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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 675 | $21.5 萬 | 0.02% | −142−17.4% | 減碼 |
| Fonville Wealth Management LLC | 676 | $21.6 萬 | 0.07% | +676 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 678 | $21.6 萬 | 0.00% | −1,694−71.4% | 減碼 |
| Claret Asset Management Corp | 688 | $22.0 萬 | 0.04% | +4+0.6% | 加碼 |
| KBC Group NV | 689 | $22.0 萬 | 0.00% | +67+10.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 697 | $22.2 萬 | 0.10% | −387−35.7% | 減碼 |
| Petrus Trust Company, LTA | 703 | $22.4 萬 | 0.02% | −448−38.9% | 減碼 |
| Keybank National Association | 708 | $22.6 萬 | 0.00% | −51−6.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 710 | $22.7 萬 | 0.01% | +269+61.0% | 加碼 |
| Marshall Wace, LLP | 718 | $22.9 萬 | 0.00% | +718 | 新進 |
| Harvest Fund Management Co., Ltd | 735 | $23.4 萬 | 0.01% | +611+492.7% | 加碼 |
| Bank of Stockton | 760 | $24.3 萬 | 0.07% | −164−17.7% | 減碼 |
| Stonegate Investment Group, LLC | 764 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Associated Banc-Corp | 765 | $24.4 萬 | 0.01% | +765 | 新進 |
| Profund Advisors LLC | 779 | $24.9 萬 | 0.01% | +22+2.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 781 | $24.9 萬 | 0.02% | +6+0.8% | 加碼 |
| Spears Abacus Advisors LLC | 790 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 803 | $25.6 萬 | 0.01% | −51−6.0% | 減碼 |
| Summit Trail Advisors, LLC | 810 | $25.8 萬 | 0.01% | +810 | 新進 |
| Oppenheimer & Co Inc | 829 | $26.5 萬 | 0.00% | −77−8.5% | 減碼 |
| QRG Capital Management, Inc. | 832 | $26.6 萬 | 0.00% | +57+7.4% | 加碼 |
| Shell Asset Management Co | 839 | $26.8 萬 | 0.01% | +839 | 新進 |
| Leonteq Securities AG | 844 | $26.9 萬 | 0.03% | +844 | 新進 |
| Dundas Partners LLP | 899 | $28.7 萬 | 0.02% | −215−19.3% | 減碼 |
| Cannon Global Investment Management, LLC | 900 | $28.7 萬 | 0.69% | +900 | 新進 |
| Boothbay Fund Management, LLC | 914 | $29.2 萬 | 0.01% | +914 | 新進 |
| Angeles Wealth Management, LLC | 925 | $29.5 萬 | 0.03% | +925 | 新進 |
| Walleye Capital LLC | 944 | $30.1 萬 | 0.00% | +944 | 新進 |
| HSBC Holdings PLC | 953 | $30.4 萬 | 0.00% | −1,589−62.5% | 減碼 |
| Invesco, LLC | 1,000 | $31.9 萬 | 0.13% | −25−2.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,004 | $32.0 萬 | 0.00% | +144+16.7% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,008 | $32.2 萬 | 0.24% | 00.0% | 不變 |
| Park Avenue Securities LLC | 1,035 | $33.0 萬 | 0.00% | −105−9.2% | 減碼 |
| Shelton Capital Management | 1,038 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 1,042 | $33.3 萬 | 0.13% | +1,042 | 新進 |
| Mechanics Bank Trust Department | 1,047 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Dearborn Partners LLC | 1,058 | $33.8 萬 | 0.01% | +1,058 | 新進 |
| Wallace Advisory Group, LLC | 1,144 | $33.8 萬 | 0.25% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,114 | $35.5 萬 | 0.00% | +246+28.3% | 加碼 |
| CWM, LLC | 1,121 | $35.8 萬 | 0.00% | +1+0.1% | 加碼 |
| Heartland Bank & Trust Co | 1,130 | $36.1 萬 | 0.19% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,143 | $36.5 萬 | 0.01% | +74+6.9% | 加碼 |
| Raymond James Trust N.A. | 1,144 | $36.5 萬 | 0.01% | −70−5.8% | 減碼 |
| Capital Investment Counsel, Inc | 1,150 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,176 | $37.5 萬 | 0.00% | −54−4.4% | 減碼 |
| Fiduciary Trust Co | 1,192 | $38.0 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 1,208 | $38.5 萬 | 0.00% | +90+8.1% | 加碼 |
| Diversify Advisory Services, LLC | 1,139 | $39.1 萬 | 0.02% | −61−5.1% | 減碼 |
| Ballentine Partners, LLC | 1,235 | $39.4 萬 | 0.01% | +29+2.4% | 加碼 |
| Sherbrooke Park Advisers LLC | 1,247 | $39.8 萬 | 0.09% | +1,247 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 1,248 | $39.8 萬 | 0.01% | +1,248 | 新進 |
