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 3 季 13F 持有人
Morningstar, Inc. 在 2025/9/30 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
- 452
- 較 2025 年第 2 季 −22 家
- 持有股數
- 2,492 萬
- 較 2025 年第 2 季 −41.9 萬 (−1.7%)
- 總市值
- $57.8 億
- 較 2025 年第 2 季 −$21.7 億 (−27.3%)
- 新進機構
- 52
- 另有 163 家加碼
- 清倉機構
- 74
- 另有 178 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,610,335 | $6.06 億 | 0.01% | −23,466−0.9% | 減碼 |
| BlackRock, Inc. | 2,394,828 | $5.56 億 | 0.01% | −124,689−4.9% | 減碼 |
| Select Equity Group, L.P. | 2,103,702 | $4.88 億 | 2.09% | +990,401+89.0% | 加碼 |
| Morgan Stanley | 1,958,965 | $4.54 億 | 0.03% | −114,013−5.5% | 減碼 |
| Bamco Inc | 1,414,305 | $3.28 億 | 0.87% | +118,979+9.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 765,463 | $1.78 億 | 0.43% | −83,106−9.8% | 減碼 |
| State Street Corp | 763,223 | $1.77 億 | 0.01% | −20,952−2.7% | 減碼 |
| Geode Capital Management, LLC | 615,795 | $1.43 億 | 0.01% | −11,146−1.8% | 減碼 |
| Wellington Management Group LLP | 612,826 | $1.42 億 | 0.02% | −168,015−21.5% | 減碼 |
| AQR Capital Management LLC | 608,244 | $1.41 億 | 0.09% | +314,275+106.9% | 加碼 |
| Renaissance Technologies LLC | 460,770 | $1.07 億 | 0.14% | +195,600+73.8% | 加碼 |
| Massachusetts Financial Services Co | 451,242 | $1.05 億 | 0.03% | −188,890−29.5% | 減碼 |
| Dimensional Fund Advisors LP | 420,127 | $9,748 萬 | 0.02% | +88,496+26.7% | 加碼 |
| Wasatch Advisors Inc | 371,883 | $8,628 萬 | 0.46% | −272,916−42.3% | 減碼 |
| Liontrust Investment Partners LLP | 371,158 | $8,611 萬 | 1.26% | −20,658−5.3% | 減碼 |
| JPMorgan Chase & Co | 318,478 | $7,389 萬 | 0.00% | +82,154+34.8% | 加碼 |
| Millennium Management LLC | 298,741 | $6,931 萬 | 0.05% | −512,417−63.2% | 減碼 |
| Invesco Ltd. | 296,302 | $6,875 萬 | 0.01% | +15,379+5.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 290,621 | $6,743 萬 | 0.04% | +97,009+50.1% | 加碼 |
| Two Sigma Investments, LP | 286,175 | $6,640 萬 | 0.10% | +125,507+78.1% | 加碼 |
| Qube Research & Technologies Ltd | 200,441 | $4,650 萬 | 0.07% | +61,509+44.3% | 加碼 |
| DF Dent & Co Inc | 199,585 | $4,631 萬 | 0.60% | +112,573+129.4% | 加碼 |
| FMR LLC | 193,443 | $4,488 萬 | 0.00% | −80,312−29.3% | 減碼 |
| Northern Trust Corp | 191,981 | $4,454 萬 | 0.01% | −16,400−7.9% | 減碼 |
| Voloridge Investment Management, LLC | 187,128 | $4,342 萬 | 0.15% | +146,693+362.8% | 加碼 |
| Bank of New York Mellon Corp | 183,652 | $4,261 萬 | 0.01% | −14,937−7.5% | 減碼 |
| Charles Schwab Investment Management Inc | 181,439 | $4,210 萬 | 0.01% | −12,102−6.3% | 減碼 |
| Schroder Investment Management Group | 168,241 | $3,939 萬 | 0.03% | +1,343+0.8% | 加碼 |
| Two Sigma Advisers, LP | 160,800 | $3,731 萬 | 0.07% | +18,600+13.1% | 加碼 |
| Bank of America Corp | 159,584 | $3,703 萬 | 0.00% | −752,469−82.5% | 減碼 |
| UBS Group AG | 156,742 | $3,637 萬 | 0.01% | +99,035+171.6% | 加碼 |
| M&G Plc | 155,134 | $3,599 萬 | 0.19% | −8,753−5.3% | 減碼 |
| Royce & Associates LP | 139,376 | $3,234 萬 | 0.32% | +10,159+7.9% | 加碼 |
| Colony Group, LLC | 128,855 | $2,990 萬 | 0.05% | +124,559+2,899.4% | 加碼 |
| Jane Street Group, LLC | 124,599 | $2,891 萬 | 0.03% | +90,198+262.2% | 加碼 |
| Nuveen, LLC | 113,293 | $2,629 萬 | 0.01% | +4,449+4.1% | 加碼 |
| Envestnet Asset Management Inc | 110,885 | $2,573 萬 | 0.01% | +6,746+6.5% | 加碼 |
| American Capital Management Inc | 99,197 | $2,301 萬 | 0.92% | +1,718+1.8% | 加碼 |
| Goldman Sachs Group Inc | 98,456 | $2,284 萬 | 0.00% | −279,027−73.9% | 減碼 |
| HRT Financial LP | 98,274 | $2,280 萬 | 0.08% | +66,501+209.3% | 加碼 |
| Premier Fund Managers Ltd | 90,592 | $2,120 萬 | 0.87% | −110,215−54.9% | 減碼 |
| Principal Financial Group Inc | 91,155 | $2,115 萬 | 0.01% | +22,109+32.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 90,762 | $2,106 萬 | 0.30% | +49,203+118.4% | 加碼 |
