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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 2,752 | $78.8 萬 | 0.10% | −435−13.6% | 減碼 |
| Creative Planning | 2,693 | $77.1 萬 | 0.00% | +262+10.8% | 加碼 |
| Nebula Research & Development LLC | 2,608 | $74.7 萬 | 0.23% | +2,608 | 新進 |
| Williams Jones Wealth Management, LLC. | 2,600 | $74.4 萬 | 0.01% | +100+4.0% | 加碼 |
| Avantax Advisory Services, Inc. | 2,553 | $73.1 萬 | 0.01% | −273−9.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,541 | $72.7 萬 | 0.24% | +51+2.0% | 加碼 |
| Simon Quick Advisors, LLC | 2,534 | $72.5 萬 | 0.06% | −780−23.5% | 減碼 |
| Twin Tree Management, LP | 2,507 | $71.8 萬 | 0.01% | +2,507 | 新進 |
| Deutsche Bank AG | 2,404 | $68.8 萬 | 0.00% | +1,261+110.3% | 加碼 |
| PDT Partners, LLC | 2,311 | $66.2 萬 | 0.07% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,246 | $64.3 萬 | 0.05% | −7−0.3% | 減碼 |
| Planning Alternatives Ltd | 2,205 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| Securian Asset Management, Inc | 2,204 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,178 | $62.3 萬 | 0.01% | +1,424+188.9% | 加碼 |
| Gateway Investment Advisers LLC | 2,128 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 2,108 | $60.3 萬 | 0.02% | +2,108 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,062 | $59.0 萬 | 0.01% | +327+18.8% | 加碼 |
| GTS Securities LLC | 2,035 | $58.2 萬 | 0.01% | +928+83.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,024 | $57.9 萬 | 0.01% | −65−3.1% | 減碼 |
| Truist Financial Corp | 2,006 | $57.4 萬 | 0.00% | +941+88.4% | 加碼 |
| Maryland State Retirement & Pension System | 1,914 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Equitable Trust Co | 1,871 | $53.6 萬 | 0.04% | −34−1.8% | 減碼 |
| Quantinno Capital Management LP | 1,812 | $51.9 萬 | 0.02% | −877−32.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $51.5 萬 | 0.23% | 00.0% | 不變 |
| Bank of Stockton | 1,828 | $50.9 萬 | 0.17% | −1,008−35.5% | 減碼 |
| Park Avenue Securities LLC | 1,771 | $50.7 萬 | 0.01% | +578+48.4% | 加碼 |
| American Century Companies Inc | 1,748 | $50.0 萬 | 0.00% | +166+10.5% | 加碼 |
| Baird Financial Group, Inc. | 1,690 | $48.4 萬 | 0.00% | −307−15.4% | 減碼 |
| Royal Bank of Canada | 1,684 | $48.2 萬 | 0.00% | +172+11.4% | 加碼 |
| Precision Wealth Strategies, LLC | 1,569 | $44.9 萬 | 0.44% | +31+2.0% | 加碼 |
| Commonwealth Equity Services, LLC | 1,564 | $44.8 萬 | 0.00% | −153−8.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,512 | $43.3 萬 | 0.00% | −288−16.0% | 減碼 |
| Connable Office Inc | 1,470 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 1,462 | $41.8 萬 | 0.00% | +1,462 | 新進 |
| Raymond James Trust N.A. | 1,448 | $41.4 萬 | 0.01% | −47−3.1% | 減碼 |
| Millennium Management LLC | 1,403 | $40.2 萬 | 0.00% | +1,403 | 新進 |
| ProShare Advisors LLC | 1,370 | $39.2 萬 | 0.00% | −35−2.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,369 | $39.2 萬 | 0.01% | +338+32.8% | 加碼 |
| Fiduciary Trust Co | 1,292 | $37.0 萬 | 0.01% | −25−1.9% | 減碼 |
| Cadent Capital Advisors, LLC | 1,233 | $35.3 萬 | 0.18% | 00.0% | 不變 |
| 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 |
| The PNC Financial Services Group, Inc. | 1,222 | $35.0 萬 | 0.00% | +257+26.6% | 加碼 |
| Mariner, LLC | 1,214 | $34.8 萬 | 0.00% | +36+3.1% | 加碼 |
| Ballentine Partners, LLC | 1,203 | $34.4 萬 | 0.01% | +1,203 | 新進 |
| Capital Investment Counsel, Inc | 1,150 | $32.9 萬 | 0.06% | 00.0% | 不變 |
| Shelton Capital Management | 1,139 | $32.6 萬 | 0.01% | +1,139 | 新進 |
| Ethic Inc. | 1,138 | $32.6 萬 | 0.01% | +140+14.0% | 加碼 |
