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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 15,157 | $510.3 萬 | 0.06% | −45−0.3% | 減碼 |
| Neuberger Berman Group LLC | 15,079 | $507.8 萬 | 0.00% | +263+1.8% | 加碼 |
| Thrivent Financial for Lutherans | 14,815 | $499.6 萬 | 0.01% | +936+6.7% | 加碼 |
| Daiwa Securities Group Inc. | 14,517 | $488.9 萬 | 0.02% | −598−4.0% | 減碼 |
| Mutual of America Capital Management LLC | 14,271 | $480.6 萬 | 0.05% | −313−2.1% | 減碼 |
| New York State Common Retirement Fund | 13,975 | $470.6 萬 | 0.01% | −1,500−9.7% | 減碼 |
| Henshaw Capital LLC | 13,487 | $454.2 萬 | 0.19% | +17+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 13,323 | $448.7 萬 | 0.05% | +399+3.1% | 加碼 |
| Amalgamated Bank | 13,228 | $445.5 萬 | 0.04% | 00.0% | 不變 |
| Holocene Advisors, LP | 13,229 | $445.5 萬 | 0.01% | +8,194+162.7% | 加碼 |
| AQR Capital Management LLC | 13,100 | $441.2 萬 | 0.01% | +5,403+70.2% | 加碼 |
| Ensign Peak Advisors, Inc | 12,972 | $436.8 萬 | 0.01% | −5,283−28.9% | 減碼 |
| United Capital Financial Advisers, LLC | 12,919 | $435.1 萬 | 0.04% | +12,919 | 新進 |
| YHB Investment Advisors, Inc. | 12,876 | $433.6 萬 | 0.36% | −89−0.7% | 減碼 |
| Janus Henderson Group PLC | 12,543 | $421.9 萬 | 0.00% | 00.0% | 不變 |
| Cardinal Capital Management | 12,060 | $406.1 萬 | 0.64% | −35−0.3% | 減碼 |
| Voya Investment Management LLC | 11,859 | $399.4 萬 | 0.00% | −582−4.7% | 減碼 |
| Treasurer of the State of North Carolina | 11,739 | $395.3 萬 | 0.02% | +80+0.7% | 加碼 |
| Southeast Asset Advisors Inc. | 11,725 | $394.9 萬 | 0.48% | −3,643−23.7% | 減碼 |
| Citigroup Inc | 11,262 | $379.3 萬 | 0.00% | +408+3.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $377.8 萬 | 0.01% | −290−2.5% | 減碼 |
| Waratah Capital Advisors Ltd. | 10,896 | $366.9 萬 | 0.21% | +10,896 | 新進 |
| Squarepoint Ops LLC | 10,703 | $360.4 萬 | 0.01% | −2,636−19.8% | 減碼 |
| Kensington Investment Counsel, LLC | 10,682 | $359.7 萬 | 1.50% | +67+0.6% | 加碼 |
| State of Tennessee, Treasury Department | 10,460 | $352.3 萬 | 0.01% | −295−2.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 10,188 | $343.1 萬 | 0.06% | +10,188 | 新進 |
| Commerce Bank | 10,166 | $342.4 萬 | 0.02% | −1,018−9.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 10,077 | $339.4 萬 | 0.01% | −366−3.5% | 減碼 |
| Congress Wealth Management LLC | 10,010 | $337.1 萬 | 0.05% | +773+8.4% | 加碼 |
| Ceera Investments, LLC | 9,786 | $329.6 萬 | 1.13% | 00.0% | 不變 |
| CI Private Wealth, LLC | 9,755 | $328.5 萬 | 0.01% | −1,518−13.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 9,610 | $323.6 萬 | 0.03% | +9,610 | 新進 |
| US Bancorp | 9,598 | $323.2 萬 | 0.00% | −125−1.3% | 減碼 |
| Yousif Capital Management, LLC | 9,487 | $319.5 萬 | 0.04% | −394−4.0% | 減碼 |
| Public Employees Retirement System of Ohio | 9,295 | $313.0 萬 | 0.01% | −525−5.3% | 減碼 |
| M&T Bank Corp | 9,172 | $308.8 萬 | 0.01% | +303+3.4% | 加碼 |
| State of Wisconsin Investment Board | 9,147 | $308.0 萬 | 0.01% | −1,765−16.2% | 減碼 |
| Captrust Financial Advisors | 9,026 | $303.9 萬 | 0.01% | +5,655+167.8% | 加碼 |
| Comerica Bank | 8,912 | $300.1 萬 | 0.01% | −401−4.3% | 減碼 |
| Globeflex Capital L P | 8,835 | $297.5 萬 | 0.25% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 8,769 | $295.3 萬 | 0.03% | −1,199−12.0% | 減碼 |
| Norden Group LLC | 8,545 | $287.8 萬 | 0.33% | −48−0.6% | 減碼 |
| Pathstone Holdings, LLC | 8,299 | $279.5 萬 | 0.01% | +37+0.4% | 加碼 |
| American Century Companies Inc | 8,111 | $273.1 萬 | 0.00% | +1,482+22.4% | 加碼 |
| Arizona State Retirement System | 8,070 | $271.8 萬 | 0.02% | +69+0.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $261.7 萬 | 0.02% | −420−5.1% | 減碼 |
| George Kaiser Family Foundation | 7,693 | $259.1 萬 | 0.38% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 7,528 | $253.5 萬 | 0.63% | −112−1.5% | 減碼 |
| 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 |
