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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 1,410 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 1,446 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 1,470 | $31.2 萬 | 0.05% | 00.0% | 不變 |
| Connectus Wealth, LLC | 1,516 | $32.2 萬 | 0.01% | +502+49.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,528 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| Shell Asset Management Co | 1,578 | $33.5 萬 | 0.01% | −414−20.8% | 減碼 |
| Gyon Technologies Capital Management, LP | 1,576 | $33.5 萬 | 0.10% | +297+23.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,595 | $33.9 萬 | 0.00% | +1+0.1% | 加碼 |
| LPL Financial LLC | 1,623 | $34.5 萬 | 0.00% | −337−17.2% | 減碼 |
| CIBC Asset Management Inc | 1,639 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,683 | $35.7 萬 | 0.00% | +19+1.1% | 加碼 |
| Pictet Asset Management SA | 1,692 | $35.9 萬 | 0.00% | +162+10.6% | 加碼 |
| Bridgewater Associates, LP | 1,756 | $37.3 萬 | 0.00% | −1,226−41.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $38.2 萬 | 0.20% | 00.0% | 不變 |
| Legacy Advisors, LLC | 1,827 | $38.8 萬 | 0.09% | +447+32.4% | 加碼 |
| JustInvest LLC | 1,842 | $39.1 萬 | 0.02% | −566−23.5% | 減碼 |
| Marshall Wace, LLP | 1,859 | $39.5 萬 | 0.00% | +1,859 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,875 | $39.8 萬 | 0.07% | +76+4.2% | 加碼 |
| Jennison Associates LLC | 1,890 | $40.1 萬 | 0.00% | −884−31.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,929 | $41.0 萬 | 0.04% | +1,929 | 新進 |
| Creative Planning | 1,967 | $41.8 萬 | 0.00% | +278+16.5% | 加碼 |
| Navellier & Associates Inc | 1,983 | $42.1 萬 | 0.09% | −18−0.9% | 減碼 |
| Hanlon Investment Management, Inc. | 2,000 | $42.5 萬 | 0.16% | 00.0% | 不變 |
| Bank of Montreal | 2,024 | $43.7 萬 | 0.00% | +181+9.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,060 | $43.7 萬 | 0.02% | +411+24.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 2,192 | $46.5 萬 | 0.00% | −805−26.9% | 減碼 |
| Planning Alternatives Ltd | 2,270 | $48.2 萬 | 0.10% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 2,271 | $48.2 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,269 | $49.3 萬 | 0.00% | +742+48.6% | 加碼 |
| MML Investors Services, LLC | 2,339 | $49.7 萬 | 0.00% | +88+3.9% | 加碼 |
| Aquatic Capital Management LLC | 2,400 | $51.0 萬 | 0.05% | +2,000+500.0% | 加碼 |
| Truist Financial Corp | 2,490 | $52.9 萬 | 0.00% | −515−17.1% | 減碼 |
| Fiduciary Trust Co | 2,501 | $53.1 萬 | 0.01% | +50+2.0% | 加碼 |
| Quantbot Technologies LP | 2,508 | $53.2 萬 | 0.04% | +2,365+1,653.8% | 加碼 |
| Precision Wealth Strategies, LLC | 2,496 | $53.6 萬 | 0.47% | −153−5.8% | 減碼 |
| Two Sigma Investments, LP | 2,700 | $57.3 萬 | 0.00% | +2,700 | 新進 |
| Xponance, Inc. | 2,705 | $57.4 萬 | 0.01% | +57+2.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $59.2 萬 | 0.00% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 2,833 | $60.2 萬 | 0.02% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,856 | $60.6 萬 | 0.46% | −95−3.2% | 減碼 |
| Janney Montgomery Scott LLC | 2,889 | $61.3 萬 | 0.00% | +840+41.0% | 加碼 |
| GWM Advisors LLC | 2,950 | $62.6 萬 | 0.01% | +2,950 | 新進 |
| Royal Bank of Canada | 2,953 | $62.7 萬 | 0.00% | −4,032−57.7% | 減碼 |
| Bradley Foster & Sargent Inc | 3,021 | $64.1 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 3,072 | $65.2 萬 | 0.00% | −1,200−28.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $68.8 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 3,247 | $68.9 萬 | 0.01% | −1,495−31.5% | 減碼 |
| Twin Capital Management Inc | 3,523 | $74.8 萬 | 0.10% | −10.0% | 減碼 |
| Advisory Services Network, LLC | 3,573 | $75.8 萬 | 0.03% | −1,674−31.9% | 減碼 |
| Avantax Advisory Services, Inc. | 3,605 | $76.5 萬 | 0.01% | +340+10.4% | 加碼 |
