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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 32,000 | $1,005 萬 | 0.02% | −12,500−28.1% | 減碼 |
| Alliancebernstein L.P. | 32,166 | $1,010 萬 | 0.00% | +135+0.4% | 加碼 |
| Retirement Systems of Alabama | 32,532 | $1,021 萬 | 0.04% | −351−1.1% | 減碼 |
| Jane Street Group, LLC | 34,401 | $1,080 萬 | 0.02% | +13,798+67.0% | 加碼 |
| Janus Henderson Group PLC | 37,982 | $1,192 萬 | 0.01% | +16,212+74.5% | 加碼 |
| Voloridge Investment Management, LLC | 40,435 | $1,269 萬 | 0.05% | +39,194+3,158.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 40,792 | $1,281 萬 | 0.18% | +2,576+6.7% | 加碼 |
| Meeder Asset Management Inc | 40,984 | $1,287 萬 | 0.79% | +40,729+15,972.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 41,559 | $1,305 萬 | 0.14% | −3,496−7.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 42,420 | $1,332 萬 | 0.03% | +26,520+166.8% | 加碼 |
| Parnassus Investments | 42,955 | $1,348 萬 | 0.03% | −11,287−20.8% | 減碼 |
| National Bank of Canada | 43,878 | $1,377 萬 | 0.01% | +28,758+190.2% | 加碼 |
| Ci Investments Inc. | 43,878 | $1,378 萬 | 0.05% | +3,471+8.6% | 加碼 |
| Algert Global LLC | 44,143 | $1,386 萬 | 0.29% | +5,987+15.7% | 加碼 |
| Ameriprise Financial Inc | 44,284 | $1,390 萬 | 0.00% | +13,681+44.7% | 加碼 |
| Price T Rowe Associates Inc | 45,053 | $1,415 萬 | 0.00% | −2,427−5.1% | 減碼 |
| California Public Employees Retirement System | 45,120 | $1,416 萬 | 0.01% | +34+0.1% | 加碼 |
| Citadel Advisors LLC | 47,548 | $1,493 萬 | 0.01% | −60,234−55.9% | 減碼 |
| Barlow Wealth Partners, Inc. | 49,072 | $1,524 萬 | 1.82% | +12,350+33.6% | 加碼 |
| Lazard Asset Management LLC | 48,952 | $1,537 萬 | 0.02% | +38,489+367.9% | 加碼 |
| Legal & General Group Plc | 49,501 | $1,554 萬 | 0.00% | +1,812+3.8% | 加碼 |
| Toronto Dominion Bank | 50,640 | $1,590 萬 | 0.03% | +50,640 | 新進 |
| Bank of Montreal | 52,342 | $1,643 萬 | 0.01% | +47,000+879.8% | 加碼 |
| Swiss National Bank | 53,100 | $1,667 萬 | 0.01% | −900−1.7% | 減碼 |
| Chicago Capital, LLC | 56,415 | $1,771 萬 | 0.44% | −380−0.7% | 減碼 |
| Nicholas Company, Inc. | 56,565 | $1,776 萬 | 0.30% | −200.0% | 減碼 |
| UBS Group AG | 57,707 | $1,812 萬 | 0.00% | −47,543−45.2% | 減碼 |
| Panagora Asset Management Inc | 58,661 | $1,842 萬 | 0.08% | +1,969+3.5% | 加碼 |
| Nordea Investment Management AB | 60,181 | $1,880 萬 | 0.02% | +1,755+3.0% | 加碼 |
| Congress Asset Management Co | 60,411 | $1,896 萬 | 0.13% | +4,195+7.5% | 加碼 |
| Confluence Investment Management LLC | 60,980 | $1,914 萬 | 0.27% | −1,123−1.8% | 減碼 |
| Raymond James Financial Inc | 61,286 | $1,924 萬 | 0.01% | +2,303+3.9% | 加碼 |
| Principal Financial Group Inc | 69,046 | $2,168 萬 | 0.01% | −7,281−9.5% | 減碼 |
| Rhumbline Advisers | 71,584 | $2,247 萬 | 0.02% | −4,593−6.0% | 減碼 |
| Captrust Financial Advisors | 75,647 | $2,375 萬 | 0.05% | +2,035+2.8% | 加碼 |
| Wells Fargo & Company | 85,849 | $2,695 萬 | 0.01% | +1,311+1.6% | 加碼 |
| DF Dent & Co Inc | 87,012 | $2,732 萬 | 0.35% | +4,049+4.9% | 加碼 |
| Copeland Capital Management, LLC | 92,614 | $2,907 萬 | 0.60% | −10,770−10.4% | 減碼 |
| American Capital Management Inc | 97,479 | $3,060 萬 | 1.27% | −30,596−23.9% | 減碼 |
| Royal Bank of Canada | 103,916 | $3,262 萬 | 0.01% | +66,827+180.2% | 加碼 |
| Envestnet Asset Management Inc | 104,139 | $3,269 萬 | 0.01% | −2,155−2.0% | 減碼 |
| Assenagon Asset Management S.A. | 105,430 | $3,310 萬 | 0.05% | +105,430 | 新進 |
| Nuveen, LLC | 108,844 | $3,417 萬 | 0.01% | −18,773−14.7% | 減碼 |
| Point72 Asset Management, L.P. | 123,200 | $3,868 萬 | 0.09% | +62,551+103.1% | 加碼 |
| Royce & Associates LP | 129,217 | $4,057 萬 | 0.42% | −8,316−6.0% | 減碼 |
| UBS Asset Management Americas Inc | 131,338 | $4,123 萬 | 0.01% | +22,081+20.2% | 加碼 |
