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 3 季 13F 持有人
Morningstar, Inc. 在 2023/9/30 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
- 325
- 較 2023 年第 2 季 +33 家
- 持有股數
- 2,631 萬
- 較 2023 年第 2 季 +187.4 萬 (+7.7%)
- 總市值
- $61.7 億
- 較 2023 年第 2 季 +$13.8 億 (+28.7%)
- 新進機構
- 69
- 另有 101 家加碼
- 清倉機構
- 36
- 另有 95 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 12,586 | $294.8 萬 | 0.00% | +314+2.6% | 加碼 |
| Ceera Investments, LLC | 12,456 | $291.8 萬 | 1.59% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 12,205 | $285.9 萬 | 0.04% | +12,205 | 新進 |
| Natixis | 12,057 | $282.4 萬 | 0.02% | −36,943−75.4% | 減碼 |
| Comerica Bank | 11,971 | $280.4 萬 | 0.01% | +11,971 | 新進 |
| Janus Henderson Group PLC | 11,898 | $278.5 萬 | 0.00% | +20.0% | 加碼 |
| Voya Investment Management LLC | 11,566 | $270.9 萬 | 0.00% | −379−3.2% | 減碼 |
| Atria Investments LLC | 11,555 | $270.7 萬 | 0.05% | +567+5.2% | 加碼 |
| US Bancorp | 11,427 | $267.7 萬 | 0.00% | +652+6.1% | 加碼 |
| Treasurer of the State of North Carolina | 11,292 | $264.5 萬 | 0.01% | +60+0.5% | 加碼 |
| 1832 Asset Management L.P. | 11,200 | $262.3 萬 | 0.01% | +11,200 | 新進 |
| M&T Bank Corp | 11,035 | $258.5 萬 | 0.01% | −62−0.6% | 減碼 |
| Cardinal Capital Management | 10,815 | $253.3 萬 | 0.52% | +158+1.5% | 加碼 |
| Captrust Financial Advisors | 10,798 | $252.9 萬 | 0.01% | −2,650−19.7% | 減碼 |
| Public Employees Retirement System of Ohio | 10,608 | $248.5 萬 | 0.01% | −1,154−9.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 10,521 | $246.4 萬 | 0.04% | +3,313+46.0% | 加碼 |
| Bridgeway Capital Management, LLC | 10,440 | $244.5 萬 | 0.06% | −8,160−43.9% | 減碼 |
| Henshaw Capital LLC | 10,340 | $242.2 萬 | 0.14% | −2,368−18.6% | 減碼 |
| Bright Rock Capital Management, LLC | 10,000 | $234.2 萬 | 0.57% | 00.0% | 不變 |
| Franklin Resources Inc | 9,220 | $216.0 萬 | 0.00% | −9,486−50.7% | 減碼 |
| HighTower Advisors, LLC | 8,661 | $203.1 萬 | 0.00% | +338+4.1% | 加碼 |
| Redmond Asset Management, LLC | 8,528 | $199.8 萬 | 0.71% | +5+0.1% | 加碼 |
| Kensington Investment Counsel, LLC | 8,238 | $193.0 萬 | 1.20% | +327+4.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,062 | $188.8 萬 | 0.03% | −7,402−47.9% | 減碼 |
| Mawer Investment Management Ltd. | 8,020 | $187.9 萬 | 0.01% | +754+10.4% | 加碼 |
| AQR Capital Management LLC | 8,015 | $187.7 萬 | 0.00% | +613+8.3% | 加碼 |
| Marshall Wace, LLP | 8,000 | $187.4 萬 | 0.00% | +8,000 | 新進 |
| Ensign Peak Advisors, Inc | 7,920 | $185.5 萬 | 0.00% | −1,595−16.8% | 減碼 |
| Bessemer Group Inc | 7,908 | $185.2 萬 | 0.00% | −654−7.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,900 | $185.0 萬 | 0.02% | +7,900 | 新進 |
| Ashford Capital Management Inc | 7,615 | $178.4 萬 | 0.26% | +1,160+18.0% | 加碼 |
| Jane Street Group, LLC | 7,571 | $177.3 萬 | 0.00% | +662+9.6% | 加碼 |
| Louisiana State Employees Retirement System | 7,400 | $173.3 萬 | 0.04% | +7,400 | 新進 |
| Oregon Public Employees Retirement Fund | 7,300 | $171.0 萬 | 0.02% | +7,300 | 新進 |
| Arizona State Retirement System | 7,269 | $170.3 萬 | 0.01% | +98+1.4% | 加碼 |
| Two Sigma Investments, LP | 7,170 | $168.0 萬 | 0.00% | −11,915−62.4% | 減碼 |
| Linden Thomas Advisory Services, LLC | 7,155 | $167.6 萬 | 0.37% | +1,181+19.8% | 加碼 |
| Sepio Capital, LP | 6,755 | $158.2 萬 | 0.14% | 00.0% | 不變 |
| Empire Life Investments Inc. | 6,531 | $153.0 萬 | 0.11% | −74−1.1% | 減碼 |
| Thrivent Financial for Lutherans | 6,515 | $152.6 萬 | 0.00% | +6,515 | 新進 |
| Citadel Advisors LLC | 6,433 | $150.7 萬 | 0.00% | −31,072−82.8% | 減碼 |
| Two Sigma Advisers, LP | 6,300 | $147.6 萬 | 0.00% | −5,700−47.5% | 減碼 |
| State of Michigan Retirement System | 6,200 | $145.2 萬 | 0.01% | +6,200 | 新進 |
| Magnetar Financial LLC | 6,143 | $143.9 萬 | 0.04% | +6,143 | 新進 |
| Blair William & Co | 5,988 | $140.3 萬 | 0.01% | −8−0.1% | 減碼 |
| Alamar Capital Management, LLC | 5,841 | $136.8 萬 | 1.29% | +517+9.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,835 | $136.7 萬 | 0.05% | +5,835 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 5,770 | $135.2 萬 | 0.04% | +5,770 | 新進 |
