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 |
|---|---|---|---|---|---|
| Commerce Bank | 12,569 | $359.8 萬 | 0.03% | −1,371−9.8% | 減碼 |
| State of Tennessee, Treasury Department | 12,500 | $357.8 萬 | 0.01% | +12,500 | 新進 |
| Yousif Capital Management, LLC | 12,103 | $346.4 萬 | 0.04% | −102−0.8% | 減碼 |
| Janus Henderson Group PLC | 11,879 | $340.1 萬 | 0.00% | −19−0.2% | 減碼 |
| Comerica Bank | 11,756 | $336.5 萬 | 0.02% | −215−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 11,455 | $327.9 萬 | 0.01% | +3,535+44.6% | 加碼 |
| Treasurer of the State of North Carolina | 11,402 | $326.4 萬 | 0.02% | +110+1.0% | 加碼 |
| US Bancorp | 11,392 | $326.1 萬 | 0.00% | −35−0.3% | 減碼 |
| Voya Investment Management LLC | 11,319 | $324.0 萬 | 0.00% | −247−2.1% | 減碼 |
| UBS Group AG | 11,303 | $323.5 萬 | 0.00% | +8,656+327.0% | 加碼 |
| 1832 Asset Management L.P. | 11,200 | $320.6 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 10,986 | $314.5 萬 | 0.00% | +9,885+897.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,938 | $313.1 萬 | 0.04% | +417+4.0% | 加碼 |
| Public Employees Retirement System of Ohio | 10,901 | $312.0 萬 | 0.01% | +293+2.8% | 加碼 |
| Cardinal Capital Management | 10,693 | $306.1 萬 | 0.58% | −122−1.1% | 減碼 |
| M&T Bank Corp | 10,467 | $299.6 萬 | 0.01% | −568−5.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,435 | $298.7 萬 | 0.01% | −17,897−63.2% | 減碼 |
| Ceera Investments, LLC | 9,991 | $286.0 萬 | 1.35% | −2,465−19.8% | 減碼 |
| HighTower Advisors, LLC | 9,187 | $262.3 萬 | 0.00% | +526+6.1% | 加碼 |
| Captrust Financial Advisors | 9,160 | $262.2 萬 | 0.01% | −1,638−15.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $261.8 萬 | 0.05% | +9,147 | 新進 |
| Advisors Preferred, LLC | 9,336 | $259.2 萬 | 0.43% | +9,336 | 新進 |
| Point72 Hong Kong Ltd | 8,911 | $255.1 萬 | 0.16% | +8,911 | 新進 |
| Mawer Investment Management Ltd. | 8,736 | $250.1 萬 | 0.01% | +716+8.9% | 加碼 |
| Atria Investments LLC | 8,735 | $250.0 萬 | 0.04% | −2,820−24.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,549 | $244.7 萬 | 0.22% | +8,549 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 8,512 | $243.6 萬 | 0.03% | +450+5.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 8,420 | $241.0 萬 | 0.02% | +520+6.6% | 加碼 |
| Redmond Asset Management, LLC | 8,359 | $239.3 萬 | 0.77% | −169−2.0% | 減碼 |
| Kensington Investment Counsel, LLC | 8,317 | $238.1 萬 | 1.25% | +79+1.0% | 加碼 |
| Ashford Capital Management Inc | 7,885 | $225.7 萬 | 0.30% | +270+3.5% | 加碼 |
| George Kaiser Family Foundation | 7,638 | $218.6 萬 | 0.45% | −6,716−46.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 7,620 | $218.1 萬 | 0.00% | +7,620 | 新進 |
| Bright Rock Capital Management, LLC | 7,500 | $214.7 萬 | 0.49% | −2,500−25.0% | 減碼 |
| LPL Financial LLC | 7,477 | $214.0 萬 | 0.00% | +1,714+29.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,379 | $211.2 萬 | 0.39% | +224+3.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,362 | $210.7 萬 | 0.04% | +62+0.8% | 加碼 |
| Louisiana State Employees Retirement System | 7,300 | $209.0 萬 | 0.04% | −100−1.4% | 減碼 |
| Arizona State Retirement System | 7,154 | $204.8 萬 | 0.02% | −115−1.6% | 減碼 |
| Two Sigma Investments, LP | 7,100 | $203.2 萬 | 0.00% | −70−1.0% | 減碼 |
| Empire Life Investments Inc. | 6,659 | $190.6 萬 | 0.12% | +128+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 6,507 | $186.3 萬 | 0.00% | −8−0.1% | 減碼 |
| Citigroup Inc | 6,221 | $178.1 萬 | 0.00% | +946+17.9% | 加碼 |
| State of Michigan Retirement System | 6,200 | $177.5 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 6,194 | $177.3 萬 | 0.06% | +6,194 | 新進 |
| ClariVest Asset Management LLC | 6,173 | $176.7 萬 | 0.10% | +6,173 | 新進 |
| Point72 Europe (London) LLP | 6,136 | $175.6 萬 | 0.22% | +6,136 | 新進 |
| Sepio Capital, LP | 6,120 | $175.2 萬 | 0.15% | −635−9.4% | 減碼 |
