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 2 季 13F 持有人
Morningstar, Inc. 在 2023/6/30 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
- 294
- 較 2023 年第 1 季 −8 家
- 持有股數
- 2,444 萬
- 較 2023 年第 1 季 +60.1 萬 (+2.5%)
- 總市值
- $47.9 億
- 較 2023 年第 1 季 −$5,279 萬 (−1.1%)
- 新進機構
- 31
- 另有 116 家加碼
- 清倉機構
- 39
- 另有 90 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,937,634 | $7.72 億 | 2.90% | +37,544+1.0% | 加碼 |
| Vanguard Group Inc | 2,477,583 | $4.86 億 | 0.01% | −14,057−0.6% | 減碼 |
| Morgan Stanley | 1,938,191 | $3.80 億 | 0.04% | +317,029+19.6% | 加碼 |
| Bank of America Corp | 1,294,795 | $2.54 億 | 0.03% | −1,161,629−47.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,254,599 | $2.46 億 | 0.69% | +378,671+43.2% | 加碼 |
| Bamco Inc | 1,228,417 | $2.41 億 | 0.67% | +99,898+8.9% | 加碼 |
| BlackRock Inc. | 1,148,416 | $2.25 億 | 0.01% | +43,350+3.9% | 加碼 |
| JPMorgan Chase & Co | 773,416 | $1.52 億 | 0.02% | −97,946−11.2% | 減碼 |
| Goldman Sachs Group Inc | 754,704 | $1.48 億 | 0.04% | +687,459+1,022.3% | 加碼 |
| Massachusetts Financial Services Co | 627,357 | $1.23 億 | 0.04% | −7,971−1.3% | 減碼 |
| Wasatch Advisors Inc | 508,261 | $9,965 萬 | 0.60% | −46,486−8.4% | 減碼 |
| Liontrust Investment Partners LLP | 469,642 | $9,208 萬 | 1.33% | +319,642+213.1% | 加碼 |
| FMR LLC | 434,749 | $8,524 萬 | 0.01% | +24,248+5.9% | 加碼 |
| State Street Corp | 399,032 | $7,824 萬 | 0.00% | +3,930+1.0% | 加碼 |
| Geode Capital Management, LLC | 392,511 | $7,696 萬 | 0.01% | +15,122+4.0% | 加碼 |
| Millennium Management LLC | 332,294 | $6,515 萬 | 0.07% | −11,187−3.3% | 減碼 |
| Invesco Ltd. | 332,175 | $6,513 萬 | 0.02% | −2,196−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 294,731 | $5,779 萬 | 0.02% | −2,471−0.8% | 減碼 |
| Renaissance Technologies LLC | 292,800 | $5,741 萬 | 0.08% | −18,800−6.0% | 減碼 |
| Praesidium Investment Management Company, LLC | 274,070 | $5,374 萬 | 4.88% | −27,770−9.2% | 減碼 |
| Bank of New York Mellon Corp | 272,113 | $5,335 萬 | 0.01% | −11,433−4.0% | 減碼 |
| Norges Bank | 257,843 | $5,056 萬 | 0.01% | +11,209+4.5% | 加碼 |
| Royce & Associates LP | 196,277 | $3,848 萬 | 0.37% | +4,241+2.2% | 加碼 |
| Ameriprise Financial Inc | 192,421 | $3,773 萬 | 0.01% | +118,373+159.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 191,691 | $3,758 萬 | 0.06% | −31,881−14.3% | 減碼 |
| Charles Schwab Investment Management Inc | 167,938 | $3,293 萬 | 0.01% | +1,878+1.1% | 加碼 |
| American Capital Management Inc | 167,782 | $3,290 萬 | 1.14% | −16,274−8.8% | 減碼 |
| Bank of Nova Scotia | 143,475 | $2,813 萬 | 0.07% | +143,475 | 新進 |
| M&G Investment Management Ltd | 143,216 | $2,807 萬 | 0.17% | +1,472+1.0% | 加碼 |
| National Bank of Canada | 142,201 | $2,796 萬 | 0.06% | +114,000+404.2% | 加碼 |
