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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,751 | $164.6 萬 | 0.06% | −84−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,794 | $165.8 萬 | 0.04% | +24+0.4% | 加碼 |
| New York State Teachers Retirement System | 5,800 | $166.0 萬 | 0.00% | +200+3.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,870 | $168.0 萬 | 0.01% | +5,870 | 新進 |
| Two Sigma Advisers, LP | 6,100 | $174.6 萬 | 0.00% | −200−3.2% | 減碼 |
| Sepio Capital, LP | 6,120 | $175.2 萬 | 0.15% | −635−9.4% | 減碼 |
| Point72 Europe (London) LLP | 6,136 | $175.6 萬 | 0.22% | +6,136 | 新進 |
| ClariVest Asset Management LLC | 6,173 | $176.7 萬 | 0.10% | +6,173 | 新進 |
| Jump Financial, LLC | 6,194 | $177.3 萬 | 0.06% | +6,194 | 新進 |
| State of Michigan Retirement System | 6,200 | $177.5 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 6,221 | $178.1 萬 | 0.00% | +946+17.9% | 加碼 |
| Thrivent Financial for Lutherans | 6,507 | $186.3 萬 | 0.00% | −8−0.1% | 減碼 |
| Empire Life Investments Inc. | 6,659 | $190.6 萬 | 0.12% | +128+2.0% | 加碼 |
| Two Sigma Investments, LP | 7,100 | $203.2 萬 | 0.00% | −70−1.0% | 減碼 |
| Arizona State Retirement System | 7,154 | $204.8 萬 | 0.02% | −115−1.6% | 減碼 |
| Louisiana State Employees Retirement System | 7,300 | $209.0 萬 | 0.04% | −100−1.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 7,362 | $210.7 萬 | 0.04% | +62+0.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,379 | $211.2 萬 | 0.39% | +224+3.1% | 加碼 |
| LPL Financial LLC | 7,477 | $214.0 萬 | 0.00% | +1,714+29.7% | 加碼 |
| Bright Rock Capital Management, LLC | 7,500 | $214.7 萬 | 0.49% | −2,500−25.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 7,620 | $218.1 萬 | 0.00% | +7,620 | 新進 |
| George Kaiser Family Foundation | 7,638 | $218.6 萬 | 0.45% | −6,716−46.8% | 減碼 |
| Ashford Capital Management Inc | 7,885 | $225.7 萬 | 0.30% | +270+3.5% | 加碼 |
| Kensington Investment Counsel, LLC | 8,317 | $238.1 萬 | 1.25% | +79+1.0% | 加碼 |
| Redmond Asset Management, LLC | 8,359 | $239.3 萬 | 0.77% | −169−2.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 8,420 | $241.0 萬 | 0.02% | +520+6.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,512 | $243.6 萬 | 0.03% | +450+5.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 8,549 | $244.7 萬 | 0.22% | +8,549 | 新進 |
| Atria Investments LLC | 8,735 | $250.0 萬 | 0.04% | −2,820−24.4% | 減碼 |
| Mawer Investment Management Ltd. | 8,736 | $250.1 萬 | 0.01% | +716+8.9% | 加碼 |
| Point72 Hong Kong Ltd | 8,911 | $255.1 萬 | 0.16% | +8,911 | 新進 |
| Advisors Preferred, LLC | 9,336 | $259.2 萬 | 0.43% | +9,336 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $261.8 萬 | 0.05% | +9,147 | 新進 |
| Captrust Financial Advisors | 9,160 | $262.2 萬 | 0.01% | −1,638−15.2% | 減碼 |
| HighTower Advisors, LLC | 9,187 | $262.3 萬 | 0.00% | +526+6.1% | 加碼 |
| Ceera Investments, LLC | 9,991 | $286.0 萬 | 1.35% | −2,465−19.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,435 | $298.7 萬 | 0.01% | −17,897−63.2% | 減碼 |
| M&T Bank Corp | 10,467 | $299.6 萬 | 0.01% | −568−5.1% | 減碼 |
| Cardinal Capital Management | 10,693 | $306.1 萬 | 0.58% | −122−1.1% | 減碼 |
| Public Employees Retirement System of Ohio | 10,901 | $312.0 萬 | 0.01% | +293+2.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,938 | $313.1 萬 | 0.04% | +417+4.0% | 加碼 |
| First Trust Advisors LP | 10,986 | $314.5 萬 | 0.00% | +9,885+897.8% | 加碼 |
| 1832 Asset Management L.P. | 11,200 | $320.6 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 11,303 | $323.5 萬 | 0.00% | +8,656+327.0% | 加碼 |
| Voya Investment Management LLC | 11,319 | $324.0 萬 | 0.00% | −247−2.1% | 減碼 |
| US Bancorp | 11,392 | $326.1 萬 | 0.00% | −35−0.3% | 減碼 |
| Treasurer of the State of North Carolina | 11,402 | $326.4 萬 | 0.02% | +110+1.0% | 加碼 |
| Ensign Peak Advisors, Inc | 11,455 | $327.9 萬 | 0.01% | +3,535+44.6% | 加碼 |
| Comerica Bank | 11,756 | $336.5 萬 | 0.02% | −215−1.8% | 減碼 |
| Janus Henderson Group PLC | 11,879 | $340.1 萬 | 0.00% | −19−0.2% | 減碼 |
