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。
2023 年第 1 季 13F 持有人
Morningstar, Inc. 在 2023/3/31 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
- 302
- 較 2022 年第 4 季 −14 家
- 持有股數
- 2,384 萬
- 較 2022 年第 4 季 +50.6 萬 (+2.2%)
- 總市值
- $48.5 億
- 較 2022 年第 4 季 −$2.08 億 (−4.1%)
- 新進機構
- 31
- 另有 112 家加碼
- 清倉機構
- 45
- 另有 103 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,297 | $26.3 萬 | 0.01% | −5−0.4% | 減碼 |
| Engineers Gate Manager LP | 1,369 | $27.8 萬 | 0.01% | +43+3.2% | 加碼 |
| Montag A & Associates Inc | 1,400 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 1,413 | $28.7 萬 | 0.00% | +3+0.2% | 加碼 |
| Connable Office Inc | 1,470 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Jump Financial, LLC | 1,471 | $29.9 萬 | 0.01% | +505+52.3% | 加碼 |
| SYSTM Wealth Solutions LLC | 1,504 | $30.5 萬 | 0.05% | +21+1.4% | 加碼 |
| Connectus Wealth, LLC | 1,517 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 1,563 | $30.9 萬 | 0.00% | +265+20.4% | 加碼 |
| Nebula Research & Development LLC | 1,594 | $32.4 萬 | 0.57% | +1,594 | 新進 |
| CIBC Private Wealth Group, LLC | 1,595 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 1,780 | $36.1 萬 | 0.15% | +52+3.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $36.5 萬 | 0.18% | 00.0% | 不變 |
| Capula Management Ltd | 1,820 | $37.0 萬 | 0.03% | +1,820 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,877 | $38.1 萬 | 0.06% | +1+0.1% | 加碼 |
| Truist Financial Corp | 1,890 | $38.4 萬 | 0.00% | −161−7.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,914 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 1,946 | $39.5 萬 | 0.00% | +262+15.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,966 | $39.9 萬 | 0.07% | +764+63.6% | 加碼 |
| Hanlon Investment Management, Inc. | 2,000 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| DFPG Investments, LLC | 2,074 | $42.1 萬 | 0.05% | +202+10.8% | 加碼 |
| Great West Life Assurance Co | 2,083 | $42.4 萬 | 0.00% | −203−8.9% | 減碼 |
| MML Investors Services, LLC | 2,146 | $43.6 萬 | 0.00% | −403−15.8% | 減碼 |
| Creative Planning | 2,218 | $45.0 萬 | 0.00% | +187+9.2% | 加碼 |
| Mackenzie Financial Corp | 2,253 | $45.7 萬 | 0.00% | −1,320−36.9% | 減碼 |
| Planning Alternatives Ltd | 2,270 | $46.1 萬 | 0.09% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 2,271 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Bank of Montreal | 2,486 | $50.5 萬 | 0.00% | +165+7.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,493 | $50.6 萬 | 0.02% | +251+11.2% | 加碼 |
| Intech Investment Management LLC | 2,560 | $52.0 萬 | 0.00% | −1,475−36.6% | 減碼 |
| LPL Financial LLC | 2,599 | $52.8 萬 | 0.00% | +831+47.0% | 加碼 |
| Duality Advisers, LP | 2,601 | $52.8 萬 | 0.06% | −2,469−48.7% | 減碼 |
| Simon Quick Advisors, LLC | 2,786 | $56.6 萬 | 0.06% | +1,462+110.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $56.6 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,832 | $57.5 萬 | 0.00% | −30−1.0% | 減碼 |
| Legacy Advisors, LLC | 2,887 | $58.6 萬 | 0.11% | +226+8.5% | 加碼 |
| Veritable, L.P. | 2,999 | $60.9 萬 | 0.01% | −677−18.4% | 減碼 |
| Echo Street Capital Management LLC | 2,999 | $60.9 萬 | 0.01% | −378−11.2% | 減碼 |
| Cerity Partners LLC | 3,009 | $61.1 萬 | 0.00% | −46−1.5% | 減碼 |
| Pictet Asset Management SA | 3,013 | $61.2 萬 | 0.00% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 3,021 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 3,072 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,075 | $62.4 萬 | 0.40% | +146+5.0% | 加碼 |
| Van Eck Associates Corp | 3,091 | $62.8 萬 | 0.00% | +2,285+283.5% | 加碼 |
| PEAK6 Investments LLC | 3,118 | $63.3 萬 | 0.04% | +2,428+351.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,131 | $63.6 萬 | 0.07% | −505−13.9% | 減碼 |
| Xponance, Inc. | 3,141 | $63.8 萬 | 0.01% | +21+0.7% | 加碼 |
| Covey Capital Advisors, LLC | 3,439 | $69.8 萬 | 1.11% | +413+13.6% | 加碼 |
| BCGM Wealth Management, LLC | 3,553 | $72.1 萬 | 0.36% | +79+2.3% | 加碼 |
