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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3,057 | $90.4 萬 | 0.00% | +883+40.6% | 加碼 |
| Covey Capital Advisors, LLC | 3,057 | $90.4 萬 | 1.04% | −70−2.2% | 減碼 |
| Avantax Advisory Services, Inc. | 3,191 | $94.4 萬 | 0.01% | +427+15.4% | 加碼 |
| Central Pacific Bank - Trust Division | 3,196 | $94.6 萬 | 0.11% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,265 | $96.6 萬 | 0.02% | +17+0.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,408 | $100.7 萬 | 0.01% | −1,384−28.9% | 減碼 |
| Accretive Wealth Partners, LLC | 3,407 | $100.8 萬 | 0.42% | −8−0.2% | 減碼 |
| Pictet Asset Management Holding SA | 3,470 | $102.7 萬 | 0.00% | +215+6.6% | 加碼 |
| Two Sigma Advisers, LP | 3,500 | $103.5 萬 | 0.00% | −500−12.5% | 減碼 |
| Versor Investments LP | 3,500 | $103.5 萬 | 0.19% | +3,500 | 新進 |
| Royal Bank of Canada | 3,519 | $104.1 萬 | 0.00% | +2,705+332.3% | 加碼 |
| Truist Financial Corp | 3,526 | $104.3 萬 | 0.00% | −278−7.3% | 減碼 |
| Quantinno Capital Management LP | 3,787 | $112.0 萬 | 0.02% | +1,863+96.8% | 加碼 |
| Quantbot Technologies LP | 3,832 | $113.4 萬 | 0.05% | −3,082−44.6% | 減碼 |
| Pacer Advisors, Inc. | 3,878 | $114.7 萬 | 0.00% | −36−0.9% | 減碼 |
| Simon Quick Advisors, LLC | 3,906 | $115.6 萬 | 0.08% | +1,372+54.1% | 加碼 |
| MML Investors Services, LLC | 3,999 | $118.3 萬 | 0.00% | −1,771−30.7% | 減碼 |
| LPL Financial LLC | 4,030 | $119.2 萬 | 0.00% | +429+11.9% | 加碼 |
| Edgestream Partners, L.P. | 4,117 | $121.8 萬 | 0.06% | +2,734+197.7% | 加碼 |
| Johnson Investment Counsel Inc | 4,317 | $127.7 萬 | 0.01% | −86−2.0% | 減碼 |
| Caitlin John, LLC | 4,331 | $128.1 萬 | 0.93% | +4,331 | 新進 |
| Gotham Asset Management, LLC | 4,359 | $129.0 萬 | 0.02% | −1,913−30.5% | 減碼 |
| Martin Capital Advisors, LLP | 4,382 | $129.6 萬 | 0.97% | +26+0.6% | 加碼 |
| Utah Retirement Systems | 4,420 | $130.8 萬 | 0.02% | −11−0.2% | 減碼 |
| BCGM Wealth Management, LLC | 4,460 | $132.0 萬 | 0.46% | −40−0.9% | 減碼 |
| STRS Ohio | 4,602 | $136.2 萬 | 0.01% | −32−0.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,618 | $136.6 萬 | 0.40% | +135+3.0% | 加碼 |
| Blair William & Co | 4,619 | $136.7 萬 | 0.00% | +3+0.1% | 加碼 |
| Bessemer Group Inc | 4,765 | $140.9 萬 | 0.00% | −162−3.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,022 | $148.6 萬 | 0.02% | 00.0% | 不變 |
| American Century Companies Inc | 5,115 | $151.3 萬 | 0.00% | +2,678+109.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,117 | $151.4 萬 | 0.00% | −997−16.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,197 | $153.8 萬 | 0.24% | −2,194−29.7% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $153.8 萬 | 0.05% | 00.0% | 不變 |
| Magnetar Financial LLC | 5,281 | $156.2 萬 | 0.03% | +1,325+33.5% | 加碼 |
| Xponance, Inc. | 5,308 | $157.0 萬 | 0.02% | −156−2.9% | 減碼 |
| Ofi Invest Asset Management | 5,700 | $157.3 萬 | 0.04% | +5,700 | 新進 |
| Portside Wealth Group, LLC | 5,337 | $157.9 萬 | 0.30% | −262−4.7% | 減碼 |
| Cerity Partners LLC | 5,403 | $159.9 萬 | 0.00% | −5,261−49.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 5,417 | $160.3 萬 | 0.03% | −1,000−15.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,546 | $164.1 萬 | 0.06% | −205−3.6% | 減碼 |
| Handelsbanken Fonder AB | 5,572 | $164.8 萬 | 0.01% | 00.0% | 不變 |
| Atria Investments LLC | 5,703 | $168.7 萬 | 0.02% | −2,565−31.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,779 | $171.0 萬 | 0.01% | +17+0.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,819 | $172.2 萬 | 0.04% | +9+0.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,885 | $176.0 萬 | 0.00% | +706+13.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $177.5 萬 | 0.01% | −23,413−79.6% | 減碼 |
| Sepio Capital, LP | 6,006 | $177.7 萬 | 0.16% | −108−1.8% | 減碼 |
| Raymond James & Associates | 6,030 | $178.4 萬 | 0.00% | −10,125−62.7% | 減碼 |
| ClariVest Asset Management LLC | 6,134 | $181.5 萬 | 0.19% | +14+0.2% | 加碼 |
