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。
2025 年第 1 季 13F 持有人
Morningstar, Inc. 在 2025/3/31 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
- 464
- 較 2024 年第 4 季 +18 家
- 持有股數
- 2,525 萬
- 較 2024 年第 4 季 −33.2 萬 (−1.3%)
- 總市值
- $75.7 億
- 較 2024 年第 4 季 −$10.4 億 (−12.1%)
- 新進機構
- 66
- 另有 192 家加碼
- 清倉機構
- 48
- 另有 132 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,704,022 | $8.11 億 | 0.02% | +36,269+1.4% | 加碼 |
| Vanguard Group Inc | 2,660,458 | $7.98 億 | 0.01% | −143,153−5.1% | 減碼 |
| Morgan Stanley | 2,101,105 | $6.30 億 | 0.05% | +44,195+2.1% | 加碼 |
| Bamco Inc | 1,299,508 | $3.90 億 | 1.14% | −5,647−0.4% | 減碼 |
| Select Equity Group, L.P. | 1,172,567 | $3.52 億 | 1.57% | −201,868−14.7% | 減碼 |
| Wellington Management Group LLP | 1,079,805 | $3.24 億 | 0.06% | −794−0.1% | 減碼 |
| Bank of America Corp | 916,435 | $2.75 億 | 0.02% | −386,895−29.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 910,156 | $2.73 億 | 0.67% | −65,037−6.7% | 減碼 |
| Massachusetts Financial Services Co | 862,259 | $2.59 億 | 0.09% | −154,047−15.2% | 減碼 |
| State Street Corp | 850,005 | $2.55 億 | 0.01% | +8,371+1.0% | 加碼 |
| Wasatch Advisors Inc | 664,245 | $1.99 億 | 1.11% | −25,909−3.8% | 減碼 |
| Geode Capital Management, LLC | 615,533 | $1.85 億 | 0.01% | +54,102+9.6% | 加碼 |
| Millennium Management LLC | 540,795 | $1.62 億 | 0.16% | +253,137+88.0% | 加碼 |
| FMR LLC | 419,980 | $1.26 億 | 0.01% | +20,395+5.1% | 加碼 |
| Norges Bank | 331,673 | $9,946 萬 | 0.01% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 322,920 | $9,683 萬 | 1.51% | −10,711−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 317,127 | $9,509 萬 | 0.02% | +12,113+4.0% | 加碼 |
| Bank of New York Mellon Corp | 270,177 | $8,102 萬 | 0.02% | −17,854−6.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 255,057 | $7,690 萬 | 0.13% | −17,894−6.6% | 減碼 |
| Renaissance Technologies LLC | 235,270 | $7,055 萬 | 0.11% | +46,900+24.9% | 加碼 |
| Northern Trust Corp | 217,616 | $6,526 萬 | 0.01% | −12,533−5.4% | 減碼 |
| JPMorgan Chase & Co | 200,763 | $6,020 萬 | 0.00% | +10,108+5.3% | 加碼 |
| Charles Schwab Investment Management Inc | 196,465 | $5,891 萬 | 0.01% | +2,270+1.2% | 加碼 |
| M&G Plc | 168,677 | $5,060 萬 | 0.24% | −7,993−4.5% | 減碼 |
| Premier Fund Managers Ltd | 170,068 | $5,034 萬 | 1.88% | +20,068+13.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 162,936 | $4,886 萬 | 0.04% | +45,780+39.1% | 加碼 |
| SEI Investments Co | 139,069 | $4,170 萬 | 0.05% | +2,130+1.6% | 加碼 |
| Goldman Sachs Group Inc | 137,920 | $4,136 萬 | 0.01% | −94,563−40.7% | 減碼 |
| Royce & Associates LP | 137,533 | $4,124 萬 | 0.45% | −33,147−19.4% | 減碼 |
| American Capital Management Inc | 128,075 | $3,841 萬 | 1.56% | −617−0.5% | 減碼 |
| Nuveen, LLC | 127,617 | $3,827 萬 | 0.01% | +127,617 | 新進 |
