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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 35,405 | $1,013 萬 | 0.04% | −1,480−4.0% | 減碼 |
| Asset Management One Co.,Ltd. | 38,286 | $1,104 萬 | 0.04% | −130−0.3% | 減碼 |
| Coronation Fund Managers Ltd. | 39,333 | $1,126 萬 | 0.31% | +1,662+4.4% | 加碼 |
| Envestnet Asset Management Inc | 39,537 | $1,132 萬 | 0.00% | +4,964+14.4% | 加碼 |
| California Public Employees Retirement System | 39,891 | $1,142 萬 | 0.01% | −11,025−21.7% | 減碼 |
| Legal & General Group Plc | 41,133 | $1,177 萬 | 0.00% | +678+1.7% | 加碼 |
| Ci Investments Inc. | 43,855 | $1,255 萬 | 0.06% | −2,912−6.2% | 減碼 |
| UBS Asset Management Americas Inc | 46,904 | $1,343 萬 | 0.01% | +2,754+6.2% | 加碼 |
| DF Dent & Co Inc | 47,429 | $1,358 萬 | 0.18% | +1,366+3.0% | 加碼 |
| Credit Suisse AG | 47,606 | $1,363 萬 | 0.01% | −805−1.7% | 減碼 |
| Swiss National Bank | 50,500 | $1,446 萬 | 0.01% | −5,700−10.1% | 減碼 |
| Invesco Ltd. | 58,975 | $1,688 萬 | 0.00% | −193,093−76.6% | 減碼 |
| Chicago Capital, LLC | 59,803 | $1,712 萬 | 0.62% | −1,878−3.0% | 減碼 |
| Nordea Investment Management AB | 65,606 | $1,881 萬 | 0.02% | −1,487−2.2% | 減碼 |
| Balyasny Asset Management LLC | 67,375 | $1,929 萬 | 0.05% | −3,649−5.1% | 減碼 |
| Confluence Investment Management LLC | 71,391 | $2,043 萬 | 0.29% | −2,864−3.9% | 減碼 |
| Rhumbline Advisers | 77,432 | $2,216 萬 | 0.02% | −1,629−2.1% | 減碼 |
| Nuveen Asset Management, LLC | 86,667 | $2,481 萬 | 0.01% | −12,507−12.6% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 92,465 | $2,647 萬 | 1.44% | −16,561−15.2% | 減碼 |
| Parnassus Investments | 94,728 | $2,711 萬 | 0.06% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 100,331 | $2,872 萬 | 0.58% | −5,047−4.8% | 減碼 |
| Wells Fargo & Company | 101,731 | $2,912 萬 | 0.01% | −5,947−5.5% | 減碼 |
| SEI Investments Co | 123,450 | $3,534 萬 | 0.06% | −4,363−3.4% | 減碼 |
| American Capital Management Inc | 142,727 | $4,085 萬 | 1.40% | −19,060−11.8% | 減碼 |
| M&G Investment Management Ltd | 160,109 | $4,579 萬 | 0.28% | +11,754+7.9% | 加碼 |
| Goldman Sachs Group Inc | 163,311 | $4,675 萬 | 0.01% | −111,548−40.6% | 減碼 |
| Praesidium Investment Management Company, LLC | 177,195 | $5,072 萬 | 6.26% | −23,555−11.7% | 減碼 |
| Charles Schwab Investment Management Inc | 181,600 | $5,198 萬 | 0.01% | +5,188+2.9% | 加碼 |
| Principal Financial Group Inc | 187,963 | $5,380 萬 | 0.03% | −18,170−8.8% | 減碼 |
| Northern Trust Corp | 194,935 | $5,580 萬 | 0.01% | +3,164+1.6% | 加碼 |
| Ameriprise Financial Inc | 202,597 | $5,799 萬 | 0.02% | −51,374−20.2% | 減碼 |
| Renaissance Technologies LLC | 215,900 | $6,180 萬 | 0.10% | −48,900−18.5% | 減碼 |
| Royce & Associates LP | 223,652 | $6,402 萬 | 0.59% | +2,392+1.1% | 加碼 |
| JPMorgan Chase & Co | 272,523 | $7,801 萬 | 0.01% | −71,041−20.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 285,398 | $8,169 萬 | 0.14% | +68,574+31.6% | 加碼 |
| Dimensional Fund Advisors LP | 296,015 | $8,473 萬 | 0.02% | +163+0.1% | 加碼 |
| Norges Bank | 299,798 | $8,581 萬 | 0.01% | +82,273+37.8% | 加碼 |
| Bank of New York Mellon Corp | 386,476 | $1.11 億 | 0.02% | −3,151−0.8% | 減碼 |
| FMR LLC | 408,640 | $1.17 億 | 0.01% | −25,899−6.0% | 減碼 |
| Liontrust Investment Partners LLP | 424,939 | $1.22 億 | 1.77% | −28,191−6.2% | 減碼 |
| Geode Capital Management, LLC | 439,038 | $1.26 億 | 0.01% | +16,509+3.9% | 加碼 |
| Wellington Management Group LLP | 509,486 | $1.46 億 | 0.03% | +160,281+45.9% | 加碼 |
| Wasatch Advisors Inc | 533,935 | $1.53 億 | 0.84% | +5,240+1.0% | 加碼 |
| Price T Rowe Associates Inc | 711,632 | $2.04 億 | 0.03% | +17,944+2.6% | 加碼 |
| State Street Corp | 741,535 | $2.12 億 | 0.01% | +28,029+3.9% | 加碼 |
| Massachusetts Financial Services Co | 1,075,731 | $3.08 億 | 0.10% | +67,983+6.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,246,569 | $3.57 億 | 0.89% | −6,092−0.5% | 減碼 |
| Bank of America Corp | 1,292,308 | $3.70 億 | 0.04% | +12,754+1.0% | 加碼 |
| Bamco Inc | 1,322,451 | $3.79 億 | 1.01% | −4,157−0.3% | 減碼 |
| Morgan Stanley | 1,936,055 | $5.54 億 | 0.05% | −21,255−1.1% | 減碼 |
| BlackRock Inc. | 2,392,043 | $6.85 億 | 0.02% | +16,838+0.7% | 加碼 |
| Vanguard Group Inc | 2,576,670 | $7.38 億 | 0.02% | +23,812+0.9% | 加碼 |
| Select Equity Group, L.P. | 2,984,027 | $8.54 億 | 3.15% | −614,881−17.1% | 減碼 |
| 2Xideas AG | 0 | $0 | 0.00% | −54,634−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −10,440−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,433−100.0% | 清倉 |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −5,841−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,683−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,579−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −1,517−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,351−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Column Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |