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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,821 | $61.3 萬 | 0.00% | +393+27.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 1,860 | $62.6 萬 | 0.10% | +1,185+175.6% | 加碼 |
| Equitable Trust Co | 1,871 | $63.0 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,915 | $64.5 萬 | 0.00% | +579+43.3% | 加碼 |
| Verition Fund Management LLC | 1,946 | $65.5 萬 | 0.00% | +530+37.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,951 | $65.7 萬 | 0.04% | −16−0.8% | 減碼 |
| Cetera Investment Advisers | 2,077 | $69.9 萬 | 0.00% | +154+8.0% | 加碼 |
| Securian Asset Management, Inc | 2,080 | $70.0 萬 | 0.02% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 2,085 | $70.2 萬 | 0.01% | +2,085 | 新進 |
| Engineers Gate Manager LP | 2,109 | $71.0 萬 | 0.01% | −672−24.2% | 減碼 |
| Occudo Quantitative Strategies LP | 2,111 | $71.1 萬 | 0.13% | +2,111 | 新進 |
| Gateway Investment Advisers LLC | 2,128 | $71.7 萬 | 0.01% | 00.0% | 不變 |
| Omers Administration Corp | 2,200 | $74.1 萬 | 0.01% | +2,200 | 新進 |
| Federated Hermes, Inc. | 2,214 | $74.6 萬 | 0.00% | −79−3.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,237 | $75.5 萬 | 0.01% | −131−5.5% | 減碼 |
| Planning Alternatives Ltd | 2,254 | $75.9 萬 | 0.12% | 00.0% | 不變 |
| Entropy Technologies, LP | 2,257 | $76.0 萬 | 0.08% | −1,600−41.5% | 減碼 |
| Seeds Investor LLC | 2,262 | $76.2 萬 | 0.22% | −8−0.4% | 減碼 |
| Jump Financial, LLC | 2,286 | $77.0 萬 | 0.02% | −3,808−62.5% | 減碼 |
| HRT Financial LP | 2,435 | $82.0 萬 | 0.00% | +2,435 | 新進 |
| Exchange Traded Concepts, LLC | 2,453 | $82.6 萬 | 0.02% | +60+2.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,481 | $83.6 萬 | 0.00% | +2,481 | 新進 |
| Loomis Sayles & Co L P | 2,483 | $83.6 萬 | 0.00% | +2,483 | 新進 |
| First Hawaiian Bank | 2,562 | $86.3 萬 | 0.03% | −634−19.8% | 減碼 |
| Precision Wealth Strategies, LLC | 2,564 | $86.3 萬 | 0.67% | +65+2.6% | 加碼 |
| Ethic Inc. | 2,578 | $86.8 萬 | 0.02% | +253+10.9% | 加碼 |
| Gotham Asset Management, LLC | 2,595 | $87.4 萬 | 0.01% | −3,997−60.6% | 減碼 |
| Covey Capital Advisors, LLC | 2,607 | $87.8 萬 | 1.00% | −228−8.0% | 減碼 |
| Diversify Wealth Management, LLC | 2,821 | $89.1 萬 | 0.07% | +576+25.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,667 | $90.1 萬 | 0.01% | +1,419+113.7% | 加碼 |
| Aquatic Capital Management LLC | 2,679 | $90.2 萬 | 0.02% | −801−23.0% | 減碼 |
| Creative Planning | 2,690 | $90.6 萬 | 0.00% | −23−0.8% | 減碼 |
| Mackenzie Financial Corp | 2,716 | $91.5 萬 | 0.00% | +2,716 | 新進 |
| Public Employees Retirement Association of Colorado | 2,787 | $93.9 萬 | 0.00% | 00.0% | 不變 |
| Magnetar Financial LLC | 2,798 | $94.2 萬 | 0.02% | −7,604−73.1% | 減碼 |
| Advisory Services Network, LLC | 2,833 | $95.4 萬 | 0.02% | −432−13.2% | 減碼 |
| Davy Global Fund Management Ltd | 2,849 | $95.9 萬 | 0.11% | −98−3.3% | 減碼 |
| Avantax Advisory Services, Inc. | 2,905 | $97.8 萬 | 0.01% | −119−3.9% | 減碼 |
| Legacy Advisors, LLC | 2,947 | $99.2 萬 | 0.10% | +37+1.3% | 加碼 |
| Bryce Point Capital, LLC | 3,001 | $101.1 萬 | 0.29% | +3,001 | 新進 |
| Bradley Foster & Sargent Inc | 3,021 | $101.7 萬 | 0.02% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,031 | $102.1 萬 | 0.01% | +102+3.5% | 加碼 |
| Gibbs Wealth Management | 3,062 | $103.1 萬 | 0.28% | +562+22.5% | 加碼 |
| Atria Investments LLC | 3,254 | $109.6 萬 | 0.01% | −275−7.8% | 減碼 |
| Advisor Group Holdings, Inc. | 3,326 | $112.0 萬 | 0.00% | +1,164+53.8% | 加碼 |
| Simon Quick Advisors, LLC | 3,340 | $112.5 萬 | 0.07% | −22−0.7% | 減碼 |
| Accretive Wealth Partners, LLC | 3,411 | $114.9 萬 | 0.49% | −14−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 3,446 | $116.0 萬 | 0.00% | +163+5.0% | 加碼 |
| Nomura Holdings Inc | 3,585 | $120.7 萬 | 0.01% | +3,585 | 新進 |
| JustInvest LLC | 3,655 | $123.1 萬 | 0.02% | +373+11.4% | 加碼 |