| Price T Rowe Associates Inc | 132,583 | $2,600 萬 | 0.00% | +101,381+324.9% | 加碼 |
| SEI Investments Co | 126,176 | $2,474 萬 | 0.04% | −1,959−1.5% | 減碼 |
| Northern Trust Corp | 121,343 | $2,379 萬 | 0.00% | −2,728−2.2% | 減碼 |
| Principal Financial Group Inc | 117,034 | $2,295 萬 | 0.02% | −43,294−27.0% | 減碼 |
| Wells Fargo & Company | 110,751 | $2,171 萬 | 0.01% | +27,476+33.0% | 加碼 |
| Copeland Capital Management, LLC | 103,905 | $2,037 萬 | 0.42% | +8,685+9.1% | 加碼 |
| Parnassus Investments | 94,728 | $1,857 萬 | 0.04% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 82,547 | $1,618 萬 | 0.01% | −1,528−1.8% | 減碼 |
| Confluence Investment Management LLC | 76,277 | $1,496 萬 | 0.22% | +3,332+4.6% | 加碼 |
| Lazard Asset Management LLC | 74,263 | $1,456 萬 | 0.02% | −6,313−7.8% | 減碼 |
| ING Groep NV | 74,000 | $1,451 萬 | 0.11% | +74,000 | 新進 |
| Cramer Rosenthal McGlynn LLC | 73,274 | $1,437 萬 | 0.72% | −7,035−8.8% | 減碼 |
| Nordea Investment Management AB | 67,251 | $1,304 萬 | 0.02% | −8,268−10.9% | 減碼 |
| Chicago Capital, LLC | 63,389 | $1,243 萬 | 0.56% | −926−1.4% | 減碼 |
| 2Xideas AG | 57,562 | $1,129 萬 | 1.08% | +8,596+17.6% | 加碼 |
| Swiss National Bank | 55,600 | $1,090 萬 | 0.01% | +600+1.1% | 加碼 |
| California Public Employees Retirement System | 54,102 | $1,061 萬 | 0.01% | −1,196−2.2% | 減碼 |
| New York State Common Retirement Fund | 53,833 | $1,056 萬 | 0.01% | −529−1.0% | 減碼 |
| Credit Suisse AG | 49,039 | $961.5 萬 | 0.01% | +2,285+4.9% | 加碼 |
| Natixis | 49,000 | $960.7 萬 | 0.08% | +49,000 | 新進 |
| Ci Investments Inc. | 45,862 | $899.2 萬 | 0.05% | −1,541−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 43,197 | $877.0 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 42,218 | $827.8 萬 | 0.01% | +32,014+313.7% | 加碼 |
| Coronation Fund Managers Ltd. | 41,300 | $809.8 萬 | 0.22% | +245+0.6% | 加碼 |
| Asset Management One Co.,Ltd. | 41,293 | $804.2 萬 | 0.03% | −392−0.9% | 減碼 |
| Scout Investments, Inc. | 36,242 | $779.9 萬 | 0.16% | −47,135−56.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 39,363 | $771.8 萬 | 0.08% | +846+2.2% | 加碼 |
| Citadel Advisors LLC | 37,505 | $735.4 萬 | 0.01% | +16,596+79.4% | 加碼 |
| Algert Global LLC | 35,631 | $698.6 萬 | 0.30% | +5,680+19.0% | 加碼 |
| Southeast Asset Advisors Inc. | 34,590 | $678.2 萬 | 0.97% | +4,341+14.4% | 加碼 |
| Rhumbline Advisers | 33,931 | $665.3 萬 | 0.01% | −918−2.6% | 減碼 |
| Kornitzer Capital Management Inc | 32,642 | $640.0 萬 | 0.13% | −1,750−5.1% | 減碼 |
| TownSquare Capital, LLC | 32,228 | $631.9 萬 | 0.12% | +10,469+48.1% | 加碼 |
| California State Teachers Retirement System | 31,091 | $609.6 萬 | 0.01% | −590−1.9% | 減碼 |
| Daiwa Securities Group Inc. | 30,935 | $606.5 萬 | 0.04% | +9,119+41.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 28,686 | $562.4 萬 | 0.03% | +28,151+5,261.9% | 加碼 |
