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 4 季 13F 持有人
Morningstar, Inc. 在 2024/12/31 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
- 451
- 較 2024 年第 3 季 +47 家
- 持有股數
- 2,574 萬
- 較 2024 年第 3 季 −6.57 萬 (−0.3%)
- 總市值
- $86.7 億
- 較 2024 年第 3 季 +$4.38 億 (+5.3%)
- 新進機構
- 75
- 另有 157 家加碼
- 清倉機構
- 28
- 另有 145 家減碼
另有 8 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,803,611 | $9.44 億 | 0.02% | +51,598+1.9% | 加碼 |
| BlackRock, Inc. | 2,667,753 | $8.98 億 | 0.02% | +90,894+3.5% | 加碼 |
| Morgan Stanley | 2,056,910 | $6.93 億 | 0.05% | −19,624−0.9% | 減碼 |
| Select Equity Group, L.P. | 1,374,435 | $4.63 億 | 1.89% | −384,886−21.9% | 減碼 |
| Bamco Inc | 1,305,155 | $4.40 億 | 1.14% | −4330.0% | 減碼 |
| Bank of America Corp | 1,303,330 | $4.39 億 | 0.04% | −253,258−16.3% | 減碼 |
| Wellington Management Group LLP | 1,080,599 | $3.64 億 | 0.07% | +130,087+13.7% | 加碼 |
| Massachusetts Financial Services Co | 1,016,306 | $3.42 億 | 0.11% | −185,402−15.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 975,193 | $3.28 億 | 0.76% | −67,889−6.5% | 減碼 |
| State Street Corp | 841,634 | $2.83 億 | 0.01% | +37,341+4.6% | 加碼 |
| Wasatch Advisors Inc | 690,154 | $2.32 億 | 1.15% | −5,869−0.8% | 減碼 |
| Price T Rowe Associates Inc | 668,889 | $2.25 億 | 0.03% | −16,303−2.4% | 減碼 |
| Geode Capital Management, LLC | 561,431 | $1.89 億 | 0.01% | +64,020+12.9% | 加碼 |
| FMR LLC | 399,585 | $1.35 億 | 0.01% | −935−0.2% | 減碼 |
| Liontrust Investment Partners LLP | 333,631 | $1.12 億 | 1.63% | −69,144−17.2% | 減碼 |
| Norges Bank | 331,673 | $1.12 億 | 0.01% | +6,151+1.9% | 加碼 |
| Dimensional Fund Advisors LP | 305,014 | $1.03 億 | 0.02% | +13,155+4.5% | 加碼 |
| Bank of New York Mellon Corp | 288,031 | $9,700 萬 | 0.02% | +5,169+1.8% | 加碼 |
| Millennium Management LLC | 287,658 | $9,687 萬 | 0.08% | −207,448−41.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 272,951 | $9,075 萬 | 0.15% | −447−0.2% | 減碼 |
| Goldman Sachs Group Inc | 232,483 | $7,829 萬 | 0.02% | +16,828+7.8% | 加碼 |
| Northern Trust Corp | 230,149 | $7,750 萬 | 0.01% | +36,133+18.6% | 加碼 |
| Charles Schwab Investment Management Inc | 194,195 | $6,540 萬 | 0.01% | +2,430+1.3% | 加碼 |
| Invesco Ltd. | 194,182 | $6,539 萬 | 0.01% | +77,042+65.8% | 加碼 |
| JPMorgan Chase & Co | 190,655 | $6,420 萬 | 0.01% | −11,485−5.7% | 減碼 |
| Renaissance Technologies LLC | 188,370 | $6,344 萬 | 0.09% | +4,900+2.7% | 加碼 |
| M&G Plc | 176,670 | $5,954 萬 | 0.37% | −6,138−3.4% | 減碼 |
| Royce & Associates LP | 170,680 | $5,748 萬 | 0.53% | −20,610−10.8% | 減碼 |
| Balyasny Asset Management LLC | 168,026 | $5,658 萬 | 0.13% | +168,026 | 新進 |
| Premier Fund Managers Ltd | 150,000 | $5,069 萬 | 1.81% | +150,000 | 新進 |
| SEI Investments Co | 136,939 | $4,612 萬 | 0.06% | +1,884+1.4% | 加碼 |