| Royal Bank of Canada | 3,648 | $74.0 萬 | 0.00% | +454+14.2% | 加碼 |
| Advisory Services Network, LLC | 3,654 | $74.2 萬 | 0.02% | +58+1.6% | 加碼 |
| Avantax Advisory Services, Inc. | 3,839 | $77.9 萬 | 0.01% | +169+4.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,985 | $80.9 萬 | 0.00% | +218+5.8% | 加碼 |
| Advisor Group Holdings, Inc. | 4,024 | $81.7 萬 | 0.00% | −26−0.6% | 減碼 |
| Alps Advisors Inc | 4,063 | $82.5 萬 | 0.01% | +442+12.2% | 加碼 |
| Martin Capital Advisors, LLP | 4,079 | $82.8 萬 | 0.86% | −360−8.1% | 減碼 |
| Caxton Associates LP | 4,138 | $84.0 萬 | 0.13% | +4,138 | 新進 |
| AQR Capital Management LLC | 4,239 | $86.1 萬 | 0.00% | −4,839−53.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,244 | $86.2 萬 | 0.00% | −103−2.4% | 減碼 |
| Utah Retirement Systems | 4,431 | $90.0 萬 | 0.01% | +46+1.0% | 加碼 |
| Johnson Investment Counsel Inc | 4,508 | $91.5 萬 | 0.01% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 4,576 | $92.9 萬 | 0.01% | +2,554+126.3% | 加碼 |
| Susquehanna International Group, LLP | 4,591 | $93.2 萬 | 0.00% | +4,591 | 新進 |
| Teacher Retirement System of Texas | 4,743 | $96.3 萬 | 0.01% | −2,274−32.4% | 減碼 |
| Amalgamated Bank | 5,114 | $103.8 萬 | 0.01% | −478−8.5% | 減碼 |
| First Republic Investment Management, Inc. | 5,196 | $105.5 萬 | 0.00% | +245+4.9% | 加碼 |
| Bank of Stockton | 5,471 | $111.1 萬 | 0.39% | −477−8.0% | 減碼 |
| Quantinno Capital Management LP | 5,758 | $116.9 萬 | 0.08% | −4,943−46.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,902 | $119.8 萬 | 0.30% | +233+4.1% | 加碼 |
| PDT Partners, LLC | 5,952 | $120.8 萬 | 0.16% | +3,849+183.0% | 加碼 |
| Davy Global Fund Management Ltd | 6,022 | $122.3 萬 | 0.23% | 00.0% | 不變 |
| Black Creek Investment Management Inc. | 6,200 | $125.9 萬 | 0.05% | +1,200+24.0% | 加碼 |
| Blair William & Co | 6,210 | $126.1 萬 | 0.01% | −361−5.5% | 減碼 |
| Pallas Capital Advisors LLC | 6,290 | $129.6 萬 | 0.12% | +183+3.0% | 加碼 |
| Citigroup Inc | 6,408 | $130.1 萬 | 0.00% | +1,935+43.3% | 加碼 |
| Empire Life Investments Inc. | 6,530 | $132.6 萬 | 0.09% | +137+2.1% | 加碼 |
| Ashford Capital Management Inc | 6,600 | $134.0 萬 | 0.20% | +204+3.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $134.8 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 6,659 | $135.2 萬 | 0.00% | +3,063+85.2% | 加碼 |
| Mawer Investment Management Ltd. | 6,664 | $135.3 萬 | 0.01% | +1,002+17.7% | 加碼 |
| Ensign Peak Advisors, Inc | 6,830 | $138.7 萬 | 0.00% | +350+5.4% | 加碼 |
| Sepio Capital, LP | 6,935 | $140.8 萬 | 0.13% | +1,871+36.9% | 加碼 |
| Two Sigma Investments, LP | 7,300 | $148.2 萬 | 0.00% | +7,300 | 新進 |
| Arizona State Retirement System | 7,379 | $149.8 萬 | 0.01% | +187+2.6% | 加碼 |
| Alamar Capital Management, LLC | 7,398 | $150.2 萬 | 1.25% | +69+0.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 7,538 | $153.0 萬 | 0.02% | −1,432−16.0% | 減碼 |
| Alliancebernstein L.P. | 7,810 | $158.6 萬 | 0.00% | −1,979−20.2% | 減碼 |
| Graham Capital Management, L.P. | 7,890 | $160.2 萬 | 0.06% | +7,890 | 新進 |
| HighTower Advisors, LLC | 7,937 | $160.4 萬 | 0.00% | −256−3.1% | 減碼 |
| Bessemer Group Inc | 8,083 | $164.1 萬 | 0.00% | −362−4.3% | 減碼 |
| Kensington Investment Counsel, LLC | 8,155 | $165.6 萬 | 1.25% | −758−8.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,196 | $166.4 萬 | 0.03% | −1,431−14.9% | 減碼 |
| Neuberger Berman Group LLC | 8,438 | $171.3 萬 | 0.00% | +217+2.6% | 加碼 |
| Atria Investments LLC | 8,477 | $172.1 萬 | 0.03% | +837+11.0% | 加碼 |
| Redmond Asset Management, LLC | 8,523 | $173.0 萬 | 0.60% | +23+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 8,555 | $173.7 萬 | 0.00% | +903+11.8% | 加碼 |
| Two Sigma Advisers, LP | 9,200 | $186.8 萬 | 0.00% | +2,700+41.5% | 加碼 |
| Voya Investment Management LLC | 9,371 | $190.3 萬 | 0.00% | −269−2.8% | 減碼 |
| M&T Bank Corp | 9,578 | $194.5 萬 | 0.01% | −328−3.3% | 減碼 |
| Bright Rock Capital Management, LLC | 10,000 | $203.0 萬 | 0.51% | 00.0% | 不變 |