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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 1,302 | $28.2 萬 | 0.00% | +189+17.0% | 加碼 |
| Parallel Advisors, LLC | 1,318 | $28.5 萬 | 0.01% | −33−2.4% | 減碼 |
| Simon Quick Advisors, LLC | 1,324 | $28.7 萬 | 0.03% | +1,324 | 新進 |
| Engineers Gate Manager LP | 1,326 | $28.7 萬 | 0.02% | +1,326 | 新進 |
| Point72 Middle East FZE | 1,343 | $29.1 萬 | 0.02% | +1,343 | 新進 |
| Montag A & Associates Inc | 1,400 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 1,410 | $30.5 萬 | 0.00% | −36−2.5% | 減碼 |
| Welch & Forbes LLC | 1,410 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 1,442 | $31.2 萬 | 0.00% | +147+11.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,595 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 1,470 | $31.8 萬 | 0.05% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 1,483 | $32.1 萬 | 0.04% | +1,483 | 新進 |
| JustInvest LLC | 1,494 | $32.4 萬 | 0.01% | −348−18.9% | 減碼 |
| Connectus Wealth, LLC | 1,517 | $32.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Inceptionr LLC | 1,561 | $33.8 萬 | 0.18% | +1,561 | 新進 |
| Nisa Investment Advisors, LLC | 1,576 | $34.1 萬 | 0.00% | −693−30.5% | 減碼 |
| FORA Capital, LLC | 1,627 | $35.2 萬 | 0.06% | +1,627 | 新進 |
| XTX Topco Ltd | 1,674 | $36.3 萬 | 0.08% | +1,674 | 新進 |
| Baird Financial Group, Inc. | 1,684 | $36.5 萬 | 0.00% | +286+20.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,728 | $37.4 萬 | 0.17% | +1,728 | 新進 |
| LPL Financial LLC | 1,768 | $38.3 萬 | 0.00% | +145+8.9% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $39.0 萬 | 0.19% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,876 | $40.6 萬 | 0.06% | +1+0.1% | 加碼 |
| ProShare Advisors LLC | 1,914 | $41.5 萬 | 0.00% | +231+13.7% | 加碼 |
| Maryland State Retirement & Pension System | 1,914 | $41.5 萬 | 0.01% | +1,914 | 新進 |
| Schonfeld Strategic Advisors LLC | 1,929 | $41.8 萬 | 0.00% | +625+47.9% | 加碼 |
| Hanlon Investment Management, Inc. | 2,000 | $43.3 萬 | 0.15% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 2,022 | $43.8 萬 | 0.01% | −1,655−45.0% | 減碼 |
| Creative Planning | 2,031 | $44.0 萬 | 0.00% | +64+3.3% | 加碼 |
| Truist Financial Corp | 2,051 | $44.4 萬 | 0.00% | −439−17.6% | 減碼 |
| DFPG Investments, LLC | 1,872 | $44.6 萬 | 0.07% | +1,872 | 新進 |
| PDT Partners, LLC | 2,103 | $45.5 萬 | 0.07% | +2,103 | 新進 |
| Walleye Capital LLC | 2,157 | $46.7 萬 | 0.01% | +2,157 | 新進 |
| Marshall Wace, LLP | 2,218 | $48.0 萬 | 0.00% | +359+19.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,242 | $48.6 萬 | 0.02% | +182+8.8% | 加碼 |
| Bridgewater Associates, LP | 2,269 | $49.1 萬 | 0.00% | +513+29.2% | 加碼 |
| Planning Alternatives Ltd | 2,270 | $49.2 萬 | 0.09% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 2,271 | $49.2 萬 | 0.01% | 00.0% | 不變 |
| Great West Life Assurance Co | 2,286 | $49.6 萬 | 0.00% | −1,660−42.1% | 減碼 |
| Leonteq Securities AG | 2,322 | $50.3 萬 | 0.03% | +2,322 | 新進 |
| Bank of Montreal | 2,321 | $51.0 萬 | 0.00% | +297+14.7% | 加碼 |
| Fiduciary Trust Co | 2,401 | $52.0 萬 | 0.01% | −100−4.0% | 減碼 |
| Precision Wealth Strategies, LLC | 2,452 | $53.1 萬 | 0.55% | −44−1.8% | 減碼 |
| MML Investors Services, LLC | 2,549 | $55.2 萬 | 0.00% | +210+9.0% | 加碼 |
| Legacy Advisors, LLC | 2,661 | $57.6 萬 | 0.11% | +834+45.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 2,806 | $60.8 萬 | 0.07% | −2,570−47.8% | 減碼 |
| CI Private Wealth, LLC | 2,833 | $61.4 萬 | 0.00% | +2,833 | 新進 |
| Janney Montgomery Scott LLC | 2,862 | $62.0 萬 | 0.00% | −27−0.9% | 減碼 |
| Jane Street Group, LLC | 2,897 | $62.7 萬 | 0.00% | −13,953−82.8% | 減碼 |
| Accretive Wealth Partners, LLC | 2,929 | $63.4 萬 | 0.44% | +73+2.6% | 加碼 |
