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 3 季 13F 持有人
Morningstar, Inc. 在 2022/9/30 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
- 311
- 較 2022 年第 2 季 −13 家
- 持有股數
- 2,350 萬
- 較 2022 年第 2 季 +17.0 萬 (+0.7%)
- 總市值
- $49.9 億
- 較 2022 年第 2 季 −$6.63 億 (−11.7%)
- 新進機構
- 30
- 另有 107 家加碼
- 清倉機構
- 43
- 另有 116 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,005,018 | $8.50 億 | 3.52% | −92,804−2.3% | 減碼 |
| Vanguard Group Inc | 2,439,021 | $5.18 億 | 0.02% | +30,642+1.3% | 加碼 |
| Bank of America Corp | 2,112,724 | $4.49 億 | 0.06% | +226,708+12.0% | 加碼 |
| Bamco Inc | 1,150,415 | $2.44 億 | 0.79% | −5,000−0.4% | 減碼 |
| BlackRock Inc. | 1,052,474 | $2.23 億 | 0.01% | −10,603−1.0% | 減碼 |
| Atlanta Capital Management Co L L C | 1,029,605 | $2.19 億 | 0.97% | +2,570+0.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,003,530 | $2.13 億 | 0.71% | −17,324−1.7% | 減碼 |
| JPMorgan Chase & Co | 795,328 | $1.69 億 | 0.03% | +7,972+1.0% | 加碼 |
| Wasatch Advisors Inc | 647,337 | $1.37 億 | 0.96% | −50,578−7.2% | 減碼 |
| FMR LLC | 599,143 | $1.27 億 | 0.01% | −220,275−26.9% | 減碼 |
| Massachusetts Financial Services Co | 485,572 | $1.03 億 | 0.04% | +296+0.1% | 加碼 |
| Millennium Management LLC | 412,335 | $8,755 萬 | 0.11% | +412,335 | 新進 |
| State Street Corp | 388,294 | $8,244 萬 | 0.01% | +10,850+2.9% | 加碼 |
| Renaissance Technologies LLC | 369,070 | $7,836 萬 | 0.11% | −25,300−6.4% | 減碼 |
| Artisan Partners Limited Partnership | 358,330 | $7,608 萬 | 0.13% | −4,397−1.2% | 減碼 |
| Pendal Group Limited | 350,782 | $7,448 萬 | 0.72% | −72,425−17.1% | 減碼 |
| Geode Capital Management, LLC | 347,128 | $7,370 萬 | 0.01% | +16,633+5.0% | 加碼 |
| Invesco Ltd. | 332,186 | $7,053 萬 | 0.02% | +859+0.3% | 加碼 |
| Praesidium Investment Management Company, LLC | 327,284 | $6,949 萬 | 6.78% | +29,332+9.8% | 加碼 |
| Dimensional Fund Advisors LP | 305,888 | $6,495 萬 | 0.02% | +1220.0% | 加碼 |
| Bank of New York Mellon Corp | 289,155 | $6,139 萬 | 0.01% | −7,571−2.6% | 減碼 |
| Norges Bank | 238,450 | $5,063 萬 | 0.01% | +3,140+1.3% | 加碼 |
| Principal Financial Group Inc | 204,769 | $4,348 萬 | 0.03% | −11,164−5.2% | 減碼 |
| Royce & Associates LP | 191,031 | $4,056 萬 | 0.46% | −48,237−20.2% | 減碼 |
| American Capital Management Inc | 183,577 | $3,898 萬 | 1.54% | −106−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 156,443 | $3,322 萬 | 0.01% | +12,627+8.8% | 加碼 |
| Morgan Stanley | 155,286 | $3,297 萬 | 0.00% | −27,005−14.8% | 減碼 |
| Loomis Sayles & Co L P | 145,692 | $3,093 萬 | 0.06% | −1,409−1.0% | 減碼 |
| Northern Trust Corp | 109,734 | $2,330 萬 | 0.01% | +1,913+1.8% | 加碼 |
| New York State Common Retirement Fund | 108,971 | $2,314 萬 | 0.03% | −390−0.4% | 減碼 |
