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 4 季 13F 持有人
Morningstar, Inc. 在 2023/12/31 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
- 353
- 較 2023 年第 3 季 +32 家
- 持有股數
- 2,522 萬
- 較 2023 年第 3 季 −109.0 萬 (−4.1%)
- 總市值
- $72.2 億
- 較 2023 年第 3 季 +$10.5 億 (+17.0%)
- 新進機構
- 52
- 另有 111 家加碼
- 清倉機構
- 20
- 另有 130 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 2,984,027 | $8.54 億 | 3.15% | −614,881−17.1% | 減碼 |
| Vanguard Group Inc | 2,576,670 | $7.38 億 | 0.02% | +23,812+0.9% | 加碼 |
| BlackRock Inc. | 2,392,043 | $6.85 億 | 0.02% | +16,838+0.7% | 加碼 |
| Morgan Stanley | 1,936,055 | $5.54 億 | 0.05% | −21,255−1.1% | 減碼 |
| Bamco Inc | 1,322,451 | $3.79 億 | 1.01% | −4,157−0.3% | 減碼 |
| Bank of America Corp | 1,292,308 | $3.70 億 | 0.04% | +12,754+1.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,246,569 | $3.57 億 | 0.89% | −6,092−0.5% | 減碼 |
| Massachusetts Financial Services Co | 1,075,731 | $3.08 億 | 0.10% | +67,983+6.7% | 加碼 |
| State Street Corp | 741,535 | $2.12 億 | 0.01% | +28,029+3.9% | 加碼 |
| Price T Rowe Associates Inc | 711,632 | $2.04 億 | 0.03% | +17,944+2.6% | 加碼 |
| Wasatch Advisors Inc | 533,935 | $1.53 億 | 0.84% | +5,240+1.0% | 加碼 |
| Wellington Management Group LLP | 509,486 | $1.46 億 | 0.03% | +160,281+45.9% | 加碼 |
| Geode Capital Management, LLC | 439,038 | $1.26 億 | 0.01% | +16,509+3.9% | 加碼 |
| Liontrust Investment Partners LLP | 424,939 | $1.22 億 | 1.77% | −28,191−6.2% | 減碼 |
| FMR LLC | 408,640 | $1.17 億 | 0.01% | −25,899−6.0% | 減碼 |
| Bank of New York Mellon Corp | 386,476 | $1.11 億 | 0.02% | −3,151−0.8% | 減碼 |
| Norges Bank | 299,798 | $8,581 萬 | 0.01% | +82,273+37.8% | 加碼 |
| Dimensional Fund Advisors LP | 296,015 | $8,473 萬 | 0.02% | +163+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 285,398 | $8,169 萬 | 0.14% | +68,574+31.6% | 加碼 |
| JPMorgan Chase & Co | 272,523 | $7,801 萬 | 0.01% | −71,041−20.7% | 減碼 |
| Royce & Associates LP | 223,652 | $6,402 萬 | 0.59% | +2,392+1.1% | 加碼 |
| Renaissance Technologies LLC | 215,900 | $6,180 萬 | 0.10% | −48,900−18.5% | 減碼 |
| Ameriprise Financial Inc | 202,597 | $5,799 萬 | 0.02% | −51,374−20.2% | 減碼 |
| Northern Trust Corp | 194,935 | $5,580 萬 | 0.01% | +3,164+1.6% | 加碼 |
| Principal Financial Group Inc | 187,963 | $5,380 萬 | 0.03% | −18,170−8.8% | 減碼 |
| Charles Schwab Investment Management Inc | 181,600 | $5,198 萬 | 0.01% | +5,188+2.9% | 加碼 |
| Praesidium Investment Management Company, LLC | 177,195 | $5,072 萬 | 6.26% | −23,555−11.7% | 減碼 |
| Goldman Sachs Group Inc | 163,311 | $4,675 萬 | 0.01% | −111,548−40.6% | 減碼 |
| M&G Investment Management Ltd | 160,109 | $4,579 萬 | 0.28% | +11,754+7.9% | 加碼 |
| American Capital Management Inc | 142,727 | $4,085 萬 | 1.40% | −19,060−11.8% | 減碼 |
