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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 56,630 | $1,907 萬 | 0.31% | +30,320+115.2% | 加碼 |
| Chicago Capital, LLC | 57,687 | $1,943 萬 | 0.52% | −509−0.9% | 減碼 |
| Nordea Investment Management AB | 57,505 | $1,951 萬 | 0.02% | +1,963+3.5% | 加碼 |
| Confluence Investment Management LLC | 63,393 | $2,135 萬 | 0.30% | −1,039−1.6% | 減碼 |
| Boston Financial Mangement LLC | 65,924 | $2,220 萬 | 0.67% | +4,299+7.0% | 加碼 |
| Parnassus Investments | 70,111 | $2,361 萬 | 0.05% | −923−1.3% | 減碼 |
| Rhumbline Advisers | 77,142 | $2,598 萬 | 0.02% | −91−0.1% | 減碼 |
| Principal Financial Group Inc | 78,639 | $2,648 萬 | 0.01% | −6,206−7.3% | 減碼 |
| DF Dent & Co Inc | 85,678 | $2,885 萬 | 0.37% | −2,700−3.1% | 減碼 |
| Wells Fargo & Company | 87,008 | $2,930 萬 | 0.01% | −1,568−1.8% | 減碼 |
| Nuveen Asset Management, LLC | 90,029 | $3,032 萬 | 0.01% | +18,535+25.9% | 加碼 |
| Praesidium Investment Management Company, LLC | 90,058 | $3,033 萬 | 5.09% | −8,708−8.8% | 減碼 |
| Envestnet Asset Management Inc | 94,135 | $3,170 萬 | 0.01% | +17,139+22.3% | 加碼 |
| UBS Asset Management Americas Inc | 98,337 | $3,312 萬 | 0.01% | +9,658+10.9% | 加碼 |
| Schroder Investment Management Group | 100,185 | $3,383 萬 | 0.03% | +100,185 | 新進 |
| Citadel Advisors LLC | 105,357 | $3,548 萬 | 0.03% | −12,713−10.8% | 減碼 |
| Copeland Capital Management, LLC | 105,402 | $3,550 萬 | 0.66% | −1,630−1.5% | 減碼 |
| UBS Group AG | 107,885 | $3,633 萬 | 0.01% | +90,121+507.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 117,156 | $3,945 萬 | 0.03% | +90,466+339.0% | 加碼 |
| American Capital Management Inc | 128,692 | $4,334 萬 | 1.61% | −15,539−10.8% | 減碼 |
| SEI Investments Co | 136,939 | $4,612 萬 | 0.06% | +1,884+1.4% | 加碼 |
| Premier Fund Managers Ltd | 150,000 | $5,069 萬 | 1.81% | +150,000 | 新進 |
| Balyasny Asset Management LLC | 168,026 | $5,658 萬 | 0.13% | +168,026 | 新進 |
| Royce & Associates LP | 170,680 | $5,748 萬 | 0.53% | −20,610−10.8% | 減碼 |
| M&G Plc | 176,670 | $5,954 萬 | 0.37% | −6,138−3.4% | 減碼 |
| Renaissance Technologies LLC | 188,370 | $6,344 萬 | 0.09% | +4,900+2.7% | 加碼 |
| JPMorgan Chase & Co | 190,655 | $6,420 萬 | 0.01% | −11,485−5.7% | 減碼 |
| Invesco Ltd. | 194,182 | $6,539 萬 | 0.01% | +77,042+65.8% | 加碼 |
| Charles Schwab Investment Management Inc | 194,195 | $6,540 萬 | 0.01% | +2,430+1.3% | 加碼 |
| Northern Trust Corp | 230,149 | $7,750 萬 | 0.01% | +36,133+18.6% | 加碼 |
| Goldman Sachs Group Inc | 232,483 | $7,829 萬 | 0.02% | +16,828+7.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 272,951 | $9,075 萬 | 0.15% | −447−0.2% | 減碼 |
| Millennium Management LLC | 287,658 | $9,687 萬 | 0.08% | −207,448−41.9% | 減碼 |
| Bank of New York Mellon Corp | 288,031 | $9,700 萬 | 0.02% | +5,169+1.8% | 加碼 |
| Dimensional Fund Advisors LP | 305,014 | $1.03 億 | 0.02% | +13,155+4.5% | 加碼 |
| Norges Bank | 331,673 | $1.12 億 | 0.01% | +6,151+1.9% | 加碼 |
| Liontrust Investment Partners LLP | 333,631 | $1.12 億 | 1.63% | −69,144−17.2% | 減碼 |
| FMR LLC | 399,585 | $1.35 億 | 0.01% | −935−0.2% | 減碼 |
| Geode Capital Management, LLC | 561,431 | $1.89 億 | 0.01% | +64,020+12.9% | 加碼 |
| Price T Rowe Associates Inc | 668,889 | $2.25 億 | 0.03% | −16,303−2.4% | 減碼 |
| Wasatch Advisors Inc | 690,154 | $2.32 億 | 1.15% | −5,869−0.8% | 減碼 |
| State Street Corp | 841,634 | $2.83 億 | 0.01% | +37,341+4.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 975,193 | $3.28 億 | 0.76% | −67,889−6.5% | 減碼 |
| Massachusetts Financial Services Co | 1,016,306 | $3.42 億 | 0.11% | −185,402−15.4% | 減碼 |
| Wellington Management Group LLP | 1,080,599 | $3.64 億 | 0.07% | +130,087+13.7% | 加碼 |
| Bank of America Corp | 1,303,330 | $4.39 億 | 0.04% | −253,258−16.3% | 減碼 |
| Bamco Inc | 1,305,155 | $4.40 億 | 1.14% | −4330.0% | 減碼 |
| Select Equity Group, L.P. | 1,374,435 | $4.63 億 | 1.89% | −384,886−21.9% | 減碼 |
| Morgan Stanley | 2,056,910 | $6.93 億 | 0.05% | −19,624−0.9% | 減碼 |
| BlackRock, Inc. | 2,667,753 | $8.98 億 | 0.02% | +90,894+3.5% | 加碼 |
| Vanguard Group Inc | 2,803,611 | $9.44 億 | 0.02% | +51,598+1.9% | 加碼 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −27,958−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,841−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,867−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,294−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,773−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −4,849−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,778−100.0% | 清倉 |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,317−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,771−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −1,352−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,327−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,273−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,247−100.0% | 清倉 |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,130−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −944−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −810−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −718−100.0% | 清倉 |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Scout Investments, Inc. | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| ClariVest Asset Management LLC | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| First Personal Financial Services | – | – | – | – | 本季未申報 |