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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 19,719 | $591.3 萬 | 0.01% | +2,366+13.6% | 加碼 |
| Canada Pension Plan Investment Board | 19,400 | $581.7 萬 | 0.01% | +19,400 | 新進 |
| Man Group plc | 19,280 | $578.1 萬 | 0.02% | +2,662+16.0% | 加碼 |
| Engineers Gate Manager LP | 19,058 | $571.5 萬 | 0.10% | +16,949+803.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 19,000 | $569.8 萬 | 0.05% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 18,908 | $567.0 萬 | 0.01% | +3,302+21.2% | 加碼 |
| ExodusPoint Capital Management, LP | 18,569 | $556.8 萬 | 0.07% | +18,569 | 新進 |
| Barclays PLC | 18,148 | $544.2 萬 | 0.00% | −3,321−15.5% | 減碼 |
| MUFG Securities EMEA plc | 18,000 | $539.8 萬 | 0.14% | −6,999−28.0% | 減碼 |
| Fisher Asset Management, LLC | 17,539 | $525.9 萬 | 0.00% | −4,462−20.3% | 減碼 |
| Thrivent Financial for Lutherans | 17,215 | $519.4 萬 | 0.01% | +2,400+16.2% | 加碼 |
| Victory Capital Management Inc | 17,302 | $518.8 萬 | 0.01% | +676+4.1% | 加碼 |
| HRT Financial LP | 17,154 | $514.3 萬 | 0.03% | +14,719+604.5% | 加碼 |
| Jump Financial, LLC | 17,070 | $511.9 萬 | 0.08% | +14,784+646.7% | 加碼 |
| Verition Fund Management LLC | 16,693 | $500.6 萬 | 0.03% | +14,747+757.8% | 加碼 |
| MetLife Investment Management | 16,159 | $484.6 萬 | 0.03% | −242−1.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 15,900 | $476.8 萬 | 0.01% | −12,006−43.0% | 減碼 |
| Trexquant Investment LP | 15,879 | $476.2 萬 | 0.06% | +15,879 | 新進 |
| HighTower Advisors, LLC | 15,545 | $466.1 萬 | 0.01% | −523−3.3% | 減碼 |
| Point72 Hong Kong Ltd | 15,543 | $466.1 萬 | 0.33% | +14,896+2,302.3% | 加碼 |
| Magnetar Financial LLC | 15,496 | $464.7 萬 | 0.06% | +12,698+453.8% | 加碼 |
| Motley Fool Asset Management LLC | 15,310 | $459.1 萬 | 0.26% | −486−3.1% | 減碼 |
| State of Alaska, Department of Revenue | 15,237 | $456.9 萬 | 0.05% | +80+0.5% | 加碼 |
| Stifel Financial Corp | 15,217 | $456.3 萬 | 0.00% | −3,416−18.3% | 減碼 |
| National Bank of Canada | 15,120 | $453.4 萬 | 0.01% | −13,001−46.2% | 減碼 |
| Neuberger Berman Group LLC | 15,037 | $450.9 萬 | 0.00% | −42−0.3% | 減碼 |
| Henshaw Capital LLC | 14,593 | $437.6 萬 | 0.19% | +1,106+8.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 14,061 | $421.6 萬 | 0.05% | +738+5.5% | 加碼 |
| New York State Common Retirement Fund | 13,975 | $419.1 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 14,042 | $418.3 萬 | 0.00% | +7,776+124.1% | 加碼 |
| Mutual of America Capital Management LLC | 13,904 | $416.9 萬 | 0.05% | −367−2.6% | 減碼 |
| Daiwa Securities Group Inc. | 13,567 | $406.8 萬 | 0.02% | −950−6.5% | 減碼 |
| Congress Wealth Management LLC | 13,260 | $397.7 萬 | 0.05% | +3,250+32.5% | 加碼 |
| Aquatic Capital Management LLC | 13,111 | $393.2 萬 | 0.10% | +10,432+389.4% | 加碼 |
| Citigroup Inc | 13,108 | $393.1 萬 | 0.00% | +1,846+16.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,986 | $389.4 萬 | 0.03% | +5,596+75.7% | 加碼 |
| Voya Investment Management LLC | 12,940 | $388.0 萬 | 0.00% | +1,081+9.1% | 加碼 |
| YHB Investment Advisors, Inc. | 12,884 | $386.4 萬 | 0.32% | +8+0.1% | 加碼 |
| Amalgamated Bank | 12,789 | $383.5 萬 | 0.03% | −439−3.3% | 減碼 |
| Cardinal Capital Management | 12,335 | $369.9 萬 | 0.57% | +275+2.3% | 加碼 |
| Treasurer of the State of North Carolina | 12,209 | $366.1 萬 | 0.01% | +470+4.0% | 加碼 |
| Southeast Asset Advisors Inc. | 11,218 | $336.4 萬 | 0.41% | −507−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $336.3 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 10,771 | $323.0 萬 | 0.02% | +605+6.0% | 加碼 |
| State of Tennessee, Treasury Department | 10,460 | $313.7 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 10,463 | $313.6 萬 | 0.00% | +8,773+519.1% | 加碼 |
| Kensington Investment Counsel, LLC | 10,401 | $311.9 萬 | 1.39% | −281−2.6% | 減碼 |
| Ceera Investments, LLC | 9,786 | $293.5 萬 | 1.01% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 9,696 | $290.8 萬 | 0.03% | +86+0.9% | 加碼 |