| Two Sigma Advisers, LP | 6,100 | $174.6 萬 | 0.00% | −200−3.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 5,870 | $168.0 萬 | 0.01% | +5,870 | 新進 |
| New York State Teachers Retirement System | 5,800 | $166.0 萬 | 0.00% | +200+3.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,794 | $165.8 萬 | 0.04% | +24+0.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,751 | $164.6 萬 | 0.06% | −84−1.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,747 | $164.5 萬 | 0.01% | +478+9.1% | 加碼 |
| Xponance, Inc. | 5,658 | $162.0 萬 | 0.02% | −100−1.7% | 減碼 |
| AQR Capital Management LLC | 5,627 | $161.1 萬 | 0.00% | −2,388−29.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,614 | $160.7 萬 | 0.01% | +549+10.8% | 加碼 |
| Handelsbanken Fonder AB | 5,572 | $159.5 萬 | 0.01% | +2,200+65.2% | 加碼 |
| Pathstone Holdings, LLC | 5,498 | $157.4 萬 | 0.01% | +5,498 | 新進 |
| Bessemer Group Inc | 5,455 | $156.3 萬 | 0.00% | −2,453−31.0% | 減碼 |
| MML Investors Services, LLC | 5,226 | $149.6 萬 | 0.01% | +1,524+41.2% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $148.8 萬 | 0.06% | 00.0% | 不變 |
| Blair William & Co | 5,079 | $145.4 萬 | 0.00% | −909−15.2% | 減碼 |
| 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 |
| Prudential Financial Inc | 4,732 | $135.5 萬 | 0.00% | +3,130+195.4% | 加碼 |
| Bank of Montreal | 4,661 | $134.7 萬 | 0.00% | −4−0.1% | 減碼 |
| Portside Wealth Group, LLC | 4,643 | $132.9 萬 | 0.25% | +451+10.8% | 加碼 |
| Utah Retirement Systems | 4,431 | $126.8 萬 | 0.02% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 4,427 | $126.7 萬 | 0.01% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 4,356 | $124.7 萬 | 1.05% | +77+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,325 | $123.8 萬 | 0.00% | −142−3.2% | 減碼 |
| BCGM Wealth Management, LLC | 4,308 | $123.3 萬 | 0.50% | +73+1.7% | 加碼 |
| Susquehanna International Group, LLP | 4,295 | $122.9 萬 | 0.00% | −15,913−78.7% | 減碼 |
| Norden Group LLC | 3,959 | $113.3 萬 | 0.20% | +276+7.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,909 | $111.9 萬 | 0.01% | +3,388+650.3% | 加碼 |
| Black Creek Investment Management Inc. | 3,900 | $111.6 萬 | 0.04% | −1,500−27.8% | 減碼 |
| Pacer Advisors, Inc. | 3,846 | $110.1 萬 | 0.00% | +1,629+73.5% | 加碼 |
| Quantbot Technologies LP | 3,831 | $109.7 萬 | 0.06% | +3,831 | 新進 |
| Baker Tilly Wealth Management, LLC | 3,771 | $107.9 萬 | 0.18% | +465+14.1% | 加碼 |
| Advisory Services Network, LLC | 3,443 | $98.6 萬 | 0.02% | −196−5.4% | 減碼 |
| Covey Capital Advisors, LLC | 3,439 | $98.4 萬 | 1.25% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,312 | $94.8 萬 | 0.46% | −8−0.2% | 減碼 |
| Teacher Retirement System of Texas | 3,311 | $94.8 萬 | 0.01% | −772−18.9% | 減碼 |
| Seeds Investor LLC | 3,296 | $94.3 萬 | 1.07% | +3,296 | 新進 |
| Janney Montgomery Scott LLC | 3,238 | $92.7 萬 | 0.00% | −56−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,228 | $92.4 萬 | 0.00% | −1,705−34.6% | 減碼 |
| HSBC Holdings PLC | 3,059 | $87.5 萬 | 0.00% | +2,064+207.4% | 加碼 |
| Cerity Partners LLC | 3,029 | $86.7 萬 | 0.00% | +3,029 | 新進 |
| Bradley Foster & Sargent Inc | 3,021 | $86.5 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 3,000 | $85.9 萬 | 0.17% | +3,000 | 新進 |
| 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 |
| Holocene Advisors, LP | 2,970 | $85.0 萬 | 0.00% | −11,766−79.8% | 減碼 |
| Federated Hermes, Inc. | 2,951 | $84.5 萬 | 0.00% | −591−16.7% | 減碼 |
| Gotham Asset Management, LLC | 2,911 | $83.3 萬 | 0.02% | +2,911 | 新進 |
| Pictet Asset Management Holding SA | 2,907 | $83.2 萬 | 0.00% | +155+5.6% | 加碼 |
| Franklin Resources Inc | 2,868 | $82.1 萬 | 0.00% | −6,352−68.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $79.8 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 2,759 | $79.0 萬 | 0.02% | +1,261+84.2% | 加碼 |