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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 22,097 | $693.7 萬 | 0.02% | +4,882+28.4% | 加碼 |
| Prudential Financial Inc | 21,826 | $685.2 萬 | 0.01% | +2,107+10.7% | 加碼 |
| Van Eck Associates Corp | 20,797 | $652.9 萬 | 0.01% | +20,797 | 新進 |
| Manufacturers Life Insurance Company, The | 20,455 | $642.1 萬 | 0.01% | −1,354−6.2% | 減碼 |
| Jump Financial, LLC | 20,266 | $636.2 萬 | 0.08% | +3,196+18.7% | 加碼 |
| Great West Life Assurance Co | 20,256 | $635.9 萬 | 0.01% | −963−4.5% | 減碼 |
| Edgestream Partners, L.P. | 20,225 | $634.9 萬 | 0.18% | +20,225 | 新進 |
| Motley Fool Wealth Management, LLC | 19,701 | $618.5 萬 | 0.37% | −2,082−9.6% | 減碼 |
| Pinebridge Investments, L.P. | 18,517 | $581.3 萬 | 0.05% | −3,537−16.0% | 減碼 |
| Citigroup Inc | 18,465 | $579.7 萬 | 0.00% | +5,357+40.9% | 加碼 |
| Squarepoint Ops LLC | 18,143 | $569.6 萬 | 0.01% | −45,888−71.7% | 減碼 |
| Voya Investment Management LLC | 18,042 | $566.4 萬 | 0.01% | +5,102+39.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 17,696 | $555.5 萬 | 0.00% | +9,928+127.8% | 加碼 |
| State of Alaska, Department of Revenue | 17,557 | $551.1 萬 | 0.06% | +2,320+15.2% | 加碼 |
| Victory Capital Management Inc | 17,534 | $550.4 萬 | 0.00% | +232+1.3% | 加碼 |
| Barclays PLC | 17,356 | $544.9 萬 | 0.00% | −792−4.4% | 減碼 |
| Allianz Asset Management GmbH | 16,713 | $524.7 萬 | 0.01% | +16,713 | 新進 |
| Man Group plc | 16,421 | $515.5 萬 | 0.01% | −2,859−14.8% | 減碼 |
| Fisher Asset Management, LLC | 16,141 | $506.7 萬 | 0.00% | −1,398−8.0% | 減碼 |
| HighTower Advisors, LLC | 15,397 | $483.4 萬 | 0.01% | −148−1.0% | 減碼 |
| American Century Companies Inc | 15,308 | $480.6 萬 | 0.00% | +6,936+82.8% | 加碼 |
| Russell Investments Group, Ltd. | 15,086 | $473.6 萬 | 0.01% | −3,822−20.2% | 減碼 |
| Capital Fund Management S.A. | 15,057 | $472.7 萬 | 0.05% | +15,057 | 新進 |
| MetLife Investment Management | 15,008 | $471.1 萬 | 0.03% | −1,151−7.1% | 減碼 |
| Verition Fund Management LLC | 14,920 | $468.4 萬 | 0.03% | −1,773−10.6% | 減碼 |
| Neuberger Berman Group LLC | 14,616 | $458.8 萬 | 0.00% | −421−2.8% | 減碼 |
| Sone Capital Management, LLC | 14,559 | $457.1 萬 | 0.42% | −23,990−62.2% | 減碼 |
| First Trust Advisors LP | 14,400 | $452.1 萬 | 0.00% | −55,056−79.3% | 減碼 |
| Congress Wealth Management LLC | 14,043 | $440.9 萬 | 0.04% | +783+5.9% | 加碼 |
| Cardinal Capital Management | 13,854 | $434.9 萬 | 0.64% | +1,519+12.3% | 加碼 |
| Stifel Financial Corp | 13,513 | $424.2 萬 | 0.00% | −1,704−11.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 13,238 | $415.6 萬 | 0.05% | −823−5.9% | 減碼 |
| Mutual of America Capital Management LLC | 13,237 | $415.5 萬 | 0.04% | −667−4.8% | 減碼 |
| Natixis | 12,948 | $406.5 萬 | 0.02% | −17,933−58.1% | 減碼 |
| Daiwa Securities Group Inc. | 12,717 | $399.2 萬 | 0.01% | −850−6.3% | 減碼 |
| New York State Common Retirement Fund | 12,641 | $396.8 萬 | 0.01% | −1,334−9.5% | 減碼 |
| Amalgamated Bank | 12,542 | $393.7 萬 | 0.03% | −247−1.9% | 減碼 |
| Henshaw Capital LLC | 12,463 | $391.2 萬 | 0.16% | −2,130−14.6% | 減碼 |
| YHB Investment Advisors, Inc. | 12,179 | $382.3 萬 | 0.30% | −705−5.5% | 減碼 |
| Motley Fool Asset Management LLC | 11,753 | $369.0 萬 | 0.17% | −3,557−23.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,485 | $360.6 萬 | 0.01% | +267+2.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 11,330 | $355.7 萬 | 0.03% | −1,656−12.8% | 減碼 |
| Southeast Asset Advisors Inc. | 11,227 | $352.4 萬 | 0.42% | +9+0.1% | 加碼 |
| Vident Advisory, LLC | 11,184 | $351.1 萬 | 0.04% | +1,524+15.8% | 加碼 |
| Treasurer of the State of North Carolina | 10,984 | $344.8 萬 | 0.01% | −1,225−10.0% | 減碼 |
| State of Tennessee, Treasury Department | 10,460 | $328.4 萬 | 0.01% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 10,343 | $324.7 萬 | 1.39% | −58−0.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,054 | $315.6 萬 | 0.08% | +8,306+475.2% | 加碼 |
| Commerce Bank | 10,015 | $314.4 萬 | 0.02% | −756−7.0% | 減碼 |