| CIBC Asset Management Inc | 1,259 | $40.2 萬 | 0.00% | +41+3.4% | 加碼 |
| Mercer Global Advisors Inc | 1,273 | $40.3 萬 | 0.00% | +317+33.2% | 加碼 |
| Parallel Advisors, LLC | 1,275 | $40.7 萬 | 0.01% | +36+2.9% | 加碼 |
| Nebula Research & Development LLC | 1,327 | $42.3 萬 | 0.05% | +1,327 | 新進 |
| The PNC Financial Services Group, Inc. | 1,336 | $42.6 萬 | 0.00% | −41−3.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 1,352 | $43.1 萬 | 0.03% | −92−6.4% | 減碼 |
| Cadent Capital Advisors, LLC | 1,396 | $44.5 萬 | 0.15% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 1,288 | $44.6 萬 | 0.00% | −562−30.4% | 減碼 |
| Verition Fund Management LLC | 1,416 | $45.2 萬 | 0.00% | +1,416 | 新進 |
| Commonwealth Equity Services, LLC | 1,428 | $45.6 萬 | 0.00% | −21−1.4% | 減碼 |
| Oak Thistle LLC | 1,450 | $46.3 萬 | 0.15% | +1,450 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 1,452 | $46.3 萬 | 0.00% | −3−0.2% | 減碼 |
| Fox Run Management, L.L.C. | 1,465 | $46.8 萬 | 0.10% | −216−12.8% | 減碼 |
| Connable Office Inc | 1,470 | $46.9 萬 | 0.05% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,524 | $48.6 萬 | 0.01% | +770+102.1% | 加碼 |
| Maryland State Retirement & Pension System | 1,525 | $48.7 萬 | 0.01% | −389−20.3% | 減碼 |
| Mariner, LLC | 1,540 | $49.1 萬 | 0.00% | +172+12.6% | 加碼 |
| Benjamin Edwards Inc | 1,562 | $49.9 萬 | 0.01% | +667+74.5% | 加碼 |
| Headlands Technologies LLC | 1,580 | $50.4 萬 | 0.06% | +1,058+202.7% | 加碼 |
| Franklin Resources Inc | 1,483 | $50.8 萬 | 0.00% | −454−23.4% | 減碼 |
| Welch & Forbes LLC | 1,734 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 1,756 | $56.0 萬 | 0.00% | −66−3.6% | 減碼 |
| Virtu Financial LLC | 1,771 | $56.5 萬 | 0.03% | +1,771 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,805 | $57.6 萬 | 0.24% | +2+0.1% | 加碼 |
| Equitable Trust Co | 1,871 | $59.7 萬 | 0.04% | 00.0% | 不變 |
| Cetera Investment Advisers | 1,923 | $61.4 萬 | 0.00% | +267+16.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,967 | $62.8 萬 | 0.04% | −38−1.9% | 減碼 |
| SG Americas Securities, LLC | 2,034 | $64.9 萬 | 0.00% | +117+6.1% | 加碼 |
| Securian Asset Management, Inc | 2,080 | $66.4 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,128 | $67.9 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,162 | $69.0 萬 | 0.00% | +1,477+215.6% | 加碼 |
| Ethic Inc. | 2,325 | $71.7 萬 | 0.02% | −57−2.4% | 減碼 |
| Planning Alternatives Ltd | 2,254 | $71.9 萬 | 0.11% | +49+2.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,258 | $72.0 萬 | 0.01% | +531+30.7% | 加碼 |
| Seeds Investor LLC | 2,270 | $72.4 萬 | 0.27% | −61−2.6% | 減碼 |
| Federated Hermes, Inc. | 2,293 | $73.2 萬 | 0.00% | +33+1.5% | 加碼 |
| XTX Topco Ltd | 2,299 | $73.4 萬 | 0.05% | +1,023+80.2% | 加碼 |
| Two Sigma Advisers, LP | 2,300 | $73.4 萬 | 0.00% | −1,200−34.3% | 減碼 |
| Jefferies Financial Group Inc. | 2,317 | $73.9 萬 | 0.01% | +817+54.5% | 加碼 |
| Cresset Asset Management, LLC | 2,330 | $74.3 萬 | 0.00% | +684+41.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,368 | $75.2 萬 | 0.01% | −1,040−30.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,366 | $75.5 萬 | 0.01% | +2,366 | 新進 |
| Exchange Traded Concepts, LLC | 2,393 | $76.4 萬 | 0.02% | +278+13.1% | 加碼 |
| Diversify Wealth Management, LLC | 2,245 | $76.7 萬 | 0.07% | +143+6.8% | 加碼 |
| Dempze Nancy E | 2,494 | $79.6 萬 | 0.44% | +2,494 | 新進 |
| Precision Wealth Strategies, LLC | 2,499 | $79.7 萬 | 0.74% | +63+2.6% | 加碼 |
| Gibbs Wealth Management | 2,500 | $79.8 萬 | 0.26% | +251+11.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,600 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 2,713 | $86.6 萬 | 0.00% | −221−7.5% | 減碼 |