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 2 季 13F 持有人
Morningstar, Inc. 在 2025/6/30 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
- 481
- 較 2025 年第 1 季 +20 家
- 持有股數
- 2,565 萬
- 較 2025 年第 1 季 +40.0 萬 (+1.6%)
- 總市值
- $80.5 億
- 較 2025 年第 1 季 +$4.81 億 (+6.4%)
- 新進機構
- 69
- 另有 182 家加碼
- 清倉機構
- 49
- 另有 159 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 1,937 | $60.8 萬 | 0.05% | −1,127−36.8% | 減碼 |
| Federated Hermes, Inc. | 2,048 | $64.3 萬 | 0.00% | −67−3.2% | 減碼 |
| Commonwealth Equity Services, LLC | 2,068 | $64.9 萬 | 0.00% | +56+2.8% | 加碼 |
| Securian Asset Management, Inc | 2,080 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,110 | $66.3 萬 | 0.01% | +10.0% | 加碼 |
| Benjamin Edwards Inc | 2,197 | $69.0 萬 | 0.01% | +188+9.4% | 加碼 |
| Cetera Investment Advisers | 2,198 | $69.0 萬 | 0.00% | −8−0.4% | 減碼 |
| Point72 Hong Kong Ltd | 2,200 | $69.1 萬 | 0.05% | −13,343−85.8% | 減碼 |
| Deutsche Bank AG | 2,211 | $69.4 萬 | 0.00% | +288+15.0% | 加碼 |
| Mercer Global Advisors Inc | 2,238 | $70.2 萬 | 0.00% | +1,540+220.6% | 加碼 |
| Capstone Investment Advisors, LLC | 2,252 | $70.7 萬 | 0.01% | +2,252 | 新進 |
| Advisory Services Network, LLC | 2,625 | $72.6 萬 | 0.01% | +157+6.4% | 加碼 |
| Planning Alternatives Ltd | 2,392 | $75.1 萬 | 0.10% | −15−0.6% | 減碼 |
| Petrus Trust Company, LTA | 2,410 | $75.7 萬 | 0.08% | +868+56.3% | 加碼 |
| 111 Capital | 2,440 | $76.6 萬 | 0.13% | +1,282+110.7% | 加碼 |
| Simon Quick Advisors, LLC | 2,512 | $78.9 萬 | 0.04% | −1,043−29.3% | 減碼 |
| Janney Montgomery Scott LLC | 2,528 | $79.4 萬 | 0.00% | −754−23.0% | 減碼 |
| Covey Capital Advisors, LLC | 2,604 | $81.7 萬 | 0.88% | 00.0% | 不變 |
| HB Wealth Management, LLC | 2,670 | $83.8 萬 | 0.01% | −63−2.3% | 減碼 |
| Ethic Inc. | 2,738 | $85.7 萬 | 0.02% | +257+10.4% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,745 | $86.2 萬 | 0.15% | +2,189+393.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,787 | $87.5 萬 | 0.00% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 2,819 | $88.5 萬 | 0.00% | +2,819 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,843 | $88.8 萬 | 0.01% | −1,200−29.7% | 減碼 |
| Blair William & Co | 2,896 | $90.9 萬 | 0.00% | −1,250−30.1% | 減碼 |
| Atria Investments LLC | 2,943 | $92.4 萬 | 0.01% | −14−0.5% | 減碼 |
| Precision Wealth Strategies, LLC | 2,991 | $93.9 萬 | 0.30% | +199+7.1% | 加碼 |
| Callan Family Office, LLC | 3,005 | $94.3 萬 | 0.03% | +2,141+247.8% | 加碼 |
| Aigen Investment Management, LP | 3,014 | $94.6 萬 | 0.13% | +3,014 | 新進 |
| Integrated Wealth Concepts LLC | 3,015 | $94.7 萬 | 0.01% | +852+39.4% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $94.8 萬 | 0.01% | 00.0% | 不變 |
| Aurora Investment Counsel | 3,090 | $97.0 萬 | 0.51% | +3,090 | 新進 |
| Davy Global Fund Management Ltd | 3,106 | $97.5 萬 | 0.09% | +257+9.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,109 | $97.6 萬 | 0.01% | +157+5.3% | 加碼 |
| TownSquare Capital, LLC | 3,248 | $102.0 萬 | 0.10% | −37,534−92.0% | 減碼 |
| Avantax Advisory Services, Inc. | 3,302 | $103.7 萬 | 0.01% | +343+11.6% | 加碼 |
| Diversify Wealth Management, LLC | 4,070 | $105.1 萬 | 0.06% | +668+19.6% | 加碼 |
| Mackenzie Financial Corp | 3,372 | $105.9 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 3,425 | $106.6 萬 | 0.00% | +1,623+90.1% | 加碼 |
| Advisor Group Holdings, Inc. | 3,396 | $106.6 萬 | 0.00% | +33+1.0% | 加碼 |
| XTX Topco Ltd | 3,490 | $109.6 萬 | 0.05% | −3,068−46.8% | 減碼 |
| Bessemer Group Inc | 3,505 | $110.1 萬 | 0.00% | +22+0.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,524 | $110.6 萬 | 0.01% | +573+19.4% | 加碼 |
| R Squared Ltd | 3,573 | $112.2 萬 | 0.62% | +1,333+59.5% | 加碼 |
| Centiva Capital, LP | 3,794 | $119.1 萬 | 0.08% | +171+4.7% | 加碼 |
| Level Four Advisory Services, LLC | 3,798 | $119.2 萬 | 0.04% | +17+0.4% | 加碼 |
| Accretive Wealth Partners, LLC | 3,826 | $120.1 萬 | 0.39% | +32+0.8% | 加碼 |
| Index Fund Advisors, Inc. | 3,913 | $122.8 萬 | 0.07% | +3,913 | 新進 |
