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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 814 | $25.2 萬 | 0.00% | −870−51.7% | 減碼 |
| HBK Sorce Advisory LLC | 851 | $26.2 萬 | 0.01% | −45−5.0% | 減碼 |
| Shell Asset Management Co | 888 | $26.3 萬 | 0.01% | −88−9.0% | 減碼 |
| Quadrature Capital Ltd | 872 | $26.9 萬 | 0.00% | −14,713−94.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 910 | $28.0 萬 | 0.03% | +487+115.1% | 加碼 |
| FirstPurpose Wealth LLC | 953 | $29.8 萬 | 0.11% | +225+30.9% | 加碼 |
| Bard Financial Services, Inc. | 1,000 | $30.8 萬 | 0.03% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 1,000 | $31.0 萬 | 0.00% | −66−6.2% | 減碼 |
| Cresset Asset Management, LLC | 1,011 | $31.2 萬 | 0.00% | +1,011 | 新進 |
| Profund Advisors LLC | 1,032 | $31.8 萬 | 0.01% | +187+22.1% | 加碼 |
| Invesco, LLC | 1,038 | $32.0 萬 | 0.14% | +29+2.9% | 加碼 |
| Shelton Capital Management | 1,100 | $33.9 萬 | 0.01% | −39−3.4% | 減碼 |
| CWM, LLC | 1,107 | $34.1 萬 | 0.00% | +783+241.7% | 加碼 |
| Wallace Advisory Group, LLC | 1,196 | $34.2 萬 | 0.26% | +82+7.4% | 加碼 |
| XTX Topco Ltd | 1,115 | $34.4 萬 | 0.05% | +1,115 | 新進 |
| Heartland Bank & Trust Co | 1,130 | $34.8 萬 | 0.20% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 1,140 | $35.2 萬 | 0.00% | +431+60.8% | 加碼 |
| Quest Partners LLC | 1,145 | $35.3 萬 | 0.06% | +1,145 | 新進 |
| Capital Investment Counsel, Inc | 1,150 | $35.5 萬 | 0.06% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 1,151 | $35.5 萬 | 0.03% | +1,151 | 新進 |
| Pearl River Capital, LLC | 1,174 | $36.2 萬 | 0.06% | +1,174 | 新進 |
| Parallel Advisors, LLC | 1,209 | $37.3 萬 | 0.01% | +118+10.8% | 加碼 |
| Ballentine Partners, LLC | 1,215 | $37.5 萬 | 0.01% | +12+1.0% | 加碼 |
| Welch & Forbes LLC | 1,225 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,233 | $38.0 萬 | 0.15% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,272 | $39.2 萬 | 0.00% | −98−7.2% | 減碼 |
| Mariner, LLC | 1,285 | $39.6 萬 | 0.00% | +71+5.8% | 加碼 |
| Fiduciary Trust Co | 1,292 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Maven Securities LTD | 1,300 | $40.1 萬 | 0.02% | +1,300 | 新進 |
| The PNC Financial Services Group, Inc. | 1,311 | $40.4 萬 | 0.00% | +89+7.3% | 加碼 |
| Virtu Financial LLC | 1,316 | $40.6 萬 | 0.03% | +1,316 | 新進 |
| Edgestream Partners, L.P. | 1,383 | $42.6 萬 | 0.02% | +1,383 | 新進 |
| Entropy Technologies, LP | 1,386 | $42.7 萬 | 0.05% | +1,386 | 新進 |
| Bank of Stockton | 1,389 | $42.8 萬 | 0.13% | −439−24.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,417 | $43.7 萬 | 0.01% | +662+87.7% | 加碼 |
| Raymond James Trust N.A. | 1,445 | $44.6 萬 | 0.01% | −3−0.2% | 減碼 |
| Baird Financial Group, Inc. | 1,448 | $44.7 萬 | 0.00% | −242−14.3% | 減碼 |
| Benjamin Edwards Inc | 1,467 | $45.2 萬 | 0.09% | +415+39.4% | 加碼 |
| Connable Office Inc | 1,470 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 1,476 | $45.5 萬 | 0.00% | −88−5.6% | 減碼 |
| Engineers Gate Manager LP | 1,546 | $47.7 萬 | 0.01% | −562−26.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,559 | $48.1 萬 | 0.00% | +47+3.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,600 | $49.3 萬 | 0.01% | −2,309−59.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,622 | $50.0 萬 | 0.01% | +253+18.5% | 加碼 |
| Deutsche Bank AG | 1,662 | $51.3 萬 | 0.00% | −742−30.9% | 減碼 |
| Park Avenue Securities LLC | 1,665 | $51.3 萬 | 0.01% | −106−6.0% | 減碼 |
| Verition Fund Management LLC | 1,771 | $54.6 萬 | 0.01% | +695+64.6% | 加碼 |
| Gibbs Wealth Management | 1,786 | $55.1 萬 | 0.32% | +1,786 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $55.5 萬 | 0.24% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,914 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 1,836 | $56.6 萬 | 0.04% | +1,836 | 新進 |
