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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 412 | $12.4 萬 | 0.01% | +197+91.6% | 加碼 |
| GAMMA Investing LLC | 481 | $14.4 萬 | 0.01% | +14+3.0% | 加碼 |
| Covestor Ltd | 486 | $14.6 萬 | 0.10% | +70+16.8% | 加碼 |
| Umb Bank N A | 516 | $15.5 萬 | 0.00% | +49+10.5% | 加碼 |
| North Star Investment Management Corp. | 517 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 556 | $16.7 萬 | 0.04% | +556 | 新進 |
| HM Payson & Co | 600 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 669 | $20.0 萬 | 0.07% | +669 | 新進 |
| Bank of Stockton | 674 | $20.2 萬 | 0.06% | −86−11.3% | 減碼 |
| GK Wealth Management LLC | 678 | $20.3 萬 | 0.25% | +5+0.7% | 加碼 |
| Glenview Trust Co | 683 | $20.5 萬 | 0.00% | +9+1.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 689 | $20.7 萬 | 0.00% | −489−41.5% | 減碼 |
| Forum Financial Management, LP | 689 | $20.7 萬 | 0.00% | +27+4.1% | 加碼 |
| Amundi | 713 | $20.7 萬 | 0.00% | −15−2.1% | 減碼 |
| Claret Asset Management Corp | 693 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 698 | $20.8 萬 | 0.00% | +698 | 新進 |
| Baker Tilly Wealth Management, LLC | 698 | $20.9 萬 | 0.08% | +2+0.3% | 加碼 |
| Everence Capital Management Inc | 700 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 762 | $22.9 萬 | 0.04% | +762 | 新進 |
| HBK Sorce Advisory LLC | 765 | $22.9 萬 | 0.01% | −4−0.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 774 | $23.2 萬 | 0.01% | +2+0.3% | 加碼 |
| Atomi Financial Group, Inc. | 777 | $23.3 萬 | 0.01% | +48+6.6% | 加碼 |
| Associated Banc-Corp | 782 | $23.4 萬 | 0.01% | +7+0.9% | 加碼 |
| Genesis Private Wealth, LLC | 788 | $23.6 萬 | 0.13% | +18+2.3% | 加碼 |
| Principal Securities, Inc. | 705 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 803 | $24.1 萬 | 0.01% | −34−4.1% | 減碼 |
| Keybank National Association | 810 | $24.3 萬 | 0.00% | +185+29.6% | 加碼 |
| Versant Capital Management, Inc | 811 | $24.3 萬 | 0.04% | +526+184.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 821 | $24.6 萬 | 0.01% | +821 | 新進 |
| Bryn Mawr Trust Co | 835 | $25.0 萬 | 0.00% | +474+131.3% | 加碼 |
| Bayforest Capital Ltd | 855 | $25.6 萬 | 0.11% | +140+19.6% | 加碼 |
| Callan Family Office, LLC | 864 | $25.9 萬 | 0.02% | +82+10.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 906 | $27.2 萬 | 0.01% | −671−42.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 923 | $27.7 萬 | 0.02% | +923 | 新進 |
| Angeles Wealth Management, LLC | 926 | $27.8 萬 | 0.02% | +1+0.1% | 加碼 |
| Axq Capital, LP | 929 | $27.9 萬 | 0.11% | +929 | 新進 |
| CAPROCK Group, Inc. | 947 | $28.4 萬 | 0.01% | +947 | 新進 |
| Mechanics Bank Trust Department | 955 | $28.6 萬 | 0.04% | −97−9.2% | 減碼 |
| denkapparat Operations GmbH | 966 | $29.0 萬 | 0.31% | +966 | 新進 |
| Shelton Capital Management | 970 | $29.1 萬 | 0.01% | −68−6.6% | 減碼 |
| Quadrant Capital Group LLC | 1,039 | $31.2 萬 | 0.01% | +409+64.9% | 加碼 |
| QRG Capital Management, Inc. | 1,049 | $31.5 萬 | 0.00% | +159+17.9% | 加碼 |
| KBC Group NV | 1,064 | $31.9 萬 | 0.00% | −61−5.4% | 減碼 |
| Fiduciary Trust Co | 1,084 | $32.5 萬 | 0.00% | +4+0.4% | 加碼 |
| Leonteq Securities AG | 1,113 | $33.4 萬 | 0.03% | +157+16.4% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,135 | $34.0 萬 | 0.25% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 1,150 | $34.5 萬 | 0.05% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,151 | $34.5 萬 | 0.00% | −112−8.9% | 減碼 |
| 111 Capital | 1,158 | $34.7 萬 | 0.07% | +1,158 | 新進 |
| Institute for Wealth Management, LLC. | 1,171 | $35.1 萬 | 0.05% | +1,171 | 新進 |
| Sanctuary Advisors, LLC | 1,178 | $35.3 萬 | 0.00% | −76−6.1% | 減碼 |
