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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3,652 | $123.1 萬 | 0.00% | −22−0.6% | 減碼 |
| JustInvest LLC | 3,655 | $123.1 萬 | 0.02% | +373+11.4% | 加碼 |
| Nomura Holdings Inc | 3,585 | $120.7 萬 | 0.01% | +3,585 | 新進 |
| Janney Montgomery Scott LLC | 3,446 | $116.0 萬 | 0.00% | +163+5.0% | 加碼 |
| Accretive Wealth Partners, LLC | 3,411 | $114.9 萬 | 0.49% | −14−0.4% | 減碼 |
| Simon Quick Advisors, LLC | 3,340 | $112.5 萬 | 0.07% | −22−0.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,326 | $112.0 萬 | 0.00% | +1,164+53.8% | 加碼 |
| Atria Investments LLC | 3,254 | $109.6 萬 | 0.01% | −275−7.8% | 減碼 |
| Gibbs Wealth Management | 3,062 | $103.1 萬 | 0.28% | +562+22.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,031 | $102.1 萬 | 0.01% | +102+3.5% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $101.7 萬 | 0.02% | 00.0% | 不變 |
| Bryce Point Capital, LLC | 3,001 | $101.1 萬 | 0.29% | +3,001 | 新進 |
| Legacy Advisors, LLC | 2,947 | $99.2 萬 | 0.10% | +37+1.3% | 加碼 |
| Avantax Advisory Services, Inc. | 2,905 | $97.8 萬 | 0.01% | −119−3.9% | 減碼 |
| Davy Global Fund Management Ltd | 2,849 | $95.9 萬 | 0.11% | −98−3.3% | 減碼 |
| Advisory Services Network, LLC | 2,833 | $95.4 萬 | 0.02% | −432−13.2% | 減碼 |
| Magnetar Financial LLC | 2,798 | $94.2 萬 | 0.02% | −7,604−73.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $93.9 萬 | 0.00% | 00.0% | 不變 |
| Mackenzie Financial Corp | 2,716 | $91.5 萬 | 0.00% | +2,716 | 新進 |
| Creative Planning | 2,690 | $90.6 萬 | 0.00% | −23−0.8% | 減碼 |
| Aquatic Capital Management LLC | 2,679 | $90.2 萬 | 0.02% | −801−23.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,667 | $90.1 萬 | 0.01% | +1,419+113.7% | 加碼 |
| Diversify Wealth Management, LLC | 2,821 | $89.1 萬 | 0.07% | +576+25.7% | 加碼 |
| Covey Capital Advisors, LLC | 2,607 | $87.8 萬 | 1.00% | −228−8.0% | 減碼 |
| Gotham Asset Management, LLC | 2,595 | $87.4 萬 | 0.01% | −3,997−60.6% | 減碼 |
| Ethic Inc. | 2,578 | $86.8 萬 | 0.02% | +253+10.9% | 加碼 |
| Precision Wealth Strategies, LLC | 2,564 | $86.3 萬 | 0.67% | +65+2.6% | 加碼 |
| First Hawaiian Bank | 2,562 | $86.3 萬 | 0.03% | −634−19.8% | 減碼 |
| Loomis Sayles & Co L P | 2,483 | $83.6 萬 | 0.00% | +2,483 | 新進 |
| D. E. Shaw & Co., Inc. | 2,481 | $83.6 萬 | 0.00% | +2,481 | 新進 |
| Exchange Traded Concepts, LLC | 2,453 | $82.6 萬 | 0.02% | +60+2.5% | 加碼 |
| HRT Financial LP | 2,435 | $82.0 萬 | 0.00% | +2,435 | 新進 |
| Jump Financial, LLC | 2,286 | $77.0 萬 | 0.02% | −3,808−62.5% | 減碼 |
| Seeds Investor LLC | 2,262 | $76.2 萬 | 0.22% | −8−0.4% | 減碼 |
| Entropy Technologies, LP | 2,257 | $76.0 萬 | 0.08% | −1,600−41.5% | 減碼 |
| Planning Alternatives Ltd | 2,254 | $75.9 萬 | 0.12% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,237 | $75.5 萬 | 0.01% | −131−5.5% | 減碼 |
| Federated Hermes, Inc. | 2,214 | $74.6 萬 | 0.00% | −79−3.4% | 減碼 |
| Omers Administration Corp | 2,200 | $74.1 萬 | 0.01% | +2,200 | 新進 |
| Gateway Investment Advisers LLC | 2,128 | $71.7 萬 | 0.01% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 2,111 | $71.1 萬 | 0.13% | +2,111 | 新進 |
| Engineers Gate Manager LP | 2,109 | $71.0 萬 | 0.01% | −672−24.2% | 減碼 |
| Illinois Municipal Retirement Fund | 2,085 | $70.2 萬 | 0.01% | +2,085 | 新進 |
| Securian Asset Management, Inc | 2,080 | $70.0 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 2,077 | $69.9 萬 | 0.00% | +154+8.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,951 | $65.7 萬 | 0.04% | −16−0.8% | 減碼 |
| Verition Fund Management LLC | 1,946 | $65.5 萬 | 0.00% | +530+37.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,915 | $64.5 萬 | 0.00% | +579+43.3% | 加碼 |
| Equitable Trust Co | 1,871 | $63.0 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,860 | $62.6 萬 | 0.10% | +1,185+175.6% | 加碼 |