| SEI Investments Co | 123,450 | $3,534 萬 | 0.06% | −4,363−3.4% | 減碼 |
| Wells Fargo & Company | 101,731 | $2,912 萬 | 0.01% | −5,947−5.5% | 減碼 |
| Copeland Capital Management, LLC | 100,331 | $2,872 萬 | 0.58% | −5,047−4.8% | 減碼 |
| Parnassus Investments | 94,728 | $2,711 萬 | 0.06% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 92,465 | $2,647 萬 | 1.44% | −16,561−15.2% | 減碼 |
| Nuveen Asset Management, LLC | 86,667 | $2,481 萬 | 0.01% | −12,507−12.6% | 減碼 |
| Rhumbline Advisers | 77,432 | $2,216 萬 | 0.02% | −1,629−2.1% | 減碼 |
| Confluence Investment Management LLC | 71,391 | $2,043 萬 | 0.29% | −2,864−3.9% | 減碼 |
| Balyasny Asset Management LLC | 67,375 | $1,929 萬 | 0.05% | −3,649−5.1% | 減碼 |
| Nordea Investment Management AB | 65,606 | $1,881 萬 | 0.02% | −1,487−2.2% | 減碼 |
| Chicago Capital, LLC | 59,803 | $1,712 萬 | 0.62% | −1,878−3.0% | 減碼 |
| Invesco Ltd. | 58,975 | $1,688 萬 | 0.00% | −193,093−76.6% | 減碼 |
| Swiss National Bank | 50,500 | $1,446 萬 | 0.01% | −5,700−10.1% | 減碼 |
| Credit Suisse AG | 47,606 | $1,363 萬 | 0.01% | −805−1.7% | 減碼 |
| DF Dent & Co Inc | 47,429 | $1,358 萬 | 0.18% | +1,366+3.0% | 加碼 |
| UBS Asset Management Americas Inc | 46,904 | $1,343 萬 | 0.01% | +2,754+6.2% | 加碼 |
| Ci Investments Inc. | 43,855 | $1,255 萬 | 0.06% | −2,912−6.2% | 減碼 |
| Legal & General Group Plc | 41,133 | $1,177 萬 | 0.00% | +678+1.7% | 加碼 |
| California Public Employees Retirement System | 39,891 | $1,142 萬 | 0.01% | −11,025−21.7% | 減碼 |
| Envestnet Asset Management Inc | 39,537 | $1,132 萬 | 0.00% | +4,964+14.4% | 加碼 |
| Coronation Fund Managers Ltd. | 39,333 | $1,126 萬 | 0.31% | +1,662+4.4% | 加碼 |
| Asset Management One Co.,Ltd. | 38,286 | $1,104 萬 | 0.04% | −130−0.3% | 減碼 |
| American International Group, Inc. | 35,405 | $1,013 萬 | 0.04% | −1,480−4.0% | 減碼 |
| Canada Pension Plan Investment Board | 35,000 | $1,002 萬 | 0.01% | −6,000−14.6% | 減碼 |
| Alliancebernstein L.P. | 33,607 | $962.0 萬 | 0.00% | +240+0.7% | 加碼 |
| Retirement Systems of Alabama | 32,623 | $933.8 萬 | 0.04% | +135+0.4% | 加碼 |
| Barlow Wealth Partners, Inc. | 31,906 | $913.3 萬 | 1.30% | +31,906 | 新進 |
| TownSquare Capital, LLC | 31,492 | $901.4 萬 | 0.15% | +984+3.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 29,632 | $848.2 萬 | 0.16% | +5,147+21.0% | 加碼 |
| Kornitzer Capital Management Inc | 27,822 | $796.4 萬 | 0.15% | −110−0.4% | 減碼 |
| Jane Street Group, LLC | 27,439 | $785.4 萬 | 0.01% | +19,868+262.4% | 加碼 |
| California State Teachers Retirement System | 27,069 | $774.8 萬 | 0.01% | −1,229−4.3% | 減碼 |
| Natixis | 27,000 | $772.8 萬 | 0.06% | +14,943+123.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,423 | $756.3 萬 | 0.02% | +40+0.2% | 加碼 |
| Nicholas Company, Inc. | 26,305 | $753.0 萬 | 0.13% | 00.0% | 不變 |