| American Capital Management Inc | 128,692 | $4,334 萬 | 1.61% | −15,539−10.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 117,156 | $3,945 萬 | 0.03% | +90,466+339.0% | 加碼 |
| UBS Group AG | 107,885 | $3,633 萬 | 0.01% | +90,121+507.3% | 加碼 |
| Copeland Capital Management, LLC | 105,402 | $3,550 萬 | 0.66% | −1,630−1.5% | 減碼 |
| Citadel Advisors LLC | 105,357 | $3,548 萬 | 0.03% | −12,713−10.8% | 減碼 |
| Schroder Investment Management Group | 100,185 | $3,383 萬 | 0.03% | +100,185 | 新進 |
| UBS Asset Management Americas Inc | 98,337 | $3,312 萬 | 0.01% | +9,658+10.9% | 加碼 |
| Envestnet Asset Management Inc | 94,135 | $3,170 萬 | 0.01% | +17,139+22.3% | 加碼 |
| Praesidium Investment Management Company, LLC | 90,058 | $3,033 萬 | 5.09% | −8,708−8.8% | 減碼 |
| Nuveen Asset Management, LLC | 90,029 | $3,032 萬 | 0.01% | +18,535+25.9% | 加碼 |
| Wells Fargo & Company | 87,008 | $2,930 萬 | 0.01% | −1,568−1.8% | 減碼 |
| DF Dent & Co Inc | 85,678 | $2,885 萬 | 0.37% | −2,700−3.1% | 減碼 |
| Principal Financial Group Inc | 78,639 | $2,648 萬 | 0.01% | −6,206−7.3% | 減碼 |
| Rhumbline Advisers | 77,142 | $2,598 萬 | 0.02% | −91−0.1% | 減碼 |
| Parnassus Investments | 70,111 | $2,361 萬 | 0.05% | −923−1.3% | 減碼 |
| Boston Financial Mangement LLC | 65,924 | $2,220 萬 | 0.67% | +4,299+7.0% | 加碼 |
| Confluence Investment Management LLC | 63,393 | $2,135 萬 | 0.30% | −1,039−1.6% | 減碼 |
| Nordea Investment Management AB | 57,505 | $1,951 萬 | 0.02% | +1,963+3.5% | 加碼 |
| Chicago Capital, LLC | 57,687 | $1,943 萬 | 0.52% | −509−0.9% | 減碼 |
| Nicholas Company, Inc. | 56,630 | $1,907 萬 | 0.31% | +30,320+115.2% | 加碼 |
| Swiss National Bank | 54,800 | $1,845 萬 | 0.01% | +600+1.1% | 加碼 |
| Congress Asset Management Co | 49,043 | $1,652 萬 | 0.11% | +7,416+17.8% | 加碼 |
| Raymond James Financial Inc | 48,986 | $1,650 萬 | 0.01% | +48,986 | 新進 |
| Legal & General Group Plc | 46,245 | $1,557 萬 | 0.00% | +113+0.2% | 加碼 |
| California Public Employees Retirement System | 44,829 | $1,510 萬 | 0.01% | −3,236−6.7% | 減碼 |
| TownSquare Capital, LLC | 42,075 | $1,417 萬 | 0.16% | +116+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 42,000 | $1,414 萬 | 0.02% | +9,927+31.0% | 加碼 |
| Ci Investments Inc. | 38,720 | $1,304 萬 | 0.05% | −3,826−9.0% | 減碼 |
| Algert Global LLC | 37,086 | $1,249 萬 | 0.29% | +11,577+45.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 36,832 | $1,240 萬 | 0.17% | +2,927+8.6% | 加碼 |
| Two Sigma Investments, LP | 36,237 | $1,220 萬 | 0.03% | +36,237 | 新進 |
| Barlow Wealth Partners, Inc. | 35,962 | $1,176 萬 | 1.49% | +1,818+5.3% | 加碼 |
| Alliancebernstein L.P. | 34,728 | $1,170 萬 | 0.00% | +1,727+5.2% | 加碼 |
| Retirement Systems of Alabama | 32,851 | $1,106 萬 | 0.04% | +66+0.2% | 加碼 |
