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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 8,376 | $251.2 萬 | 0.01% | −796−8.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,498 | $254.8 萬 | 0.01% | −1,579−15.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,517 | $255.4 萬 | 0.03% | −252−2.9% | 減碼 |
| Comerica Bank | 8,561 | $256.7 萬 | 0.01% | −351−3.9% | 減碼 |
| Pathstone Holdings, LLC | 8,602 | $258.0 萬 | 0.01% | +303+3.7% | 加碼 |
| Azzad Asset Management Inc | 8,688 | $260.5 萬 | 0.31% | +8,688 | 新進 |
| State of Wisconsin Investment Board | 8,772 | $263.0 萬 | 0.01% | −375−4.1% | 減碼 |
| CI Private Wealth, LLC | 8,818 | $264.4 萬 | 0.00% | −937−9.6% | 減碼 |
| Globeflex Capital L P | 8,835 | $264.9 萬 | 0.24% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 9,013 | $270.3 萬 | 0.01% | −3,959−30.5% | 減碼 |
| Yousif Capital Management, LLC | 9,287 | $278.5 萬 | 0.03% | −200−2.1% | 減碼 |
| George Kaiser Family Foundation | 9,349 | $280.3 萬 | 0.41% | +1,656+21.5% | 加碼 |
| Baird Financial Group, Inc. | 9,503 | $285.0 萬 | 0.01% | +9,503 | 新進 |
| OP Asset Management Ltd | 9,645 | $289.2 萬 | 0.05% | +9,645 | 新進 |
| Vident Advisory, LLC | 9,660 | $289.7 萬 | 0.04% | +9,660 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 9,696 | $290.8 萬 | 0.03% | +86+0.9% | 加碼 |
| Ceera Investments, LLC | 9,786 | $293.5 萬 | 1.01% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 10,401 | $311.9 萬 | 1.39% | −281−2.6% | 減碼 |
| Lazard Asset Management LLC | 10,463 | $313.6 萬 | 0.00% | +8,773+519.1% | 加碼 |
| State of Tennessee, Treasury Department | 10,460 | $313.7 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 10,771 | $323.0 萬 | 0.02% | +605+6.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $336.3 萬 | 0.01% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 11,218 | $336.4 萬 | 0.41% | −507−4.3% | 減碼 |
| Treasurer of the State of North Carolina | 12,209 | $366.1 萬 | 0.01% | +470+4.0% | 加碼 |
| Cardinal Capital Management | 12,335 | $369.9 萬 | 0.57% | +275+2.3% | 加碼 |
| Amalgamated Bank | 12,789 | $383.5 萬 | 0.03% | −439−3.3% | 減碼 |
| YHB Investment Advisors, Inc. | 12,884 | $386.4 萬 | 0.32% | +8+0.1% | 加碼 |
| Voya Investment Management LLC | 12,940 | $388.0 萬 | 0.00% | +1,081+9.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,986 | $389.4 萬 | 0.03% | +5,596+75.7% | 加碼 |
| Citigroup Inc | 13,108 | $393.1 萬 | 0.00% | +1,846+16.4% | 加碼 |
| Aquatic Capital Management LLC | 13,111 | $393.2 萬 | 0.10% | +10,432+389.4% | 加碼 |
| Congress Wealth Management LLC | 13,260 | $397.7 萬 | 0.05% | +3,250+32.5% | 加碼 |
| Daiwa Securities Group Inc. | 13,567 | $406.8 萬 | 0.02% | −950−6.5% | 減碼 |
