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 4 季 13F 持有人
Morningstar, Inc. 在 2022/12/31 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
- 318
- 較 2022 年第 3 季 +14 家
- 持有股數
- 2,372 萬
- 較 2022 年第 3 季 +132.6 萬 (+5.9%)
- 總市值
- $51.4 億
- 較 2022 年第 3 季 +$3.82 億 (+8.0%)
- 新進機構
- 43
- 另有 114 家加碼
- 清倉機構
- 29
- 另有 106 家減碼
另有 7 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,945,781 | $8.55 億 | 3.32% | −59,237−1.5% | 減碼 |
| Vanguard Group Inc | 2,474,633 | $5.36 億 | 0.01% | +35,612+1.5% | 加碼 |
| Bank of America Corp | 2,331,053 | $5.05 億 | 0.06% | +218,329+10.3% | 加碼 |
| Morgan Stanley | 1,219,174 | $2.64 億 | 0.03% | +1,063,888+685.1% | 加碼 |
| Bamco Inc | 1,133,519 | $2.46 億 | 0.83% | −16,896−1.5% | 減碼 |
| BlackRock Inc. | 1,096,221 | $2.37 億 | 0.01% | +43,747+4.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 899,584 | $1.95 億 | 0.61% | −103,946−10.4% | 減碼 |
| JPMorgan Chase & Co | 834,364 | $1.81 億 | 0.03% | +39,036+4.9% | 加碼 |
| Wasatch Advisors Inc | 638,909 | $1.38 億 | 0.93% | −8,428−1.3% | 減碼 |
| Massachusetts Financial Services Co | 600,817 | $1.30 億 | 0.05% | +115,245+23.7% | 加碼 |
| FMR LLC | 465,951 | $1.01 億 | 0.01% | −133,192−22.2% | 減碼 |
| Millennium Management LLC | 417,175 | $9,036 萬 | 0.10% | +4,840+1.2% | 加碼 |
| State Street Corp | 384,487 | $8,328 萬 | 0.00% | −3,807−1.0% | 減碼 |
| Pendal Group Limited | 381,928 | $8,272 萬 | 0.71% | +31,146+8.9% | 加碼 |
| Geode Capital Management, LLC | 366,041 | $7,928 萬 | 0.01% | +18,913+5.4% | 加碼 |
| Renaissance Technologies LLC | 341,370 | $7,394 萬 | 0.10% | −27,700−7.5% | 減碼 |
| Artisan Partners Limited Partnership | 338,784 | $7,338 萬 | 0.13% | −19,546−5.5% | 減碼 |
| Invesco Ltd. | 334,440 | $7,244 萬 | 0.02% | +2,254+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 301,994 | $6,541 萬 | 0.02% | −3,894−1.3% | 減碼 |
| Praesidium Investment Management Company, LLC | 298,676 | $6,469 萬 | 6.57% | −28,608−8.7% | 減碼 |
| Bank of New York Mellon Corp | 285,570 | $6,185 萬 | 0.01% | −3,585−1.2% | 減碼 |
| Norges Bank | 247,576 | $5,362 萬 | 0.01% | +9,126+3.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 232,220 | $5,030 萬 | 0.09% | +132,021+131.8% | 加碼 |
| Royce & Associates LP | 192,310 | $4,165 萬 | 0.44% | +1,279+0.7% | 加碼 |
| American Capital Management Inc | 184,448 | $3,995 萬 | 1.56% | +871+0.5% | 加碼 |
| Principal Financial Group Inc | 180,545 | $3,910 萬 | 0.03% | −24,224−11.8% | 減碼 |
| Charles Schwab Investment Management Inc | 163,777 | $3,547 萬 | 0.01% | +7,334+4.7% | 加碼 |
| Loomis Sayles & Co L P | 146,773 | $3,179 萬 | 0.06% | +1,081+0.7% | 加碼 |
| M&G Investment Management Ltd | 125,730 | $2,728 萬 | 0.20% | +25,938+26.0% | 加碼 |
| Northern Trust Corp | 117,799 | $2,551 萬 | 0.01% | +8,065+7.3% | 加碼 |