| Teacher Retirement System of Texas | 6,167 | $182.5 萬 | 0.01% | +2,592+72.5% | 加碼 |
| Ashford Capital Management Inc | 6,171 | $182.6 萬 | 0.25% | 00.0% | 不變 |
| Norden Group LLC | 6,210 | $183.7 萬 | 0.37% | −542−8.0% | 減碼 |
| State of Michigan Retirement System | 6,300 | $186.4 萬 | 0.01% | −100−1.6% | 減碼 |
| Thrivent Financial for Lutherans | 6,300 | $186.4 萬 | 0.00% | −894−12.4% | 減碼 |
| AQR Capital Management LLC | 6,376 | $187.6 萬 | 0.00% | −4,619−42.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,505 | $192.5 萬 | 0.01% | +1,234+23.4% | 加碼 |
| Empire Life Investments Inc. | 6,750 | $199.7 萬 | 0.13% | +91+1.4% | 加碼 |
| Citigroup Inc | 6,937 | $205.2 萬 | 0.00% | −5,448−44.0% | 減碼 |
| Louisiana State Employees Retirement System | 7,400 | $218.9 萬 | 0.04% | −100−1.3% | 減碼 |
| Bright Rock Capital Management, LLC | 7,500 | $221.9 萬 | 0.47% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 7,640 | $226.0 萬 | 0.74% | −695−8.3% | 減碼 |
| George Kaiser Family Foundation | 7,693 | $227.6 萬 | 0.40% | +55+0.7% | 加碼 |
| Trexquant Investment LP | 7,731 | $228.7 萬 | 0.03% | +4,848+168.2% | 加碼 |
| Arizona State Retirement System | 7,775 | $230.0 萬 | 0.02% | +734+10.4% | 加碼 |
| Polen Capital Management LLC | 8,064 | $238.6 萬 | 0.01% | −1,267−13.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 8,420 | $249.1 萬 | 0.02% | 00.0% | 不變 |
| New York State Teachers Retirement System | 8,545 | $252.8 萬 | 0.01% | +2,545+42.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,783 | $259.8 萬 | 0.03% | +179+2.1% | 加碼 |
| Congress Wealth Management LLC | 8,900 | $263.3 萬 | 0.04% | +985+12.4% | 加碼 |
| M&T Bank Corp | 8,908 | $263.5 萬 | 0.01% | −1,528−14.6% | 減碼 |
| Azzad Asset Management Inc | 8,989 | $265.9 萬 | 0.31% | −3,656−28.9% | 減碼 |
| Pathstone Holdings, LLC | 9,117 | $269.7 萬 | 0.01% | +822+9.9% | 加碼 |
| US Bancorp | 9,722 | $287.6 萬 | 0.00% | −1,544−13.7% | 減碼 |
| Ceera Investments, LLC | 9,796 | $289.8 萬 | 1.23% | −50−0.5% | 減碼 |
| Comerica Bank | 10,237 | $302.9 萬 | 0.01% | −1,141−10.0% | 減碼 |
| Public Employees Retirement System of Ohio | 10,308 | $305.0 萬 | 0.01% | +335+3.4% | 加碼 |
| Kensington Investment Counsel, LLC | 10,371 | $306.8 萬 | 1.36% | +49+0.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 10,704 | $316.7 萬 | 0.01% | −4,083−27.6% | 減碼 |
| Yousif Capital Management, LLC | 10,927 | $323.3 萬 | 0.04% | −944−8.0% | 減碼 |
| State of Wisconsin Investment Board | 10,980 | $324.8 萬 | 0.01% | −950−8.0% | 減碼 |
| UBS Group AG | 11,168 | $330.4 萬 | 0.00% | −8,278−42.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,387 | $336.9 萬 | 0.01% | +547+5.0% | 加碼 |
| State of Tennessee, Treasury Department | 11,500 | $340.2 萬 | 0.01% | −1,000−8.0% | 減碼 |
| Treasurer of the State of North Carolina | 11,619 | $343.7 萬 | 0.01% | +137+1.2% | 加碼 |
| Commerce Bank | 11,684 | $345.7 萬 | 0.02% | −661−5.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 11,827 | $349.9 萬 | 0.04% | +3,638+44.4% | 加碼 |
| Cardinal Capital Management | 11,839 | $350.3 萬 | 0.59% | +99+0.8% | 加碼 |
| CI Private Wealth, LLC | 11,847 | $350.5 萬 | 0.01% | −651−5.2% | 減碼 |
| Janus Henderson Group PLC | 12,543 | $371.4 萬 | 0.00% | +663+5.6% | 加碼 |
| Prudential Financial Inc | 12,830 | $379.6 萬 | 0.01% | +614+5.0% | 加碼 |
| Voya Investment Management LLC | 13,241 | $391.7 萬 | 0.00% | +2,372+21.8% | 加碼 |
| Henshaw Capital LLC | 13,453 | $398.0 萬 | 0.18% | +19+0.1% | 加碼 |
| Amalgamated Bank | 13,543 | $400.7 萬 | 0.03% | −925−6.4% | 減碼 |
| YHB Investment Advisors, Inc. | 13,598 | $402.3 萬 | 0.35% | −439−3.1% | 減碼 |
| Barclays PLC | 13,812 | $408.6 萬 | 0.00% | −21,181−60.5% | 減碼 |
| 1832 Asset Management L.P. | 13,900 | $411.2 萬 | 0.01% | +2,700+24.1% | 加碼 |
| Victory Capital Management Inc | 14,054 | $415.8 萬 | 0.00% | −162−1.1% | 減碼 |
| Qube Research & Technologies Ltd | 14,168 | $419.2 萬 | 0.01% | +3,353+31.0% | 加碼 |
| National Bank of Canada | 14,108 | $420.0 萬 | 0.01% | −14,121−50.0% | 減碼 |