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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 417 | $14.0 萬 | 0.00% | −55−11.7% | 減碼 |
| Brown Brothers Harriman & Co | 423 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 431 | $14.5 萬 | 0.00% | −54−11.1% | 減碼 |
| Umb Bank N A | 467 | $15.7 萬 | 0.00% | +54+13.1% | 加碼 |
| GAMMA Investing LLC | 467 | $15.7 萬 | 0.01% | +154+49.2% | 加碼 |
| North Star Investment Management Corp. | 517 | $17.4 萬 | 0.01% | −60−10.4% | 減碼 |
| Quarry LP | 542 | $18.3 萬 | 0.04% | +490+942.3% | 加碼 |
| HM Payson & Co | 600 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 600 | $20.2 萬 | 0.07% | +600 | 新進 |
| Roberts Glore & Co Inc | 610 | $20.5 萬 | 0.06% | +610 | 新進 |
| Schechter Investment Advisors, LLC | 612 | $20.6 萬 | 0.02% | −17−2.7% | 減碼 |
| Corton Capital Inc. | 612 | $20.6 萬 | 0.12% | +612 | 新進 |
| Willner & Heller, LLC | 616 | $20.7 萬 | 0.18% | +616 | 新進 |
| Rafferty Asset Management, LLC | 617 | $20.8 萬 | 0.00% | +617 | 新進 |
| Keybank National Association | 625 | $21.0 萬 | 0.00% | −83−11.7% | 減碼 |
| Quadrant Capital Group LLC | 630 | $21.2 萬 | 0.01% | −6−0.9% | 減碼 |
| Evergreen Capital Management LLC | 634 | $21.4 萬 | 0.01% | +634 | 新進 |
| Longboard Asset Management, LP | 635 | $21.4 萬 | 0.57% | +635 | 新進 |
| Cyndeo Wealth Partners, LLC | 636 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 639 | $21.5 萬 | 0.00% | −1,395−68.6% | 減碼 |
| Fonville Wealth Management LLC | 646 | $21.8 萬 | 0.07% | −30−4.4% | 減碼 |
| Point72 Hong Kong Ltd | 647 | $21.8 萬 | 0.01% | +466+257.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 654 | $22.0 萬 | 0.00% | +654 | 新進 |
| Forum Financial Management, LP | 662 | $22.3 萬 | 0.00% | +662 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 664 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 670 | $22.6 萬 | 0.01% | −109−14.0% | 減碼 |
| GK Wealth Management LLC | 673 | $22.7 萬 | 0.29% | +673 | 新進 |
| Glenview Trust Co | 674 | $22.7 萬 | 0.00% | +674 | 新進 |
| Claret Asset Management Corp | 693 | $23.3 萬 | 0.04% | +5+0.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 696 | $23.4 萬 | 0.09% | −1−0.1% | 減碼 |
| Amundi | 728 | $23.5 萬 | 0.00% | −192,048−99.6% | 減碼 |
| Everence Capital Management Inc | 700 | $23.6 萬 | 0.02% | +700 | 新進 |
| Principal Securities, Inc. | 705 | $23.7 萬 | 0.01% | +80+12.8% | 加碼 |
| Bayforest Capital Ltd | 715 | $24.1 萬 | 0.30% | +715 | 新進 |
| Atomi Financial Group, Inc. | 729 | $24.5 萬 | 0.01% | +729 | 新進 |
| XTX Topco Ltd | 760 | $25.6 萬 | 0.02% | −1,539−66.9% | 減碼 |
| Bank of Stockton | 760 | $25.6 萬 | 0.08% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 765 | $25.8 萬 | 0.05% | +765 | 新進 |
| HBK Sorce Advisory LLC | 769 | $25.9 萬 | 0.01% | −34−4.2% | 減碼 |
| Genesis Private Wealth, LLC | 770 | $25.9 萬 | 0.14% | +770 | 新進 |
| Fifth Third Wealth Advisors LLC | 772 | $26.0 萬 | 0.01% | −9−1.2% | 減碼 |
| Associated Banc-Corp | 775 | $26.1 萬 | 0.01% | +10+1.3% | 加碼 |
| Spears Abacus Advisors LLC | 782 | $26.3 萬 | 0.01% | −8−1.0% | 減碼 |
| Callan Family Office, LLC | 782 | $26.3 萬 | 0.02% | +782 | 新進 |
| Stonegate Investment Group, LLC | 788 | $26.5 萬 | 0.01% | +24+3.1% | 加碼 |
| Machina Capital S.A.S. | 817 | $27.5 萬 | 0.12% | −225−21.6% | 減碼 |
| Shell Asset Management Co | 837 | $28.2 萬 | 0.01% | −2−0.2% | 減碼 |
| Invesco, LLC | 888 | $29.9 萬 | 0.12% | −112−11.2% | 減碼 |
| QRG Capital Management, Inc. | 890 | $30.0 萬 | 0.00% | +58+7.0% | 加碼 |
| Angeles Wealth Management, LLC | 925 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Leonteq Securities AG | 956 | $32.2 萬 | 0.03% | +112+13.3% | 加碼 |
