Morningstar, Inc.

MORN

交易所: Nasdaq
產業: Investment Advice
SEC CIK: 0001289419

SEC 申報列表（在新分頁開啟）

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 2 季與 2025 年第 1 季比較

持有 Morningstar, Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人 2025 年第 1 季全部持有人

MORN 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目	2025 年第 1 季	其中尚未申報 2025 年第 2 季	2025 年第 2 季	變化
持有家數	464	3	481	+20
股數	2,525 萬	1,178	2,565 萬	+40.0 萬 (+1.6%)
市值	$75.7 億	$35.3 萬	$80.5 億	+$4.81 億 (+6.4%)

3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（69 家）

2025 年第 2 季季末持有 Morningstar, Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 MORN 的機構
機構	股數	市值	佔組合 %
Assenagon Asset Management S.A.	105,430	$3,310 萬	0.05%
Toronto Dominion Bank	50,640	$1,590 萬	0.03%
Susquehanna Portfolio Strategies, LLC	29,070	$912.6 萬	0.20%
Sea Cliff Partners Management, LP	24,000	$753.4 萬	2.57%
Van Eck Associates Corp	20,797	$652.9 萬	0.01%
Edgestream Partners, L.P.	20,225	$634.9 萬	0.18%
Allianz Asset Management GmbH	16,713	$524.7 萬	0.01%
Capital Fund Management S.A.	15,057	$472.7 萬	0.05%
1832 Asset Management L.P.	8,600	$270.0 萬	0.00%
Acadian Asset Management LLC	7,321	$229.6 萬	0.00%
Winton Group Ltd	5,115	$160.6 萬	0.08%
Ieq Capital, LLC	4,858	$152.5 萬	0.01%
Virtu Financial LLC	4,705	$147.7 萬	0.08%
Two Sigma Securities, LLC	4,441	$139.4 萬	0.17%
Keeler Thomas Management LLC	4,285	$134.5 萬	0.58%
Freestone Grove Partners LP	4,147	$130.2 萬	0.01%
Empowered Funds, LLC	4,011	$125.9 萬	0.01%
Index Fund Advisors, Inc.	3,913	$122.8 萬	0.07%
Aurora Investment Counsel	3,090	$97.0 萬	0.51%
Aigen Investment Management, LP	3,014	$94.6 萬	0.13%
Worldquant Millennium Advisors LLC	2,819	$88.5 萬	0.00%
Capstone Investment Advisors, LLC	2,252	$70.7 萬	0.01%
DRW Securities, LLC	1,791	$56.2 萬	0.04%
Scientech Research LLC	1,543	$48.4 萬	0.12%
ClearAlpha Technologies LP	1,432	$45.0 萬	1.30%
Merit Financial Group, LLC	1,350	$42.4 萬	0.00%
Syon Capital LLC	1,340	$42.1 萬	0.03%
FORA Capital, LLC	1,264	$39.7 萬	0.04%
Brighton Jones LLC	1,188	$37.3 萬	0.01%
Advisors Preferred, LLC	1,168	$36.4 萬	0.06%
Aster Capital Management (DIFC) Ltd	1,123	$35.3 萬	0.08%
Bridgefront Capital, LLC	990	$31.1 萬	0.08%
Laurion Capital Management LP	950	$29.8 萬	0.03%
ISAM Funds (UK) Ltd	861	$27.0 萬	0.06%
Sequoia Financial Advisors, LLC	800	$25.1 萬	0.00%
Kestra Advisory Services, LLC	741	$23.3 萬	0.00%
Kera Capital Partners, Inc.	730	$22.9 萬	0.05%
Burney Co	720	$22.6 萬	0.01%
Swiss Life Asset Management Ltd	718	$22.5 萬	0.00%
EP Wealth Advisors, LLC	711	$22.3 萬	0.00%
Kovitz Investment Group Partners, LLC	701	$22.0 萬	0.00%
Chicago Partners Investment Group LLC	785	$21.7 萬	0.01%
Aspiriant, LLC	687	$21.6 萬	0.01%
Pallas Capital Advisors LLC	669	$21.0 萬	0.01%
Hudson Bay Capital Management LP	660	$20.7 萬	0.00%
Fonville Wealth Management LLC	646	$20.3 萬	0.05%
Meiji Yasuda Asset Management Co Ltd.	641	$20.1 萬	0.01%
STRS Ohio	562	$17.6 萬	0.00%
Essential Partners LLC	468	$14.7 萬	0.06%
Macquarie Group Ltd	437	$13.7 萬	0.00%
Employees Retirement System of Texas	184	$5.80 萬	0.00%
American National Bank	180	$5.65 萬	0.01%
Osterweis Capital Management Inc	92	$2.89 萬	0.00%
Ameritas Advisory Services, LLC	35	$1.10 萬	0.00%
Dogwood Wealth Management LLC	36	$1.09 萬	0.01%
Global Retirement Partners, LLC	15	$4,710	0.00%
Fortitude Family Office, LLC	10	$3,139	0.00%
Cromwell Holdings LLC	4	$1,256	0.00%
Assetmark, Inc	3	$942	0.00%
Stephens Consulting, LLC	3	$942	0.00%
Addison Advisors LLC	2	$628	0.00%
Arlington Trust Co LLC	2	$628	0.00%
Rialto Wealth Management, LLC	2	$628	0.00%
HFM Investment Advisors, LLC	2	$628	0.00%
Quaker Wealth Management, LLC	1	$314	0.00%
CBIZ Investment Advisory Services, LLC	1	$314	0.00%
American Capital Advisory, LLC	1	$314	0.00%
Twin Peaks Wealth Advisors, LLC	1	$258	0.00%
Avion Wealth	2	$0	0.00%

