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。
2024 年第 1 季 13F 持有人
Morningstar, Inc. 在 2024/3/31 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
- 385
- 較 2023 年第 4 季 +34 家
- 持有股數
- 2,571 萬
- 較 2023 年第 4 季 +65.2 萬 (+2.6%)
- 總市值
- $79.2 億
- 較 2023 年第 4 季 +$7.52 億 (+10.5%)
- 新進機構
- 56
- 另有 138 家加碼
- 清倉機構
- 22
- 另有 113 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 2,594,894 | $8.00 億 | 2.89% | −389,133−13.0% | 減碼 |
| Vanguard Group Inc | 2,580,713 | $7.96 億 | 0.02% | +4,043+0.2% | 加碼 |
| BlackRock Inc. | 2,447,222 | $7.55 億 | 0.02% | +55,179+2.3% | 加碼 |
| Morgan Stanley | 1,936,979 | $5.97 億 | 0.05% | +9240.0% | 加碼 |
| Bank of America Corp | 1,699,151 | $5.24 億 | 0.05% | +406,843+31.5% | 加碼 |
| Bamco Inc | 1,308,671 | $4.04 億 | 1.08% | −13,780−1.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,226,820 | $3.78 億 | 0.88% | −19,749−1.6% | 減碼 |
| Massachusetts Financial Services Co | 1,094,680 | $3.38 億 | 0.10% | +18,949+1.8% | 加碼 |
| Wellington Management Group LLP | 790,041 | $2.44 億 | 0.04% | +280,555+55.1% | 加碼 |
| State Street Corp | 771,444 | $2.38 億 | 0.01% | +29,909+4.0% | 加碼 |
| Price T Rowe Associates Inc | 684,743 | $2.11 億 | 0.03% | −26,889−3.8% | 減碼 |
| Wasatch Advisors Inc | 562,099 | $1.73 億 | 0.91% | +28,164+5.3% | 加碼 |
| Geode Capital Management, LLC | 459,385 | $1.42 億 | 0.01% | +20,347+4.6% | 加碼 |
| FMR LLC | 447,489 | $1.38 億 | 0.01% | +38,849+9.5% | 加碼 |
| Liontrust Investment Partners LLP | 411,161 | $1.27 億 | 1.77% | −13,778−3.2% | 減碼 |
| Bank of New York Mellon Corp | 359,151 | $1.11 億 | 0.02% | −27,325−7.1% | 減碼 |
| Norges Bank | 305,207 | $9,412 萬 | 0.01% | +5,409+1.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 291,490 | $8,989 萬 | 0.14% | +6,092+2.1% | 加碼 |
| Dimensional Fund Advisors LP | 267,353 | $8,244 萬 | 0.02% | −28,662−9.7% | 減碼 |
| JPMorgan Chase & Co | 263,212 | $8,117 萬 | 0.01% | −9,311−3.4% | 減碼 |
| Royce & Associates LP | 224,994 | $6,938 萬 | 0.62% | +1,342+0.6% | 加碼 |
| Goldman Sachs Group Inc | 213,753 | $6,592 萬 | 0.01% | +50,442+30.9% | 加碼 |
| Principal Financial Group Inc | 187,631 | $5,786 萬 | 0.03% | −332−0.2% | 減碼 |
| Renaissance Technologies LLC | 186,500 | $5,751 萬 | 0.09% | −29,400−13.6% | 減碼 |
| Charles Schwab Investment Management Inc | 184,172 | $5,679 萬 | 0.01% | +2,572+1.4% | 加碼 |
| Northern Trust Corp | 171,468 | $5,288 萬 | 0.01% | −23,467−12.0% | 減碼 |
| M&G Plc | 169,783 | $5,229 萬 | 0.31% | +169,783 | 新進 |
| American Capital Management Inc | 143,256 | $4,418 萬 | 1.42% | +529+0.4% | 加碼 |
| Praesidium Investment Management Company, LLC | 140,192 | $4,323 萬 | 6.38% | −37,003−20.9% | 減碼 |
| SEI Investments Co | 126,932 | $3,914 萬 | 0.06% | +3,482+2.8% | 加碼 |
| Millennium Management LLC | 126,064 | $3,887 萬 | 0.03% | +124,661+8,885.3% | 加碼 |