| Quest Partners LLC | 979 | $33.0 萬 | 0.04% | −11,764−92.3% | 減碼 |
| Petrus Trust Company, LTA | 997 | $33.6 萬 | 0.03% | +294+41.8% | 加碼 |
| Wallace Advisory Group, LLC | 1,061 | $33.9 萬 | 0.23% | −83−7.3% | 減碼 |
| Diversify Advisory Services, LLC | 1,072 | $33.9 萬 | 0.02% | −67−5.9% | 減碼 |
| Shelton Capital Management | 1,038 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 1,052 | $35.4 萬 | 0.05% | +5+0.5% | 加碼 |
| Oppenheimer & Co Inc | 1,073 | $36.1 萬 | 0.01% | +244+29.4% | 加碼 |
| Fiduciary Trust Co | 1,080 | $36.4 萬 | 0.00% | −112−9.4% | 減碼 |
| Panagora Asset Management Inc | 1,118 | $37.6 萬 | 0.00% | +4+0.4% | 加碼 |
| KBC Group NV | 1,125 | $37.9 萬 | 0.00% | +436+63.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,135 | $38.2 萬 | 0.27% | +127+12.6% | 加碼 |
| CWM, LLC | 1,138 | $38.3 萬 | 0.00% | +17+1.5% | 加碼 |
| Capital Investment Counsel, Inc | 1,150 | $38.7 萬 | 0.06% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,178 | $39.7 萬 | 0.01% | +35+3.1% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 1,201 | $40.5 萬 | 0.13% | +1,201 | 新進 |
| Quadrature Capital Ltd | 1,220 | $41.1 萬 | 0.01% | +1,220 | 新進 |
| Sanctuary Advisors, LLC | 1,254 | $41.4 萬 | 0.00% | −34−2.6% | 減碼 |
| Parallel Advisors, LLC | 1,237 | $41.7 萬 | 0.01% | −38−3.0% | 減碼 |
| Ballentine Partners, LLC | 1,248 | $42.0 萬 | 0.01% | +13+1.1% | 加碼 |
| Alberta Investment Management Corp | 1,256 | $42.3 萬 | 0.00% | +1,256 | 新進 |
| ProShare Advisors LLC | 1,263 | $42.5 萬 | 0.00% | +87+7.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,269 | $42.7 萬 | 0.00% | +265+26.4% | 加碼 |
| Jane Street Group, LLC | 1,311 | $44.1 萬 | 0.00% | −1,722−56.8% | 減碼 |
| CIBC Asset Management Inc | 1,327 | $44.7 萬 | 0.00% | +68+5.4% | 加碼 |
| Dearborn Partners LLC | 1,330 | $44.8 萬 | 0.02% | +272+25.7% | 加碼 |
| Smith Group Asset Management, LLC | 1,390 | $46.8 萬 | 0.03% | +1,390 | 新進 |
| Cadent Capital Advisors, LLC | 1,396 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 1,453 | $48.9 萬 | 0.00% | −877−37.6% | 減碼 |
| Park Avenue Securities LLC | 1,464 | $49.3 萬 | 0.01% | +429+41.4% | 加碼 |
| Boothbay Fund Management, LLC | 1,468 | $49.4 萬 | 0.02% | +554+60.6% | 加碼 |
| Connable Office Inc | 1,470 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Franklin Resources Inc | 1,483 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Dempze Nancy E | 1,494 | $50.3 萬 | 0.29% | −1,000−40.1% | 減碼 |
| Dundas Partners LLP | 1,522 | $51.3 萬 | 0.04% | +623+69.3% | 加碼 |
| Maryland State Retirement & Pension System | 1,525 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Naviter Wealth, LLC | 1,540 | $51.9 萬 | 0.06% | +1,540 | 新進 |
| Great Valley Advisor Group, Inc. | 1,559 | $52.5 萬 | 0.01% | +35+2.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,577 | $53.1 萬 | 0.01% | +867+122.1% | 加碼 |
| Welch & Forbes LLC | 1,609 | $54.2 萬 | 0.01% | −125−7.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,625 | $54.7 萬 | 0.14% | +1,625 | 新進 |
| Crossmark Global Holdings, Inc. | 1,629 | $54.9 萬 | 0.01% | −629−27.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,643 | $55.3 萬 | 0.00% | +191+13.2% | 加碼 |
| Lazard Asset Management LLC | 1,690 | $56.9 萬 | 0.00% | +1,690 | 新進 |
| Toroso Investments, LLC | 1,695 | $57.1 萬 | 0.00% | +487+40.3% | 加碼 |
| Benjamin Edwards Inc | 1,700 | $57.3 萬 | 0.01% | +138+8.8% | 加碼 |
| Mariner, LLC | 1,705 | $57.4 萬 | 0.00% | +165+10.7% | 加碼 |
| Graham Capital Management, L.P. | 1,774 | $59.7 萬 | 0.02% | +1,774 | 新進 |
| Deutsche Bank AG | 1,798 | $60.5 萬 | 0.00% | +42+2.4% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,807 | $60.9 萬 | 0.27% | +2+0.1% | 加碼 |