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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 2,781 | $88.7 萬 | 0.02% | +1,181+73.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $88.9 萬 | 0.00% | 00.0% | 不變 |
| Covey Capital Advisors, LLC | 2,835 | $90.5 萬 | 1.00% | −222−7.3% | 減碼 |
| Black Creek Investment Management Inc. | 2,900 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,910 | $92.9 萬 | 0.10% | −115−3.8% | 減碼 |
| Davy Global Fund Management Ltd | 2,947 | $94.0 萬 | 0.10% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 3,021 | $96.4 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,024 | $96.5 萬 | 0.01% | −167−5.2% | 減碼 |
| Advisory Services Network, LLC | 3,265 | $96.6 萬 | 0.02% | 00.0% | 不變 |
| Jane Street Group, LLC | 3,033 | $96.8 萬 | 0.00% | +535+21.4% | 加碼 |
| Danske Bank A/S | 3,100 | $98.9 萬 | 0.00% | +3,100 | 新進 |
| O'Shaughnessy Asset Management, LLC | 2,929 | $100.3 萬 | 0.01% | +1,208+70.2% | 加碼 |
| First Hawaiian Bank | 3,196 | $102.0 萬 | 0.03% | +3,196 | 新進 |
| Level Four Advisory Services, LLC | 3,117 | $102.3 萬 | 0.04% | +567+22.2% | 加碼 |
| JustInvest LLC | 3,282 | $104.7 萬 | 0.02% | +279+9.3% | 加碼 |
| Janney Montgomery Scott LLC | 3,283 | $104.8 萬 | 0.00% | +407+14.2% | 加碼 |
| Simon Quick Advisors, LLC | 3,362 | $107.3 萬 | 0.07% | −544−13.9% | 減碼 |
| Captrust Financial Advisors | 3,371 | $107.6 萬 | 0.00% | +314+10.3% | 加碼 |
| Accretive Wealth Partners, LLC | 3,425 | $109.3 萬 | 0.46% | +18+0.5% | 加碼 |
| Aquatic Capital Management LLC | 3,480 | $111.1 萬 | 0.03% | +3,480 | 新進 |
| Atria Investments LLC | 3,529 | $112.6 萬 | 0.01% | −2,174−38.1% | 減碼 |
| Bessemer Group Inc | 3,674 | $117.3 萬 | 0.00% | −1,091−22.9% | 減碼 |
| Pictet Asset Management Holding SA | 3,679 | $117.4 萬 | 0.00% | +209+6.0% | 加碼 |
| Truist Financial Corp | 3,812 | $121.6 萬 | 0.00% | +286+8.1% | 加碼 |
| Entropy Technologies, LP | 3,857 | $123.1 萬 | 0.13% | +2,801+265.2% | 加碼 |
| Pacer Advisors, Inc. | 3,981 | $127.0 萬 | 0.00% | +103+2.7% | 加碼 |
| Consolidated Press International Holdings Ltd | 4,100 | $130.8 萬 | 0.20% | +4,100 | 新進 |
| Blair William & Co | 4,195 | $133.9 萬 | 0.00% | −424−9.2% | 減碼 |
| Johnson Investment Counsel Inc | 4,257 | $135.8 萬 | 0.01% | −60−1.4% | 減碼 |
| MML Investors Services, LLC | 4,280 | $136.6 萬 | 0.00% | +281+7.0% | 加碼 |
| Utah Retirement Systems | 4,420 | $141.1 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 4,452 | $142.1 萬 | 1.01% | +70+1.6% | 加碼 |
| LPL Financial LLC | 4,482 | $143.0 萬 | 0.00% | +452+11.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,702 | $150.1 萬 | 0.39% | +84+1.8% | 加碼 |
| Edgestream Partners, L.P. | 4,778 | $152.5 萬 | 0.07% | +661+16.1% | 加碼 |
| TrimTabs Asset Management, LLC | 4,849 | $154.7 萬 | 0.36% | +4,849 | 新進 |
| Colony Group, LLC | 4,897 | $156.3 萬 | 0.01% | +4,897 | 新進 |
| Holocene Advisors, LP | 5,035 | $160.7 萬 | 0.01% | +5,035 | 新進 |
| Pinebridge Investments, L.P. | 5,087 | $162.3 萬 | 0.01% | +5,087 | 新進 |
| Linden Thomas Advisory Services, LLC | 5,160 | $164.7 萬 | 0.22% | −37−0.7% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $165.9 萬 | 0.06% | 00.0% | 不變 |
| Xponance, Inc. | 5,266 | $168.0 萬 | 0.02% | −42−0.8% | 減碼 |
| Portside Wealth Group, LLC | 5,305 | $169.3 萬 | 0.29% | −32−0.6% | 減碼 |
| Ashford Capital Management Inc | 5,431 | $173.3 萬 | 0.22% | −740−12.0% | 減碼 |
| Bank of Montreal | 5,468 | $173.5 萬 | 0.00% | −36,721−87.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 5,517 | $176.1 萬 | 0.03% | +100+1.8% | 加碼 |
| Quantinno Capital Management LP | 5,534 | $176.6 萬 | 0.02% | +1,747+46.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,546 | $177.0 萬 | 0.06% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 5,589 | $178.4 萬 | 0.08% | +2,952+111.9% | 加碼 |
