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 2 季 13F 持有人
Morningstar, Inc. 在 2024/6/30 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
- 393
- 較 2024 年第 1 季 +11 家
- 持有股數
- 2,579 萬
- 較 2024 年第 1 季 +13.3 萬 (+0.5%)
- 總市值
- $76.3 億
- 較 2024 年第 1 季 −$2.76 億 (−3.5%)
- 新進機構
- 45
- 另有 140 家加碼
- 清倉機構
- 34
- 另有 142 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,738,173 | $8.10 億 | 0.02% | +157,460+6.1% | 加碼 |
| BlackRock Inc. | 2,536,665 | $7.50 億 | 0.02% | +89,443+3.7% | 加碼 |
| Select Equity Group, L.P. | 2,434,338 | $7.20 億 | 2.86% | −160,556−6.2% | 減碼 |
| Morgan Stanley | 2,020,233 | $5.98 億 | 0.05% | +83,254+4.3% | 加碼 |
| Bank of America Corp | 1,526,590 | $4.52 億 | 0.04% | −172,561−10.2% | 減碼 |
| Bamco Inc | 1,306,937 | $3.87 億 | 1.11% | −1,734−0.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,129,104 | $3.34 億 | 0.82% | −97,716−8.0% | 減碼 |
| Massachusetts Financial Services Co | 1,099,502 | $3.25 億 | 0.10% | +4,822+0.4% | 加碼 |
| Wellington Management Group LLP | 945,354 | $2.80 億 | 0.05% | +155,313+19.7% | 加碼 |
| State Street Corp | 775,595 | $2.29 億 | 0.01% | +4,151+0.5% | 加碼 |
| Price T Rowe Associates Inc | 684,740 | $2.03 億 | 0.02% | −30.0% | 減碼 |
| Wasatch Advisors Inc | 610,925 | $1.81 億 | 0.97% | +48,826+8.7% | 加碼 |
| Geode Capital Management, LLC | 486,974 | $1.45 億 | 0.01% | +27,589+6.0% | 加碼 |
| Liontrust Investment Partners LLP | 402,775 | $1.19 億 | 1.69% | −8,386−2.0% | 減碼 |
| FMR LLC | 361,257 | $1.07 億 | 0.01% | −86,232−19.3% | 減碼 |
| Bank of New York Mellon Corp | 327,902 | $9,701 萬 | 0.02% | −31,249−8.7% | 減碼 |
| Norges Bank | 324,445 | $9,599 萬 | 0.01% | +19,238+6.3% | 加碼 |
| Millennium Management LLC | 320,186 | $9,473 萬 | 0.08% | +194,122+154.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 282,534 | $8,359 萬 | 0.14% | −8,956−3.1% | 減碼 |
| Dimensional Fund Advisors LP | 272,075 | $8,049 萬 | 0.02% | +4,722+1.8% | 加碼 |
| JPMorgan Chase & Co | 244,017 | $7,219 萬 | 0.01% | −19,195−7.3% | 減碼 |
| Amundi | 192,015 | $5,788 萬 | 0.02% | +192,000+1,280,000.0% | 加碼 |
| Northern Trust Corp | 194,286 | $5,748 萬 | 0.01% | +22,818+13.3% | 加碼 |
| Royce & Associates LP | 193,561 | $5,727 萬 | 0.54% | −31,433−14.0% | 減碼 |
| Charles Schwab Investment Management Inc | 186,720 | $5,524 萬 | 0.01% | +2,548+1.4% | 加碼 |
| Renaissance Technologies LLC | 176,870 | $5,233 萬 | 0.09% | −9,630−5.2% | 減碼 |
| M&G Plc | 173,105 | $5,124 萬 | 0.30% | +3,322+2.0% | 加碼 |
| Goldman Sachs Group Inc | 170,596 | $5,047 萬 | 0.01% | −43,157−20.2% | 減碼 |
| American Capital Management Inc | 144,823 | $4,285 萬 | 1.43% | +1,567+1.1% | 加碼 |
| SEI Investments Co | 128,016 | $3,787 萬 | 0.05% | +1,084+0.9% | 加碼 |
| Principal Financial Group Inc | 109,940 | $3,253 萬 | 0.02% | −77,691−41.4% | 減碼 |