| Parallel Advisors, LLC | 1,181 | $35.4 萬 | 0.01% | −56−4.5% | 減碼 |
| Oak Thistle LLC | 1,202 | $36.0 萬 | 0.07% | −3,074−71.9% | 減碼 |
| Toroso Investments, LLC | 1,205 | $36.1 萬 | 0.00% | −490−28.9% | 減碼 |
| Wallace Advisory Group, LLC | 1,080 | $36.4 萬 | 0.25% | +19+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 1,215 | $36.4 萬 | 0.01% | −414−25.4% | 減碼 |
| Voloridge Investment Management, LLC | 1,241 | $37.2 萬 | 0.00% | +1,241 | 新進 |
| Maryland State Retirement & Pension System | 1,247 | $37.4 萬 | 0.01% | −278−18.2% | 減碼 |
| CWM, LLC | 1,249 | $37.5 萬 | 0.00% | +111+9.8% | 加碼 |
| Diversify Advisory Services, LLC | 1,331 | $37.6 萬 | 0.02% | +259+24.2% | 加碼 |
| Alberta Investment Management Corp | 1,256 | $37.7 萬 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 1,260 | $37.8 萬 | 0.00% | −3,691−74.6% | 減碼 |
| Ballentine Partners, LLC | 1,290 | $38.7 萬 | 0.01% | +42+3.4% | 加碼 |
| Andina Capital Management, LLC | 1,295 | $38.8 萬 | 0.28% | +1,295 | 新進 |
| Machina Capital S.A.S. | 1,301 | $39.0 萬 | 0.12% | +484+59.2% | 加碼 |
| CIBC Asset Management Inc | 1,355 | $40.6 萬 | 0.00% | +28+2.1% | 加碼 |
| Smith Group Asset Management, LLC | 1,450 | $43.5 萬 | 0.03% | +60+4.3% | 加碼 |
| Connable Office Inc | 1,470 | $44.1 萬 | 0.05% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,489 | $44.7 萬 | 0.17% | +93+6.7% | 加碼 |
| Dempze Nancy E | 1,494 | $44.8 萬 | 0.27% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,509 | $45.3 萬 | 0.01% | −100−6.2% | 減碼 |
| AdvisorShares Investments LLC | 1,510 | $45.5 萬 | 0.09% | +1,510 | 新進 |
| Naviter Wealth, LLC | 1,540 | $45.6 萬 | 0.06% | 00.0% | 不變 |
| Dundas Partners LLP | 1,522 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Franklin Resources Inc | 1,529 | $45.9 萬 | 0.00% | +46+3.1% | 加碼 |
| Mariner, LLC | 1,540 | $46.2 萬 | 0.00% | −165−9.7% | 減碼 |
| Petrus Trust Company, LTA | 1,542 | $46.2 萬 | 0.04% | +545+54.7% | 加碼 |
| Dearborn Partners LLC | 1,546 | $46.4 萬 | 0.02% | +216+16.2% | 加碼 |
| Cresset Asset Management, LLC | 1,546 | $46.4 萬 | 0.00% | +93+6.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,559 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Seeds Investor LLC | 1,620 | $48.6 萬 | 0.14% | −642−28.4% | 減碼 |
| Park Avenue Securities LLC | 1,629 | $48.9 萬 | 0.01% | +165+11.3% | 加碼 |
| AE Wealth Management LLC | 1,720 | $51.6 萬 | 0.00% | +1,720 | 新進 |
| United Services Automobile Association | 1,765 | $52.3 萬 | 0.02% | +1,765 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 1,748 | $52.4 萬 | 0.04% | +1,748 | 新進 |
| Jefferies Financial Group Inc. | 1,783 | $53.5 萬 | 0.01% | +1,783 | 新進 |
| The PNC Financial Services Group, Inc. | 1,791 | $53.7 萬 | 0.00% | −124−6.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,801 | $54.0 萬 | 0.03% | −150−7.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,802 | $54.0 萬 | 0.00% | +159+9.7% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,810 | $54.3 萬 | 0.24% | +3+0.2% | 加碼 |
| Equitable Trust Co | 1,871 | $56.1 萬 | 0.03% | 00.0% | 不變 |
| Jain Global LLC | 1,916 | $57.5 萬 | 0.01% | +1,916 | 新進 |
| Deutsche Bank AG | 1,923 | $57.7 萬 | 0.00% | +125+7.0% | 加碼 |
| Benjamin Edwards Inc | 2,009 | $60.3 萬 | 0.01% | +309+18.2% | 加碼 |
| Commonwealth Equity Services, LLC | 2,012 | $60.3 萬 | 0.00% | +191+10.5% | 加碼 |
| Securian Asset Management, Inc | 2,080 | $62.4 萬 | 0.02% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 2,085 | $62.5 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,109 | $63.3 萬 | 0.02% | +2,109 | 新進 |
| Federated Hermes, Inc. | 2,115 | $63.4 萬 | 0.00% | −99−4.5% | 減碼 |
| Gateway Investment Advisers LLC | 2,128 | $63.8 萬 | 0.01% | 00.0% | 不變 |