| LPL Financial LLC | 5,763 | $135.0 萬 | 0.00% | +1,814+45.9% | 加碼 |
| Xponance, Inc. | 5,758 | $134.9 萬 | 0.02% | +2,243+63.8% | 加碼 |
| New York State Teachers Retirement System | 5,600 | $131.2 萬 | 0.00% | +5,600 | 新進 |
| Black Creek Investment Management Inc. | 5,400 | $126.5 萬 | 0.05% | −1,600−22.9% | 減碼 |
| Citigroup Inc | 5,275 | $123.6 萬 | 0.00% | −642−10.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,269 | $123.4 萬 | 0.01% | +5,269 | 新進 |
| New Mexico Educational Retirement Board | 5,200 | $121.8 萬 | 0.05% | +5,200 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,065 | $118.6 萬 | 0.01% | +650+14.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,017 | $117.5 萬 | 0.02% | −1,207−19.4% | 減碼 |
| Bank of Montreal | 4,665 | $116.7 萬 | 0.00% | +2,014+76.0% | 加碼 |
| Advisor Group Holdings, Inc. | 4,933 | $115.6 萬 | 0.00% | +1,253+34.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,467 | $104.6 萬 | 0.00% | +3,121+231.9% | 加碼 |
| Utah Retirement Systems | 4,431 | $103.8 萬 | 0.01% | +100+2.3% | 加碼 |
| Johnson Investment Counsel Inc | 4,427 | $103.7 萬 | 0.01% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 4,279 | $100.2 萬 | 0.98% | +200+4.9% | 加碼 |
| BCGM Wealth Management, LLC | 4,235 | $99.2 萬 | 0.46% | +323+8.3% | 加碼 |
| Portside Wealth Group, LLC | 4,192 | $98.2 萬 | 0.18% | −172−3.9% | 減碼 |
| Teacher Retirement System of Texas | 4,083 | $95.6 萬 | 0.01% | +402+10.9% | 加碼 |
| First Republic Investment Management, Inc. | 3,734 | $87.5 萬 | 0.00% | −141−3.6% | 減碼 |
| MML Investors Services, LLC | 3,702 | $86.7 萬 | 0.00% | +528+16.6% | 加碼 |
| Lloyd Advisory Services, LLC. | 3,683 | $86.3 萬 | 0.29% | +3,683 | 新進 |
| Norden Group LLC | 3,683 | $86.3 萬 | 0.29% | +3,683 | 新進 |
| Advisory Services Network, LLC | 3,639 | $85.2 萬 | 0.02% | −117−3.1% | 減碼 |
| Federated Hermes, Inc. | 3,542 | $83.0 萬 | 0.00% | +3,542 | 新進 |
| Davy Global Fund Management Ltd | 3,530 | $82.7 萬 | 0.17% | −2,155−37.9% | 減碼 |
| Covey Capital Advisors, LLC | 3,439 | $80.6 萬 | 1.14% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 3,372 | $79.0 萬 | 0.00% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,320 | $77.8 萬 | 0.46% | +69+2.1% | 加碼 |
| Simon Quick Advisors, LLC | 3,314 | $77.6 萬 | 0.07% | +880+36.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,306 | $77.4 萬 | 0.13% | −780−19.1% | 減碼 |
| Janney Montgomery Scott LLC | 3,294 | $77.2 萬 | 0.00% | −41−1.2% | 減碼 |
| Legacy Advisors, LLC | 3,187 | $74.7 萬 | 0.12% | +158+5.2% | 加碼 |
| Bank of Stockton | 2,836 | $70.3 萬 | 0.26% | −1,954−40.8% | 減碼 |
| Avantax Advisory Services, Inc. | 2,826 | $66.2 萬 | 0.01% | −1,408−33.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $65.3 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 2,752 | $64.5 萬 | 0.00% | +2,752 | 新進 |
| Quantinno Capital Management LP | 2,689 | $63.0 萬 | 0.03% | +953+54.9% | 加碼 |
| UBS Group AG | 2,647 | $62.0 萬 | 0.00% | −6,340−70.5% | 減碼 |
| PEAK6 Investments LLC | 2,635 | $61.7 萬 | 0.03% | +2,635 | 新進 |
| Pathstone Family Office, LLC | 2,561 | $60.0 萬 | 0.00% | +2,561 | 新進 |
| Bradley Foster & Sargent Inc | 3,021 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,500 | $58.6 萬 | 0.01% | +650+35.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,490 | $58.3 萬 | 0.22% | +13+0.5% | 加碼 |
| Creative Planning | 2,431 | $56.9 萬 | 0.00% | +69+2.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,332 | $54.6 萬 | 0.00% | +247+11.8% | 加碼 |
| PDT Partners, LLC | 2,311 | $54.1 萬 | 0.07% | −8−0.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,253 | $52.8 萬 | 0.05% | +166+8.0% | 加碼 |
| Pacer Advisors, Inc. | 2,217 | $51.9 萬 | 0.00% | +2,217 | 新進 |
| Planning Alternatives Ltd | 2,205 | $51.6 萬 | 0.10% | 00.0% | 不變 |
| Securian Asset Management, Inc | 2,204 | $51.6 萬 | 0.02% | +2,204 | 新進 |
| SYSTM Wealth Solutions LLC | 2,154 | $50.5 萬 | 0.08% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,128 | $49.8 萬 | 0.01% | +2,128 | 新進 |