| Copeland Capital Management, LLC | 104,968 | $3,105 萬 | 0.58% | +275+0.3% | 加碼 |
| Praesidium Investment Management Company, LLC | 98,766 | $2,922 萬 | 5.56% | −41,426−29.5% | 減碼 |
| Wells Fargo & Company | 89,828 | $2,658 萬 | 0.01% | −12,226−12.0% | 減碼 |
| Citadel Advisors LLC | 85,910 | $2,542 萬 | 0.03% | +85,802+79,446.3% | 加碼 |
| UBS Asset Management Americas Inc | 82,474 | $2,440 萬 | 0.01% | +31,490+61.8% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 79,646 | $2,356 萬 | 1.38% | −5,789−6.8% | 減碼 |
| Rhumbline Advisers | 75,749 | $2,241 萬 | 0.02% | +869+1.2% | 加碼 |
| Envestnet Asset Management Inc | 72,997 | $2,160 萬 | 0.01% | −7,810−9.7% | 減碼 |
| Nuveen Asset Management, LLC | 71,924 | $2,128 萬 | 0.01% | −15,952−18.2% | 減碼 |
| Parnassus Investments | 71,034 | $2,102 萬 | 0.05% | −23,694−25.0% | 減碼 |
| Confluence Investment Management LLC | 64,975 | $1,922 萬 | 0.28% | −3,079−4.5% | 減碼 |
| Chicago Capital, LLC | 58,442 | $1,729 萬 | 0.51% | −726−1.2% | 減碼 |
| Nordea Investment Management AB | 58,474 | $1,729 萬 | 0.02% | −6,693−10.3% | 減碼 |
| DF Dent & Co Inc | 54,783 | $1,621 萬 | 0.21% | +7,614+16.1% | 加碼 |
| Swiss National Bank | 54,700 | $1,618 萬 | 0.01% | +4,100+8.1% | 加碼 |
| California Public Employees Retirement System | 49,368 | $1,461 萬 | 0.01% | +2,952+6.4% | 加碼 |
| Ci Investments Inc. | 45,609 | $1,349 萬 | 0.05% | +1,107+2.5% | 加碼 |
| Invesco Ltd. | 44,970 | $1,330 萬 | 0.00% | +3,938+9.6% | 加碼 |
| Legal & General Group Plc | 43,612 | $1,290 萬 | 0.00% | +2,079+5.0% | 加碼 |
| Scout Investments, Inc. | 42,893 | $1,269 萬 | 0.34% | +344+0.8% | 加碼 |
| Bank of Montreal | 42,189 | $1,263 萬 | 0.01% | +28,894+217.3% | 加碼 |
| TownSquare Capital, LLC | 42,416 | $1,255 萬 | 0.17% | +833+2.0% | 加碼 |
| NewEdge Wealth, LLC | 38,203 | $1,130 萬 | 0.24% | +38,203 | 新進 |
| Congress Asset Management Co | 35,616 | $1,054 萬 | 0.08% | +6,229+21.2% | 加碼 |
| Asset Management One Co.,Ltd. | 35,660 | $1,052 萬 | 0.04% | −775−2.1% | 減碼 |
| Alliancebernstein L.P. | 35,476 | $1,050 萬 | 0.00% | +1,232+3.6% | 加碼 |
| Barlow Wealth Partners, Inc. | 33,503 | $1,022 萬 | 1.41% | +585+1.8% | 加碼 |
| First Trust Advisors LP | 33,788 | $999.6 萬 | 0.01% | +4,631+15.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 33,341 | $986.4 萬 | 0.17% | +4,406+15.2% | 加碼 |
| Corebridge Financial, Inc. | 33,313 | $985.6 萬 | 0.05% | +33,313 | 新進 |
| Retirement Systems of Alabama | 32,182 | $952.1 萬 | 0.04% | −527−1.6% | 減碼 |
| Assenagon Asset Management S.A. | 31,658 | $936.6 萬 | 0.02% | +31,658 | 新進 |
| Ameriprise Financial Inc | 29,711 | $879.0 萬 | 0.00% | −1,136−3.7% | 減碼 |
| Natixis | 29,000 | $858.0 萬 | 0.05% | 00.0% | 不變 |
| California State Teachers Retirement System | 27,040 | $800.0 萬 | 0.01% | +1,380+5.4% | 加碼 |