| Schonfeld Strategic Advisors LLC | 7,390 | $248.9 萬 | 0.02% | +5,024+212.3% | 加碼 |
| Quantinno Capital Management LP | 6,924 | $233.2 萬 | 0.02% | +1,390+25.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,818 | $229.6 萬 | 0.01% | +738+12.1% | 加碼 |
| Empire Life Investments Inc. | 6,806 | $229.2 萬 | 0.14% | +56+0.8% | 加碼 |
| Danske Bank A/S | 6,708 | $225.9 萬 | 0.01% | +3,608+116.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 6,499 | $218.9 萬 | 0.19% | +6,499 | 新進 |
| State of Michigan Retirement System | 6,400 | $215.5 萬 | 0.01% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 6,372 | $214.6 萬 | 0.01% | +400+6.7% | 加碼 |
| Oddo BHF Asset Management SAS | 6,357 | $214.1 萬 | 0.11% | +145+2.3% | 加碼 |
| HSBC Holdings PLC | 6,266 | $211.5 萬 | 0.00% | +5,313+557.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,005 | $202.2 萬 | 0.04% | +17+0.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,967 | $200.9 萬 | 0.01% | +18+0.3% | 加碼 |
| Sepio Capital, LP | 5,937 | $199.9 萬 | 0.16% | −69−1.1% | 減碼 |
| New York State Teachers Retirement System | 5,900 | $198.7 萬 | 0.00% | −2,545−30.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 5,711 | $192.3 萬 | 0.03% | −35,712−86.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,626 | $189.5 萬 | 0.08% | +37+0.7% | 加碼 |
| KLP Kapitalforvaltning AS | 5,600 | $188.6 萬 | 0.01% | +5,600 | 新進 |
| CIBC Private Wealth Group, LLC | 5,819 | $187.6 萬 | 0.00% | −66−1.1% | 減碼 |
| Ofi Invest Asset Management | 5,700 | $185.4 萬 | 0.04% | +5,700 | 新進 |
| Quantbot Technologies LP | 5,491 | $184.9 萬 | 0.07% | −8,278−60.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 5,488 | $184.8 萬 | 0.03% | −29−0.5% | 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 |
| Ameritas Investment Partners, Inc. | 5,411 | $182.2 萬 | 0.06% | −135−2.4% | 減碼 |
| Bank of Montreal | 5,355 | $180.3 萬 | 0.00% | −113−2.1% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $175.1 萬 | 0.06% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 5,195 | $174.9 萬 | 0.29% | −110−2.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,151 | $173.5 萬 | 0.22% | −9−0.2% | 減碼 |
| Fieldview Capital Management, LLC | 5,117 | $172.3 萬 | 0.27% | +5,117 | 新進 |
| MML Investors Services, LLC | 5,095 | $171.6 萬 | 0.01% | +815+19.0% | 加碼 |
| LPL Financial LLC | 5,092 | $171.5 萬 | 0.00% | +610+13.6% | 加碼 |
| Pacer Advisors, Inc. | 4,951 | $166.7 萬 | 0.00% | +970+24.4% | 加碼 |
| Bradyco, Inc. | 4,864 | $163.8 萬 | 1.01% | +4,864 | 新進 |
| Fox Run Management, L.L.C. | 4,811 | $162.0 萬 | 0.29% | +3,346+228.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,793 | $161.4 萬 | 0.42% | +91+1.9% | 加碼 |
| Susquehanna International Group, LLP | 4,553 | $153.3 萬 | 0.00% | −5,387−54.2% | 減碼 |
| Martin Capital Advisors, LLP | 4,452 | $149.9 萬 | 0.97% | 00.0% | 不變 |
| Utah Retirement Systems | 4,420 | $148.8 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 4,628 | $148.0 萬 | 0.00% | −1,690−26.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 4,333 | $145.9 萬 | 0.00% | −1,650−27.6% | 減碼 |
| Cinctive Capital Management LP | 4,313 | $145.2 萬 | 0.08% | +4,313 | 新進 |
| Truist Financial Corp | 4,284 | $144.3 萬 | 0.00% | +472+12.4% | 加碼 |
| Oak Thistle LLC | 4,276 | $144.0 萬 | 0.43% | +2,826+194.9% | 加碼 |
| Johnson Investment Counsel Inc | 4,213 | $141.9 萬 | 0.01% | −44−1.0% | 減碼 |
| Blair William & Co | 4,145 | $139.6 萬 | 0.00% | −50−1.2% | 減碼 |
| Consolidated Press International Holdings Ltd | 4,100 | $138.1 萬 | 0.21% | 00.0% | 不變 |
| Polen Capital Management LLC | 3,906 | $131.5 萬 | 0.00% | −2,290−37.0% | 減碼 |
| Pictet Asset Management Holding SA | 3,860 | $130.0 萬 | 0.00% | +181+4.9% | 加碼 |
| Colony Group, LLC | 3,803 | $128.1 萬 | 0.00% | −1,094−22.3% | 減碼 |
| Level Four Advisory Services, LLC | 3,705 | $124.8 萬 | 0.05% | +588+18.9% | 加碼 |