| Goldman Sachs Group Inc | 116,096 | $2,515 萬 | 0.01% | +13,797+13.5% | 加碼 |
| Lazard Asset Management LLC | 104,056 | $2,254 萬 | 0.03% | +6,632+6.8% | 加碼 |
| New York State Common Retirement Fund | 97,388 | $2,109 萬 | 0.03% | −11,583−10.6% | 減碼 |
| Copeland Capital Management, LLC | 94,003 | $2,036 萬 | 0.54% | +33,167+54.5% | 加碼 |
| Nuveen Asset Management, LLC | 85,273 | $1,847 萬 | 0.01% | −5,732−6.3% | 減碼 |
| Wells Fargo & Company | 85,199 | $1,845 萬 | 0.01% | −4,325−4.8% | 減碼 |
| SEI Investments Co | 84,422 | $1,828 萬 | 0.04% | −439−0.5% | 減碼 |
| Nordea Investment Management AB | 77,500 | $1,678 萬 | 0.03% | −2,698−3.4% | 減碼 |
| Confluence Investment Management LLC | 71,729 | $1,554 萬 | 0.23% | −1,301−1.8% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 69,547 | $1,506 萬 | 0.66% | +13,082+23.2% | 加碼 |
| Chicago Capital, LLC | 67,213 | $1,456 萬 | 0.81% | −2,426−3.5% | 減碼 |
| Scout Investments, Inc. | 62,662 | $1,357 萬 | 0.28% | +62,662 | 新進 |
| Swiss National Bank | 61,500 | $1,332 萬 | 0.01% | +700+1.2% | 加碼 |
| Parnassus Investments | 60,210 | $1,304 萬 | 0.03% | −6,699−10.0% | 減碼 |
| Bridgeway Capital Management, LLC | 58,800 | $1,274 萬 | 0.33% | +23,550+66.8% | 加碼 |
| California Public Employees Retirement System | 54,558 | $1,182 萬 | 0.01% | +1,299+2.4% | 加碼 |
| Asset Management One Co.,Ltd. | 50,788 | $1,115 萬 | 0.05% | +1,682+3.4% | 加碼 |
| 2Xideas AG | 46,401 | $1,005 萬 | 1.06% | +5,193+12.6% | 加碼 |
| Ameriprise Financial Inc | 45,745 | $990.9 萬 | 0.00% | +100+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 44,651 | $967.0 萬 | 0.11% | −5,516−11.0% | 減碼 |
| Credit Suisse AG | 44,578 | $965.5 萬 | 0.01% | +12,817+40.4% | 加碼 |
| Ci Investments Inc. | 43,281 | $937.4 萬 | 0.05% | +43,068+20,219.7% | 加碼 |
| Legal & General Group Plc | 42,895 | $929.1 萬 | 0.00% | +503+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 41,518 | $899.2 萬 | 0.00% | −2,045−4.7% | 減碼 |
| TCW Group Inc | 37,404 | $810.1 萬 | 0.12% | −22,057−37.1% | 減碼 |
| Coronation Fund Managers Ltd. | 36,774 | $796.5 萬 | 0.22% | +36,774 | 新進 |
| Kornitzer Capital Management Inc | 35,993 | $779.6 萬 | 0.16% | −525−1.4% | 減碼 |
| Rhumbline Advisers | 32,946 | $713.6 萬 | 0.01% | +1,405+4.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,206 | $697.5 萬 | 0.02% | +1,618+5.3% | 加碼 |
| National Bank of Canada | 32,202 | $697.5 萬 | 0.02% | −26,991−45.6% | 減碼 |
| California State Teachers Retirement System | 32,164 | $696.6 萬 | 0.01% | +223+0.7% | 加碼 |
| Man Group plc | 31,797 | $688.7 萬 | 0.02% | −1,711−5.1% | 減碼 |
| Price T Rowe Associates Inc | 31,123 | $674.1 萬 | 0.00% | +662+2.2% | 加碼 |
