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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1,066 | $30.5 萬 | 0.00% | +89+9.1% | 加碼 |
| Verition Fund Management LLC | 1,076 | $30.8 萬 | 0.00% | +1,076 | 新進 |
| Parallel Advisors, LLC | 1,091 | $31.2 萬 | 0.01% | +34+3.2% | 加碼 |
| Inceptionr LLC | 1,103 | $31.6 萬 | 0.23% | +1,103 | 新進 |
| Heartland Bank & Trust Co | 1,130 | $32.3 萬 | 0.22% | 00.0% | 不變 |
| Ethic Inc. | 1,138 | $32.6 萬 | 0.01% | +140+14.0% | 加碼 |
| Shelton Capital Management | 1,139 | $32.6 萬 | 0.01% | +1,139 | 新進 |
| Capital Investment Counsel, Inc | 1,150 | $32.9 萬 | 0.06% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,203 | $34.4 萬 | 0.01% | +1,203 | 新進 |
| Mariner, LLC | 1,214 | $34.8 萬 | 0.00% | +36+3.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,222 | $35.0 萬 | 0.00% | +257+26.6% | 加碼 |
| Welch & Forbes LLC | 1,225 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,225 | $35.1 萬 | 0.05% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,233 | $35.3 萬 | 0.18% | 00.0% | 不變 |
| Fiduciary Trust Co | 1,292 | $37.0 萬 | 0.01% | −25−1.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,369 | $39.2 萬 | 0.01% | +338+32.8% | 加碼 |
| ProShare Advisors LLC | 1,370 | $39.2 萬 | 0.00% | −35−2.5% | 減碼 |
| Millennium Management LLC | 1,403 | $40.2 萬 | 0.00% | +1,403 | 新進 |
| Raymond James Trust N.A. | 1,448 | $41.4 萬 | 0.01% | −47−3.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,462 | $41.8 萬 | 0.00% | +1,462 | 新進 |
| Connable Office Inc | 1,470 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 1,512 | $43.3 萬 | 0.00% | −288−16.0% | 減碼 |
| Commonwealth Equity Services, LLC | 1,564 | $44.8 萬 | 0.00% | −153−8.9% | 減碼 |
| Precision Wealth Strategies, LLC | 1,569 | $44.9 萬 | 0.44% | +31+2.0% | 加碼 |
| Royal Bank of Canada | 1,684 | $48.2 萬 | 0.00% | +172+11.4% | 加碼 |
| Baird Financial Group, Inc. | 1,690 | $48.4 萬 | 0.00% | −307−15.4% | 減碼 |
| American Century Companies Inc | 1,748 | $50.0 萬 | 0.00% | +166+10.5% | 加碼 |
| Park Avenue Securities LLC | 1,771 | $50.7 萬 | 0.01% | +578+48.4% | 加碼 |
| Bank of Stockton | 1,828 | $50.9 萬 | 0.17% | −1,008−35.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $51.5 萬 | 0.23% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,812 | $51.9 萬 | 0.02% | −877−32.6% | 減碼 |
| Equitable Trust Co | 1,871 | $53.6 萬 | 0.04% | −34−1.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,914 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 2,006 | $57.4 萬 | 0.00% | +941+88.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,024 | $57.9 萬 | 0.01% | −65−3.1% | 減碼 |
| GTS Securities LLC | 2,035 | $58.2 萬 | 0.01% | +928+83.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,062 | $59.0 萬 | 0.01% | +327+18.8% | 加碼 |
| Engineers Gate Manager LP | 2,108 | $60.3 萬 | 0.02% | +2,108 | 新進 |
| Gateway Investment Advisers LLC | 2,128 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,178 | $62.3 萬 | 0.01% | +1,424+188.9% | 加碼 |
| Securian Asset Management, Inc | 2,204 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| Planning Alternatives Ltd | 2,205 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,246 | $64.3 萬 | 0.05% | −7−0.3% | 減碼 |
| PDT Partners, LLC | 2,311 | $66.2 萬 | 0.07% | 00.0% | 不變 |
| Deutsche Bank AG | 2,404 | $68.8 萬 | 0.00% | +1,261+110.3% | 加碼 |
| Twin Tree Management, LP | 2,507 | $71.8 萬 | 0.01% | +2,507 | 新進 |
| Simon Quick Advisors, LLC | 2,534 | $72.5 萬 | 0.06% | −780−23.5% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,541 | $72.7 萬 | 0.24% | +51+2.0% | 加碼 |
| Avantax Advisory Services, Inc. | 2,553 | $73.1 萬 | 0.01% | −273−9.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 2,600 | $74.4 萬 | 0.01% | +100+4.0% | 加碼 |
