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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 1,116 | $27.0 萬 | 0.00% | +248+28.6% | 加碼 |
| Quantinno Capital Management LP | 1,127 | $27.3 萬 | 0.04% | −21−1.8% | 減碼 |
| Heartland Bank & Trust Co | 1,130 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,149 | $27.8 萬 | 0.00% | +46+4.2% | 加碼 |
| Capital Investment Counsel, Inc | 1,150 | $27.8 萬 | 0.07% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,165 | $28.2 萬 | 0.01% | −282−19.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,186 | $28.4 萬 | 0.01% | −264−18.2% | 減碼 |
| Synovus Financial Corp | 1,235 | $28.9 萬 | 0.00% | +52+4.4% | 加碼 |
| BTC Capital Management, Inc. | 1,216 | $29.4 萬 | 0.04% | −121−9.1% | 減碼 |
| HM Payson & Co | 1,250 | $30.2 萬 | 0.01% | −100−7.4% | 減碼 |
| HBK Sorce Advisory LLC | 1,266 | $30.6 萬 | 0.02% | +105+9.0% | 加碼 |
| Gyon Technologies Capital Management, LP | 1,279 | $30.9 萬 | 0.09% | +1,279 | 新進 |
| Legacy Advisors, LLC | 1,380 | $33.4 萬 | 0.07% | +560+68.3% | 加碼 |
| Montag A & Associates Inc | 1,400 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,410 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,427 | $34.5 萬 | 0.02% | −92−6.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,429 | $34.6 萬 | 0.00% | +1,429 | 新進 |
| MetLife Investment Management | 1,446 | $35.0 萬 | 0.00% | +31+2.2% | 加碼 |
| Connable Office Inc | 1,470 | $35.5 萬 | 0.05% | 00.0% | 不變 |
| Teza Capital Management LLC | 1,466 | $35.5 萬 | 0.14% | +1,466 | 新進 |
| LMR Partners LLP | 1,523 | $36.8 萬 | 0.01% | −2,706−64.0% | 減碼 |
| Nisa Investment Advisors, LLC | 1,527 | $36.9 萬 | 0.00% | +1,507+7,535.0% | 加碼 |
| Pictet Asset Management SA | 1,530 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 1,528 | $37.0 萬 | 0.08% | +6+0.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,594 | $38.6 萬 | 0.00% | −18−1.1% | 減碼 |
| Mirabella Financial Services LLP | 1,634 | $39.5 萬 | 0.04% | +1,634 | 新進 |
| CIBC Asset Management Inc | 1,639 | $39.6 萬 | 0.00% | −119−6.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,649 | $39.9 萬 | 0.02% | −77−4.5% | 減碼 |
| ProShare Advisors LLC | 1,664 | $40.2 萬 | 0.00% | −353−17.5% | 減碼 |
| Creative Planning | 1,689 | $40.8 萬 | 0.00% | +194+13.0% | 加碼 |
| Commonwealth Equity Services, LLC | 1,739 | $42.0 萬 | 0.00% | +566+48.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,799 | $43.5 萬 | 0.07% | +68+3.9% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $43.6 萬 | 0.22% | 00.0% | 不變 |
| Bank of Montreal | 1,843 | $45.4 萬 | 0.00% | −222−10.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,914 | $46.3 萬 | 0.01% | +187+10.8% | 加碼 |
| Great West Life Assurance Co | 1,934 | $46.7 萬 | 0.00% | +63+3.4% | 加碼 |
| AlphaCrest Capital Management LLC | 1,940 | $46.9 萬 | 0.02% | +384+24.7% | 加碼 |
| LPL Financial LLC | 1,960 | $47.4 萬 | 0.00% | −42−2.1% | 減碼 |
| Martingale Asset Management L P | 1,972 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 1,992 | $48.2 萬 | 0.01% | +3+0.2% | 加碼 |
| Navellier & Associates Inc | 2,001 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 2,000 | $48.4 萬 | 0.12% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,049 | $49.6 萬 | 0.00% | +198+10.7% | 加碼 |
| MML Investors Services, LLC | 2,251 | $54.4 萬 | 0.00% | +1,086+93.2% | 加碼 |
| Illinois Municipal Retirement Fund | 2,271 | $54.9 萬 | 0.01% | −906−28.5% | 減碼 |
| Planning Alternatives Ltd | 2,270 | $54.9 萬 | 0.10% | +2,270 | 新進 |
| JustInvest LLC | 2,408 | $58.2 萬 | 0.03% | −401−14.3% | 減碼 |
| Fiduciary Trust Co | 2,451 | $59.3 萬 | 0.01% | +220+9.9% | 加碼 |
| Precision Wealth Strategies, LLC | 2,649 | $60.3 萬 | 0.47% | +200+8.2% | 加碼 |
| Xponance, Inc. | 2,648 | $64.0 萬 | 0.01% | +244+10.1% | 加碼 |
