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 |
|---|---|---|---|---|---|
| MAI Capital Management | 705 | $20.9 萬 | 0.00% | +705 | 新進 |
| Glenmede Trust Co NA | 731 | $21.6 萬 | 0.00% | −9−1.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 754 | $22.3 萬 | 0.01% | +51+7.3% | 加碼 |
| Profund Advisors LLC | 757 | $22.4 萬 | 0.01% | −275−26.6% | 減碼 |
| Keybank National Association | 759 | $22.5 萬 | 0.00% | +759 | 新進 |
| Stonegate Investment Group, LLC | 764 | $22.6 萬 | 0.01% | +764 | 新進 |
| Vestmark Advisory Solutions, Inc. | 771 | $22.8 萬 | 0.01% | +771 | 新進 |
| Fifth Third Wealth Advisors LLC | 775 | $22.9 萬 | 0.02% | +775 | 新進 |
| QRG Capital Management, Inc. | 775 | $22.9 萬 | 0.00% | +775 | 新進 |
| Spears Abacus Advisors LLC | 790 | $23.4 萬 | 0.00% | −6−0.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 817 | $24.2 萬 | 0.03% | +817 | 新進 |
| Susquehanna International Group, LLP | 826 | $24.4 萬 | 0.00% | +826 | 新進 |
| Vident Advisory, LLC | 834 | $24.7 萬 | 0.01% | +834 | 新進 |
| HBK Sorce Advisory LLC | 854 | $25.3 萬 | 0.01% | +3+0.4% | 加碼 |
| Seven Eight Capital, LP | 854 | $25.3 萬 | 0.03% | +854 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 860 | $25.4 萬 | 0.00% | −280−24.6% | 減碼 |
| Panagora Asset Management Inc | 868 | $25.7 萬 | 0.00% | +68+8.5% | 加碼 |
| Benjamin Edwards Inc | 895 | $26.5 萬 | 0.05% | −572−39.0% | 減碼 |
| Oppenheimer & Co Inc | 906 | $26.8 萬 | 0.00% | +906 | 新進 |
| FORA Capital, LLC | 922 | $27.3 萬 | 0.03% | +922 | 新進 |
| Bank of Stockton | 924 | $27.3 萬 | 0.09% | −465−33.5% | 減碼 |
| Mercer Global Advisors Inc | 956 | $28.3 萬 | 0.00% | −44−4.4% | 減碼 |
| Bard Financial Services, Inc. | 1,000 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 1,008 | $29.8 萬 | 0.23% | +1,008 | 新進 |
| Invesco, LLC | 1,025 | $30.3 萬 | 0.13% | −13−1.3% | 減碼 |
| Shelton Capital Management | 1,038 | $30.7 萬 | 0.01% | −62−5.6% | 減碼 |
| Mechanics Bank Trust Department | 1,047 | $31.0 萬 | 0.04% | +1,047 | 新進 |
| Entropy Technologies, LP | 1,056 | $31.2 萬 | 0.03% | −330−23.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,069 | $31.6 萬 | 0.01% | −348−24.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,084 | $32.1 萬 | 0.13% | −2,877−72.6% | 減碼 |
| Dundas Partners LLP | 1,114 | $33.0 萬 | 0.03% | +385+52.8% | 加碼 |
| Toroso Investments, LLC | 1,118 | $33.1 萬 | 0.00% | −2,795−71.4% | 減碼 |
| CWM, LLC | 1,120 | $33.1 萬 | 0.00% | +13+1.2% | 加碼 |
| Heartland Bank & Trust Co | 1,130 | $33.4 萬 | 0.19% | 00.0% | 不變 |
| Park Avenue Securities LLC | 1,140 | $33.7 萬 | 0.00% | −525−31.5% | 減碼 |
| Wallace Advisory Group, LLC | 1,144 | $33.8 萬 | 0.24% | −52−4.3% | 減碼 |
| Capital Investment Counsel, Inc | 1,150 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 1,151 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Trust Co | 1,192 | $35.3 萬 | 0.01% | −100−7.7% | 減碼 |
| Diversify Advisory Services, LLC | 1,200 | $35.5 萬 | 0.02% | −678−36.1% | 減碼 |
| Ballentine Partners, LLC | 1,206 | $35.7 萬 | 0.01% | −9−0.7% | 減碼 |
| Raymond James Trust N.A. | 1,214 | $35.9 萬 | 0.01% | −231−16.0% | 減碼 |
| CIBC Asset Management Inc | 1,218 | $36.0 萬 | 0.00% | +470+62.8% | 加碼 |
| ProShare Advisors LLC | 1,230 | $36.4 萬 | 0.00% | −42−3.3% | 減碼 |
| Parallel Advisors, LLC | 1,239 | $36.7 萬 | 0.01% | +30+2.5% | 加碼 |
| XTX Topco Ltd | 1,276 | $37.8 萬 | 0.03% | +161+14.4% | 加碼 |
| Jump Financial, LLC | 1,285 | $38.0 萬 | 0.01% | −7,325−85.1% | 減碼 |
| Squarepoint Ops LLC | 1,320 | $39.1 萬 | 0.00% | +1,320 | 新進 |
| Mariner, LLC | 1,368 | $40.5 萬 | 0.00% | +83+6.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,377 | $40.7 萬 | 0.00% | +66+5.0% | 加碼 |
| Cadent Capital Advisors, LLC | 1,396 | $41.3 萬 | 0.17% | +163+13.2% | 加碼 |
