跳到主要內容

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 季與 2023 年第 1 季比較

持有 Morningstar, Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

MORN 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季2023 年第 2 季變化
持有家數302294−8
股數2,384 萬2,444 萬+60.1 萬 (+2.5%)
市值$48.5 億$47.9 億−$5,279 萬 (−1.1%)

新進機構(31 家)

2023 年第 2 季季末持有 Morningstar, Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 MORN 的機構
機構股數市值佔組合 %
Bank of Nova Scotia143,475$2,813 萬0.07%
ING Groep NV74,000$1,451 萬0.11%
Natixis49,000$960.7 萬0.08%
Motley Fool Wealth Management, LLC24,177$473.8 萬0.28%
Twinbeech Capital LP22,289$437.0 萬0.09%
Canada Pension Plan Investment Board16,000$313.7 萬0.00%
Motley Fool Asset Management LLC15,961$312.9 萬0.28%
Holocene Advisors, LP5,693$111.6 萬0.00%
Polen Capital Management LLC5,622$110.2 萬0.00%
Troluce Capital Advisors LLC5,000$98.0 萬1.48%
Dynamic Technology Lab Private Ltd4,480$87.8 萬0.11%
Portside Wealth Group, LLC4,364$85.6 萬0.16%
Virtu Financial LLC4,308$84.5 萬0.06%
HSBC Holdings PLC3,838$75.2 萬0.00%
Ergoteles LLC3,427$67.2 萬0.03%
Oak Thistle LLC3,336$65.4 萬0.35%
Campbell & CO Investment Adviser LLC2,805$55.0 萬0.10%
GTS Securities LLC1,866$36.6 萬0.01%
Williams Jones Wealth Management, LLC.1,850$36.3 萬0.01%
Squarepoint Ops LLC1,473$28.9 萬0.00%
Invesco, LLC1,097$21.5 萬0.11%
Precision Wealth Strategies, LLC1,076$21.1 萬0.35%
Boothbay Fund Management, LLC1,068$20.9 萬0.01%
Tower Research Capital LLC (TRC)487$9.55 萬0.00%
O'Dell Group, LLC166$3.25 萬0.01%
Nisa Investment Advisors, LLC125$2.45 萬0.00%
Kapitalo Investimentos Ltda124$2.43 萬0.00%
Wolff Wiese Magana LLC39$7,6470.01%
Foster Dykema Cabot & Co Inc13$3,0000.00%
Sofos Investments, Inc.196$5410.00%
Crewe Advisors LLC1$1970.00%

清倉機構(39 家)

2023 年第 1 季季末持有 Morningstar, Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 MORN 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Perpetual Ltd392,108$7,961 萬
Loomis Sayles & Co L P146,183$2,968 萬
Artisan Partners Limited Partnership40,350$819.2 萬
HRT Financial LP15,194$308.4 萬
UBS Oconnor LLC10,000$203.0 萬
Pallas Capital Advisors LLC6,290$129.6 萬
Caxton Associates LP4,138$84.0 萬
PEAK6 Investments LLC3,118$63.3 萬
Van Eck Associates Corp3,091$62.8 萬
Duality Advisers, LP2,601$52.8 萬
Intech Investment Management LLC2,560$52.0 萬
Illinois Municipal Retirement Fund2,271$46.1 萬
Mackenzie Financial Corp2,253$45.7 萬
Truist Financial Corp1,890$38.4 萬
Nebula Research & Development LLC1,594$32.4 萬
Jump Financial, LLC1,471$29.9 萬
Montag A & Associates Inc1,400$28.4 萬
Petrus Trust Company, LTA1,153$23.4 萬
Prudential Financial Inc963$23.1 萬
Acrisure Capital Management, LLC1,081$21.9 萬
Dearborn Partners LLC1,016$20.6 萬
Bard Financial Services, Inc.1,000$20.3 萬
Macquarie Group Ltd790$16.0 萬
Trivant Custom Portfolio Group, LLC442$8.97 萬
Dark Forest Capital Management LP276$5.60 萬
Harvest Fund Management Co., Ltd225$4.60 萬
TCI Wealth Advisors, Inc.96$1.95 萬
Milestone Investment Advisors LLC96$1.95 萬
Bank of New Hampshire76$1.54 萬
City Holding Co62$1.26 萬
Riverview Trust Co57$1.16 萬
Ronald Blue Trust, Inc.35$8,000
BDO Wealth Advisors, LLC29$5,888
Schubert & Co12$2,437
Massmutual Trust Co FSB11$2,233
Ameritas Advisory Services, LLC8$1,648
Ellevest, Inc.7$1,421
Parkside Financial Bank & Trust2$407
Belpointe Asset Management LLC1$203