| Nebula Research & Development LLC | 2,608 | $74.7 萬 | 0.23% | +2,608 | 新進 |
| Creative Planning | 2,693 | $77.1 萬 | 0.00% | +262+10.8% | 加碼 |
| Legacy Advisors, LLC | 2,752 | $78.8 萬 | 0.10% | −435−13.6% | 減碼 |
| JustInvest LLC | 2,759 | $79.0 萬 | 0.02% | +1,261+84.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $79.8 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 2,868 | $82.1 萬 | 0.00% | −6,352−68.9% | 減碼 |
| Pictet Asset Management Holding SA | 2,907 | $83.2 萬 | 0.00% | +155+5.6% | 加碼 |
| Gotham Asset Management, LLC | 2,911 | $83.3 萬 | 0.02% | +2,911 | 新進 |
| Federated Hermes, Inc. | 2,951 | $84.5 萬 | 0.00% | −591−16.7% | 減碼 |
| Holocene Advisors, LP | 2,970 | $85.0 萬 | 0.00% | −11,766−79.8% | 減碼 |
| Davy Global Fund Management Ltd | 2,994 | $85.7 萬 | 0.10% | −536−15.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,994 | $85.7 萬 | 0.00% | +662+28.4% | 加碼 |
| Versor Investments LP | 3,000 | $85.9 萬 | 0.17% | +3,000 | 新進 |
| Bradley Foster & Sargent Inc | 3,021 | $86.5 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 3,029 | $86.7 萬 | 0.00% | +3,029 | 新進 |
| HSBC Holdings PLC | 3,059 | $87.5 萬 | 0.00% | +2,064+207.4% | 加碼 |
| Advisor Group Holdings, Inc. | 3,228 | $92.4 萬 | 0.00% | −1,705−34.6% | 減碼 |
| Janney Montgomery Scott LLC | 3,238 | $92.7 萬 | 0.00% | −56−1.7% | 減碼 |
| Seeds Investor LLC | 3,296 | $94.3 萬 | 1.07% | +3,296 | 新進 |
| Teacher Retirement System of Texas | 3,311 | $94.8 萬 | 0.01% | −772−18.9% | 減碼 |
| Accretive Wealth Partners, LLC | 3,312 | $94.8 萬 | 0.46% | −8−0.2% | 減碼 |
| Covey Capital Advisors, LLC | 3,439 | $98.4 萬 | 1.25% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,443 | $98.6 萬 | 0.02% | −196−5.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,771 | $107.9 萬 | 0.18% | +465+14.1% | 加碼 |
| Quantbot Technologies LP | 3,831 | $109.7 萬 | 0.06% | +3,831 | 新進 |
| Pacer Advisors, Inc. | 3,846 | $110.1 萬 | 0.00% | +1,629+73.5% | 加碼 |
| Black Creek Investment Management Inc. | 3,900 | $111.6 萬 | 0.04% | −1,500−27.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,909 | $111.9 萬 | 0.01% | +3,388+650.3% | 加碼 |
| Norden Group LLC | 3,959 | $113.3 萬 | 0.20% | +276+7.5% | 加碼 |
| Susquehanna International Group, LLP | 4,295 | $122.9 萬 | 0.00% | −15,913−78.7% | 減碼 |
| BCGM Wealth Management, LLC | 4,308 | $123.3 萬 | 0.50% | +73+1.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,325 | $123.8 萬 | 0.00% | −142−3.2% | 減碼 |
| Martin Capital Advisors, LLP | 4,356 | $124.7 萬 | 1.05% | +77+1.8% | 加碼 |
| Johnson Investment Counsel Inc | 4,427 | $126.7 萬 | 0.01% | 00.0% | 不變 |
| Utah Retirement Systems | 4,431 | $126.8 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 4,643 | $132.9 萬 | 0.25% | +451+10.8% | 加碼 |
| Bank of Montreal | 4,661 | $134.7 萬 | 0.00% | −4−0.1% | 減碼 |
| Prudential Financial Inc | 4,732 | $135.5 萬 | 0.00% | +3,130+195.4% | 加碼 |
| Magnetar Financial LLC | 5,030 | $144.0 萬 | 0.04% | −1,113−18.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,030 | $144.0 萬 | 0.02% | +13+0.3% | 加碼 |
| Blair William & Co | 5,079 | $145.4 萬 | 0.00% | −909−15.2% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $148.8 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,226 | $149.6 萬 | 0.01% | +1,524+41.2% | 加碼 |
| Bessemer Group Inc | 5,455 | $156.3 萬 | 0.00% | −2,453−31.0% | 減碼 |
| Pathstone Holdings, LLC | 5,498 | $157.4 萬 | 0.01% | +5,498 | 新進 |
| Handelsbanken Fonder AB | 5,572 | $159.5 萬 | 0.01% | +2,200+65.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,614 | $160.7 萬 | 0.01% | +549+10.8% | 加碼 |
| AQR Capital Management LLC | 5,627 | $161.1 萬 | 0.00% | −2,388−29.8% | 減碼 |
| Xponance, Inc. | 5,658 | $162.0 萬 | 0.02% | −100−1.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,747 | $164.5 萬 | 0.01% | +478+9.1% | 加碼 |