| Heartland Bank & Trust Co | 1,130 | $32.3 萬 | 0.22% | 00.0% | 不變 |
| Inceptionr LLC | 1,103 | $31.6 萬 | 0.23% | +1,103 | 新進 |
| Parallel Advisors, LLC | 1,091 | $31.2 萬 | 0.01% | +34+3.2% | 加碼 |
| Verition Fund Management LLC | 1,076 | $30.8 萬 | 0.00% | +1,076 | 新進 |
| Mercer Global Advisors Inc | 1,066 | $30.5 萬 | 0.00% | +89+9.1% | 加碼 |
| Benjamin Edwards Inc | 1,052 | $30.1 萬 | 0.07% | +115+12.3% | 加碼 |
| Invesco, LLC | 1,009 | $28.9 萬 | 0.13% | −188−15.7% | 減碼 |
| Bard Financial Services, Inc. | 1,000 | $28.6 萬 | 0.03% | 00.0% | 不變 |
| Shell Asset Management Co | 976 | $27.9 萬 | 0.01% | −294−23.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 953 | $27.3 萬 | 0.03% | +953 | 新進 |
| Wolverine Trading, LLC | 912 | $26.1 萬 | 0.00% | +912 | 新進 |
| Wallace Advisory Group, LLC | 1,114 | $26.1 萬 | 0.20% | −89−7.4% | 減碼 |
| HBK Sorce Advisory LLC | 896 | $25.6 萬 | 0.01% | +40+4.7% | 加碼 |
| Profund Advisors LLC | 845 | $24.2 萬 | 0.01% | +845 | 新進 |
| Cetera Investment Advisers | 844 | $24.2 萬 | 0.00% | −46−5.2% | 減碼 |
| HM Payson & Co | 800 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 800 | $22.9 萬 | 0.00% | +800 | 新進 |
| Spears Abacus Advisors LLC | 796 | $22.8 萬 | 0.02% | +796 | 新進 |
| Claret Asset Management Corp | 767 | $22.0 萬 | 0.04% | +767 | 新進 |
| DFPG Investments, LLC | 797 | $21.8 萬 | 0.02% | −113−12.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 755 | $21.6 萬 | 0.01% | +755 | 新進 |
| Teza Capital Management LLC | 751 | $21.5 萬 | 0.04% | −802−51.6% | 減碼 |
| CIBC Asset Management Inc | 748 | $21.4 萬 | 0.00% | +748 | 新進 |
| FirstPurpose Wealth LLC | 728 | $20.8 萬 | 0.08% | +728 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 709 | $20.3 萬 | 0.00% | +709 | 新進 |
| Activest Wealth Management | 681 | $19.5 萬 | 0.11% | +1+0.1% | 加碼 |
| North Star Investment Management Corp. | 602 | $17.2 萬 | 0.01% | −10−1.6% | 減碼 |
| Quadrant Capital Group LLC | 599 | $17.1 萬 | 0.01% | +165+38.0% | 加碼 |
| Dundas Partners LLP | 598 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 583 | $16.6 萬 | 0.00% | +583 | 新進 |
| Harbor Capital Advisors, Inc. | 548 | $15.7 萬 | 0.03% | −111−16.8% | 減碼 |
| KBC Group NV | 476 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 423 | $12.2 萬 | 0.02% | +245+137.6% | 加碼 |
| Signaturefd, LLC | 418 | $12.0 萬 | 0.00% | +26+6.6% | 加碼 |
| Aquatic Capital Management LLC | 400 | $11.4 萬 | 0.00% | +400 | 新進 |
| Boit C F David | 400 | $10.9 萬 | 0.06% | +400 | 新進 |
| Cullen/Frost Bankers, Inc. | 375 | $10.7 萬 | 0.00% | −200−34.8% | 減碼 |
| Umb Bank N A | 340 | $9.73 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 325 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 324 | $9.30 萬 | 0.00% | +40+14.1% | 加碼 |
| Fifth Third Bancorp | 232 | $6.64 萬 | 0.00% | +38+19.6% | 加碼 |
| CVA Family Office, LLC | 228 | $6.53 萬 | 0.01% | +228 | 新進 |
| Harbor Investment Advisory, LLC | 222 | $6.35 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 201 | $5.75 萬 | 0.02% | −2−1.0% | 減碼 |
| First Horizon Advisors, Inc. | 178 | $5.11 萬 | 0.00% | +6+3.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 166 | $4.75 萬 | 0.00% | +57+52.3% | 加碼 |
| O'Dell Group, LLC | 166 | $4.75 萬 | 0.01% | +166 | 新進 |
| Whittier Trust Co | 151 | $4.32 萬 | 0.00% | −90−37.3% | 減碼 |
| Quent Capital, LLC | 141 | $4.04 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 130 | $3.72 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 130 | $3.72 萬 | 0.00% | +5+4.0% | 加碼 |
| Brown Brothers Harriman & Co | 125 | $3.58 萬 | 0.00% | 00.0% | 不變 |