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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 13,579 | $418.7 萬 | 0.01% | −13,860−50.5% | 減碼 |
| Henshaw Capital LLC | 13,434 | $414.3 萬 | 0.19% | +19+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 13,375 | $412.4 萬 | 0.01% | +1,920+16.8% | 加碼 |
| Bank of Montreal | 13,295 | $410.0 萬 | 0.00% | +8,634+185.2% | 加碼 |
| SG Americas Securities, LLC | 13,202 | $407.1 萬 | 0.02% | +11,024+506.2% | 加碼 |
| Azzad Asset Management Inc | 12,645 | $389.9 萬 | 0.45% | −2,358−15.7% | 減碼 |
| State of Tennessee, Treasury Department | 12,500 | $385.5 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 12,498 | $385.4 萬 | 0.01% | −90−0.7% | 減碼 |
| Citigroup Inc | 12,385 | $381.9 萬 | 0.00% | +6,164+99.1% | 加碼 |
| Commerce Bank | 12,345 | $380.7 萬 | 0.03% | −224−1.8% | 減碼 |
| Prudential Financial Inc | 12,216 | $376.7 萬 | 0.01% | +7,484+158.2% | 加碼 |
| State of Wisconsin Investment Board | 11,930 | $367.9 萬 | 0.01% | −1,246−9.5% | 減碼 |
| Janus Henderson Group PLC | 11,880 | $366.3 萬 | 0.00% | +10.0% | 加碼 |
| Yousif Capital Management, LLC | 11,871 | $366.1 萬 | 0.04% | −232−1.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 11,756 | $362.5 萬 | 0.00% | +10,294+704.1% | 加碼 |
| Cardinal Capital Management | 11,740 | $362.0 萬 | 0.59% | +1,047+9.8% | 加碼 |
| Treasurer of the State of North Carolina | 11,482 | $354.1 萬 | 0.02% | +80+0.7% | 加碼 |
| Duality Advisers, LP | 11,401 | $351.6 萬 | 0.35% | −2,760−19.5% | 減碼 |
| Comerica Bank | 11,378 | $350.9 萬 | 0.02% | −378−3.2% | 減碼 |
| US Bancorp | 11,266 | $347.4 萬 | 0.00% | −126−1.1% | 減碼 |
| 1832 Asset Management L.P. | 11,200 | $345.4 萬 | 0.01% | 00.0% | 不變 |
| AQR Capital Management LLC | 10,995 | $338.6 萬 | 0.01% | +5,368+95.4% | 加碼 |
| Voya Investment Management LLC | 10,869 | $335.2 萬 | 0.00% | −450−4.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,840 | $334.3 萬 | 0.01% | +405+3.9% | 加碼 |
| Qube Research & Technologies Ltd | 10,815 | $333.5 萬 | 0.01% | +10,815 | 新進 |
| Cerity Partners LLC | 10,664 | $328.9 萬 | 0.01% | +7,635+252.1% | 加碼 |
| M&T Bank Corp | 10,436 | $321.8 萬 | 0.01% | −31−0.3% | 減碼 |
| Kensington Investment Counsel, LLC | 10,322 | $318.3 萬 | 1.45% | +2,005+24.1% | 加碼 |
| Public Employees Retirement System of Ohio | 9,973 | $307.5 萬 | 0.01% | −928−8.5% | 減碼 |
| Ceera Investments, LLC | 9,846 | $303.6 萬 | 1.33% | −145−1.5% | 減碼 |
| Polen Capital Management LLC | 9,331 | $287.7 萬 | 0.01% | −4,454−32.3% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $282.1 萬 | 0.07% | 00.0% | 不變 |
| Jump Financial, LLC | 8,610 | $265.5 萬 | 0.07% | +2,416+39.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $265.3 萬 | 0.03% | +92+1.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 8,420 | $259.7 萬 | 0.02% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 8,335 | $257.0 萬 | 0.82% | −24−0.3% | 減碼 |
| Pathstone Holdings, LLC | 8,295 | $255.8 萬 | 0.01% | +2,797+50.9% | 加碼 |
| Atria Investments LLC | 8,268 | $255.0 萬 | 0.04% | −467−5.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,189 | $252.5 萬 | 0.04% | −2,749−25.1% | 減碼 |
| Congress Wealth Management LLC | 7,915 | $244.1 萬 | 0.04% | +7,915 | 新進 |
| George Kaiser Family Foundation | 7,638 | $235.5 萬 | 0.45% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 7,500 | $231.3 萬 | 0.48% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 7,500 | $231.3 萬 | 0.04% | +200+2.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,391 | $227.9 萬 | 0.37% | +12+0.2% | 加碼 |
| Thrivent Financial for Lutherans | 7,194 | $221.9 萬 | 0.00% | +687+10.6% | 加碼 |
| Arizona State Retirement System | 7,041 | $217.1 萬 | 0.02% | −113−1.6% | 減碼 |
| Quantbot Technologies LP | 6,914 | $213.2 萬 | 0.12% | +3,083+80.5% | 加碼 |
| Two Sigma Investments, LP | 6,800 | $209.7 萬 | 0.01% | −300−4.2% | 減碼 |
| Norden Group LLC | 6,752 | $208.2 萬 | 0.42% | +2,793+70.5% | 加碼 |