| Copeland Capital Management, LLC | 104,693 | $3,228 萬 | 0.59% | +4,362+4.3% | 加碼 |
| Wells Fargo & Company | 102,054 | $3,147 萬 | 0.01% | +323+0.3% | 加碼 |
| Parnassus Investments | 94,728 | $2,921 萬 | 0.06% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 87,876 | $2,710 萬 | 0.01% | +1,209+1.4% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 85,435 | $2,635 萬 | 1.43% | −7,030−7.6% | 減碼 |
| Envestnet Asset Management Inc | 80,807 | $2,492 萬 | 0.01% | +41,270+104.4% | 加碼 |
| Rhumbline Advisers | 74,880 | $2,309 萬 | 0.02% | −2,552−3.3% | 減碼 |
| Confluence Investment Management LLC | 68,054 | $2,099 萬 | 0.28% | −3,337−4.7% | 減碼 |
| Nordea Investment Management AB | 65,167 | $2,008 萬 | 0.02% | −439−0.7% | 減碼 |
| Chicago Capital, LLC | 59,168 | $1,825 萬 | 0.56% | −635−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 50,984 | $1,572 萬 | 0.01% | +4,080+8.7% | 加碼 |
| Swiss National Bank | 50,600 | $1,560 萬 | 0.01% | +100+0.2% | 加碼 |
| Credit Suisse AG | 47,934 | $1,478 萬 | 0.01% | +328+0.7% | 加碼 |
| DF Dent & Co Inc | 47,169 | $1,455 萬 | 0.18% | −260−0.5% | 減碼 |
| California Public Employees Retirement System | 46,416 | $1,431 萬 | 0.01% | +6,525+16.4% | 加碼 |
| Ci Investments Inc. | 44,502 | $1,372 萬 | 0.05% | +647+1.5% | 加碼 |
| Scout Investments, Inc. | 42,549 | $1,303 萬 | 0.32% | +18,345+75.8% | 加碼 |
| TownSquare Capital, LLC | 41,583 | $1,282 萬 | 0.19% | +10,091+32.0% | 加碼 |
| Bank of Nova Scotia | 41,567 | $1,282 萬 | 0.03% | +18,698+81.8% | 加碼 |
| Legal & General Group Plc | 41,533 | $1,281 萬 | 0.00% | +400+1.0% | 加碼 |
| Invesco Ltd. | 41,032 | $1,265 萬 | 0.00% | −17,943−30.4% | 減碼 |
| Asset Management One Co.,Ltd. | 36,435 | $1,124 萬 | 0.04% | −1,851−4.8% | 減碼 |
| Coronation Fund Managers Ltd. | 35,811 | $1,104 萬 | 0.30% | −3,522−9.0% | 減碼 |
| Barclays PLC | 34,993 | $1,079 萬 | 0.00% | +11,152+46.8% | 加碼 |
| American International Group, Inc. | 34,693 | $1,070 萬 | 0.04% | −712−2.0% | 減碼 |
| Balyasny Asset Management LLC | 34,465 | $1,063 萬 | 0.03% | −32,910−48.8% | 減碼 |
| Alliancebernstein L.P. | 34,244 | $1,056 萬 | 0.00% | +637+1.9% | 加碼 |
| Retirement Systems of Alabama | 32,709 | $1,009 萬 | 0.04% | +86+0.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 32,918 | $1,007 萬 | 1.37% | +1,012+3.2% | 加碼 |
| Ameriprise Financial Inc | 30,847 | $951.2 萬 | 0.00% | −171,750−84.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 29,413 | $907.0 萬 | 0.03% | +29,413 | 新進 |
| Congress Asset Management Co | 29,387 | $906.2 萬 | 0.06% | +29,387 | 新進 |
| First Trust Advisors LP | 29,157 | $899.1 萬 | 0.01% | +18,171+165.4% | 加碼 |
| Natixis | 29,000 | $894.3 萬 | 0.05% | +2,000+7.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 28,935 | $892.3 萬 | 0.17% | −697−2.4% | 減碼 |