| Fisher Asset Management, LLC | 28,462 | $558.1 萬 | 0.00% | +2,661+10.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,408 | $557.0 萬 | 0.02% | −4,223−12.9% | 減碼 |
| Legal & General Group Plc | 27,679 | $542.7 萬 | 0.00% | −17,332−38.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,343 | $516.5 萬 | 0.01% | −298−1.1% | 減碼 |
| Nicholas Company, Inc. | 26,305 | $515.8 萬 | 0.10% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 24,696 | $484.2 萬 | 0.58% | −26−0.1% | 減碼 |
| Motley Fool Wealth Management, LLC | 24,177 | $473.8 萬 | 0.28% | +24,177 | 新進 |
| Man Group plc | 23,056 | $452.1 萬 | 0.01% | – | – |
| Twinbeech Capital LP | 22,289 | $437.0 萬 | 0.09% | +22,289 | 新進 |
| State of Wisconsin Investment Board | 19,911 | $390.4 萬 | 0.01% | −689−3.3% | 減碼 |
| Two Sigma Investments, LP | 19,085 | $374.2 萬 | 0.01% | +11,785+161.4% | 加碼 |
| YHB Investment Advisors, Inc. | 18,912 | $370.8 萬 | 0.35% | −167−0.9% | 減碼 |
| Franklin Resources Inc | 18,706 | $366.8 萬 | 0.00% | −2,432−11.5% | 減碼 |
| Bridgeway Capital Management, LLC | 18,600 | $364.7 萬 | 0.09% | −31,800−63.1% | 減碼 |
| Raymond James & Associates | 18,562 | $363.9 萬 | 0.00% | +346+1.9% | 加碼 |
| Stifel Financial Corp | 18,247 | $357.8 萬 | 0.00% | +5,875+47.5% | 加碼 |
| Tudor Investment Corp Et Al | 17,134 | $335.9 萬 | 0.05% | +665+4.0% | 加碼 |
| Envestnet Asset Management Inc | 16,825 | $329.9 萬 | 0.00% | +865+5.4% | 加碼 |
| George Kaiser Family Foundation | 16,790 | $329.2 萬 | 0.56% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 16,000 | $313.7 萬 | 0.00% | +16,000 | 新進 |
| Motley Fool Asset Management LLC | 15,961 | $312.9 萬 | 0.28% | +15,961 | 新進 |
| Azzad Asset Management Inc | 15,471 | $303.3 萬 | 0.41% | +4,600+42.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 15,464 | $303.2 萬 | 0.04% | +7,268+88.7% | 加碼 |
| Russell Investments Group, Ltd. | 15,405 | $302.0 萬 | 0.01% | −1,502−8.9% | 減碼 |
| CI Private Wealth, LLC | 15,000 | $294.1 萬 | 0.01% | −11,253−42.9% | 減碼 |
| Commerce Bank | 14,213 | $278.7 萬 | 0.02% | +183+1.3% | 加碼 |
| Captrust Financial Advisors | 13,448 | $263.7 萬 | 0.01% | +1,156+9.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,361 | $262.0 萬 | 0.01% | 00.0% | 不變 |
| Henshaw Capital LLC | 12,708 | $249.2 萬 | 0.14% | +27+0.2% | 加碼 |
| Susquehanna International Group, LLP | 12,690 | $248.8 萬 | 0.00% | +8,099+176.4% | 加碼 |
| Ceera Investments, LLC | 12,456 | $244.2 萬 | 1.41% | −110−0.9% | 減碼 |
| Neuberger Berman Group LLC | 12,272 | $240.6 萬 | 0.00% | +3,834+45.4% | 加碼 |
| State of Alaska, Department of Revenue | 12,072 | $236.6 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 12,000 | $235.3 萬 | 0.01% | +2,800+30.4% | 加碼 |