| Nicholas Company, Inc. | 26,310 | $778.4 萬 | 0.13% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 26,284 | $777.6 萬 | 0.15% | −497−1.9% | 減碼 |
| Bank of Nova Scotia | 24,935 | $737.7 萬 | 0.01% | −16,632−40.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,883 | $736.2 萬 | 0.01% | −1,758−6.6% | 減碼 |
| Motley Fool Wealth Management, LLC | 24,808 | $734.5 萬 | 0.37% | +1,022+4.3% | 加碼 |
| Marks Group Wealth Management, Inc | 24,667 | $729.8 萬 | 0.77% | +318+1.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 23,118 | $683.9 萬 | 0.01% | −359−1.5% | 減碼 |
| Balyasny Asset Management LLC | 23,024 | $681.2 萬 | 0.02% | −11,441−33.2% | 減碼 |
| Russell Investments Group, Ltd. | 22,088 | $653.5 萬 | 0.01% | −325−1.5% | 減碼 |
| Great West Life Assurance Co | 20,495 | $606.8 萬 | 0.01% | +2,799+15.8% | 加碼 |
| Southeast Asset Advisors Inc. | 20,384 | $603.1 萬 | 0.73% | −164−0.8% | 減碼 |
| Algert Global LLC | 20,289 | $600.3 萬 | 0.20% | +2,898+16.7% | 加碼 |
| Fisher Asset Management, LLC | 20,008 | $591.9 萬 | 0.00% | +15+0.1% | 加碼 |
| Man Group plc | 19,083 | $564.6 萬 | 0.01% | +1,653+9.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $562.1 萬 | 0.07% | 00.0% | 不變 |
| Stifel Financial Corp | 18,770 | $555.3 萬 | 0.01% | +188+1.0% | 加碼 |
| New York State Common Retirement Fund | 17,851 | $528.1 萬 | 0.01% | +358+2.0% | 加碼 |
| Ensign Peak Advisors, Inc | 17,675 | $522.9 萬 | 0.01% | +4,300+32.1% | 加碼 |
| Daiwa Securities Group Inc. | 16,465 | $487.1 萬 | 0.03% | −1,480−8.2% | 減碼 |
| HighTower Advisors, LLC | 16,142 | $477.9 萬 | 0.01% | +188+1.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 15,233 | $450.7 萬 | 0.00% | +3,477+29.6% | 加碼 |
| Neuberger Berman Group LLC | 15,212 | $450.0 萬 | 0.00% | −276−1.8% | 減碼 |
| MetLife Investment Management | 14,980 | $443.2 萬 | 0.03% | −385−2.5% | 減碼 |
| Canada Pension Plan Investment Board | 14,958 | $442.5 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 14,931 | $441.7 萬 | 0.05% | −587−3.8% | 減碼 |
| State of Alaska, Department of Revenue | 14,887 | $440.3 萬 | 0.05% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 14,197 | $422.7 萬 | 0.28% | −588−4.0% | 減碼 |
| National Bank of Canada | 14,108 | $420.0 萬 | 0.01% | −14,121−50.0% | 減碼 |
| Qube Research & Technologies Ltd | 14,168 | $419.2 萬 | 0.01% | +3,353+31.0% | 加碼 |
| Victory Capital Management Inc | 14,054 | $415.8 萬 | 0.00% | −162−1.1% | 減碼 |
| 1832 Asset Management L.P. | 13,900 | $411.2 萬 | 0.01% | +2,700+24.1% | 加碼 |
| Barclays PLC | 13,812 | $408.6 萬 | 0.00% | −21,181−60.5% | 減碼 |
| YHB Investment Advisors, Inc. | 13,598 | $402.3 萬 | 0.35% | −439−3.1% | 減碼 |
| Amalgamated Bank | 13,543 | $400.7 萬 | 0.03% | −925−6.4% | 減碼 |