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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,316 | $159.4 萬 | 0.05% | −95−1.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,200 | $155.9 萬 | 0.20% | +49+1.0% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $155.9 萬 | 0.06% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 5,066 | $151.9 萬 | 0.04% | +5,066 | 新進 |
| Portside Wealth Group, LLC | 4,998 | $149.9 萬 | 0.24% | −197−3.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,848 | $149.3 萬 | 0.00% | +29+0.5% | 加碼 |
| Bradyco, Inc. | 4,864 | $145.9 萬 | 1.11% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,819 | $144.5 萬 | 0.38% | +26+0.5% | 加碼 |
| Ofi Invest Asset Management | 5,053 | $140.3 萬 | 0.04% | −647−11.4% | 減碼 |
| Utah Retirement Systems | 4,420 | $132.5 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 4,317 | $129.5 萬 | 0.00% | +33+0.8% | 加碼 |
| Martin Capital Advisors, LLP | 4,202 | $126.0 萬 | 0.90% | −250−5.6% | 減碼 |
| Johnson Investment Counsel Inc | 4,202 | $126.0 萬 | 0.01% | −11−0.3% | 減碼 |
| Blair William & Co | 4,146 | $124.3 萬 | 0.00% | +10.0% | 加碼 |
| Gotham Asset Management, LLC | 4,104 | $123.1 萬 | 0.01% | +1,509+58.2% | 加碼 |
| Consolidated Press International Holdings Ltd | 4,100 | $122.9 萬 | 0.22% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 4,076 | $122.2 萬 | 0.00% | +216+5.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,043 | $119.7 萬 | 0.01% | +1,806+80.7% | 加碼 |
| Atom Investors LP | 3,960 | $118.7 萬 | 0.15% | +3,960 | 新進 |
| JustInvest LLC | 3,888 | $116.6 萬 | 0.02% | +233+6.4% | 加碼 |
| Colony Group, LLC | 3,838 | $115.1 萬 | 0.00% | +35+0.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 3,815 | $114.4 萬 | 0.13% | −2,684−41.3% | 減碼 |
| Level Four Advisory Services, LLC | 3,781 | $113.4 萬 | 0.05% | +76+2.1% | 加碼 |
| Gibbs Wealth Management | 3,728 | $111.8 萬 | 0.27% | +666+21.8% | 加碼 |
| Accretive Wealth Partners, LLC | 3,794 | $111.4 萬 | 0.39% | +383+11.2% | 加碼 |
| Centiva Capital, LP | 3,623 | $108.6 萬 | 0.06% | +3,623 | 新進 |
| Simon Quick Advisors, LLC | 3,555 | $106.6 萬 | 0.06% | +215+6.4% | 加碼 |
| Polen Capital Management LLC | 3,534 | $106.0 萬 | 0.00% | −372−9.5% | 減碼 |
| Bessemer Group Inc | 3,483 | $104.5 萬 | 0.00% | −169−4.6% | 減碼 |
| Mackenzie Financial Corp | 3,372 | $101.1 萬 | 0.00% | +656+24.2% | 加碼 |
| Advisor Group Holdings, Inc. | 3,363 | $100.8 萬 | 0.00% | +37+1.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,325 | $99.7 萬 | 0.08% | +3,325 | 新進 |
| Janney Montgomery Scott LLC | 3,282 | $98.4 萬 | 0.00% | −164−4.8% | 減碼 |
| Diversify Wealth Management, LLC | 3,402 | $96.1 萬 | 0.07% | +581+20.6% | 加碼 |
| Susquehanna International Group, LLP | 3,195 | $95.8 萬 | 0.00% | −1,358−29.8% | 減碼 |
| Point72 (DIFC) Ltd | 3,064 | $91.9 萬 | 0.09% | +2,945+2,474.8% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $90.6 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 2,959 | $88.7 萬 | 0.01% | +54+1.9% | 加碼 |
| Atria Investments LLC | 2,957 | $88.7 萬 | 0.01% | −297−9.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,951 | $88.5 萬 | 0.01% | −80−2.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,952 | $87.4 萬 | 0.01% | +285+10.7% | 加碼 |
| Legacy Advisors, LLC | 2,905 | $87.1 萬 | 0.09% | −42−1.4% | 減碼 |
| Davy Global Fund Management Ltd | 2,849 | $85.4 萬 | 0.10% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 2,792 | $83.7 萬 | 0.64% | +228+8.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $83.6 萬 | 0.00% | 00.0% | 不變 |
| Entropy Technologies, LP | 2,757 | $82.7 萬 | 0.08% | +500+22.2% | 加碼 |
| HB Wealth Management, LLC | 2,733 | $82.0 萬 | 0.01% | +2,733 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,679 | $80.3 萬 | 0.00% | +2,679 | 新進 |
