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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 1,879 | $36.8 萬 | 0.06% | +2+0.1% | 加碼 |
| Maryland State Retirement & Pension System | 1,914 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 2,000 | $39.2 萬 | 0.11% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 2,022 | $39.6 萬 | 0.00% | +76+3.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,085 | $40.9 萬 | 0.00% | +1,248+149.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,087 | $40.9 萬 | 0.05% | +121+6.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 2,154 | $42.2 萬 | 0.06% | +650+43.2% | 加碼 |
| Great West Life Assurance Co | 2,161 | $42.5 萬 | 0.00% | +78+3.7% | 加碼 |
| Planning Alternatives Ltd | 2,205 | $43.2 萬 | 0.08% | −65−2.9% | 減碼 |
| PDT Partners, LLC | 2,319 | $45.5 萬 | 0.06% | −3,633−61.0% | 減碼 |
| Creative Planning | 2,362 | $46.3 萬 | 0.00% | +144+6.5% | 加碼 |
| Simon Quick Advisors, LLC | 2,434 | $47.7 萬 | 0.04% | −352−12.6% | 減碼 |
| DFPG Investments, LLC | 2,261 | $48.4 萬 | 0.04% | +187+9.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,477 | $48.6 萬 | 0.18% | +697+39.2% | 加碼 |
| Capula Management Ltd | 2,480 | $48.6 萬 | 0.06% | +660+36.3% | 加碼 |
| Pictet Asset Management SA | 2,752 | $54.0 萬 | 0.00% | −261−8.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $54.6 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,791 | $54.7 萬 | 0.00% | −5,764−67.4% | 減碼 |
| Bank of Montreal | 2,651 | $54.8 萬 | 0.00% | +165+6.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,805 | $55.0 萬 | 0.10% | +2,805 | 新進 |
| Veritable, L.P. | 2,883 | $56.5 萬 | 0.01% | −116−3.9% | 減碼 |
| Bradley Foster & Sargent Inc | 3,021 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,029 | $59.4 萬 | 0.09% | +142+4.9% | 加碼 |
| MML Investors Services, LLC | 3,174 | $62.2 萬 | 0.00% | +1,028+47.9% | 加碼 |
| Accretive Wealth Partners, LLC | 3,251 | $63.7 萬 | 0.38% | +176+5.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,269 | $64.1 萬 | 0.02% | +776+31.1% | 加碼 |
| Janney Montgomery Scott LLC | 3,335 | $65.4 萬 | 0.00% | +503+17.8% | 加碼 |
| Oak Thistle LLC | 3,336 | $65.4 萬 | 0.35% | +3,336 | 新進 |
| Handelsbanken Fonder AB | 3,372 | $66.1 萬 | 0.00% | +300+9.8% | 加碼 |
| Ergoteles LLC | 3,427 | $67.2 萬 | 0.03% | +3,427 | 新進 |
| Covey Capital Advisors, LLC | 3,439 | $67.4 萬 | 0.98% | 00.0% | 不變 |
| Xponance, Inc. | 3,515 | $68.9 萬 | 0.01% | +374+11.9% | 加碼 |
| Advisor Group Holdings, Inc. | 3,680 | $72.2 萬 | 0.00% | −344−8.5% | 減碼 |
| Teacher Retirement System of Texas | 3,681 | $72.2 萬 | 0.00% | −1,062−22.4% | 減碼 |
| Advisory Services Network, LLC | 3,756 | $73.6 萬 | 0.02% | +102+2.8% | 加碼 |
| HSBC Holdings PLC | 3,838 | $75.2 萬 | 0.00% | +3,838 | 新進 |
| Echo Street Capital Management LLC | 3,862 | $75.7 萬 | 0.01% | +863+28.8% | 加碼 |
| First Republic Investment Management, Inc. | 3,875 | $76.0 萬 | 0.00% | −1,321−25.4% | 減碼 |
| BCGM Wealth Management, LLC | 3,912 | $76.7 萬 | 0.34% | +359+10.1% | 加碼 |
| LPL Financial LLC | 3,949 | $77.4 萬 | 0.00% | +1,350+51.9% | 加碼 |
| Martin Capital Advisors, LLP | 4,079 | $80.0 萬 | 0.73% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 4,086 | $80.1 萬 | 0.08% | +955+30.5% | 加碼 |
| Engineers Gate Manager LP | 4,169 | $81.7 萬 | 0.03% | +2,800+204.5% | 加碼 |
| Avantax Advisory Services, Inc. | 4,234 | $83.0 萬 | 0.01% | +395+10.3% | 加碼 |
| Virtu Financial LLC | 4,308 | $84.5 萬 | 0.06% | +4,308 | 新進 |
| Utah Retirement Systems | 4,331 | $84.9 萬 | 0.01% | −100−2.3% | 減碼 |
| Portside Wealth Group, LLC | 4,364 | $85.6 萬 | 0.16% | +4,364 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,415 | $86.6 萬 | 0.00% | +430+10.8% | 加碼 |
| Johnson Investment Counsel Inc | 4,427 | $86.8 萬 | 0.01% | −81−1.8% | 減碼 |
| Cerity Partners LLC | 4,476 | $87.8 萬 | 0.00% | +1,467+48.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,480 | $87.8 萬 | 0.11% | +4,480 | 新進 |