| Mutual of America Capital Management LLC | 13,904 | $416.9 萬 | 0.05% | −367−2.6% | 減碼 |
| HSBC Holdings PLC | 14,042 | $418.3 萬 | 0.00% | +7,776+124.1% | 加碼 |
| New York State Common Retirement Fund | 13,975 | $419.1 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 14,061 | $421.6 萬 | 0.05% | +738+5.5% | 加碼 |
| Henshaw Capital LLC | 14,593 | $437.6 萬 | 0.19% | +1,106+8.2% | 加碼 |
| Neuberger Berman Group LLC | 15,037 | $450.9 萬 | 0.00% | −42−0.3% | 減碼 |
| National Bank of Canada | 15,120 | $453.4 萬 | 0.01% | −13,001−46.2% | 減碼 |
| Stifel Financial Corp | 15,217 | $456.3 萬 | 0.00% | −3,416−18.3% | 減碼 |
| State of Alaska, Department of Revenue | 15,237 | $456.9 萬 | 0.05% | +80+0.5% | 加碼 |
| Motley Fool Asset Management LLC | 15,310 | $459.1 萬 | 0.26% | −486−3.1% | 減碼 |
| Magnetar Financial LLC | 15,496 | $464.7 萬 | 0.06% | +12,698+453.8% | 加碼 |
| Point72 Hong Kong Ltd | 15,543 | $466.1 萬 | 0.33% | +14,896+2,302.3% | 加碼 |
| HighTower Advisors, LLC | 15,545 | $466.1 萬 | 0.01% | −523−3.3% | 減碼 |
| Trexquant Investment LP | 15,879 | $476.2 萬 | 0.06% | +15,879 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 15,900 | $476.8 萬 | 0.01% | −12,006−43.0% | 減碼 |
| MetLife Investment Management | 16,159 | $484.6 萬 | 0.03% | −242−1.5% | 減碼 |
| Verition Fund Management LLC | 16,693 | $500.6 萬 | 0.03% | +14,747+757.8% | 加碼 |
| Jump Financial, LLC | 17,070 | $511.9 萬 | 0.08% | +14,784+646.7% | 加碼 |
| HRT Financial LP | 17,154 | $514.3 萬 | 0.03% | +14,719+604.5% | 加碼 |
| Victory Capital Management Inc | 17,302 | $518.8 萬 | 0.01% | +676+4.1% | 加碼 |
| Thrivent Financial for Lutherans | 17,215 | $519.4 萬 | 0.01% | +2,400+16.2% | 加碼 |
| Fisher Asset Management, LLC | 17,539 | $525.9 萬 | 0.00% | −4,462−20.3% | 減碼 |
| MUFG Securities EMEA plc | 18,000 | $539.8 萬 | 0.14% | −6,999−28.0% | 減碼 |
| Barclays PLC | 18,148 | $544.2 萬 | 0.00% | −3,321−15.5% | 減碼 |
| ExodusPoint Capital Management, LP | 18,569 | $556.8 萬 | 0.07% | +18,569 | 新進 |
| Russell Investments Group, Ltd. | 18,908 | $567.0 萬 | 0.01% | +3,302+21.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $569.8 萬 | 0.05% | 00.0% | 不變 |
| Engineers Gate Manager LP | 19,058 | $571.5 萬 | 0.10% | +16,949+803.7% | 加碼 |
| Man Group plc | 19,280 | $578.1 萬 | 0.02% | +2,662+16.0% | 加碼 |
| Canada Pension Plan Investment Board | 19,400 | $581.7 萬 | 0.01% | +19,400 | 新進 |
| Prudential Financial Inc | 19,719 | $591.3 萬 | 0.01% | +2,366+13.6% | 加碼 |
| SW Investment Management LLC | 20,000 | $599.7 萬 | 1.88% | 00.0% | 不變 |
| Jane Street Group, LLC | 20,603 | $617.8 萬 | 0.01% | +19,292+1,471.5% | 加碼 |
| Voleon Capital Management LP | 20,930 | $627.6 萬 | 0.49% | −985−4.5% | 減碼 |