| Commonwealth Equity Services, LLC | 1,821 | $61.3 萬 | 0.00% | +393+27.5% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,807 | $60.9 萬 | 0.27% | +2+0.1% | 加碼 |
| Deutsche Bank AG | 1,798 | $60.5 萬 | 0.00% | +42+2.4% | 加碼 |
| Graham Capital Management, L.P. | 1,774 | $59.7 萬 | 0.02% | +1,774 | 新進 |
| Mariner, LLC | 1,705 | $57.4 萬 | 0.00% | +165+10.7% | 加碼 |
| Benjamin Edwards Inc | 1,700 | $57.3 萬 | 0.01% | +138+8.8% | 加碼 |
| Toroso Investments, LLC | 1,695 | $57.1 萬 | 0.00% | +487+40.3% | 加碼 |
| Lazard Asset Management LLC | 1,690 | $56.9 萬 | 0.00% | +1,690 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 1,643 | $55.3 萬 | 0.00% | +191+13.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 1,629 | $54.9 萬 | 0.01% | −629−27.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,625 | $54.7 萬 | 0.14% | +1,625 | 新進 |
| Welch & Forbes LLC | 1,609 | $54.2 萬 | 0.01% | −125−7.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,577 | $53.1 萬 | 0.01% | +867+122.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,559 | $52.5 萬 | 0.01% | +35+2.3% | 加碼 |
| Naviter Wealth, LLC | 1,540 | $51.9 萬 | 0.06% | +1,540 | 新進 |
| Maryland State Retirement & Pension System | 1,525 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Dundas Partners LLP | 1,522 | $51.3 萬 | 0.04% | +623+69.3% | 加碼 |
| Dempze Nancy E | 1,494 | $50.3 萬 | 0.29% | −1,000−40.1% | 減碼 |
| Franklin Resources Inc | 1,483 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 1,470 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,468 | $49.4 萬 | 0.02% | +554+60.6% | 加碼 |
| Park Avenue Securities LLC | 1,464 | $49.3 萬 | 0.01% | +429+41.4% | 加碼 |
| Cresset Asset Management, LLC | 1,453 | $48.9 萬 | 0.00% | −877−37.6% | 減碼 |
| Cadent Capital Advisors, LLC | 1,396 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 1,390 | $46.8 萬 | 0.03% | +1,390 | 新進 |
| Dearborn Partners LLC | 1,330 | $44.8 萬 | 0.02% | +272+25.7% | 加碼 |
| CIBC Asset Management Inc | 1,327 | $44.7 萬 | 0.00% | +68+5.4% | 加碼 |
| Jane Street Group, LLC | 1,311 | $44.1 萬 | 0.00% | −1,722−56.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,269 | $42.7 萬 | 0.00% | +265+26.4% | 加碼 |
| ProShare Advisors LLC | 1,263 | $42.5 萬 | 0.00% | +87+7.4% | 加碼 |
| Alberta Investment Management Corp | 1,256 | $42.3 萬 | 0.00% | +1,256 | 新進 |
| Ballentine Partners, LLC | 1,248 | $42.0 萬 | 0.01% | +13+1.1% | 加碼 |
| Parallel Advisors, LLC | 1,237 | $41.7 萬 | 0.01% | −38−3.0% | 減碼 |
| Sanctuary Advisors, LLC | 1,254 | $41.4 萬 | 0.00% | −34−2.6% | 減碼 |
| Quadrature Capital Ltd | 1,220 | $41.1 萬 | 0.01% | +1,220 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 1,201 | $40.5 萬 | 0.13% | +1,201 | 新進 |
| Kestra Private Wealth Services, LLC | 1,178 | $39.7 萬 | 0.01% | +35+3.1% | 加碼 |
| Capital Investment Counsel, Inc | 1,150 | $38.7 萬 | 0.06% | 00.0% | 不變 |
| CWM, LLC | 1,138 | $38.3 萬 | 0.00% | +17+1.5% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,135 | $38.2 萬 | 0.27% | +127+12.6% | 加碼 |
| KBC Group NV | 1,125 | $37.9 萬 | 0.00% | +436+63.3% | 加碼 |
| Panagora Asset Management Inc | 1,118 | $37.6 萬 | 0.00% | +4+0.4% | 加碼 |
| Fiduciary Trust Co | 1,080 | $36.4 萬 | 0.00% | −112−9.4% | 減碼 |
| Oppenheimer & Co Inc | 1,073 | $36.1 萬 | 0.01% | +244+29.4% | 加碼 |
| Mechanics Bank Trust Department | 1,052 | $35.4 萬 | 0.05% | +5+0.5% | 加碼 |
| Shelton Capital Management | 1,038 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,072 | $33.9 萬 | 0.02% | −67−5.9% | 減碼 |
| Wallace Advisory Group, LLC | 1,061 | $33.9 萬 | 0.23% | −83−7.3% | 減碼 |
| Petrus Trust Company, LTA | 997 | $33.6 萬 | 0.03% | +294+41.8% | 加碼 |
| Quest Partners LLC | 979 | $33.0 萬 | 0.04% | −11,764−92.3% | 減碼 |