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 3 季 13F 持有人
Morningstar, Inc. 在 2024/9/30 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
- 412
- 較 2024 年第 2 季 +26 家
- 持有股數
- 2,587 萬
- 較 2024 年第 2 季 +262.8 萬 (+11.3%)
- 總市值
- $82.5 億
- 較 2024 年第 2 季 +$13.7 億 (+19.9%)
- 新進機構
- 58
- 另有 164 家加碼
- 清倉機構
- 32
- 另有 105 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,752,013 | $8.78 億 | 0.02% | +13,840+0.5% | 加碼 |
| BlackRock, Inc. | 2,576,859 | $8.22 億 | 0.02% | +2,576,859 | 新進 |
| Morgan Stanley | 2,076,534 | $6.63 億 | 0.05% | +56,301+2.8% | 加碼 |
| Select Equity Group, L.P. | 1,759,321 | $5.61 億 | 2.05% | −675,017−27.7% | 減碼 |
| Bank of America Corp | 1,556,588 | $4.97 億 | 0.04% | +29,998+2.0% | 加碼 |
| Bamco Inc | 1,305,588 | $4.17 億 | 1.11% | −1,349−0.1% | 減碼 |
| Massachusetts Financial Services Co | 1,201,708 | $3.83 億 | 0.11% | +102,206+9.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,043,082 | $3.33 億 | 0.73% | −86,022−7.6% | 減碼 |
| Wellington Management Group LLP | 950,512 | $3.03 億 | 0.05% | +5,158+0.5% | 加碼 |
| State Street Corp | 804,293 | $2.57 億 | 0.01% | +28,698+3.7% | 加碼 |
| Wasatch Advisors Inc | 696,023 | $2.22 億 | 1.09% | +85,098+13.9% | 加碼 |
| Price T Rowe Associates Inc | 685,192 | $2.19 億 | 0.03% | +452+0.1% | 加碼 |
| Geode Capital Management, LLC | 497,411 | $1.59 億 | 0.01% | +10,437+2.1% | 加碼 |
| Millennium Management LLC | 495,106 | $1.58 億 | 0.14% | +174,920+54.6% | 加碼 |
| FMR LLC | 400,520 | $1.28 億 | 0.01% | +39,263+10.9% | 加碼 |
| Liontrust Investment Partners LLP | 402,775 | $1.19 億 | 1.69% | 00.0% | 不變 |
| Norges Bank | 325,522 | $1.04 億 | 0.01% | +1,077+0.3% | 加碼 |
| Dimensional Fund Advisors LP | 291,859 | $9,313 萬 | 0.02% | +19,784+7.3% | 加碼 |
| Bank of New York Mellon Corp | 282,862 | $9,027 萬 | 0.02% | −45,040−13.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 273,398 | $8,725 萬 | 0.14% | −9,136−3.2% | 減碼 |
| Goldman Sachs Group Inc | 215,655 | $6,882 萬 | 0.01% | +45,059+26.4% | 加碼 |
| Amundi | 192,776 | $6,463 萬 | 0.02% | +761+0.4% | 加碼 |
| JPMorgan Chase & Co | 202,140 | $6,451 萬 | 0.01% | −41,877−17.2% | 減碼 |
| Northern Trust Corp | 194,016 | $6,191 萬 | 0.01% | −270−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 191,765 | $6,120 萬 | 0.01% | +5,045+2.7% | 加碼 |
| Royce & Associates LP | 191,290 | $6,104 萬 | 0.55% | −2,271−1.2% | 減碼 |
| Renaissance Technologies LLC | 183,470 | $5,855 萬 | 0.09% | +6,600+3.7% | 加碼 |
| M&G Plc | 182,808 | $5,832 萬 | 0.30% | +9,703+5.6% | 加碼 |
| American Capital Management Inc | 144,231 | $4,603 萬 | 1.51% | −592−0.4% | 減碼 |
| SEI Investments Co | 135,055 | $4,310 萬 | 0.06% | +7,039+5.5% | 加碼 |
| Citadel Advisors LLC | 118,070 | $3,768 萬 | 0.04% | +32,160+37.4% | 加碼 |