| Quantinno Capital Management LP | 21,023 | $630.4 萬 | 0.04% | +14,099+203.6% | 加碼 |
| Great West Life Assurance Co | 21,219 | $636.9 萬 | 0.01% | −1,770−7.7% | 減碼 |
| Holocene Advisors, LP | 21,284 | $638.2 萬 | 0.02% | +8,055+60.9% | 加碼 |
| Janus Henderson Group PLC | 21,770 | $644.5 萬 | 0.00% | +9,227+73.6% | 加碼 |
| Motley Fool Wealth Management, LLC | 21,783 | $653.2 萬 | 0.39% | −1,948−8.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 21,809 | $654.0 萬 | 0.01% | −683−3.0% | 減碼 |
| Pinebridge Investments, L.P. | 22,054 | $661.3 萬 | 0.05% | −1,826−7.6% | 減碼 |
| Tudor Investment Corp Et Al | 23,271 | $697.8 萬 | 0.06% | +23,271 | 新進 |
| Cooper Investors Pty Ltd | 24,387 | $731.3 萬 | 1.19% | +3,114+14.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 24,853 | $745.3 萬 | 0.01% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 25,304 | $758.8 萬 | 0.16% | −530−2.1% | 減碼 |
| United Capital Financial Advisers, LLC | 25,396 | $761.5 萬 | 0.07% | +12,477+96.6% | 加碼 |
| Quantbot Technologies LP | 25,473 | $763.9 萬 | 0.24% | +19,982+363.9% | 加碼 |
| California State Teachers Retirement System | 25,686 | $770.2 萬 | 0.01% | −284−1.1% | 減碼 |
| Marks Group Wealth Management, Inc | 25,821 | $774.3 萬 | 0.75% | +560+2.2% | 加碼 |
| Asset Management One Co.,Ltd. | 26,113 | $778.4 萬 | 0.03% | −5,022−16.1% | 減碼 |
| Teacher Retirement System of Texas | 26,888 | $806.3 萬 | 0.03% | −5,863−17.9% | 減碼 |
| Corebridge Financial, Inc. | 30,134 | $903.6 萬 | 0.05% | −741−2.4% | 減碼 |
| Natixis | 30,881 | $916.6 萬 | 0.05% | +14,979+94.2% | 加碼 |
| Ameriprise Financial Inc | 30,603 | $917.7 萬 | 0.00% | −471−1.5% | 減碼 |
| Alliancebernstein L.P. | 32,031 | $960.5 萬 | 0.00% | −2,697−7.8% | 減碼 |
| Retirement Systems of Alabama | 32,883 | $986.1 萬 | 0.04% | +32+0.1% | 加碼 |
| Barlow Wealth Partners, Inc. | 36,722 | $1,031 萬 | 1.35% | +760+2.1% | 加碼 |
| Tribune Investment Group LP | 36,000 | $1,080 萬 | 6.19% | +20,000+125.0% | 加碼 |
| AQR Capital Management LLC | 37,163 | $1,093 萬 | 0.01% | +24,063+183.7% | 加碼 |
| Royal Bank of Canada | 37,089 | $1,112 萬 | 0.00% | +19,155+106.8% | 加碼 |
| Algert Global LLC | 38,156 | $1,144 萬 | 0.28% | +1,070+2.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 38,216 | $1,146 萬 | 0.18% | +1,384+3.8% | 加碼 |
| Sone Capital Management, LLC | 38,549 | $1,156 萬 | 1.19% | +38,549 | 新進 |
| D. E. Shaw & Co., Inc. | 40,028 | $1,200 萬 | 0.01% | +37,547+1,513.4% | 加碼 |
| Ci Investments Inc. | 40,407 | $1,212 萬 | 0.05% | +1,687+4.4% | 加碼 |
| TownSquare Capital, LLC | 40,782 | $1,223 萬 | 0.13% | −1,293−3.1% | 減碼 |
| Balyasny Asset Management LLC | 41,333 | $1,239 萬 | 0.03% | −126,693−75.4% | 減碼 |