| Capula Management Ltd | 1,428 | $42.2 萬 | 0.00% | +1,428 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 1,444 | $42.7 萬 | 0.02% | −7,703−84.2% | 減碼 |
| Commonwealth Equity Services, LLC | 1,449 | $42.9 萬 | 0.00% | −27−1.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,455 | $43.0 萬 | 0.00% | −104−6.7% | 減碼 |
| Connable Office Inc | 1,470 | $43.5 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 1,500 | $44.4 萬 | 0.01% | +1,500 | 新進 |
| Baird Financial Group, Inc. | 1,510 | $44.7 萬 | 0.00% | +62+4.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 1,573 | $46.5 萬 | 0.01% | −549−25.9% | 減碼 |
| Engineers Gate Manager LP | 1,600 | $47.3 萬 | 0.01% | +54+3.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,606 | $47.5 萬 | 0.01% | −23,597−93.6% | 減碼 |
| Cresset Asset Management, LLC | 1,646 | $48.7 萬 | 0.00% | +635+62.8% | 加碼 |
| Cetera Investment Advisers | 1,656 | $49.0 萬 | 0.00% | −710−30.0% | 減碼 |
| Fox Run Management, L.L.C. | 1,681 | $49.7 萬 | 0.09% | +1,681 | 新進 |
| O'Shaughnessy Asset Management, LLC | 1,721 | $50.9 萬 | 0.01% | +99+6.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 1,727 | $51.1 萬 | 0.01% | −332−16.1% | 減碼 |
| Welch & Forbes LLC | 1,734 | $51.3 萬 | 0.01% | +509+41.6% | 加碼 |
| Sanctuary Advisors, LLC | 1,850 | $53.0 萬 | 0.00% | +1,850 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,803 | $53.3 萬 | 0.25% | +3+0.2% | 加碼 |
| Deutsche Bank AG | 1,822 | $53.9 萬 | 0.00% | +160+9.6% | 加碼 |
| Equitable Trust Co | 1,871 | $55.4 萬 | 0.04% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,914 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 1,917 | $56.7 萬 | 0.00% | −11,285−85.5% | 減碼 |
| Franklin Resources Inc | 1,937 | $57.3 萬 | 0.00% | −340−14.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,005 | $59.3 萬 | 0.04% | −52−2.5% | 減碼 |
| Securian Asset Management, Inc | 2,080 | $61.5 萬 | 0.02% | −124−5.6% | 減碼 |
| Exchange Traded Concepts, LLC | 2,115 | $62.6 萬 | 0.02% | +78+3.8% | 加碼 |
| Gateway Investment Advisers LLC | 2,128 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 2,102 | $63.3 萬 | 0.08% | +2,102 | 新進 |
| Planning Alternatives Ltd | 2,205 | $65.2 萬 | 0.11% | 00.0% | 不變 |
| Gibbs Wealth Management | 2,249 | $66.5 萬 | 0.27% | +463+25.9% | 加碼 |
| Federated Hermes, Inc. | 2,260 | $66.9 萬 | 0.00% | −524−18.8% | 減碼 |
| Seeds Investor LLC | 2,331 | $69.0 萬 | 0.35% | −85−3.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 2,372 | $70.2 萬 | 0.00% | +270+12.8% | 加碼 |
| Ethic Inc. | 2,382 | $70.5 萬 | 0.02% | +57+2.5% | 加碼 |
| ExodusPoint Capital Management, LP | 2,410 | $71.3 萬 | 0.01% | +2,410 | 新進 |
| Precision Wealth Strategies, LLC | 2,436 | $72.1 萬 | 0.74% | +313+14.7% | 加碼 |
| Jane Street Group, LLC | 2,498 | $73.9 萬 | 0.00% | −11,081−81.6% | 減碼 |
| HSBC Holdings PLC | 2,542 | $75.1 萬 | 0.00% | −694−21.4% | 減碼 |
| Level Four Advisory Services, LLC | 2,550 | $75.4 萬 | 0.03% | +2,550 | 新進 |
| Williams Jones Wealth Management, LLC. | 2,600 | $76.9 萬 | 0.01% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 2,637 | $78.0 萬 | 0.06% | +1,970+295.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $82.5 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,876 | $85.1 萬 | 0.00% | −182−6.0% | 減碼 |
| Black Creek Investment Management Inc. | 2,900 | $85.8 萬 | 0.03% | −1,000−25.6% | 減碼 |
| Creative Planning | 2,934 | $86.8 萬 | 0.00% | +103+3.6% | 加碼 |
| Davy Global Fund Management Ltd | 2,947 | $87.2 萬 | 0.10% | −730−19.9% | 減碼 |
| JustInvest LLC | 3,003 | $88.8 萬 | 0.02% | +256+9.3% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $89.4 萬 | 0.02% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,025 | $89.5 萬 | 0.11% | +49+1.6% | 加碼 |