| Vident Advisory, LLC | 9,660 | $289.7 萬 | 0.04% | +9,660 | 新進 |
| OP Asset Management Ltd | 9,645 | $289.2 萬 | 0.05% | +9,645 | 新進 |
| Baird Financial Group, Inc. | 9,503 | $285.0 萬 | 0.01% | +9,503 | 新進 |
| George Kaiser Family Foundation | 9,349 | $280.3 萬 | 0.41% | +1,656+21.5% | 加碼 |
| Yousif Capital Management, LLC | 9,287 | $278.5 萬 | 0.03% | −200−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 9,013 | $270.3 萬 | 0.01% | −3,959−30.5% | 減碼 |
| Globeflex Capital L P | 8,835 | $264.9 萬 | 0.24% | 00.0% | 不變 |
| CI Private Wealth, LLC | 8,818 | $264.4 萬 | 0.00% | −937−9.6% | 減碼 |
| State of Wisconsin Investment Board | 8,772 | $263.0 萬 | 0.01% | −375−4.1% | 減碼 |
| Azzad Asset Management Inc | 8,688 | $260.5 萬 | 0.31% | +8,688 | 新進 |
| Pathstone Holdings, LLC | 8,602 | $258.0 萬 | 0.01% | +303+3.7% | 加碼 |
| Comerica Bank | 8,561 | $256.7 萬 | 0.01% | −351−3.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,517 | $255.4 萬 | 0.03% | −252−2.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,498 | $254.8 萬 | 0.01% | −1,579−15.7% | 減碼 |
| M&T Bank Corp | 8,376 | $251.2 萬 | 0.01% | −796−8.7% | 減碼 |
| American Century Companies Inc | 8,372 | $251.1 萬 | 0.00% | +261+3.2% | 加碼 |
| Public Employees Retirement System of Ohio | 8,349 | $250.4 萬 | 0.01% | −946−10.2% | 減碼 |
| Arizona State Retirement System | 7,980 | $239.3 萬 | 0.02% | −90−1.1% | 減碼 |
| US Bancorp | 7,914 | $237.3 萬 | 0.00% | −1,684−17.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $233.0 萬 | 0.02% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 7,768 | $232.9 萬 | 0.00% | +3,435+79.3% | 加碼 |
| Louisiana State Employees Retirement System | 7,600 | $227.9 萬 | 0.05% | +100+1.3% | 加碼 |
| Redmond Asset Management, LLC | 7,528 | $225.7 萬 | 0.58% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 7,500 | $224.9 萬 | 0.47% | 00.0% | 不變 |
| Danske Bank A/S | 7,093 | $212.7 萬 | 0.01% | +385+5.7% | 加碼 |
| Empire Life Investments Inc. | 7,061 | $211.7 萬 | 0.14% | +255+3.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,029 | $210.8 萬 | 0.01% | +211+3.1% | 加碼 |
| Headlands Technologies LLC | 6,999 | $209.9 萬 | 0.24% | +6,829+4,017.1% | 加碼 |
| Norden Group LLC | 6,837 | $205.0 萬 | 0.24% | −1,708−20.0% | 減碼 |
| XTX Topco Ltd | 6,558 | $196.7 萬 | 0.10% | +5,798+762.9% | 加碼 |
| Quest Partners LLC | 6,510 | $195.2 萬 | 0.21% | +5,531+565.0% | 加碼 |
| State of Michigan Retirement System | 6,500 | $194.9 萬 | 0.01% | +100+1.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,458 | $193.7 萬 | 0.01% | +491+8.2% | 加碼 |
| Handelsbanken Fonder AB | 6,372 | $191.1 萬 | 0.01% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 6,300 | $188.9 萬 | 0.08% | −57−0.9% | 減碼 |
| Nebula Research & Development LLC | 6,282 | $188.4 萬 | 0.17% | +6,282 | 新進 |
| Graham Capital Management, L.P. | 6,223 | $186.6 萬 | 0.06% | +4,449+250.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,007 | $180.1 萬 | 0.03% | +20.0% | 加碼 |
| New York State Teachers Retirement System | 5,900 | $176.9 萬 | 0.00% | 00.0% | 不變 |
| Sepio Capital, LP | 5,865 | $175.9 萬 | 0.14% | −72−1.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,864 | $175.8 萬 | 0.08% | +238+4.2% | 加碼 |
| LPL Financial LLC | 5,836 | $175.0 萬 | 0.00% | +744+14.6% | 加碼 |
| Lecap Asset Management Ltd | 5,782 | $173.4 萬 | 0.40% | +5,782 | 新進 |
| KLP Kapitalforvaltning AS | 5,700 | $170.9 萬 | 0.01% | +100+1.8% | 加碼 |
| Xponance, Inc. | 5,543 | $166.2 萬 | 0.02% | +112+2.1% | 加碼 |
| MML Investors Services, LLC | 5,517 | $165.4 萬 | 0.01% | +422+8.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 5,488 | $164.6 萬 | 0.03% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 5,471 | $164.1 萬 | 0.07% | +5,471 | 新進 |
| Cerity Partners LLC | 5,426 | $162.7 萬 | 0.00% | +798+17.2% | 加碼 |
| Ashford Capital Management Inc | 5,393 | $161.7 萬 | 0.21% | −38−0.7% | 減碼 |
| Bank of Montreal | 5,342 | $160.2 萬 | 0.00% | −13−0.2% | 減碼 |