清倉機構（49 家）

2025 年第 1 季季末持有 Morningstar, Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 MORN 的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Praesidium Investment Management Company, LLC	101,472	$3,043 萬
Balyasny Asset Management LLC	41,333	$1,239 萬
Corebridge Financial, Inc.	30,134	$903.6 萬
SW Investment Management LLC	20,000	$599.7 萬
Canada Pension Plan Investment Board	19,400	$581.7 萬
Capitolis Liquid Global Markets LLC	19,000	$569.8 萬
MUFG Securities EMEA plc	18,000	$539.8 萬
Baird Financial Group, Inc.	9,503	$285.0 萬
George Kaiser Family Foundation	9,349	$280.3 萬
Lecap Asset Management Ltd	5,782	$173.4 萬
Ofi Invest Asset Management	5,053	$140.3 萬
Atom Investors LP	3,960	$118.7 萬
Polen Capital Management LLC	3,534	$106.0 萬
Legacy Advisors, LLC	2,905	$87.1 萬
Twinbeech Capital LP	2,381	$71.4 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	2,377	$71.3 萬
Bryce Point Capital, LLC	2,365	$71.2 萬
Dynamic Technology Lab Private Ltd	2,360	$70.8 萬
Gateway Investment Advisers LLC	2,128	$63.8 萬
Illinois Municipal Retirement Fund	2,085	$62.5 萬
Jain Global LLC	1,916	$57.5 萬
Equitable Trust Co	1,871	$56.1 萬
Jefferies Financial Group Inc.	1,783	$53.5 萬
United Services Automobile Association	1,765	$52.3 萬
Machina Capital S.A.S.	1,301	$39.0 萬
Alberta Investment Management Corp	1,256	$37.7 萬
Oak Thistle LLC	1,202	$36.0 萬
Leonteq Securities AG	1,113	$33.4 萬
Axq Capital, LP	929	$27.9 萬
Landscape Capital Management, L.L.C.	923	$27.7 萬
Bryn Mawr Trust Co	835	$25.0 萬
Associated Banc-Corp	782	$23.4 萬
Aspen Grove Capital, LLC	762	$22.9 萬
Baker Tilly Wealth Management, LLC	698	$20.9 萬
Kestra Private Wealth Services, LLC	689	$20.7 萬
Johnson Financial Group, Inc.	412	$12.4 萬
Coldstream Capital Management Inc	375	$11.2 萬
Quent Capital, LLC	141	$4.23 萬
Wayfinding Financial, LLC	110	$3.20 萬
Jones Financial Companies LLLP	61	$1.81 萬
Graybill Bartz & Assoc Ltd	30	$8,996
GW&K Investment Management, LLC	25	$7,000
Webster Bank, N. A.	22	$6,597
Mather Group, LLC.	17	$5,098
West Paces Advisors Inc.	10	$2,999
Carolinas Wealth Consulting LLC	7	$2,246
Hexagon Capital Partners LLC	5	$1,499
Global Financial Private Client, LLC	4	$1,199
ROSS\JOHNSON & Associates LLC	2	$600

尚未申報 2025 年第 2 季的機構（3 家）

2025 年第 1 季季末持有 Morningstar, Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 MORN、尚未申報 2025 年第 2 季的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
CAPROCK Group, Inc.	947	$28.4 萬
Lindbrook Capital, LLC	223	$6.69 萬
Sofos Investments, Inc.	8	$2,399