| Sepio Capital, LP | 4,008 | $125.8 萬 | 0.09% | −1,857−31.7% | 減碼 |
| Empowered Funds, LLC | 4,011 | $125.9 萬 | 0.01% | +4,011 | 新進 |
| Gibbs Wealth Management | 4,024 | $126.3 萬 | 0.24% | +296+7.9% | 加碼 |
| Mariner, LLC | 4,038 | $126.8 萬 | 0.00% | +2,498+162.2% | 加碼 |
| Pictet Asset Management Holding SA | 4,049 | $127.1 萬 | 0.00% | −27−0.7% | 減碼 |
| Freestone Grove Partners LP | 4,147 | $130.2 萬 | 0.01% | +4,147 | 新進 |
| Martin Capital Advisors, LLP | 4,202 | $131.9 萬 | 0.86% | 00.0% | 不變 |
| Truist Financial Corp | 4,225 | $132.6 萬 | 0.00% | −92−2.1% | 減碼 |
| Utah Retirement Systems | 4,228 | $132.7 萬 | 0.01% | −192−4.3% | 減碼 |
| CWM, LLC | 4,262 | $133.8 萬 | 0.00% | +3,013+241.2% | 加碼 |
| Cerity Partners LLC | 4,270 | $134.0 萬 | 0.00% | −1,156−21.3% | 減碼 |
| Keeler Thomas Management LLC | 4,285 | $134.5 萬 | 0.58% | +4,285 | 新進 |
| Colony Group, LLC | 4,296 | $134.9 萬 | 0.00% | +458+11.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 4,300 | $135.0 萬 | 0.22% | +200+4.9% | 加碼 |
| Xponance, Inc. | 4,366 | $137.1 萬 | 0.01% | −1,177−21.2% | 減碼 |
| Two Sigma Securities, LLC | 4,441 | $139.4 萬 | 0.17% | +4,441 | 新進 |
| Creative Planning | 4,506 | $141.5 萬 | 0.00% | +1,936+75.3% | 加碼 |
| Johnson Investment Counsel Inc | 4,533 | $142.3 萬 | 0.01% | +331+7.9% | 加碼 |
| Entropy Technologies, LP | 4,655 | $146.1 萬 | 0.12% | +1,898+68.8% | 加碼 |
| JustInvest LLC | 4,676 | $146.8 萬 | 0.02% | +788+20.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,701 | $147.6 萬 | 0.36% | −118−2.4% | 減碼 |
| Virtu Financial LLC | 4,705 | $147.7 萬 | 0.08% | +4,705 | 新進 |
| Headlands Technologies LLC | 4,851 | $152.3 萬 | 0.18% | −2,148−30.7% | 減碼 |
| Ieq Capital, LLC | 4,858 | $152.5 萬 | 0.01% | +4,858 | 新進 |
| Bradyco, Inc. | 4,864 | $152.7 萬 | 1.12% | 00.0% | 不變 |
| Danske Bank A/S | 4,885 | $153.4 萬 | 0.00% | −2,208−31.1% | 減碼 |
| Portside Wealth Group, LLC | 4,890 | $153.5 萬 | 0.23% | −108−2.2% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 4,986 | $156.5 萬 | 0.19% | +1,171+30.7% | 加碼 |
| Winton Group Ltd | 5,115 | $160.6 萬 | 0.08% | +5,115 | 新進 |
| Fox Run Management, L.L.C. | 5,130 | $161.0 萬 | 0.27% | +2,453+91.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 5,156 | $161.9 萬 | 0.18% | −44−0.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,168 | $162.2 萬 | 0.05% | −148−2.8% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $163.2 萬 | 0.05% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 5,488 | $172.3 萬 | 0.03% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,777 | $181.3 萬 | 0.00% | −71−1.2% | 減碼 |
| KLP Kapitalforvaltning AS | 5,800 | $182.1 萬 | 0.01% | +100+1.8% | 加碼 |
| New Age Alpha Advisors, LLC | 5,822 | $182.8 萬 | 0.08% | +351+6.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 5,939 | $186.4 萬 | 0.08% | +75+1.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,943 | $186.6 萬 | 0.03% | −64−1.1% | 減碼 |
| New York State Teachers Retirement System | 6,000 | $188.4 萬 | 0.00% | +100+1.7% | 加碼 |
| MML Investors Services, LLC | 6,033 | $189.4 萬 | 0.01% | +516+9.4% | 加碼 |
| Ashford Capital Management Inc | 6,059 | $190.2 萬 | 0.22% | +666+12.3% | 加碼 |
| Quest Partners LLC | 6,072 | $190.6 萬 | 0.19% | −438−6.7% | 減碼 |
| HSBC Holdings PLC | 6,140 | $192.2 萬 | 0.00% | −7,902−56.3% | 減碼 |
| Oddo BHF Asset Management SAS | 6,132 | $192.5 萬 | 0.07% | −168−2.7% | 減碼 |
| LPL Financial LLC | 6,315 | $198.2 萬 | 0.00% | +479+8.2% | 加碼 |
| Norden Group LLC | 6,323 | $198.5 萬 | 0.22% | −514−7.5% | 減碼 |
| Handelsbanken Fonder AB | 6,372 | $200.0 萬 | 0.01% | 00.0% | 不變 |
| State of Michigan Retirement System | 6,400 | $200.9 萬 | 0.01% | −100−1.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,839 | $214.7 萬 | 0.01% | +381+5.9% | 加碼 |
| Empire Life Investments Inc. | 6,934 | $217.7 萬 | 0.14% | −127−1.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,046 | $221.2 萬 | 0.14% | +3,721+111.9% | 加碼 |