| Jennison Associates LLC | 2,774 | $67.1 萬 | 0.00% | −2,129−43.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $67.4 萬 | 0.00% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 2,833 | $68.5 萬 | 0.02% | +177+6.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,900 | $68.7 萬 | 0.00% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,951 | $71.4 萬 | 0.52% | −136−4.4% | 減碼 |
| Bridgewater Associates, LP | 2,982 | $72.1 萬 | 0.00% | +522+21.2% | 加碼 |
| HSBC Holdings PLC | 2,979 | $72.5 萬 | 0.00% | −3,633−54.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 2,997 | $72.5 萬 | 0.01% | −755−20.1% | 減碼 |
| Truist Financial Corp | 3,005 | $72.7 萬 | 0.00% | +33+1.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $73.1 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $78.3 萬 | 0.00% | +99+3.2% | 加碼 |
| Avantax Advisory Services, Inc. | 3,265 | $79.0 萬 | 0.01% | −20−0.6% | 減碼 |
| Mawer Investment Management Ltd. | 3,297 | $79.7 萬 | 0.00% | −870−20.9% | 減碼 |
| Twin Capital Management Inc | 3,524 | $85.2 萬 | 0.11% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 3,731 | $90.2 萬 | 0.00% | +2,103+129.2% | 加碼 |
| Ensign Peak Advisors, Inc | 3,750 | $90.7 萬 | 0.00% | +3,270+681.3% | 加碼 |
| BCGM Wealth Management, LLC | 3,648 | $93.2 萬 | 0.47% | +47+1.3% | 加碼 |
| Black Creek Investment Management Inc. | 4,000 | $96.7 萬 | 0.03% | 00.0% | 不變 |
| Arbor Capital Management Inc | 4,014 | $97.1 萬 | 0.93% | −30−0.7% | 減碼 |
| Veritable, L.P. | 4,127 | $99.8 萬 | 0.02% | +232+6.0% | 加碼 |
| Teacher Retirement System of Texas | 4,132 | $99.9 萬 | 0.01% | −741−15.2% | 減碼 |
| Versor Investments LP | 4,175 | $101.0 萬 | 0.04% | −295−6.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,192 | $101.4 萬 | 0.13% | −74−1.7% | 減碼 |
| Handelsbanken Fonder AB | 4,272 | $103.3 萬 | 0.01% | 00.0% | 不變 |
| Fiera Capital Corp | 4,295 | $103.9 萬 | 0.00% | +70+1.7% | 加碼 |
| Utah Retirement Systems | 4,385 | $106.0 萬 | 0.02% | +200+4.8% | 加碼 |
| Algert Global LLC | 4,421 | $106.9 萬 | 0.08% | −5,290−54.5% | 減碼 |
| Advisor Group Holdings, Inc. | 4,428 | $107.0 萬 | 0.00% | +66+1.5% | 加碼 |
| Johnson Investment Counsel Inc | 4,623 | $111.8 萬 | 0.02% | −136−2.9% | 減碼 |
| Yorktown Management & Research Co Inc | 4,700 | $113.7 萬 | 1.47% | −1,800−27.7% | 減碼 |
| Martin Capital Advisors, LLP | 4,734 | $114.5 萬 | 1.01% | 00.0% | 不變 |
| Alps Advisors Inc | 4,742 | $114.7 萬 | 0.01% | +4,742 | 新進 |
| Covey Capital Advisors, LLC | 4,823 | $116.6 萬 | 1.72% | −264−5.2% | 減碼 |
| Janus Henderson Group PLC | 4,914 | $118.7 萬 | 0.00% | −4,462−47.6% | 減碼 |
| Sepio Capital, LP | 5,144 | $124.4 萬 | 0.12% | −62−1.2% | 減碼 |
| Eqis Capital Management, Inc. | 5,160 | $124.8 萬 | 0.13% | −800−13.4% | 減碼 |
| Advisory Services Network, LLC | 5,247 | $127.0 萬 | 0.04% | −17−0.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,360 | $129.6 萬 | 0.15% | +1,840+52.3% | 加碼 |
| Amalgamated Bank | 5,874 | $142.1 萬 | 0.01% | +56+1.0% | 加碼 |
| Motive Wealth Advisors | 6,132 | $148.3 萬 | 1.17% | +369+6.4% | 加碼 |
| Redmond Asset Management, LLC | 6,191 | $149.7 萬 | 0.54% | −48−0.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $150.5 萬 | 0.03% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 6,263 | $151.5 萬 | 0.30% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 6,275 | $151.7 萬 | 0.09% | +1,171+22.9% | 加碼 |
| Empire Life Investments Inc. | 6,336 | $153.2 萬 | 0.11% | +206+3.4% | 加碼 |
| Ashford Capital Management Inc | 6,385 | $154.4 萬 | 0.22% | −6−0.1% | 減碼 |
| Jump Financial, LLC | 6,422 | $155.3 萬 | 0.07% | +6,422 | 新進 |
| Bank of Stockton | 6,602 | $159.7 萬 | 0.60% | −200−2.9% | 減碼 |
| Blair William & Co | 6,852 | $165.7 萬 | 0.01% | −200−2.8% | 減碼 |
| Royal Bank of Canada | 6,985 | $168.9 萬 | 0.00% | +482+7.4% | 加碼 |