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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 7,390 | $248.9 萬 | 0.02% | +5,024+212.3% | 加碼 |
| Bright Rock Capital Management, LLC | 7,500 | $252.6 萬 | 0.54% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 7,500 | $252.6 萬 | 0.05% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 7,528 | $253.5 萬 | 0.63% | −112−1.5% | 減碼 |
| George Kaiser Family Foundation | 7,693 | $259.1 萬 | 0.38% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $261.7 萬 | 0.02% | −420−5.1% | 減碼 |
| Arizona State Retirement System | 8,070 | $271.8 萬 | 0.02% | +69+0.9% | 加碼 |
| American Century Companies Inc | 8,111 | $273.1 萬 | 0.00% | +1,482+22.4% | 加碼 |
| Pathstone Holdings, LLC | 8,299 | $279.5 萬 | 0.01% | +37+0.4% | 加碼 |
| Norden Group LLC | 8,545 | $287.8 萬 | 0.33% | −48−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,769 | $295.3 萬 | 0.03% | −1,199−12.0% | 減碼 |
| Globeflex Capital L P | 8,835 | $297.5 萬 | 0.25% | 00.0% | 不變 |
| Comerica Bank | 8,912 | $300.1 萬 | 0.01% | −401−4.3% | 減碼 |
| Captrust Financial Advisors | 9,026 | $303.9 萬 | 0.01% | +5,655+167.8% | 加碼 |
| State of Wisconsin Investment Board | 9,147 | $308.0 萬 | 0.01% | −1,765−16.2% | 減碼 |
| M&T Bank Corp | 9,172 | $308.8 萬 | 0.01% | +303+3.4% | 加碼 |
| Public Employees Retirement System of Ohio | 9,295 | $313.0 萬 | 0.01% | −525−5.3% | 減碼 |
| Yousif Capital Management, LLC | 9,487 | $319.5 萬 | 0.04% | −394−4.0% | 減碼 |
| US Bancorp | 9,598 | $323.2 萬 | 0.00% | −125−1.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 9,610 | $323.6 萬 | 0.03% | +9,610 | 新進 |
| CI Private Wealth, LLC | 9,755 | $328.5 萬 | 0.01% | −1,518−13.5% | 減碼 |
| Ceera Investments, LLC | 9,786 | $329.6 萬 | 1.13% | 00.0% | 不變 |
| Congress Wealth Management LLC | 10,010 | $337.1 萬 | 0.05% | +773+8.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 10,077 | $339.4 萬 | 0.01% | −366−3.5% | 減碼 |
| Commerce Bank | 10,166 | $342.4 萬 | 0.02% | −1,018−9.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 10,188 | $343.1 萬 | 0.06% | +10,188 | 新進 |
| State of Tennessee, Treasury Department | 10,460 | $352.3 萬 | 0.01% | −295−2.7% | 減碼 |
| Kensington Investment Counsel, LLC | 10,682 | $359.7 萬 | 1.50% | +67+0.6% | 加碼 |
| Squarepoint Ops LLC | 10,703 | $360.4 萬 | 0.01% | −2,636−19.8% | 減碼 |
| Waratah Capital Advisors Ltd. | 10,896 | $366.9 萬 | 0.21% | +10,896 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $377.8 萬 | 0.01% | −290−2.5% | 減碼 |
| Citigroup Inc | 11,262 | $379.3 萬 | 0.00% | +408+3.8% | 加碼 |
| Southeast Asset Advisors Inc. | 11,725 | $394.9 萬 | 0.48% | −3,643−23.7% | 減碼 |
| Treasurer of the State of North Carolina | 11,739 | $395.3 萬 | 0.02% | +80+0.7% | 加碼 |
| Voya Investment Management LLC | 11,859 | $399.4 萬 | 0.00% | −582−4.7% | 減碼 |
| Cardinal Capital Management | 12,060 | $406.1 萬 | 0.64% | −35−0.3% | 減碼 |
| Janus Henderson Group PLC | 12,543 | $421.9 萬 | 0.00% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 12,876 | $433.6 萬 | 0.36% | −89−0.7% | 減碼 |
| United Capital Financial Advisers, LLC | 12,919 | $435.1 萬 | 0.04% | +12,919 | 新進 |
| Ensign Peak Advisors, Inc | 12,972 | $436.8 萬 | 0.01% | −5,283−28.9% | 減碼 |
| AQR Capital Management LLC | 13,100 | $441.2 萬 | 0.01% | +5,403+70.2% | 加碼 |
| Holocene Advisors, LP | 13,229 | $445.5 萬 | 0.01% | +8,194+162.7% | 加碼 |
| Amalgamated Bank | 13,228 | $445.5 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 13,323 | $448.7 萬 | 0.05% | +399+3.1% | 加碼 |
| Henshaw Capital LLC | 13,487 | $454.2 萬 | 0.19% | +17+0.1% | 加碼 |
| New York State Common Retirement Fund | 13,975 | $470.6 萬 | 0.01% | −1,500−9.7% | 減碼 |
| Mutual of America Capital Management LLC | 14,271 | $480.6 萬 | 0.05% | −313−2.1% | 減碼 |
| Daiwa Securities Group Inc. | 14,517 | $488.9 萬 | 0.02% | −598−4.0% | 減碼 |
| Thrivent Financial for Lutherans | 14,815 | $499.6 萬 | 0.01% | +936+6.7% | 加碼 |