| National Bank of Canada | 28,229 | $842.3 萬 | 0.01% | +5,071+21.9% | 加碼 |
| Kornitzer Capital Management Inc | 26,781 | $825.8 萬 | 0.15% | −1,041−3.7% | 減碼 |
| Nicholas Company, Inc. | 26,310 | $811.3 萬 | 0.13% | +50.0% | 加碼 |
| California State Teachers Retirement System | 25,660 | $791.3 萬 | 0.01% | −1,409−5.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 25,203 | $777.2 萬 | 0.09% | +25,203 | 新進 |
| Marks Group Wealth Management, Inc | 24,349 | $750.9 萬 | 0.78% | +325+1.4% | 加碼 |
| Motley Fool Wealth Management, LLC | 23,786 | $733.5 萬 | 0.38% | −223−0.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 23,477 | $724.0 萬 | 0.01% | +1,573+7.2% | 加碼 |
| Texas Permanent School Fund | 22,796 | $703.0 萬 | 0.06% | +298+1.3% | 加碼 |
| Russell Investments Group, Ltd. | 22,413 | $691.1 萬 | 0.01% | +82+0.4% | 加碼 |
| Southeast Asset Advisors Inc. | 20,548 | $633.6 萬 | 0.76% | −1,656−7.5% | 減碼 |
| Fisher Asset Management, LLC | 19,993 | $616.5 萬 | 0.00% | −2,962−12.9% | 減碼 |
| UBS Group AG | 19,446 | $599.7 萬 | 0.00% | +8,143+72.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $585.9 萬 | 0.09% | +19,000 | 新進 |
| Stifel Financial Corp | 18,582 | $573.0 萬 | 0.01% | +357+2.0% | 加碼 |
| Daiwa Securities Group Inc. | 17,945 | $553.4 萬 | 0.03% | −5,660−24.0% | 減碼 |
| Great West Life Assurance Co | 17,696 | $545.2 萬 | 0.01% | +1,997+12.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,641 | $540.9 萬 | 0.01% | +218+0.8% | 加碼 |
| New York State Common Retirement Fund | 17,493 | $539.4 萬 | 0.01% | −1,557−8.2% | 減碼 |
| Man Group plc | 17,430 | $537.5 萬 | 0.01% | −2,971−14.6% | 減碼 |
| Algert Global LLC | 17,391 | $536.3 萬 | 0.21% | +972+5.9% | 加碼 |
| Raymond James & Associates | 16,155 | $498.2 萬 | 0.00% | +240+1.5% | 加碼 |
| HighTower Advisors, LLC | 15,954 | $493.3 萬 | 0.01% | +6,767+73.7% | 加碼 |
| Mutual of America Capital Management LLC | 15,518 | $478.5 萬 | 0.05% | −577−3.6% | 減碼 |
| Neuberger Berman Group LLC | 15,488 | $477.6 萬 | 0.00% | +2,734+21.4% | 加碼 |
| MetLife Investment Management | 15,365 | $473.8 萬 | 0.03% | −374−2.4% | 減碼 |
| Canada Pension Plan Investment Board | 14,958 | $461.3 萬 | 0.00% | −20,042−57.3% | 減碼 |
| State of Alaska, Department of Revenue | 14,887 | $459.0 萬 | 0.05% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 14,787 | $456.0 萬 | 0.01% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 14,785 | $455.9 萬 | 0.29% | −392−2.6% | 減碼 |
| Amalgamated Bank | 14,468 | $446.1 萬 | 0.04% | −4,042−21.8% | 減碼 |
| Victory Capital Management Inc | 14,216 | $438.4 萬 | 0.00% | −1,370−8.8% | 減碼 |
| YHB Investment Advisors, Inc. | 14,037 | $432.9 萬 | 0.38% | −55−0.4% | 減碼 |
| ING Groep NV | 14,000 | $431.7 萬 | 0.03% | +14,000 | 新進 |