| Invesco Ltd. | 117,140 | $3,738 萬 | 0.01% | +72,170+160.5% | 加碼 |
| Copeland Capital Management, LLC | 107,032 | $3,416 萬 | 0.59% | +2,064+2.0% | 加碼 |
| Praesidium Investment Management Company, LLC | 98,766 | $3,152 萬 | 5.29% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 88,679 | $2,830 萬 | 0.01% | +6,205+7.5% | 加碼 |
| Wells Fargo & Company | 88,576 | $2,827 萬 | 0.01% | −1,252−1.4% | 減碼 |
| DF Dent & Co Inc | 88,378 | $2,820 萬 | 0.34% | +33,595+61.3% | 加碼 |
| Principal Financial Group Inc | 84,845 | $2,708 萬 | 0.01% | −25,095−22.8% | 減碼 |
| Rhumbline Advisers | 77,233 | $2,465 萬 | 0.02% | +1,484+2.0% | 加碼 |
| Envestnet Asset Management Inc | 76,996 | $2,457 萬 | 0.01% | +3,999+5.5% | 加碼 |
| Nuveen Asset Management, LLC | 71,494 | $2,282 萬 | 0.01% | −430−0.6% | 減碼 |
| Parnassus Investments | 71,034 | $2,267 萬 | 0.05% | 00.0% | 不變 |
| Confluence Investment Management LLC | 64,432 | $2,056 萬 | 0.27% | −543−0.8% | 減碼 |
| Boston Financial Mangement LLC | 61,625 | $1,967 萬 | 0.59% | +61,625 | 新進 |
| Chicago Capital, LLC | 58,196 | $1,857 萬 | 0.52% | −246−0.4% | 減碼 |
| Nordea Investment Management AB | 55,542 | $1,757 萬 | 0.02% | −2,932−5.0% | 減碼 |
| Swiss National Bank | 54,200 | $1,730 萬 | 0.01% | −500−0.9% | 減碼 |
| California Public Employees Retirement System | 48,065 | $1,534 萬 | 0.01% | −1,303−2.6% | 減碼 |
| Legal & General Group Plc | 46,132 | $1,472 萬 | 0.00% | +2,520+5.8% | 加碼 |
| Ci Investments Inc. | 42,546 | $1,358 萬 | 0.05% | −3,063−6.7% | 減碼 |
| TownSquare Capital, LLC | 41,959 | $1,339 萬 | 0.16% | −457−1.1% | 減碼 |
| Congress Asset Management Co | 41,627 | $1,328 萬 | 0.09% | +6,011+16.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 41,423 | $1,322 萬 | 0.20% | +39,817+2,479.3% | 加碼 |
| Scout Investments, Inc. | 38,863 | $1,322 萬 | 0.35% | −4,030−9.4% | 減碼 |
| Asset Management One Co.,Ltd. | 36,749 | $1,170 萬 | 0.04% | +1,089+3.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 33,905 | $1,082 萬 | 0.15% | +564+1.7% | 加碼 |
| Barlow Wealth Partners, Inc. | 34,144 | $1,068 萬 | 1.40% | +641+1.9% | 加碼 |
| Alliancebernstein L.P. | 33,001 | $1,053 萬 | 0.00% | −2,475−7.0% | 減碼 |
| Retirement Systems of Alabama | 32,785 | $1,046 萬 | 0.04% | +603+1.9% | 加碼 |
| Corebridge Financial, Inc. | 32,228 | $1,028 萬 | 0.05% | −1,085−3.3% | 減碼 |
| Qube Research & Technologies Ltd | 32,073 | $1,024 萬 | 0.02% | +17,905+126.4% | 加碼 |
| Ameriprise Financial Inc | 32,051 | $1,023 萬 | 0.00% | +2,340+7.9% | 加碼 |
| Bank of Nova Scotia | 31,926 | $1,019 萬 | 0.02% | +6,991+28.0% | 加碼 |
| Natixis | 31,902 | $1,018 萬 | 0.06% | +2,902+10.0% | 加碼 |
| First Trust Advisors LP | 28,205 | $900.1 萬 | 0.01% | −5,583−16.5% | 減碼 |
| Canada Pension Plan Investment Board | 27,958 | $892.2 萬 | 0.01% | +13,000+86.9% | 加碼 |