| Two Sigma Investments, LP | 113,152 | $3,393 萬 | 0.07% | +76,915+212.3% | 加碼 |
| UBS Asset Management Americas Inc | 109,257 | $3,276 萬 | 0.01% | +10,920+11.1% | 加碼 |
| Schroder Investment Management Group | 110,570 | $3,274 萬 | 0.03% | +10,385+10.4% | 加碼 |
| Citadel Advisors LLC | 107,782 | $3,232 萬 | 0.03% | +2,425+2.3% | 加碼 |
| Envestnet Asset Management Inc | 106,294 | $3,187 萬 | 0.01% | +12,159+12.9% | 加碼 |
| UBS Group AG | 105,250 | $3,156 萬 | 0.01% | −2,635−2.4% | 減碼 |
| Copeland Capital Management, LLC | 103,384 | $3,100 萬 | 0.62% | −2,018−1.9% | 減碼 |
| Praesidium Investment Management Company, LLC | 101,472 | $3,043 萬 | 5.69% | +11,414+12.7% | 加碼 |
| Two Sigma Advisers, LP | 91,700 | $2,750 萬 | 0.06% | +71,100+345.1% | 加碼 |
| Qube Research & Technologies Ltd | 87,483 | $2,623 萬 | 0.04% | +45,483+108.3% | 加碼 |
| Wells Fargo & Company | 84,538 | $2,535 萬 | 0.01% | −2,470−2.8% | 減碼 |
| DF Dent & Co Inc | 82,963 | $2,488 萬 | 0.33% | −2,715−3.2% | 減碼 |
| Invesco Ltd. | 76,646 | $2,298 萬 | 0.00% | −117,536−60.5% | 減碼 |
| Principal Financial Group Inc | 76,327 | $2,289 萬 | 0.01% | −2,312−2.9% | 減碼 |
| Rhumbline Advisers | 76,177 | $2,284 萬 | 0.02% | −965−1.3% | 減碼 |
| Captrust Financial Advisors | 73,612 | $2,207 萬 | 0.06% | +64,586+715.6% | 加碼 |
| First Trust Advisors LP | 69,456 | $2,083 萬 | 0.02% | +39,570+132.4% | 加碼 |
| Squarepoint Ops LLC | 64,031 | $1,920 萬 | 0.05% | +53,328+498.3% | 加碼 |
| Confluence Investment Management LLC | 62,103 | $1,862 萬 | 0.27% | −1,290−2.0% | 減碼 |
| Point72 Asset Management, L.P. | 60,649 | $1,819 萬 | 0.05% | +60,649 | 新進 |
| Raymond James Financial Inc | 58,983 | $1,769 萬 | 0.01% | +9,997+20.4% | 加碼 |
| Nordea Investment Management AB | 58,426 | $1,729 萬 | 0.02% | +921+1.6% | 加碼 |
| Chicago Capital, LLC | 56,795 | $1,703 萬 | 0.48% | −892−1.5% | 減碼 |
| Panagora Asset Management Inc | 56,692 | $1,700 萬 | 0.08% | +55,574+4,970.8% | 加碼 |
| Nicholas Company, Inc. | 56,585 | $1,697 萬 | 0.29% | −45−0.1% | 減碼 |
| Congress Asset Management Co | 56,216 | $1,686 萬 | 0.13% | +7,173+14.6% | 加碼 |
| Parnassus Investments | 54,242 | $1,627 萬 | 0.04% | −15,869−22.6% | 減碼 |
| Swiss National Bank | 54,000 | $1,619 萬 | 0.01% | −800−1.5% | 減碼 |
| Legal & General Group Plc | 47,689 | $1,430 萬 | 0.00% | +1,444+3.1% | 加碼 |
| Price T Rowe Associates Inc | 47,480 | $1,424 萬 | 0.00% | −621,409−92.9% | 減碼 |
| California Public Employees Retirement System | 45,086 | $1,352 萬 | 0.01% | +257+0.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 45,055 | $1,351 萬 | 0.18% | +39,344+688.9% | 加碼 |
| Bank of Nova Scotia | 44,500 | $1,334 萬 | 0.03% | +25,500+134.2% | 加碼 |
| Balyasny Asset Management LLC | 41,333 | $1,239 萬 | 0.03% | −126,693−75.4% | 減碼 |