| ExodusPoint Capital Management, LP | 3,677 | $78.1 萬 | 0.01% | −27,787−88.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,843 | $81.6 萬 | 0.11% | −349−8.3% | 減碼 |
| Veritable, L.P. | 3,888 | $82.6 萬 | 0.02% | −239−5.8% | 減碼 |
| Great West Life Assurance Co | 3,946 | $83.6 萬 | 0.00% | +2,012+104.0% | 加碼 |
| Martin Capital Advisors, LLP | 3,984 | $84.6 萬 | 1.24% | −750−15.8% | 減碼 |
| Intech Investment Management LLC | 4,035 | $85.7 萬 | 0.01% | +4,035 | 新進 |
| Versor Investments LP | 4,151 | $88.1 萬 | 0.05% | −24−0.6% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 4,197 | $89.1 萬 | 0.05% | −2,078−33.1% | 減碼 |
| Arbor Capital Management Inc | 4,074 | $90.0 萬 | 0.81% | +60+1.5% | 加碼 |
| Fiera Capital Corp | 4,295 | $91.2 萬 | 0.00% | 00.0% | 不變 |
| BCGM Wealth Management, LLC | 3,930 | $91.4 萬 | 0.46% | +282+7.7% | 加碼 |
| Citigroup Inc | 4,311 | $91.5 萬 | 0.00% | −8,070−65.2% | 減碼 |
| Utah Retirement Systems | 4,385 | $93.1 萬 | 0.02% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 4,430 | $94.1 萬 | 0.00% | +680+18.1% | 加碼 |
| First Republic Investment Management, Inc. | 4,436 | $94.2 萬 | 0.00% | +705+18.9% | 加碼 |
| Advisor Group Holdings, Inc. | 4,591 | $97.6 萬 | 0.00% | +163+3.7% | 加碼 |
| Mawer Investment Management Ltd. | 4,642 | $98.6 萬 | 0.01% | +1,345+40.8% | 加碼 |
| Johnson Investment Counsel Inc | 4,653 | $98.8 萬 | 0.01% | +30+0.6% | 加碼 |
| Yorktown Management & Research Co Inc | 4,700 | $99.8 萬 | 1.29% | 00.0% | 不變 |
| Covey Capital Advisors, LLC | 4,766 | $101.2 萬 | 1.72% | −57−1.2% | 減碼 |
| Black Creek Investment Management Inc. | 5,000 | $106.2 萬 | 0.04% | +1,000+25.0% | 加碼 |
| Commonwealth Equity Services, LLC | 5,065 | $107.5 萬 | 0.00% | +3,326+191.3% | 加碼 |
| Sepio Capital, LP | 5,140 | $109.1 萬 | 0.11% | −4−0.1% | 減碼 |
| Eqis Capital Management, Inc. | 5,376 | $114.1 萬 | 0.13% | +216+4.2% | 加碼 |
| Amalgamated Bank | 5,545 | $117.7 萬 | 0.01% | −329−5.6% | 減碼 |
| Voloridge Investment Management, LLC | 5,859 | $124.4 萬 | 0.01% | +5,859 | 新進 |
| Davy Global Fund Management Ltd | 6,022 | $127.9 萬 | 0.29% | −241−3.8% | 減碼 |
| Deutsche Bank AG | 6,189 | $131.4 萬 | 0.00% | −1,242−16.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $132.1 萬 | 0.03% | 00.0% | 不變 |
| Bank of Stockton | 6,237 | $132.4 萬 | 0.51% | −365−5.5% | 減碼 |
| UBS Group AG | 6,295 | $133.7 萬 | 0.00% | −7,664−54.9% | 減碼 |
| Empire Life Investments Inc. | 6,408 | $136.1 萬 | 0.10% | +72+1.1% | 加碼 |
| Pallas Capital Advisors LLC | 5,964 | $136.8 萬 | 0.15% | −4,683−44.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 6,570 | $139.5 萬 | 0.02% | +6,570 | 新進 |
| Two Sigma Advisers, LP | 6,600 | $140.1 萬 | 0.00% | −600−8.3% | 減碼 |
| Ashford Capital Management Inc | 6,608 | $140.3 萬 | 0.21% | +223+3.5% | 加碼 |
| Blair William & Co | 6,653 | $141.3 萬 | 0.01% | −199−2.9% | 減碼 |
| Aviva PLC | 6,922 | $147.0 萬 | 0.01% | −1,426−17.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,961 | $147.8 萬 | 0.03% | −353−4.8% | 減碼 |
| Arizona State Retirement System | 6,967 | $147.9 萬 | 0.02% | −19−0.3% | 減碼 |
| Susquehanna International Group, LLP | 7,132 | $151.4 萬 | 0.00% | −1,323−15.6% | 減碼 |
| Cerity Partners LLC | 7,287 | $154.7 萬 | 0.02% | −363−4.7% | 減碼 |
| Teacher Retirement System of Texas | 7,342 | $155.9 萬 | 0.01% | +3,210+77.7% | 加碼 |
| Alamar Capital Management, LLC | 7,424 | $157.6 萬 | 1.77% | −805−9.8% | 減碼 |
| Duality Advisers, LP | 7,532 | $159.9 萬 | 0.17% | −2,613−25.8% | 減碼 |
| Natixis | 8,000 | $169.9 萬 | 0.01% | +8,000 | 新進 |
| Atria Investments LLC | 8,018 | $170.2 萬 | 0.04% | −1,748−17.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,197 | $174.0 萬 | 0.00% | −2,483−23.2% | 減碼 |
| Henshaw Capital LLC | 8,277 | $175.7 萬 | 0.13% | +12+0.1% | 加碼 |
| HighTower Advisors, LLC | 8,336 | $176.3 萬 | 0.00% | −241−2.8% | 減碼 |