| Ceera Investments, LLC | 9,786 | $307.2 萬 | 0.94% | 00.0% | 不變 |
| Dearborn Partners LLC | 9,663 | $303.4 萬 | 0.14% | +8,117+525.0% | 加碼 |
| OP Asset Management Ltd | 9,645 | $302.8 萬 | 0.04% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 9,486 | $297.7 萬 | 0.01% | −16,627−63.7% | 減碼 |
| Ensign Peak Advisors, Inc | 9,395 | $294.9 萬 | 0.01% | +382+4.2% | 加碼 |
| Gotham Asset Management, LLC | 9,390 | $294.8 萬 | 0.02% | +5,286+128.8% | 加碼 |
| Brevan Howard Capital Management LP | 9,354 | $293.7 萬 | 0.03% | +4,288+84.6% | 加碼 |
| Aquatic Capital Management LLC | 8,973 | $281.7 萬 | 0.06% | −4,138−31.6% | 減碼 |
| Yousif Capital Management, LLC | 8,961 | $281.3 萬 | 0.03% | −326−3.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 8,961 | $281.3 萬 | 0.03% | −735−7.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,852 | $277.9 萬 | 0.00% | +6,173+230.4% | 加碼 |
| Globeflex Capital L P | 8,835 | $277.4 萬 | 0.23% | 00.0% | 不變 |
| Azzad Asset Management Inc | 8,683 | $272.6 萬 | 0.29% | −5−0.1% | 減碼 |
| 1832 Asset Management L.P. | 8,600 | $270.0 萬 | 0.00% | +8,600 | 新進 |
| Pathstone Holdings, LLC | 8,544 | $268.2 萬 | 0.01% | −58−0.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,498 | $266.8 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 8,445 | $265.1 萬 | 0.01% | +69+0.8% | 加碼 |
| CI Private Wealth, LLC | 8,428 | $264.6 萬 | 0.00% | −390−4.4% | 減碼 |
| Comerica Bank | 8,345 | $262.0 萬 | 0.01% | −216−2.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,212 | $257.8 萬 | 0.01% | +1,183+16.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,088 | $253.9 萬 | 0.02% | −429−5.0% | 減碼 |
| Arizona State Retirement System | 8,081 | $253.7 萬 | 0.01% | +101+1.3% | 加碼 |
| US Bancorp | 7,972 | $250.3 萬 | 0.00% | +58+0.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $243.9 萬 | 0.02% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 7,631 | $239.6 萬 | 0.00% | +5,149+207.5% | 加碼 |
| State of Wisconsin Investment Board | 7,589 | $238.2 萬 | 0.01% | −1,183−13.5% | 減碼 |
| Susquehanna International Group, LLP | 7,534 | $236.5 萬 | 0.00% | +4,339+135.8% | 加碼 |
| Redmond Asset Management, LLC | 7,528 | $236.3 萬 | 0.56% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 7,500 | $235.4 萬 | 0.04% | −100−1.3% | 減碼 |
| Bright Rock Capital Management, LLC | 7,500 | $235.4 萬 | 0.48% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 7,426 | $233.1 萬 | 0.01% | −923−11.1% | 減碼 |
| Acadian Asset Management LLC | 7,321 | $229.6 萬 | 0.00% | +7,321 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,046 | $221.2 萬 | 0.14% | +3,721+111.9% | 加碼 |
| Empire Life Investments Inc. | 6,934 | $217.7 萬 | 0.14% | −127−1.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,839 | $214.7 萬 | 0.01% | +381+5.9% | 加碼 |
| State of Michigan Retirement System | 6,400 | $200.9 萬 | 0.01% | −100−1.5% | 減碼 |
| Handelsbanken Fonder AB | 6,372 | $200.0 萬 | 0.01% | 00.0% | 不變 |
| Norden Group LLC | 6,323 | $198.5 萬 | 0.22% | −514−7.5% | 減碼 |
| LPL Financial LLC | 6,315 | $198.2 萬 | 0.00% | +479+8.2% | 加碼 |
| Oddo BHF Asset Management SAS | 6,132 | $192.5 萬 | 0.07% | −168−2.7% | 減碼 |
| HSBC Holdings PLC | 6,140 | $192.2 萬 | 0.00% | −7,902−56.3% | 減碼 |
| Quest Partners LLC | 6,072 | $190.6 萬 | 0.19% | −438−6.7% | 減碼 |
| Ashford Capital Management Inc | 6,059 | $190.2 萬 | 0.22% | +666+12.3% | 加碼 |
| MML Investors Services, LLC | 6,033 | $189.4 萬 | 0.01% | +516+9.4% | 加碼 |
| New York State Teachers Retirement System | 6,000 | $188.4 萬 | 0.00% | +100+1.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,943 | $186.6 萬 | 0.03% | −64−1.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,939 | $186.4 萬 | 0.08% | +75+1.3% | 加碼 |
| New Age Alpha Advisors, LLC | 5,822 | $182.8 萬 | 0.08% | +351+6.4% | 加碼 |
| KLP Kapitalforvaltning AS | 5,800 | $182.1 萬 | 0.01% | +100+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,777 | $181.3 萬 | 0.00% | −71−1.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 5,488 | $172.3 萬 | 0.03% | 00.0% | 不變 |