| Qube Research & Technologies Ltd | 138,932 | $4,361 萬 | 0.06% | +51,449+58.8% | 加碼 |
| SEI Investments Co | 140,323 | $4,405 萬 | 0.05% | +1,254+0.9% | 加碼 |
| Two Sigma Advisers, LP | 142,200 | $4,464 萬 | 0.09% | +50,500+55.1% | 加碼 |
| Two Sigma Investments, LP | 160,668 | $5,044 萬 | 0.09% | +47,516+42.0% | 加碼 |
| Amundi | 162,681 | $5,051 萬 | 0.02% | +161,968+22,716.4% | 加碼 |
| M&G Plc | 163,887 | $5,146 萬 | 0.28% | −4,790−2.8% | 減碼 |
| Schroder Investment Management Group | 166,898 | $5,224 萬 | 0.04% | +56,328+50.9% | 加碼 |
| Charles Schwab Investment Management Inc | 193,541 | $6,076 萬 | 0.01% | −2,924−1.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 193,612 | $6,078 萬 | 0.04% | +30,676+18.8% | 加碼 |
| Bank of New York Mellon Corp | 198,589 | $6,234 萬 | 0.01% | −71,588−26.5% | 減碼 |
| Premier Fund Managers Ltd | 200,807 | $6,288 萬 | 2.29% | +30,739+18.1% | 加碼 |
| Northern Trust Corp | 208,381 | $6,542 萬 | 0.01% | −9,235−4.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 212,169 | $6,617 萬 | 0.11% | −42,888−16.8% | 減碼 |
| JPMorgan Chase & Co | 236,324 | $7,419 萬 | 0.01% | +35,561+17.7% | 加碼 |
| Renaissance Technologies LLC | 265,170 | $8,324 萬 | 0.11% | +29,900+12.7% | 加碼 |
| FMR LLC | 273,755 | $8,594 萬 | 0.00% | −146,225−34.8% | 減碼 |
| Invesco Ltd. | 280,923 | $8,819 萬 | 0.01% | +204,277+266.5% | 加碼 |
| AQR Capital Management LLC | 293,969 | $9,229 萬 | 0.08% | +256,806+691.0% | 加碼 |
| Norges Bank | 296,958 | $9,322 萬 | 0.01% | −34,715−10.5% | 減碼 |
| Dimensional Fund Advisors LP | 331,631 | $1.04 億 | 0.02% | +14,504+4.6% | 加碼 |
| Goldman Sachs Group Inc | 377,483 | $1.19 億 | 0.02% | +239,563+173.7% | 加碼 |
| Liontrust Investment Partners LLP | 391,816 | $1.23 億 | 1.76% | +68,896+21.3% | 加碼 |
| Geode Capital Management, LLC | 626,941 | $1.97 億 | 0.01% | +11,408+1.9% | 加碼 |
| Massachusetts Financial Services Co | 640,132 | $2.01 億 | 0.06% | −222,127−25.8% | 減碼 |
| Wasatch Advisors Inc | 644,799 | $2.02 億 | 1.06% | −19,446−2.9% | 減碼 |
| Wellington Management Group LLP | 780,841 | $2.45 億 | 0.04% | −298,964−27.7% | 減碼 |
| State Street Corp | 784,175 | $2.46 億 | 0.01% | −65,830−7.7% | 減碼 |
| Millennium Management LLC | 811,158 | $2.55 億 | 0.23% | +270,363+50.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 848,569 | $2.66 億 | 0.64% | −61,587−6.8% | 減碼 |
| Bank of America Corp | 912,053 | $2.86 億 | 0.02% | −4,382−0.5% | 減碼 |
| Select Equity Group, L.P. | 1,113,301 | $3.49 億 | 1.49% | −59,266−5.1% | 減碼 |
| Bamco Inc | 1,295,326 | $4.07 億 | 1.10% | −4,182−0.3% | 減碼 |
| Morgan Stanley | 2,072,978 | $6.51 億 | 0.04% | −28,127−1.3% | 減碼 |
| BlackRock, Inc. | 2,519,517 | $7.91 億 | 0.02% | −184,505−6.8% | 減碼 |
| Vanguard Group Inc | 2,633,801 | $8.27 億 | 0.01% | −26,657−1.0% | 減碼 |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −101,472−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,333−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −30,134−100.0% | 清倉 |
| SW Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,400−100.0% | 清倉 |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −9,503−100.0% | 清倉 |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −9,349−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,782−100.0% | 清倉 |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −5,053−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −3,960−100.0% | 清倉 |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −3,534−100.0% | 清倉 |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,905−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,381−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,377−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −2,365−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,360−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −2,128−100.0% | 清倉 |