| Goldman Sachs Group Inc | 102,299 | $2,172 萬 | 0.01% | +1,769+1.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 100,199 | $2,127 萬 | 0.04% | +1,485+1.5% | 加碼 |
| M&G Investment Management Ltd | 99,792 | $2,116 萬 | 0.18% | +876+0.9% | 加碼 |
| Lazard Asset Management LLC | 97,424 | $2,069 萬 | 0.03% | −14,418−12.9% | 減碼 |
| Nuveen Asset Management, LLC | 91,005 | $1,932 萬 | 0.01% | −1,225−1.3% | 減碼 |
| Wells Fargo & Company | 89,524 | $1,901 萬 | 0.01% | −5,073−5.4% | 減碼 |
| SEI Investments Co | 84,861 | $1,802 萬 | 0.04% | +2,259+2.7% | 加碼 |
| Nordea Investment Management AB | 80,198 | $1,719 萬 | 0.03% | +25,731+47.2% | 加碼 |
| Eaton Vance Management | 78,754 | $1,672 萬 | 0.02% | +4,088+5.5% | 加碼 |
| Confluence Investment Management LLC | 73,030 | $1,551 萬 | 0.26% | −1,029−1.4% | 減碼 |
| Chicago Capital, LLC | 69,639 | $1,479 萬 | 0.86% | −312−0.4% | 減碼 |
| Parnassus Investments | 66,909 | $1,421 萬 | 0.04% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 60,836 | $1,292 萬 | 0.43% | −700−1.1% | 減碼 |
| Swiss National Bank | 60,800 | $1,291 萬 | 0.01% | +100+0.2% | 加碼 |
| TCW Group Inc | 59,461 | $1,262 萬 | 0.18% | +4,623+8.4% | 加碼 |
| National Bank of Canada | 59,193 | $1,258 萬 | 0.07% | +25,000+73.1% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 56,465 | $1,199 萬 | 0.58% | +4,672+9.0% | 加碼 |
| California Public Employees Retirement System | 53,259 | $1,131 萬 | 0.01% | +1,965+3.8% | 加碼 |
| Prudential Financial Inc | 51,116 | $1,091 萬 | 0.02% | −1,292−2.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 50,167 | $1,065 萬 | 0.13% | +11,074+28.3% | 加碼 |
| Asset Management One Co.,Ltd. | 49,106 | $1,045 萬 | 0.05% | +803+1.7% | 加碼 |
| VGI Partners Ltd | 49,119 | $1,043 萬 | 2.19% | −6,521−11.7% | 減碼 |
| Ameriprise Financial Inc | 45,645 | $969.1 萬 | 0.00% | −778−1.7% | 減碼 |
| UBS Asset Management Americas Inc | 43,563 | $924.9 萬 | 0.01% | +665+1.6% | 加碼 |
| Legal & General Group Plc | 42,392 | $900.1 萬 | 0.00% | +915+2.2% | 加碼 |
| 2Xideas AG | 41,208 | $874.9 萬 | 0.92% | −6,182−13.0% | 減碼 |
| Kornitzer Capital Management Inc | 36,518 | $775.4 萬 | 0.17% | −1,920−5.0% | 減碼 |
| Bridgeway Capital Management, LLC | 35,250 | $748.4 萬 | 0.20% | +35,250 | 新進 |
| Man Group plc | 33,508 | $711.4 萬 | 0.03% | – | – |
| Citadel Advisors LLC | 32,645 | $693.1 萬 | 0.01% | +24,700+310.9% | 加碼 |
| California State Teachers Retirement System | 31,941 | $678.2 萬 | 0.01% | −766−2.3% | 減碼 |
| Credit Suisse AG | 31,761 | $674.3 萬 | 0.01% | +287+0.9% | 加碼 |
| Rhumbline Advisers | 31,541 | $669.7 萬 | 0.01% | −861−2.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,588 | $649.5 萬 | 0.03% | +9,575+45.6% | 加碼 |
| Price T Rowe Associates Inc | 30,461 | $646.8 萬 | 0.00% | +20,533+206.8% | 加碼 |