| Bessemer Group Inc | 3,652 | $123.1 萬 | 0.00% | −22−0.6% | 減碼 |
| Level Four Advisory Services, LLC | 3,705 | $124.8 萬 | 0.05% | +588+18.9% | 加碼 |
| Colony Group, LLC | 3,803 | $128.1 萬 | 0.00% | −1,094−22.3% | 減碼 |
| Pictet Asset Management Holding SA | 3,860 | $130.0 萬 | 0.00% | +181+4.9% | 加碼 |
| Polen Capital Management LLC | 3,906 | $131.5 萬 | 0.00% | −2,290−37.0% | 減碼 |
| Consolidated Press International Holdings Ltd | 4,100 | $138.1 萬 | 0.21% | 00.0% | 不變 |
| Blair William & Co | 4,145 | $139.6 萬 | 0.00% | −50−1.2% | 減碼 |
| Johnson Investment Counsel Inc | 4,213 | $141.9 萬 | 0.01% | −44−1.0% | 減碼 |
| Oak Thistle LLC | 4,276 | $144.0 萬 | 0.43% | +2,826+194.9% | 加碼 |
| Truist Financial Corp | 4,284 | $144.3 萬 | 0.00% | +472+12.4% | 加碼 |
| Cinctive Capital Management LP | 4,313 | $145.2 萬 | 0.08% | +4,313 | 新進 |
| BNP Paribas Arbitrage, SA | 4,333 | $145.9 萬 | 0.00% | −1,650−27.6% | 減碼 |
| Cerity Partners LLC | 4,628 | $148.0 萬 | 0.00% | −1,690−26.7% | 減碼 |
| Utah Retirement Systems | 4,420 | $148.8 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 4,452 | $149.9 萬 | 0.97% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 4,553 | $153.3 萬 | 0.00% | −5,387−54.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,793 | $161.4 萬 | 0.42% | +91+1.9% | 加碼 |
| Fox Run Management, L.L.C. | 4,811 | $162.0 萬 | 0.29% | +3,346+228.4% | 加碼 |
| Bradyco, Inc. | 4,864 | $163.8 萬 | 1.01% | +4,864 | 新進 |
| Pacer Advisors, Inc. | 4,951 | $166.7 萬 | 0.00% | +970+24.4% | 加碼 |
| LPL Financial LLC | 5,092 | $171.5 萬 | 0.00% | +610+13.6% | 加碼 |
| MML Investors Services, LLC | 5,095 | $171.6 萬 | 0.01% | +815+19.0% | 加碼 |
| Fieldview Capital Management, LLC | 5,117 | $172.3 萬 | 0.27% | +5,117 | 新進 |
| Linden Thomas Advisory Services, LLC | 5,151 | $173.5 萬 | 0.22% | −9−0.2% | 減碼 |
| Portside Wealth Group, LLC | 5,195 | $174.9 萬 | 0.29% | −110−2.1% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $175.1 萬 | 0.06% | 00.0% | 不變 |
| Bank of Montreal | 5,355 | $180.3 萬 | 0.00% | −113−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,411 | $182.2 萬 | 0.06% | −135−2.4% | 減碼 |
| Ashford Capital Management Inc | 5,431 | $182.9 萬 | 0.22% | 00.0% | 不變 |
| Xponance, Inc. | 5,431 | $182.9 萬 | 0.02% | +165+3.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 5,488 | $184.8 萬 | 0.03% | −29−0.5% | 減碼 |
| Quantbot Technologies LP | 5,491 | $184.9 萬 | 0.07% | −8,278−60.1% | 減碼 |
| Ofi Invest Asset Management | 5,700 | $185.4 萬 | 0.04% | +5,700 | 新進 |
| CIBC Private Wealth Group, LLC | 5,819 | $187.6 萬 | 0.00% | −66−1.1% | 減碼 |
| KLP Kapitalforvaltning AS | 5,600 | $188.6 萬 | 0.01% | +5,600 | 新進 |
| Harbor Capital Advisors, Inc. | 5,626 | $189.5 萬 | 0.08% | +37+0.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 5,711 | $192.3 萬 | 0.03% | −35,712−86.2% | 減碼 |
| New York State Teachers Retirement System | 5,900 | $198.7 萬 | 0.00% | −2,545−30.1% | 減碼 |
| Sepio Capital, LP | 5,937 | $199.9 萬 | 0.16% | −69−1.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,967 | $200.9 萬 | 0.01% | +18+0.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,005 | $202.2 萬 | 0.04% | +17+0.3% | 加碼 |
| HSBC Holdings PLC | 6,266 | $211.5 萬 | 0.00% | +5,313+557.5% | 加碼 |
| Oddo BHF Asset Management SAS | 6,357 | $214.1 萬 | 0.11% | +145+2.3% | 加碼 |
| Handelsbanken Fonder AB | 6,372 | $214.6 萬 | 0.01% | +400+6.7% | 加碼 |
| State of Michigan Retirement System | 6,400 | $215.5 萬 | 0.01% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 6,499 | $218.9 萬 | 0.19% | +6,499 | 新進 |
| Danske Bank A/S | 6,708 | $225.9 萬 | 0.01% | +3,608+116.4% | 加碼 |
| Empire Life Investments Inc. | 6,806 | $229.2 萬 | 0.14% | +56+0.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,818 | $229.6 萬 | 0.01% | +738+12.1% | 加碼 |
| Quantinno Capital Management LP | 6,924 | $233.2 萬 | 0.02% | +1,390+25.1% | 加碼 |