| Fox Run Management, L.L.C. | 2,677 | $80.3 萬 | 0.12% | −2,134−44.4% | 減碼 |
| Gsa Capital Partners LLP | 2,669 | $80.0 萬 | 0.07% | +2,669 | 新進 |
| Covey Capital Advisors, LLC | 2,604 | $78.1 萬 | 0.90% | −3−0.1% | 減碼 |
| Creative Planning | 2,570 | $77.1 萬 | 0.00% | −120−4.5% | 減碼 |
| Ethic Inc. | 2,481 | $74.8 萬 | 0.02% | −97−3.8% | 減碼 |
| Loomis Sayles & Co L P | 2,482 | $74.4 萬 | 0.00% | −10.0% | 減碼 |
| Advisory Services Network, LLC | 2,468 | $74.0 萬 | 0.01% | −365−12.9% | 減碼 |
| SG Americas Securities, LLC | 2,458 | $73.7 萬 | 0.00% | +1,819+284.7% | 加碼 |
| Planning Alternatives Ltd | 2,407 | $72.2 萬 | 0.11% | +153+6.8% | 加碼 |
| Twinbeech Capital LP | 2,381 | $71.4 萬 | 0.01% | +2,381 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,377 | $71.3 萬 | 0.00% | +2,377 | 新進 |
| Bryce Point Capital, LLC | 2,365 | $71.2 萬 | 0.54% | −636−21.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,360 | $70.8 萬 | 0.10% | +500+26.9% | 加碼 |
| R Squared Ltd | 2,240 | $67.2 萬 | 0.72% | +2,120+1,766.7% | 加碼 |
| Cetera Investment Advisers | 2,206 | $66.2 萬 | 0.00% | +129+6.2% | 加碼 |
| Integrated Wealth Concepts LLC | 2,163 | $64.9 萬 | 0.01% | +2,163 | 新進 |
| Gateway Investment Advisers LLC | 2,128 | $63.8 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2,115 | $63.4 萬 | 0.00% | −99−4.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,109 | $63.3 萬 | 0.02% | +2,109 | 新進 |
| Illinois Municipal Retirement Fund | 2,085 | $62.5 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 2,080 | $62.4 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,012 | $60.3 萬 | 0.00% | +191+10.5% | 加碼 |
| Benjamin Edwards Inc | 2,009 | $60.3 萬 | 0.01% | +309+18.2% | 加碼 |
| Deutsche Bank AG | 1,923 | $57.7 萬 | 0.00% | +125+7.0% | 加碼 |
| Jain Global LLC | 1,916 | $57.5 萬 | 0.01% | +1,916 | 新進 |
| Equitable Trust Co | 1,871 | $56.1 萬 | 0.03% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,810 | $54.3 萬 | 0.24% | +3+0.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,802 | $54.0 萬 | 0.00% | +159+9.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,801 | $54.0 萬 | 0.03% | −150−7.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,791 | $53.7 萬 | 0.00% | −124−6.5% | 減碼 |
| Jefferies Financial Group Inc. | 1,783 | $53.5 萬 | 0.01% | +1,783 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 1,748 | $52.4 萬 | 0.04% | +1,748 | 新進 |
| United Services Automobile Association | 1,765 | $52.3 萬 | 0.02% | +1,765 | 新進 |
| AE Wealth Management LLC | 1,720 | $51.6 萬 | 0.00% | +1,720 | 新進 |
| Park Avenue Securities LLC | 1,629 | $48.9 萬 | 0.01% | +165+11.3% | 加碼 |
| Seeds Investor LLC | 1,620 | $48.6 萬 | 0.14% | −642−28.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,559 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 1,546 | $46.4 萬 | 0.00% | +93+6.4% | 加碼 |
| Dearborn Partners LLC | 1,546 | $46.4 萬 | 0.02% | +216+16.2% | 加碼 |
| Petrus Trust Company, LTA | 1,542 | $46.2 萬 | 0.04% | +545+54.7% | 加碼 |
| Mariner, LLC | 1,540 | $46.2 萬 | 0.00% | −165−9.7% | 減碼 |
| Franklin Resources Inc | 1,529 | $45.9 萬 | 0.00% | +46+3.1% | 加碼 |
| Dundas Partners LLP | 1,522 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Naviter Wealth, LLC | 1,540 | $45.6 萬 | 0.06% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 1,510 | $45.5 萬 | 0.09% | +1,510 | 新進 |
| Welch & Forbes LLC | 1,509 | $45.3 萬 | 0.01% | −100−6.2% | 減碼 |
| Dempze Nancy E | 1,494 | $44.8 萬 | 0.27% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,489 | $44.7 萬 | 0.17% | +93+6.7% | 加碼 |
| Connable Office Inc | 1,470 | $44.1 萬 | 0.05% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 1,450 | $43.5 萬 | 0.03% | +60+4.3% | 加碼 |
| CIBC Asset Management Inc | 1,355 | $40.6 萬 | 0.00% | +28+2.1% | 加碼 |
| Machina Capital S.A.S. | 1,301 | $39.0 萬 | 0.12% | +484+59.2% | 加碼 |