| Pictet Asset Management SA | 3,013 | $65.3 萬 | 0.00% | +1,321+78.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $65.4 萬 | 0.02% | 00.0% | 不變 |
| Covey Capital Advisors, LLC | 3,026 | $65.5 萬 | 1.07% | −1,740−36.5% | 減碼 |
| Cerity Partners LLC | 3,055 | $66.2 萬 | 0.00% | −4,232−58.1% | 減碼 |
| Handelsbanken Fonder AB | 3,072 | $66.5 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 3,120 | $67.6 萬 | 0.01% | +415+15.3% | 加碼 |
| Royal Bank of Canada | 3,194 | $69.2 萬 | 0.00% | +241+8.2% | 加碼 |
| Aquatic Capital Management LLC | 3,200 | $69.3 萬 | 0.05% | +800+33.3% | 加碼 |
| Echo Street Capital Management LLC | 3,377 | $73.1 萬 | 0.01% | +3,377 | 新進 |
| BCGM Wealth Management, LLC | 3,474 | $75.2 萬 | 0.37% | −456−11.6% | 減碼 |
| Twin Capital Management Inc | 3,523 | $76.3 萬 | 0.10% | 00.0% | 不變 |
| Mackenzie Financial Corp | 3,573 | $77.4 萬 | 0.00% | +3,573 | 新進 |
| UBS Group AG | 3,596 | $77.9 萬 | 0.00% | −2,699−42.9% | 減碼 |
| Advisory Services Network, LLC | 3,596 | $77.9 萬 | 0.02% | +23+0.6% | 加碼 |
| Alps Advisors Inc | 3,621 | $78.4 萬 | 0.01% | +374+11.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,636 | $78.8 萬 | 0.10% | −207−5.4% | 減碼 |
| Avantax Advisory Services, Inc. | 3,670 | $79.5 萬 | 0.01% | +65+1.8% | 加碼 |
| Veritable, L.P. | 3,676 | $79.6 萬 | 0.01% | −212−5.5% | 減碼 |
| First Trust Advisors LP | 3,738 | $81.0 萬 | 0.00% | −9,651−72.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,767 | $81.6 萬 | 0.00% | +528+16.3% | 加碼 |
| Arbor Capital Management Inc | 3,761 | $81.7 萬 | 0.73% | −313−7.7% | 減碼 |
| Intech Investment Management LLC | 4,035 | $87.4 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,050 | $87.7 萬 | 0.00% | −541−11.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,347 | $94.2 萬 | 0.00% | −6,564−60.2% | 減碼 |
| Utah Retirement Systems | 4,385 | $95.0 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 4,439 | $96.1 萬 | 1.07% | +455+11.4% | 加碼 |
| Citigroup Inc | 4,473 | $96.9 萬 | 0.00% | +162+3.8% | 加碼 |
| Johnson Investment Counsel Inc | 4,508 | $97.6 萬 | 0.01% | −145−3.1% | 減碼 |
| Yorktown Management & Research Co Inc | 4,700 | $101.8 萬 | 1.24% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 4,951 | $107.2 萬 | 0.00% | +515+11.6% | 加碼 |
| Black Creek Investment Management Inc. | 5,000 | $108.3 萬 | 0.05% | 00.0% | 不變 |
| CIBC World Markets Corp | 5,000 | $108.3 萬 | 0.01% | +5,000 | 新進 |
| Sepio Capital, LP | 5,064 | $109.7 萬 | 0.09% | −76−1.5% | 減碼 |
| Duality Advisers, LP | 5,070 | $109.8 萬 | 0.12% | −2,462−32.7% | 減碼 |
| Alberta Investment Management Corp | 5,294 | $114.7 萬 | 0.01% | −14,621−73.4% | 減碼 |
| Lighthouse Investment Partners, LLC | 5,526 | $119.7 萬 | 0.22% | +5,526 | 新進 |
| Amalgamated Bank | 5,592 | $121.1 萬 | 0.01% | +47+0.8% | 加碼 |
| Mawer Investment Management Ltd. | 5,662 | $122.6 萬 | 0.01% | +1,020+22.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 5,669 | $122.8 萬 | 0.35% | +5,669 | 新進 |
| Janus Henderson Group PLC | 5,805 | $125.6 萬 | 0.00% | +5,805 | 新進 |
| Bank of Stockton | 5,948 | $128.8 萬 | 0.45% | −289−4.6% | 減碼 |
| Davy Global Fund Management Ltd | 6,022 | $130.4 萬 | 0.27% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 6,174 | $133.7 萬 | 0.00% | −2,023−24.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $134.8 萬 | 0.02% | 00.0% | 不變 |
| Empire Life Investments Inc. | 6,393 | $138.5 萬 | 0.10% | −15−0.2% | 減碼 |
| Ashford Capital Management Inc | 6,396 | $138.5 萬 | 0.21% | −212−3.2% | 減碼 |
| Ensign Peak Advisors, Inc | 6,480 | $140.4 萬 | 0.00% | +2,050+46.3% | 加碼 |
| Two Sigma Advisers, LP | 6,500 | $140.8 萬 | 0.00% | −100−1.5% | 減碼 |
| Blair William & Co | 6,571 | $142.3 萬 | 0.01% | −82−1.2% | 減碼 |