4% | 加碼 |
| ExodusPoint Capital Management, LP | 31,464 | $760.9 萬 | 0.11% | +31,464 | 新進 |
| Southeast Asset Advisors Inc. | 29,844 | $721.7 萬 | 1.14% | +2,287+8.3% | 加碼 |
| Panagora Asset Management Inc | 29,713 | $718.5 萬 | 0.05% | −9,878−25.0% | 減碼 |
| Daiwa Securities Group Inc. | 28,705 | $694.2 萬 | 0.05% | −1,890−6.2% | 減碼 |
| Fisher Asset Management, LLC | 27,565 | $666.6 萬 | 0.00% | +6,753+32.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,611 | $643.5 萬 | 0.02% | −293−1.1% | 減碼 |
| Nicholas Company, Inc. | 26,320 | $636.5 萬 | 0.14% | −100.0% | 減碼 |
| State of Wisconsin Investment Board | 26,114 | $631.5 萬 | 0.02% | +4,726+22.1% | 加碼 |
| Victory Capital Management Inc | 23,236 | $561.9 萬 | 0.01% | −2,698−10.4% | 減碼 |
| Franklin Resources Inc | 22,956 | $555.1 萬 | 0.00% | +1,353+6.3% | 加碼 |
| Barclays PLC | 21,298 | $515.0 萬 | 0.01% | −719−3.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,013 | $508.2 萬 | 0.02% | −485−2.3% | 減碼 |
| TownSquare Capital, LLC | 21,006 | $508.1 萬 | 0.14% | −989−4.5% | 減碼 |
| Alberta Investment Management Corp | 19,915 | $481.6 萬 | 0.03% | +353+1.8% | 加碼 |
| YHB Investment Advisors, Inc. | 19,533 | $472.4 萬 | 0.50% | −310−1.6% | 減碼 |
| Marks Group Wealth Management, Inc | 16,186 | $391.4 萬 | 0.56% | −369−2.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 15,024 | $363.3 萬 | 0.01% | +1,772+13.4% | 加碼 |
| Commerce Bank | 14,021 | $339.1 萬 | 0.03% | +225+1.6% | 加碼 |
| UBS Group AG | 13,959 | $337.6 萬 | 0.00% | +2,719+24.2% | 加碼 |
| Raymond James & Associates | 13,749 | $332.5 萬 | 0.00% | +11,701+571.3% | 加碼 |
| Stifel Financial Corp | 13,744 | $332.4 萬 | 0.01% | −132−1.0% | 減碼 |
| First Trust Advisors LP | 13,677 | $330.8 萬 | 0.00% | −63,280−82.2% | 減碼 |
| George Kaiser Family Foundation | 13,598 | $328.8 萬 | 0.58% | +3,299+32.0% | 加碼 |
| AQR Capital Management LLC | 13,400 | $319.0 萬 | 0.01% | +432+3.3% | 加碼 |
| Ceera Investments, LLC | 13,009 | $314.6 萬 | 1.80% | −128−1.0% | 減碼 |
| Envestnet Asset Management Inc | 12,861 | $311.0 萬 | 0.00% | +2,733+27.0% | 加碼 |
| Public Employees Retirement System of Ohio | 12,717 | $307.5 萬 | 0.01% | +214+1.7% | 加碼 |
| Citigroup Inc | 12,381 | $299.5 萬 | 0.00% | −3,227−20.7% | 減碼 |
| US Bancorp | 11,592 | $280.5 萬 | 0.01% | −279−2.4% | 減碼 |
| State of Alaska, Department of Revenue | 11,297 | $273.1 萬 | 0.03% | −39−0.3% | 減碼 |
| Pallas Capital Advisors LLC | 10,647 | $264.9 萬 | 0.36% | +232+2.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,680 | $258.3 萬 | 0.01% | −304−2.8% | 減碼 |
| Treasurer of the State of North Carolina | 10,522 | $254.5 萬 | 0.02% | +1,902+22.1% | 加碼 |
| Cardinal Capital Management | 10,296 | $249.0 萬 | 0.57% | −1,716−14.3% | 減碼 |
| Duality Advisers, LP | 10,145 | $245.3 萬 | 0.24% | +10,145 | 新進 |
| Captrust Financial Advisors | 10,120 | $245.1 萬 | 0.02% | +1,220+13.7% | 加碼 |