| TownSquare Capital, LLC | 40,782 | $1,223 萬 | 0.13% | −1,293−3.1% | 減碼 |
| Ci Investments Inc. | 40,407 | $1,212 萬 | 0.05% | +1,687+4.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 40,028 | $1,200 萬 | 0.01% | +37,547+1,513.4% | 加碼 |
| Sone Capital Management, LLC | 38,549 | $1,156 萬 | 1.19% | +38,549 | 新進 |
| Segall Bryant & Hamill, LLC | 38,216 | $1,146 萬 | 0.18% | +1,384+3.8% | 加碼 |
| Algert Global LLC | 38,156 | $1,144 萬 | 0.28% | +1,070+2.9% | 加碼 |
| Royal Bank of Canada | 37,089 | $1,112 萬 | 0.00% | +19,155+106.8% | 加碼 |
| AQR Capital Management LLC | 37,163 | $1,093 萬 | 0.01% | +24,063+183.7% | 加碼 |
| Tribune Investment Group LP | 36,000 | $1,080 萬 | 6.19% | +20,000+125.0% | 加碼 |
| Barlow Wealth Partners, Inc. | 36,722 | $1,031 萬 | 1.35% | +760+2.1% | 加碼 |
| Retirement Systems of Alabama | 32,883 | $986.1 萬 | 0.04% | +32+0.1% | 加碼 |
| Alliancebernstein L.P. | 32,031 | $960.5 萬 | 0.00% | −2,697−7.8% | 減碼 |
| Ameriprise Financial Inc | 30,603 | $917.7 萬 | 0.00% | −471−1.5% | 減碼 |
| Natixis | 30,881 | $916.6 萬 | 0.05% | +14,979+94.2% | 加碼 |
| Corebridge Financial, Inc. | 30,134 | $903.6 萬 | 0.05% | −741−2.4% | 減碼 |
| Teacher Retirement System of Texas | 26,888 | $806.3 萬 | 0.03% | −5,863−17.9% | 減碼 |
| Asset Management One Co.,Ltd. | 26,113 | $778.4 萬 | 0.03% | −5,022−16.1% | 減碼 |
| Marks Group Wealth Management, Inc | 25,821 | $774.3 萬 | 0.75% | +560+2.2% | 加碼 |
| California State Teachers Retirement System | 25,686 | $770.2 萬 | 0.01% | −284−1.1% | 減碼 |
| Quantbot Technologies LP | 25,473 | $763.9 萬 | 0.24% | +19,982+363.9% | 加碼 |
| United Capital Financial Advisers, LLC | 25,396 | $761.5 萬 | 0.07% | +12,477+96.6% | 加碼 |
| Kornitzer Capital Management Inc | 25,304 | $758.8 萬 | 0.16% | −530−2.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,853 | $745.3 萬 | 0.01% | 00.0% | 不變 |
| Cooper Investors Pty Ltd | 24,387 | $731.3 萬 | 1.19% | +3,114+14.6% | 加碼 |
| Tudor Investment Corp Et Al | 23,271 | $697.8 萬 | 0.06% | +23,271 | 新進 |
| Pinebridge Investments, L.P. | 22,054 | $661.3 萬 | 0.05% | −1,826−7.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 21,809 | $654.0 萬 | 0.01% | −683−3.0% | 減碼 |
| Motley Fool Wealth Management, LLC | 21,783 | $653.2 萬 | 0.39% | −1,948−8.2% | 減碼 |
| Janus Henderson Group PLC | 21,770 | $644.5 萬 | 0.00% | +9,227+73.6% | 加碼 |
| Holocene Advisors, LP | 21,284 | $638.2 萬 | 0.02% | +8,055+60.9% | 加碼 |
| Great West Life Assurance Co | 21,219 | $636.9 萬 | 0.01% | −1,770−7.7% | 減碼 |
| Quantinno Capital Management LP | 21,023 | $630.4 萬 | 0.04% | +14,099+203.6% | 加碼 |
| Voleon Capital Management LP | 20,930 | $627.6 萬 | 0.49% | −985−4.5% | 減碼 |
| Jane Street Group, LLC | 20,603 | $617.8 萬 | 0.01% | +19,292+1,471.5% | 加碼 |
| SW Investment Management LLC | 20,000 | $599.7 萬 | 1.88% | 00.0% | 不變 |