| Bank of Stockton | 4,790 | $93.9 萬 | 0.32% | −681−12.4% | 減碼 |
| Troluce Capital Advisors LLC | 5,000 | $98.0 萬 | 1.48% | +5,000 | 新進 |
| Alamar Capital Management, LLC | 5,324 | $104.4 萬 | 0.77% | −2,074−28.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,445 | $106.8 萬 | 0.00% | +1,201+28.3% | 加碼 |
| Amalgamated Bank | 5,558 | $109.0 萬 | 0.01% | +444+8.7% | 加碼 |
| Polen Capital Management LLC | 5,622 | $110.2 萬 | 0.00% | +5,622 | 新進 |
| Davy Global Fund Management Ltd | 5,685 | $111.5 萬 | 0.21% | −337−5.6% | 減碼 |
| Holocene Advisors, LP | 5,693 | $111.6 萬 | 0.00% | +5,693 | 新進 |
| Alps Advisors Inc | 5,866 | $115.0 萬 | 0.01% | +1,803+44.4% | 加碼 |
| Citigroup Inc | 5,917 | $116.0 萬 | 0.00% | −491−7.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,974 | $117.1 萬 | 0.26% | +72+1.2% | 加碼 |
| Blair William & Co | 5,996 | $117.6 萬 | 0.00% | −214−3.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,224 | $122.0 萬 | 0.02% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 6,337 | $124.2 萬 | 0.01% | +1,761+38.5% | 加碼 |
| Ashford Capital Management Inc | 6,455 | $126.6 萬 | 0.18% | −145−2.2% | 減碼 |
| Empire Life Investments Inc. | 6,605 | $129.5 萬 | 0.09% | +75+1.1% | 加碼 |
| Sepio Capital, LP | 6,755 | $132.4 萬 | 0.11% | −180−2.6% | 減碼 |
| Jane Street Group, LLC | 6,909 | $135.5 萬 | 0.00% | −4,336−38.6% | 減碼 |
| Black Creek Investment Management Inc. | 7,000 | $137.2 萬 | 0.05% | +800+12.9% | 加碼 |
| Arizona State Retirement System | 7,171 | $140.6 萬 | 0.01% | −208−2.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 7,208 | $141.3 萬 | 0.02% | −330−4.4% | 減碼 |
| Mawer Investment Management Ltd. | 7,266 | $142.5 萬 | 0.01% | +602+9.0% | 加碼 |
| AQR Capital Management LLC | 7,402 | $145.1 萬 | 0.00% | +3,163+74.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 7,801 | $153.0 萬 | 0.01% | −12,566−61.7% | 減碼 |
| Kensington Investment Counsel, LLC | 7,911 | $155.1 萬 | 0.98% | −244−3.0% | 減碼 |
| Alliancebernstein L.P. | 7,923 | $155.3 萬 | 0.00% | +113+1.4% | 加碼 |
| HighTower Advisors, LLC | 8,323 | $164.2 萬 | 0.00% | +386+4.9% | 加碼 |
| Redmond Asset Management, LLC | 8,523 | $167.1 萬 | 0.54% | 00.0% | 不變 |
| Bessemer Group Inc | 8,562 | $167.8 萬 | 0.00% | +479+5.9% | 加碼 |
| UBS Group AG | 8,987 | $176.2 萬 | 0.00% | +2,328+35.0% | 加碼 |
| Ensign Peak Advisors, Inc | 9,515 | $186.6 萬 | 0.00% | +2,685+39.3% | 加碼 |
| Deutsche Bank AG | 9,833 | $192.8 萬 | 0.00% | −267−2.6% | 減碼 |
| Graham Capital Management, L.P. | 9,986 | $195.8 萬 | 0.07% | +2,096+26.6% | 加碼 |
| Bright Rock Capital Management, LLC | 10,000 | $196.1 萬 | 0.46% | 00.0% | 不變 |
| Cardinal Capital Management | 10,657 | $209.0 萬 | 0.42% | +87+0.8% | 加碼 |
| US Bancorp | 10,775 | $211.3 萬 | 0.00% | +509+5.0% | 加碼 |
| Atria Investments LLC | 10,988 | $215.4 萬 | 0.04% | +2,511+29.6% | 加碼 |
| M&T Bank Corp | 11,097 | $217.6 萬 | 0.01% | +1,519+15.9% | 加碼 |
| Treasurer of the State of North Carolina | 11,232 | $220.2 萬 | 0.01% | +360+3.3% | 加碼 |
| Public Employees Retirement System of Ohio | 11,762 | $230.6 萬 | 0.01% | −724−5.8% | 減碼 |
| Janus Henderson Group PLC | 11,896 | $233.2 萬 | 0.00% | −12−0.1% | 減碼 |
| Victory Capital Management Inc | 11,939 | $234.1 萬 | 0.00% | −5,998−33.4% | 減碼 |
| Voya Investment Management LLC | 11,945 | $234.2 萬 | 0.00% | +2,574+27.5% | 加碼 |
| Two Sigma Advisers, LP | 12,000 | $235.3 萬 | 0.01% | +2,800+30.4% | 加碼 |
| State of Alaska, Department of Revenue | 12,072 | $236.6 萬 | 0.03% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 12,272 | $240.6 萬 | 0.00% | +3,834+45.4% | 加碼 |
| Ceera Investments, LLC | 12,456 | $244.2 萬 | 1.41% | −110−0.9% | 減碼 |
| Susquehanna International Group, LLP | 12,690 | $248.8 萬 | 0.00% | +8,099+176.4% | 加碼 |
| Henshaw Capital LLC | 12,708 | $249.2 萬 | 0.14% | +27+0.2% | 加碼 |