| Yousif Capital Management, LLC | 12,103 | $346.4 萬 | 0.04% | −102−0.8% | 減碼 |
| State of Tennessee, Treasury Department | 12,500 | $357.8 萬 | 0.01% | +12,500 | 新進 |
| Commerce Bank | 12,569 | $359.8 萬 | 0.03% | −1,371−9.8% | 減碼 |
| CI Private Wealth, LLC | 12,588 | $360.3 萬 | 0.01% | −988−7.3% | 減碼 |
| Neuberger Berman Group LLC | 12,754 | $365.1 萬 | 0.00% | +168+1.3% | 加碼 |
| State of Wisconsin Investment Board | 13,176 | $377.1 萬 | 0.01% | −5,635−30.0% | 減碼 |
| PEAK6 Investments LLC | 13,320 | $381.3 萬 | 0.16% | +10,685+405.5% | 加碼 |
| Henshaw Capital LLC | 13,415 | $384.0 萬 | 0.20% | +3,075+29.7% | 加碼 |
| Polen Capital Management LLC | 13,785 | $394.6 萬 | 0.01% | −276−2.0% | 減碼 |
| YHB Investment Advisors, Inc. | 14,092 | $403.4 萬 | 0.39% | −4,426−23.9% | 減碼 |
| Duality Advisers, LP | 14,161 | $405.3 萬 | 0.43% | +14,161 | 新進 |
| State of New Jersey Common Pension Fund D | 14,787 | $423.3 萬 | 0.01% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 14,887 | $426.0 萬 | 0.05% | −270−1.8% | 減碼 |
| Azzad Asset Management Inc | 15,003 | $429.4 萬 | 0.54% | −1,397−8.5% | 減碼 |
| Motley Fool Asset Management LLC | 15,177 | $434.4 萬 | 0.32% | −343−2.2% | 減碼 |
| Quadrature Capital Ltd | 15,585 | $446.1 萬 | 0.08% | −14,034−47.4% | 減碼 |
| Victory Capital Management Inc | 15,586 | $446.1 萬 | 0.00% | −652−4.0% | 減碼 |
| Great West Life Assurance Co | 15,699 | $448.9 萬 | 0.01% | −443−2.7% | 減碼 |
| MetLife Investment Management | 15,739 | $450.5 萬 | 0.03% | −237−1.5% | 減碼 |
| Raymond James & Associates | 15,915 | $455.5 萬 | 0.00% | −2,775−14.8% | 減碼 |
| Mutual of America Capital Management LLC | 16,095 | $460.7 萬 | 0.05% | −816−4.8% | 減碼 |
| Algert Global LLC | 16,419 | $470.0 萬 | 0.19% | −7,238−30.6% | 減碼 |
| Stifel Financial Corp | 18,225 | $521.7 萬 | 0.01% | +126+0.7% | 加碼 |
| Amalgamated Bank | 18,510 | $529.8 萬 | 0.04% | +407+2.2% | 加碼 |
| New York State Common Retirement Fund | 19,050 | $545.3 萬 | 0.01% | −2,002−9.5% | 減碼 |
| Man Group plc | 20,401 | $584.0 萬 | 0.02% | – | – |
| Manufacturers Life Insurance Company, The | 21,904 | $627.0 萬 | 0.00% | −886−3.9% | 減碼 |
| Southeast Asset Advisors Inc. | 22,204 | $635.6 萬 | 0.84% | −7,658−25.6% | 減碼 |
| Russell Investments Group, Ltd. | 22,331 | $639.2 萬 | 0.01% | −4,051−15.4% | 減碼 |
| National Bank of Canada | 23,158 | $641.0 萬 | 0.01% | −102,045−81.5% | 減碼 |
| Texas Permanent School Fund | 22,498 | $644.0 萬 | 0.06% | +403+1.8% | 加碼 |
| Bank of Nova Scotia | 22,869 | $654.6 萬 | 0.01% | −116,131−83.5% | 減碼 |
| Fisher Asset Management, LLC | 22,955 | $657.1 萬 | 0.00% | −5,507−19.3% | 減碼 |
| Daiwa Securities Group Inc. | 23,605 | $675.7 萬 | 0.04% | −2,330−9.0% | 減碼 |
| Barclays PLC | 23,841 | $682.4 萬 | 0.00% | −74,242−75.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 24,009 | $685.5 萬 | 0.36% | −226−0.9% | 減碼 |
| Marks Group Wealth Management, Inc | 24,024 | $687.7 萬 | 0.78% | −214−0.9% | 減碼 |
| Scout Investments, Inc. | 24,204 | $692.8 萬 | 0.17% | −11,644−32.5% | 減碼 |
| Nicholas Company, Inc. | 26,305 | $753.0 萬 | 0.13% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 26,423 | $756.3 萬 | 0.02% | +40+0.2% | 加碼 |
| Natixis | 27,000 | $772.8 萬 | 0.06% | +14,943+123.9% | 加碼 |
| California State Teachers Retirement System | 27,069 | $774.8 萬 | 0.01% | −1,229−4.3% | 減碼 |
| Jane Street Group, LLC | 27,439 | $785.4 萬 | 0.01% | +19,868+262.4% | 加碼 |
| Kornitzer Capital Management Inc | 27,822 | $796.4 萬 | 0.15% | −110−0.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 29,632 | $848.2 萬 | 0.16% | +5,147+21.0% | 加碼 |
| TownSquare Capital, LLC | 31,492 | $901.4 萬 | 0.15% | +984+3.2% | 加碼 |
| Barlow Wealth Partners, Inc. | 31,906 | $913.3 萬 | 1.30% | +31,906 | 新進 |
| Retirement Systems of Alabama | 32,623 | $933.8 萬 | 0.04% | +135+0.4% | 加碼 |
| Alliancebernstein L.P. | 33,607 | $962.0 萬 | 0.00% | +240+0.7% | 加碼 |
| Canada Pension Plan Investment Board | 35,000 | $1,002 萬 | 0.01% | −6,000−14.6% | 減碼 |