| ClariVest Asset Management LLC | 6,134 | $181.5 萬 | 0.19% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,885 | $187.8 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,949 | $189.8 萬 | 0.01% | +170+2.9% | 加碼 |
| Handelsbanken Fonder AB | 5,972 | $190.6 萬 | 0.01% | +400+7.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,983 | $190.9 萬 | 0.00% | +866+16.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,988 | $191.1 萬 | 0.04% | +169+2.9% | 加碼 |
| Sepio Capital, LP | 6,006 | $191.7 萬 | 0.15% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,080 | $194.0 萬 | 0.01% | −425−6.5% | 減碼 |
| Jump Financial, LLC | 6,094 | $194.5 萬 | 0.04% | +4,809+374.2% | 加碼 |
| Polen Capital Management LLC | 6,196 | $197.7 萬 | 0.01% | −1,868−23.2% | 減碼 |
| Oddo BHF Asset Management SAS | 6,212 | $198.2 萬 | 0.10% | +6,212 | 新進 |
| Cerity Partners LLC | 6,318 | $201.6 萬 | 0.00% | +915+16.9% | 加碼 |
| Raymond James & Associates | 6,375 | $203.4 萬 | 0.00% | +345+5.7% | 加碼 |
| State of Michigan Retirement System | 6,400 | $204.2 萬 | 0.01% | +100+1.6% | 加碼 |
| Gotham Asset Management, LLC | 6,592 | $210.4 萬 | 0.02% | +2,233+51.2% | 加碼 |
| American Century Companies Inc | 6,629 | $211.5 萬 | 0.00% | +1,514+29.6% | 加碼 |
| Empire Life Investments Inc. | 6,750 | $215.4 萬 | 0.13% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 7,500 | $239.3 萬 | 0.48% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 7,500 | $239.3 萬 | 0.04% | +100+1.4% | 加碼 |
| AQR Capital Management LLC | 7,697 | $243.5 萬 | 0.00% | +1,321+20.7% | 加碼 |
| Redmond Asset Management, LLC | 7,640 | $243.8 萬 | 0.76% | 00.0% | 不變 |
| George Kaiser Family Foundation | 7,693 | $245.5 萬 | 0.38% | 00.0% | 不變 |
| Intech Investment Management LLC | 7,773 | $248.1 萬 | 0.03% | +7,773 | 新進 |
| Arizona State Retirement System | 8,001 | $255.3 萬 | 0.02% | +226+2.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 8,190 | $261.4 萬 | 0.02% | −230−2.7% | 減碼 |
| Pathstone Holdings, LLC | 8,262 | $263.6 萬 | 0.01% | −855−9.4% | 減碼 |
| Azzad Asset Management Inc | 8,294 | $264.7 萬 | 0.30% | −695−7.7% | 減碼 |
| Teacher Retirement System of Texas | 8,426 | $268.9 萬 | 0.01% | +2,259+36.6% | 加碼 |
| New York State Teachers Retirement System | 8,445 | $269.5 萬 | 0.01% | −100−1.2% | 減碼 |
| Norden Group LLC | 8,593 | $274.2 萬 | 0.32% | +2,383+38.4% | 加碼 |
| Globeflex Capital L P | 8,835 | $281.9 萬 | 0.27% | +8,835 | 新進 |
| Campbell & CO Investment Adviser LLC | 8,867 | $283.0 萬 | 0.21% | +8,867 | 新進 |
| M&T Bank Corp | 8,869 | $283.0 萬 | 0.01% | −39−0.4% | 減碼 |
| Congress Wealth Management LLC | 9,237 | $294.8 萬 | 0.04% | +337+3.8% | 加碼 |
| Comerica Bank | 9,313 | $297.2 萬 | 0.01% | −924−9.0% | 減碼 |
| US Bancorp | 9,723 | $310.3 萬 | 0.00% | +10.0% | 加碼 |
| Ceera Investments, LLC | 9,786 | $312.3 萬 | 1.18% | −10−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 9,820 | $313.4 萬 | 0.01% | −488−4.7% | 減碼 |
| Yousif Capital Management, LLC | 9,881 | $315.3 萬 | 0.03% | −1,046−9.6% | 減碼 |
| Susquehanna International Group, LLP | 9,940 | $317.2 萬 | 0.01% | +9,114+1,103.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 9,968 | $318.1 萬 | 0.03% | +1,185+13.5% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 9,968 | $318.1 萬 | 0.03% | +9,968 | 新進 |
| Magnetar Financial LLC | 10,402 | $331.9 萬 | 0.07% | +5,121+97.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 10,443 | $333.3 萬 | 0.01% | −261−2.4% | 減碼 |
| Kensington Investment Counsel, LLC | 10,615 | $338.7 萬 | 1.41% | +244+2.4% | 加碼 |
| State of Tennessee, Treasury Department | 10,755 | $343.2 萬 | 0.01% | −745−6.5% | 減碼 |
| Citigroup Inc | 10,854 | $346.4 萬 | 0.00% | +3,917+56.5% | 加碼 |
| State of Wisconsin Investment Board | 10,912 | $348.2 萬 | 0.01% | −68−0.6% | 減碼 |
| Commerce Bank | 11,184 | $356.9 萬 | 0.02% | −500−4.3% | 減碼 |
| CI Private Wealth, LLC | 11,273 | $359.7 萬 | 0.01% | −574−4.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,508 | $367.2 萬 | 0.01% | +121+1.1% | 加碼 |