| Empire Life Investments Inc. | 6,659 | $205.3 萬 | 0.13% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 6,417 | $197.9 萬 | 0.04% | −945−12.8% | 減碼 |
| State of Michigan Retirement System | 6,400 | $197.4 萬 | 0.01% | +200+3.2% | 加碼 |
| CIBC World Markets Corp | 6,386 | $196.9 萬 | 0.01% | +6,386 | 新進 |
| Gotham Asset Management, LLC | 6,272 | $193.4 萬 | 0.03% | +3,361+115.5% | 加碼 |
| Ashford Capital Management Inc | 6,171 | $190.3 萬 | 0.26% | −1,714−21.7% | 減碼 |
| ClariVest Asset Management LLC | 6,120 | $188.7 萬 | 0.20% | −53−0.9% | 減碼 |
| Sepio Capital, LP | 6,114 | $188.5 萬 | 0.16% | −6−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 6,114 | $188.5 萬 | 0.00% | +3,120+104.2% | 加碼 |
| New York State Teachers Retirement System | 6,000 | $185.0 萬 | 0.00% | +200+3.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,810 | $179.2 萬 | 0.05% | +16+0.3% | 加碼 |
| MML Investors Services, LLC | 5,770 | $177.9 萬 | 0.01% | +544+10.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,762 | $177.7 萬 | 0.01% | +15+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,751 | $177.3 萬 | 0.06% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 5,599 | $172.7 萬 | 0.32% | +956+20.6% | 加碼 |
| Handelsbanken Fonder AB | 5,572 | $171.8 萬 | 0.01% | 00.0% | 不變 |
| Xponance, Inc. | 5,464 | $168.5 萬 | 0.02% | −194−3.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,271 | $162.5 萬 | 0.01% | −343−6.1% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $160.4 萬 | 0.06% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,179 | $158.6 萬 | 0.00% | +854+19.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,022 | $154.9 萬 | 0.02% | −8−0.2% | 減碼 |
| Bessemer Group Inc | 4,927 | $151.9 萬 | 0.00% | −528−9.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,792 | $147.8 萬 | 0.02% | +2,730+132.4% | 加碼 |
| STRS Ohio | 4,634 | $142.8 萬 | 0.01% | +4,634 | 新進 |
| Blair William & Co | 4,616 | $142.3 萬 | 0.00% | −463−9.1% | 減碼 |
| BCGM Wealth Management, LLC | 4,500 | $138.8 萬 | 0.50% | +192+4.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,483 | $138.2 萬 | 0.41% | +1,942+76.4% | 加碼 |
| Utah Retirement Systems | 4,431 | $136.6 萬 | 0.02% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 4,403 | $135.8 萬 | 0.01% | −24−0.5% | 減碼 |
| Martin Capital Advisors, LLP | 4,356 | $134.3 萬 | 1.05% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 4,120 | $127.0 萬 | 0.11% | −4,429−51.8% | 減碼 |
| Two Sigma Advisers, LP | 4,000 | $123.3 萬 | 0.00% | −2,100−34.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,961 | $122.1 萬 | 0.22% | +190+5.0% | 加碼 |
| Magnetar Financial LLC | 3,956 | $122.0 萬 | 0.03% | −1,074−21.4% | 減碼 |
| Pacer Advisors, Inc. | 3,914 | $120.7 萬 | 0.00% | +68+1.8% | 加碼 |
| Toroso Investments, LLC | 3,913 | $120.7 萬 | 0.02% | +3,913 | 新進 |
| Black Creek Investment Management Inc. | 3,900 | $120.3 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 3,804 | $117.3 萬 | 0.00% | +1,798+89.6% | 加碼 |
| Davy Global Fund Management Ltd | 3,677 | $113.4 萬 | 0.13% | +683+22.8% | 加碼 |
| LPL Financial LLC | 3,601 | $111.1 萬 | 0.00% | −3,876−51.8% | 減碼 |
| Teacher Retirement System of Texas | 3,575 | $110.2 萬 | 0.01% | +264+8.0% | 加碼 |
| Scientech Research LLC | 3,283 | $101.2 萬 | 0.54% | +3,283 | 新進 |
| Accretive Wealth Partners, LLC | 3,415 | $100.4 萬 | 0.44% | +103+3.1% | 加碼 |
| Pictet Asset Management Holding SA | 3,255 | $100.4 萬 | 0.00% | +348+12.0% | 加碼 |
| Advisory Services Network, LLC | 3,248 | $100.2 萬 | 0.02% | −195−5.7% | 減碼 |
| HSBC Holdings PLC | 3,236 | $99.7 萬 | 0.00% | +177+5.8% | 加碼 |
| Central Pacific Bank - Trust Division | 3,196 | $97.9 萬 | 0.12% | +3,196 | 新進 |
| Covey Capital Advisors, LLC | 3,127 | $96.4 萬 | 1.16% | −312−9.1% | 減碼 |
| Janney Montgomery Scott LLC | 3,058 | $94.3 萬 | 0.00% | −180−5.6% | 減碼 |
| Bradley Foster & Sargent Inc | 3,021 | $93.2 萬 | 0.02% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,976 | $91.8 萬 | 0.12% | +224+8.1% | 加碼 |