| Southeast Asset Advisors Inc. | 30,213 | $654.4 萬 | 1.04% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 26,661 | $577.5 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Company, Inc. | 26,320 | $570.1 萬 | 0.12% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 25,384 | $549.8 萬 | 0.00% | −3,460−12.0% | 減碼 |
| Daiwa Securities Group Inc. | 23,886 | $517.3 萬 | 0.04% | −1,350−5.3% | 減碼 |
| Franklin Resources Inc | 23,255 | $503.7 萬 | 0.00% | +798+3.6% | 加碼 |
| HRT Financial LP | 23,144 | $501.2 萬 | 0.07% | +1,651+7.7% | 加碼 |
| State of Wisconsin Investment Board | 22,877 | $495.5 萬 | 0.02% | −1,575−6.4% | 減碼 |
| TownSquare Capital, LLC | 22,386 | $484.8 萬 | 0.12% | +3,637+19.4% | 加碼 |
| Russell Investments Group, Ltd. | 21,646 | $468.8 萬 | 0.01% | +61+0.3% | 加碼 |
| YHB Investment Advisors, Inc. | 19,103 | $413.8 萬 | 0.44% | −378−1.9% | 減碼 |
| Citadel Advisors LLC | 18,854 | $408.4 萬 | 0.00% | −13,791−42.2% | 減碼 |
| Raymond James & Associates | 17,228 | $373.1 萬 | 0.00% | −120−0.7% | 減碼 |
| Victory Capital Management Inc | 17,200 | $372.5 萬 | 0.00% | +238+1.4% | 加碼 |
| Marks Group Wealth Management, Inc | 16,350 | $354.1 萬 | 0.48% | −180−1.1% | 減碼 |
| George Kaiser Family Foundation | 15,890 | $344.2 萬 | 0.51% | +795+5.3% | 加碼 |
| Algert Global LLC | 15,666 | $339.3 萬 | 0.19% | +2,000+14.6% | 加碼 |
| Envestnet Asset Management Inc | 15,273 | $330.8 萬 | 0.00% | +1,833+13.6% | 加碼 |
| Qube Research & Technologies Ltd | 14,845 | $321.5 萬 | 0.02% | −5,458−26.9% | 減碼 |
| Squarepoint Ops LLC | 14,656 | $317.4 萬 | 0.02% | +6,255+74.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 14,374 | $311.3 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 13,973 | $302.6 萬 | 0.02% | 00.0% | 不變 |
| Natixis | 13,800 | $298.9 萬 | 0.02% | +5,800+72.5% | 加碼 |
| Public Employees Retirement System of Ohio | 12,862 | $278.6 萬 | 0.01% | +34+0.3% | 加碼 |
| Ceera Investments, LLC | 12,566 | $272.2 萬 | 1.72% | −94−0.7% | 減碼 |
| Stifel Financial Corp | 12,455 | $269.8 萬 | 0.00% | −1,130−8.3% | 減碼 |
| Captrust Financial Advisors | 12,148 | $263.1 萬 | 0.01% | −1,526−11.2% | 減碼 |
| State of Alaska, Department of Revenue | 12,072 | $261.4 萬 | 0.03% | +704+6.2% | 加碼 |
| US Bancorp | 10,790 | $233.7 萬 | 0.00% | −197−1.8% | 減碼 |
| Treasurer of the State of North Carolina | 10,792 | $233.7 萬 | 0.01% | +140+1.3% | 加碼 |
| Quantinno Capital Management LP | 10,701 | $231.8 萬 | 0.17% | +9,296+661.6% | 加碼 |
| Cardinal Capital Management | 10,535 | $228.2 萬 | 0.49% | +96+0.9% | 加碼 |
| Barclays PLC | 10,401 | $225.3 萬 | 0.00% | −5,051−32.7% | 減碼 |
| Azzad Asset Management Inc | 10,251 | $222.0 萬 | 0.35% | +483+4.9% | 加碼 |
| Bright Rock Capital Management, LLC | 10,000 | $216.6 萬 | 0.56% | 00.0% | 不變 |
| M&T Bank Corp | 9,906 | $214.6 萬 | 0.01% | +177+1.8% | 加碼 |
| Alliancebernstein L.P. | 9,789 | $212.0 萬 | 0.00% | +249+2.6% | 加碼 |