| Teacher Retirement System of Texas | 32,751 | $1,103 萬 | 0.04% | +24,325+288.7% | 加碼 |
| Asset Management One Co.,Ltd. | 31,135 | $1,055 萬 | 0.04% | −5,614−15.3% | 減碼 |
| Ameriprise Financial Inc | 31,074 | $1,046 萬 | 0.00% | −977−3.0% | 減碼 |
| Corebridge Financial, Inc. | 30,875 | $1,040 萬 | 0.06% | −1,353−4.2% | 減碼 |
| First Trust Advisors LP | 29,886 | $1,006 萬 | 0.01% | +1,681+6.0% | 加碼 |
| National Bank of Canada | 28,121 | $947.0 萬 | 0.01% | +1,008+3.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 27,906 | $939.8 萬 | 0.02% | +4,975+21.7% | 加碼 |
| California State Teachers Retirement System | 25,970 | $874.6 萬 | 0.01% | −247−0.9% | 減碼 |
| Kornitzer Capital Management Inc | 25,834 | $870.0 萬 | 0.17% | −490−1.9% | 減碼 |
| Marks Group Wealth Management, Inc | 25,261 | $850.7 萬 | 0.84% | +171+0.7% | 加碼 |
| MUFG Securities EMEA plc | 24,999 | $841.9 萬 | 0.16% | −10.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,853 | $836.9 萬 | 0.02% | −30−0.1% | 減碼 |
| Pinebridge Investments, L.P. | 23,880 | $804.2 萬 | 0.06% | +18,793+369.4% | 加碼 |
| Motley Fool Wealth Management, LLC | 23,731 | $794.0 萬 | 0.41% | −734−3.0% | 減碼 |
| Great West Life Assurance Co | 22,989 | $772.3 萬 | 0.01% | +315+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,492 | $757.4 萬 | 0.01% | −394−1.7% | 減碼 |
| Fisher Asset Management, LLC | 22,001 | $740.9 萬 | 0.00% | +659+3.1% | 加碼 |
| Voleon Capital Management LP | 21,915 | $738.0 萬 | 0.55% | +21,915 | 新進 |
| Barclays PLC | 21,469 | $723.0 萬 | 0.00% | +4,906+29.6% | 加碼 |
| Cooper Investors Pty Ltd | 21,273 | $716.4 萬 | 1.13% | +21,273 | 新進 |
| Two Sigma Advisers, LP | 20,600 | $693.7 萬 | 0.02% | +18,300+795.7% | 加碼 |
| SW Investment Management LLC | 20,000 | $673.5 萬 | 1.58% | +20,000 | 新進 |
| Bank of Nova Scotia | 19,000 | $639.8 萬 | 0.01% | −12,926−40.5% | 減碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $639.8 萬 | 0.06% | 00.0% | 不變 |
| Stifel Financial Corp | 18,633 | $627.5 萬 | 0.01% | +284+1.5% | 加碼 |
| Royal Bank of Canada | 17,934 | $604.0 萬 | 0.00% | +4,288+31.4% | 加碼 |
| Prudential Financial Inc | 17,353 | $584.4 萬 | 0.01% | +5,677+48.6% | 加碼 |
| Victory Capital Management Inc | 16,626 | $559.9 萬 | 0.01% | +783+4.9% | 加碼 |
| Man Group plc | 16,618 | $559.6 萬 | 0.02% | +3,113+23.1% | 加碼 |
| MetLife Investment Management | 16,401 | $552.3 萬 | 0.03% | +1,242+8.2% | 加碼 |
| HighTower Advisors, LLC | 16,068 | $541.1 萬 | 0.01% | +102+0.6% | 加碼 |
| Tribune Investment Group LP | 16,000 | $538.8 萬 | 3.02% | +16,000 | 新進 |
| Natixis | 15,902 | $535.5 萬 | 0.04% | −16,000−50.2% | 減碼 |
| Motley Fool Asset Management LLC | 15,796 | $531.9 萬 | 0.28% | +1,362+9.4% | 加碼 |
| Russell Investments Group, Ltd. | 15,606 | $525.6 萬 | 0.01% | −5,057−24.5% | 減碼 |