| Southeast Asset Advisors Inc. | 30,213 | $641.5 萬 | 1.09% | +369+1.2% | 加碼 |
| Fisher Asset Management, LLC | 28,844 | $612.4 萬 | 0.00% | +1,279+4.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,661 | $566.1 萬 | 0.01% | +50+0.2% | 加碼 |
| Nicholas Company, Inc. | 26,320 | $558.8 萬 | 0.13% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 25,236 | $535.8 萬 | 0.04% | −3,469−12.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,079 | $532.5 萬 | 0.03% | +23,650+1,655.0% | 加碼 |
| State of Wisconsin Investment Board | 24,452 | $519.2 萬 | 0.02% | −1,662−6.4% | 減碼 |
| Franklin Resources Inc | 22,457 | $476.8 萬 | 0.00% | −499−2.2% | 減碼 |
| Russell Investments Group, Ltd. | 21,585 | $458.0 萬 | 0.01% | +11,447+112.9% | 加碼 |
| HRT Financial LP | 21,493 | $456.3 萬 | 0.05% | +21,493 | 新進 |
| Qube Research & Technologies Ltd | 20,303 | $431.1 萬 | 0.03% | +20,303 | 新進 |
| Alberta Investment Management Corp | 19,915 | $422.8 萬 | 0.03% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 19,481 | $413.6 萬 | 0.46% | −52−0.3% | 減碼 |
| TownSquare Capital, LLC | 18,749 | $398.0 萬 | 0.11% | −2,257−10.7% | 減碼 |
| Raymond James & Associates | 17,348 | $368.3 萬 | 0.00% | +3,599+26.2% | 加碼 |
| Victory Capital Management Inc | 16,962 | $360.1 萬 | 0.00% | −6,274−27.0% | 減碼 |
| Jane Street Group, LLC | 16,850 | $357.8 萬 | 0.01% | +16,850 | 新進 |
| Marks Group Wealth Management, Inc | 16,530 | $351.0 萬 | 0.53% | +344+2.1% | 加碼 |
| Barclays PLC | 15,452 | $328.1 萬 | 0.00% | −5,846−27.4% | 減碼 |
| George Kaiser Family Foundation | 15,095 | $320.5 萬 | 0.56% | +1,497+11.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 14,374 | $305.2 萬 | 0.01% | −650−4.3% | 減碼 |
| Commerce Bank | 13,973 | $296.6 萬 | 0.03% | −48−0.3% | 減碼 |
| Captrust Financial Advisors | 13,674 | $290.3 萬 | 0.02% | +3,554+35.1% | 加碼 |
| Algert Global LLC | 13,666 | $290.2 萬 | 0.18% | +9,245+209.1% | 加碼 |
| Stifel Financial Corp | 13,585 | $288.4 萬 | 0.00% | −159−1.2% | 減碼 |
| Envestnet Asset Management Inc | 13,440 | $285.4 萬 | 0.00% | +579+4.5% | 加碼 |
| First Trust Advisors LP | 13,389 | $284.3 萬 | 0.00% | −288−2.1% | 減碼 |
| Public Employees Retirement System of Ohio | 12,828 | $272.4 萬 | 0.01% | +111+0.9% | 加碼 |
| Ceera Investments, LLC | 12,660 | $268.8 萬 | 1.78% | −349−2.7% | 減碼 |
| State of Alaska, Department of Revenue | 11,368 | $241.3 萬 | 0.03% | +71+0.6% | 加碼 |
| US Bancorp | 10,987 | $233.3 萬 | 0.00% | −605−5.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 10,911 | $231.7 萬 | 0.00% | +3,818+53.8% | 加碼 |
| AQR Capital Management LLC | 10,783 | $228.9 萬 | 0.01% | −2,617−19.5% | 減碼 |
| Treasurer of the State of North Carolina | 10,652 | $226.2 萬 | 0.01% | +130+1.2% | 加碼 |
| Cardinal Capital Management | 10,439 | $221.6 萬 | 0.52% | +143+1.4% | 加碼 |