| Diversify Advisory Services, LLC | 1,878 | $57.5 萬 | 0.03% | +1,878 | 新進 |
| Equitable Trust Co | 1,871 | $57.7 萬 | 0.04% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,924 | $59.3 萬 | 0.01% | +112+6.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,944 | $59.9 萬 | 0.00% | −3,926−66.9% | 減碼 |
| Point72 Hong Kong Ltd | 1,952 | $60.2 萬 | 0.03% | −6,959−78.1% | 減碼 |
| Graham Capital Management, L.P. | 2,028 | $62.5 萬 | 0.02% | +2,028 | 新進 |
| Exchange Traded Concepts, LLC | 2,037 | $62.8 萬 | 0.02% | +2,037 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,057 | $63.4 萬 | 0.05% | −189−8.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,059 | $63.5 萬 | 0.01% | +35+1.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,102 | $64.8 萬 | 0.00% | −5,518−72.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 2,122 | $65.4 萬 | 0.03% | +2,122 | 新進 |
| Precision Wealth Strategies, LLC | 2,123 | $65.5 萬 | 0.62% | +554+35.3% | 加碼 |
| Gateway Investment Advisers LLC | 2,128 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| Twin Tree Management, LP | 2,150 | $66.3 萬 | 0.02% | −357−14.2% | 減碼 |
| Captrust Financial Advisors | 2,174 | $67.0 萬 | 0.00% | −6,986−76.3% | 減碼 |
| SYSTM Wealth Solutions LLC | 2,180 | $67.2 萬 | 0.08% | +2,163+12,723.5% | 加碼 |
| Securian Asset Management, Inc | 2,204 | $68.0 萬 | 0.02% | 00.0% | 不變 |
| Planning Alternatives Ltd | 2,205 | $68.0 萬 | 0.11% | 00.0% | 不變 |
| Inceptionr LLC | 2,247 | $69.3 萬 | 0.18% | +1,144+103.7% | 加碼 |
| Franklin Resources Inc | 2,277 | $70.2 萬 | 0.00% | −591−20.6% | 減碼 |
| PDT Partners, LLC | 2,311 | $71.3 萬 | 0.07% | 00.0% | 不變 |
| Ethic Inc. | 2,325 | $71.7 萬 | 0.02% | +1,187+104.3% | 加碼 |
| Cetera Investment Advisers | 2,366 | $73.0 萬 | 0.00% | +1,522+180.3% | 加碼 |
| Seeds Investor LLC | 2,416 | $74.5 萬 | 0.69% | −880−26.7% | 減碼 |
| American Century Companies Inc | 2,437 | $75.1 萬 | 0.00% | +689+39.4% | 加碼 |
| Simon Quick Advisors, LLC | 2,534 | $78.1 萬 | 0.06% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,600 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 2,747 | $84.7 萬 | 0.02% | −12−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 2,764 | $85.2 萬 | 0.01% | +211+8.3% | 加碼 |
| Federated Hermes, Inc. | 2,784 | $85.9 萬 | 0.00% | −167−5.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $85.9 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 2,800 | $86.3 萬 | 0.03% | +2,400+600.0% | 加碼 |
| Creative Planning | 2,831 | $87.3 萬 | 0.00% | +138+5.1% | 加碼 |
| Trexquant Investment LP | 2,883 | $88.9 萬 | 0.02% | +2,883 | 新進 |
| Legacy Advisors, LLC | 2,976 | $91.8 萬 | 0.12% | +224+8.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $93.2 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 3,058 | $94.3 萬 | 0.00% | −180−5.6% | 減碼 |
| Covey Capital Advisors, LLC | 3,127 | $96.4 萬 | 1.16% | −312−9.1% | 減碼 |
| Central Pacific Bank - Trust Division | 3,196 | $97.9 萬 | 0.12% | +3,196 | 新進 |
| HSBC Holdings PLC | 3,236 | $99.7 萬 | 0.00% | +177+5.8% | 加碼 |
| Advisory Services Network, LLC | 3,248 | $100.2 萬 | 0.02% | −195−5.7% | 減碼 |
| Pictet Asset Management Holding SA | 3,255 | $100.4 萬 | 0.00% | +348+12.0% | 加碼 |
| Accretive Wealth Partners, LLC | 3,415 | $100.4 萬 | 0.44% | +103+3.1% | 加碼 |
| Scientech Research LLC | 3,283 | $101.2 萬 | 0.54% | +3,283 | 新進 |
| Teacher Retirement System of Texas | 3,575 | $110.2 萬 | 0.01% | +264+8.0% | 加碼 |
| LPL Financial LLC | 3,601 | $111.1 萬 | 0.00% | −3,876−51.8% | 減碼 |
| Davy Global Fund Management Ltd | 3,677 | $113.4 萬 | 0.13% | +683+22.8% | 加碼 |
| Truist Financial Corp | 3,804 | $117.3 萬 | 0.00% | +1,798+89.6% | 加碼 |
| Black Creek Investment Management Inc. | 3,900 | $120.3 萬 | 0.04% | 00.0% | 不變 |