| Neuberger Berman Group LLC | 15,079 | $507.8 萬 | 0.00% | +263+1.8% | 加碼 |
| State of Alaska, Department of Revenue | 15,157 | $510.3 萬 | 0.06% | −45−0.3% | 減碼 |
| Russell Investments Group, Ltd. | 15,606 | $525.6 萬 | 0.01% | −5,057−24.5% | 減碼 |
| Motley Fool Asset Management LLC | 15,796 | $531.9 萬 | 0.28% | +1,362+9.4% | 加碼 |
| Natixis | 15,902 | $535.5 萬 | 0.04% | −16,000−50.2% | 減碼 |
| Tribune Investment Group LP | 16,000 | $538.8 萬 | 3.02% | +16,000 | 新進 |
| HighTower Advisors, LLC | 16,068 | $541.1 萬 | 0.01% | +102+0.6% | 加碼 |
| MetLife Investment Management | 16,401 | $552.3 萬 | 0.03% | +1,242+8.2% | 加碼 |
| Man Group plc | 16,618 | $559.6 萬 | 0.02% | +3,113+23.1% | 加碼 |
| Victory Capital Management Inc | 16,626 | $559.9 萬 | 0.01% | +783+4.9% | 加碼 |
| Prudential Financial Inc | 17,353 | $584.4 萬 | 0.01% | +5,677+48.6% | 加碼 |
| Royal Bank of Canada | 17,934 | $604.0 萬 | 0.00% | +4,288+31.4% | 加碼 |
| Stifel Financial Corp | 18,633 | $627.5 萬 | 0.01% | +284+1.5% | 加碼 |
| 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 |
| SW Investment Management LLC | 20,000 | $673.5 萬 | 1.58% | +20,000 | 新進 |
| Two Sigma Advisers, LP | 20,600 | $693.7 萬 | 0.02% | +18,300+795.7% | 加碼 |
| Cooper Investors Pty Ltd | 21,273 | $716.4 萬 | 1.13% | +21,273 | 新進 |
| Barclays PLC | 21,469 | $723.0 萬 | 0.00% | +4,906+29.6% | 加碼 |
| Voleon Capital Management LP | 21,915 | $738.0 萬 | 0.55% | +21,915 | 新進 |
| Fisher Asset Management, LLC | 22,001 | $740.9 萬 | 0.00% | +659+3.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,492 | $757.4 萬 | 0.01% | −394−1.7% | 減碼 |
| Great West Life Assurance Co | 22,989 | $772.3 萬 | 0.01% | +315+1.4% | 加碼 |
| Motley Fool Wealth Management, LLC | 23,731 | $794.0 萬 | 0.41% | −734−3.0% | 減碼 |
| Pinebridge Investments, L.P. | 23,880 | $804.2 萬 | 0.06% | +18,793+369.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 24,853 | $836.9 萬 | 0.02% | −30−0.1% | 減碼 |
| MUFG Securities EMEA plc | 24,999 | $841.9 萬 | 0.16% | −10.0% | 減碼 |
| Marks Group Wealth Management, Inc | 25,261 | $850.7 萬 | 0.84% | +171+0.7% | 加碼 |
| Kornitzer Capital Management Inc | 25,834 | $870.0 萬 | 0.17% | −490−1.9% | 減碼 |
| California State Teachers Retirement System | 25,970 | $874.6 萬 | 0.01% | −247−0.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 27,906 | $939.8 萬 | 0.02% | +4,975+21.7% | 加碼 |
| National Bank of Canada | 28,121 | $947.0 萬 | 0.01% | +1,008+3.7% | 加碼 |
| First Trust Advisors LP | 29,886 | $1,006 萬 | 0.01% | +1,681+6.0% | 加碼 |
| Corebridge Financial, Inc. | 30,875 | $1,040 萬 | 0.06% | −1,353−4.2% | 減碼 |
| Ameriprise Financial Inc | 31,074 | $1,046 萬 | 0.00% | −977−3.0% | 減碼 |
| Asset Management One Co.,Ltd. | 31,135 | $1,055 萬 | 0.04% | −5,614−15.3% | 減碼 |
| Teacher Retirement System of Texas | 32,751 | $1,103 萬 | 0.04% | +24,325+288.7% | 加碼 |
| Retirement Systems of Alabama | 32,851 | $1,106 萬 | 0.04% | +66+0.2% | 加碼 |
| Alliancebernstein L.P. | 34,728 | $1,170 萬 | 0.00% | +1,727+5.2% | 加碼 |
| Barlow Wealth Partners, Inc. | 35,962 | $1,176 萬 | 1.49% | +1,818+5.3% | 加碼 |
| Two Sigma Investments, LP | 36,237 | $1,220 萬 | 0.03% | +36,237 | 新進 |
| Segall Bryant & Hamill, LLC | 36,832 | $1,240 萬 | 0.17% | +2,927+8.6% | 加碼 |
| Algert Global LLC | 37,086 | $1,249 萬 | 0.29% | +11,577+45.4% | 加碼 |
| Ci Investments Inc. | 38,720 | $1,304 萬 | 0.05% | −3,826−9.0% | 減碼 |
| Qube Research & Technologies Ltd | 42,000 | $1,414 萬 | 0.02% | +9,927+31.0% | 加碼 |
| TownSquare Capital, LLC | 42,075 | $1,417 萬 | 0.16% | +116+0.3% | 加碼 |
| California Public Employees Retirement System | 44,829 | $1,510 萬 | 0.01% | −3,236−6.7% | 減碼 |
| Legal & General Group Plc | 46,245 | $1,557 萬 | 0.00% | +113+0.2% | 加碼 |
| Raymond James Financial Inc | 48,986 | $1,650 萬 | 0.01% | +48,986 | 新進 |
| Congress Asset Management Co | 49,043 | $1,652 萬 | 0.11% | +7,416+17.8% | 加碼 |
| Swiss National Bank | 54,800 | $1,845 萬 | 0.01% | +600+1.1% | 加碼 |