| Scout Investments, Inc. | 24,204 | $692.8 萬 | 0.17% | −11,644−32.5% | 減碼 |
| Marks Group Wealth Management, Inc | 24,024 | $687.7 萬 | 0.78% | −214−0.9% | 減碼 |
| Motley Fool Wealth Management, LLC | 24,009 | $685.5 萬 | 0.36% | −226−0.9% | 減碼 |
| Barclays PLC | 23,841 | $682.4 萬 | 0.00% | −74,242−75.7% | 減碼 |
| Daiwa Securities Group Inc. | 23,605 | $675.7 萬 | 0.04% | −2,330−9.0% | 減碼 |
| Fisher Asset Management, LLC | 22,955 | $657.1 萬 | 0.00% | −5,507−19.3% | 減碼 |
| Bank of Nova Scotia | 22,869 | $654.6 萬 | 0.01% | −116,131−83.5% | 減碼 |
| Texas Permanent School Fund | 22,498 | $644.0 萬 | 0.06% | +403+1.8% | 加碼 |
| National Bank of Canada | 23,158 | $641.0 萬 | 0.01% | −102,045−81.5% | 減碼 |
| Russell Investments Group, Ltd. | 22,331 | $639.2 萬 | 0.01% | −4,051−15.4% | 減碼 |
| Southeast Asset Advisors Inc. | 22,204 | $635.6 萬 | 0.84% | −7,658−25.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 21,904 | $627.0 萬 | 0.00% | −886−3.9% | 減碼 |
| Man Group plc | 20,401 | $584.0 萬 | 0.02% | – | – |
| New York State Common Retirement Fund | 19,050 | $545.3 萬 | 0.01% | −2,002−9.5% | 減碼 |
| Amalgamated Bank | 18,510 | $529.8 萬 | 0.04% | +407+2.2% | 加碼 |
| Stifel Financial Corp | 18,225 | $521.7 萬 | 0.01% | +126+0.7% | 加碼 |
| Algert Global LLC | 16,419 | $470.0 萬 | 0.19% | −7,238−30.6% | 減碼 |
| Mutual of America Capital Management LLC | 16,095 | $460.7 萬 | 0.05% | −816−4.8% | 減碼 |
| Raymond James & Associates | 15,915 | $455.5 萬 | 0.00% | −2,775−14.8% | 減碼 |
| MetLife Investment Management | 15,739 | $450.5 萬 | 0.03% | −237−1.5% | 減碼 |
| Great West Life Assurance Co | 15,699 | $448.9 萬 | 0.01% | −443−2.7% | 減碼 |
| Victory Capital Management Inc | 15,586 | $446.1 萬 | 0.00% | −652−4.0% | 減碼 |
| Quadrature Capital Ltd | 15,585 | $446.1 萬 | 0.08% | −14,034−47.4% | 減碼 |
| Motley Fool Asset Management LLC | 15,177 | $434.4 萬 | 0.32% | −343−2.2% | 減碼 |
| Azzad Asset Management Inc | 15,003 | $429.4 萬 | 0.54% | −1,397−8.5% | 減碼 |
| State of Alaska, Department of Revenue | 14,887 | $426.0 萬 | 0.05% | −270−1.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 14,787 | $423.3 萬 | 0.01% | 00.0% | 不變 |
| Duality Advisers, LP | 14,161 | $405.3 萬 | 0.43% | +14,161 | 新進 |
| YHB Investment Advisors, Inc. | 14,092 | $403.4 萬 | 0.39% | −4,426−23.9% | 減碼 |
| Polen Capital Management LLC | 13,785 | $394.6 萬 | 0.01% | −276−2.0% | 減碼 |
| Henshaw Capital LLC | 13,415 | $384.0 萬 | 0.20% | +3,075+29.7% | 加碼 |
| PEAK6 Investments LLC | 13,320 | $381.3 萬 | 0.16% | +10,685+405.5% | 加碼 |
| State of Wisconsin Investment Board | 13,176 | $377.1 萬 | 0.01% | −5,635−30.0% | 減碼 |
| Neuberger Berman Group LLC | 12,754 | $365.1 萬 | 0.00% | +168+1.3% | 加碼 |
| CI Private Wealth, LLC | 12,588 | $360.3 萬 | 0.01% | −988−7.3% | 減碼 |