| National Bank of Canada | 27,113 | $865.2 萬 | 0.01% | +13,005+92.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 26,690 | $851.7 萬 | 0.01% | +11,457+75.2% | 加碼 |
| Kornitzer Capital Management Inc | 26,324 | $840.1 萬 | 0.16% | +40+0.2% | 加碼 |
| Nicholas Company, Inc. | 26,310 | $839.6 萬 | 0.14% | 00.0% | 不變 |
| California State Teachers Retirement System | 26,217 | $836.6 萬 | 0.01% | −823−3.0% | 減碼 |
| Algert Global LLC | 25,509 | $814.0 萬 | 0.22% | +5,220+25.7% | 加碼 |
| Marks Group Wealth Management, Inc | 25,090 | $800.7 萬 | 0.76% | +423+1.7% | 加碼 |
| MUFG Securities EMEA plc | 25,000 | $797.8 萬 | 0.33% | +25,000 | 新進 |
| State Board of Administration of Florida Retirement System | 24,883 | $794.1 萬 | 0.02% | 00.0% | 不變 |
| Motley Fool Wealth Management, LLC | 24,465 | $780.7 萬 | 0.39% | −343−1.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 22,931 | $731.8 萬 | 0.02% | +16,931+282.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,886 | $730.3 萬 | 0.01% | −232−1.0% | 減碼 |
| Great West Life Assurance Co | 22,674 | $723.3 萬 | 0.01% | +2,179+10.6% | 加碼 |
| Fisher Asset Management, LLC | 21,342 | $681.1 萬 | 0.00% | +1,334+6.7% | 加碼 |
| Russell Investments Group, Ltd. | 20,663 | $659.4 萬 | 0.01% | −1,425−6.5% | 減碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $606.3 萬 | 0.06% | 00.0% | 不變 |
| Stifel Financial Corp | 18,349 | $585.6 萬 | 0.01% | −421−2.2% | 減碼 |
| Ensign Peak Advisors, Inc | 18,255 | $582.6 萬 | 0.01% | +580+3.3% | 加碼 |
| UBS Group AG | 17,764 | $566.9 萬 | 0.00% | +6,596+59.1% | 加碼 |
| Barclays PLC | 16,563 | $528.6 萬 | 0.00% | +2,751+19.9% | 加碼 |
| HighTower Advisors, LLC | 15,966 | $510.8 萬 | 0.01% | −176−1.1% | 減碼 |
| Victory Capital Management Inc | 15,843 | $505.6 萬 | 0.00% | +1,789+12.7% | 加碼 |
| New York State Common Retirement Fund | 15,475 | $493.8 萬 | 0.01% | −2,376−13.3% | 減碼 |
| Southeast Asset Advisors Inc. | 15,368 | $490.4 萬 | 0.54% | −5,016−24.6% | 減碼 |
| State of Alaska, Department of Revenue | 15,202 | $485.0 萬 | 0.05% | +315+2.1% | 加碼 |
| MetLife Investment Management | 15,159 | $483.8 萬 | 0.03% | +179+1.2% | 加碼 |
| Daiwa Securities Group Inc. | 15,115 | $482.3 萬 | 0.02% | −1,350−8.2% | 減碼 |
| Neuberger Berman Group LLC | 14,816 | $472.8 萬 | 0.00% | −396−2.6% | 減碼 |
| Mutual of America Capital Management LLC | 14,584 | $465.4 萬 | 0.05% | −347−2.3% | 減碼 |
| Motley Fool Asset Management LLC | 14,434 | $456.8 萬 | 0.27% | +237+1.7% | 加碼 |
| Thrivent Financial for Lutherans | 13,879 | $442.8 萬 | 0.01% | +7,579+120.3% | 加碼 |
| Trexquant Investment LP | 13,841 | $441.7 萬 | 0.06% | +6,110+79.0% | 加碼 |
| Quantbot Technologies LP | 13,769 | $439.4 萬 | 0.17% | +9,937+259.3% | 加碼 |
| Royal Bank of Canada | 13,646 | $435.5 萬 | 0.00% | +10,127+287.8% | 加碼 |