| Copeland Capital Management, LLC | 87,904 | $2,039 萬 | 0.42% | −4,710−5.1% | 減碼 |
| Nordea Investment Management AB | 88,108 | $2,039 萬 | 0.02% | +27,927+46.4% | 加碼 |
| Citadel Advisors LLC | 84,318 | $1,956 萬 | 0.02% | +36,770+77.3% | 加碼 |
| SEI Investments Co | 82,931 | $1,924 萬 | 0.02% | −57,392−40.9% | 減碼 |
| UBS Asset Management Americas Inc | 74,751 | $1,734 萬 | 0.00% | −56,587−43.1% | 減碼 |
| Wells Fargo & Company | 73,244 | $1,699 萬 | 0.00% | −12,605−14.7% | 減碼 |
| Chicago Capital, LLC | 70,042 | $1,625 萬 | 0.40% | +13,627+24.2% | 加碼 |
| Price T Rowe Associates Inc | 67,501 | $1,566 萬 | 0.00% | +22,448+49.8% | 加碼 |
| Incline Global Management LLC | 66,981 | $1,554 萬 | 4.61% | +66,981 | 新進 |
| Captrust Financial Advisors | 66,612 | $1,545 萬 | 0.03% | −9,035−11.9% | 減碼 |
| Congress Asset Management Co | 66,117 | $1,534 萬 | 0.10% | +5,706+9.4% | 加碼 |
| Lazard Asset Management LLC | 65,817 | $1,527 萬 | 0.02% | +16,865+34.5% | 加碼 |
| Rhumbline Advisers | 65,254 | $1,514 萬 | 0.01% | −6,330−8.8% | 減碼 |
| Confluence Investment Management LLC | 60,239 | $1,398 萬 | 0.20% | −741−1.2% | 減碼 |
| Panagora Asset Management Inc | 58,087 | $1,348 萬 | 0.05% | −574−1.0% | 減碼 |
| Canada Pension Plan Investment Board | 57,600 | $1,336 萬 | 0.01% | +57,600 | 新進 |
| Engineers Gate Manager LP | 57,519 | $1,334 萬 | 0.15% | +30,405+112.1% | 加碼 |
| Nicholas Company, Inc. | 56,575 | $1,313 萬 | 0.22% | +100.0% | 加碼 |
| Meeder Asset Management Inc | 55,796 | $1,295 萬 | 0.74% | +14,812+36.1% | 加碼 |
| Quantinno Capital Management LP | 54,569 | $1,266 萬 | 0.03% | +23,423+75.2% | 加碼 |
| Barlow Wealth Partners, Inc. | 57,475 | $1,264 萬 | 1.41% | +8,403+17.1% | 加碼 |
| Swiss National Bank | 53,300 | $1,237 萬 | 0.01% | +200+0.4% | 加碼 |
| Point72 Asset Management, L.P. | 50,921 | $1,181 萬 | 0.03% | −72,279−58.7% | 減碼 |
| Algert Global LLC | 50,039 | $1,161 萬 | 0.19% | +5,896+13.4% | 加碼 |
| Prudential Financial Inc | 48,100 | $1,116 萬 | 0.01% | +26,274+120.4% | 加碼 |
| Squarepoint Ops LLC | 47,235 | $1,096 萬 | 0.02% | +29,092+160.3% | 加碼 |
| Legal & General Group Plc | 46,689 | $1,083 萬 | 0.00% | −2,812−5.7% | 減碼 |
| Ci Investments Inc. | 45,528 | $1,056 萬 | 0.04% | +1,650+3.8% | 加碼 |
| Janus Henderson Group PLC | 44,529 | $1,033 萬 | 0.00% | +6,547+17.2% | 加碼 |
| Susquehanna International Group, LLP | 43,677 | $1,013 萬 | 0.01% | +36,143+479.7% | 加碼 |
| Parnassus Investments | 42,488 | $985.8 萬 | 0.02% | −467−1.1% | 減碼 |
| Barclays PLC | 41,054 | $952.5 萬 | 0.00% | +23,698+136.5% | 加碼 |
| Sone Capital Management, LLC | 39,226 | $910.1 萬 | 0.76% | +24,667+169.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 36,198 | $839.8 萬 | 0.02% | −6,222−14.7% | 減碼 |
| California Public Employees Retirement System | 34,561 | $801.8 萬 | 0.00% | −10,559−23.4% | 減碼 |
| Royal Bank of Canada | 34,467 | $799.7 萬 | 0.00% | −69,449−66.8% | 減碼 |
| Holocene Advisors, LP | 34,241 | $794.4 萬 | 0.02% | +5,030+17.2% | 加碼 |
| Jump Financial, LLC | 33,268 | $771.9 萬 | 0.10% | +13,002+64.2% | 加碼 |
| Alliancebernstein L.P. | 31,891 | $739.9 萬 | 0.00% | −275−0.9% | 減碼 |
| Cooper Investors Pty Ltd | 30,985 | $718.9 萬 | 1.96% | 00.0% | 不變 |
| Capital Fund Management S.A. | 30,711 | $712.5 萬 | 0.07% | +15,654+104.0% | 加碼 |
| Retirement Systems of Alabama | 29,577 | $686.2 萬 | 0.02% | −2,955−9.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 29,570 | $686.1 萬 | 0.09% | −11,222−27.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 29,379 | $681.6 萬 | 0.01% | +6,464+28.2% | 加碼 |
| Magnetar Financial LLC | 28,188 | $654.0 萬 | 0.04% | −35−0.1% | 減碼 |
| HSBC Holdings PLC | 27,694 | $640.9 萬 | 0.00% | +21,554+351.0% | 加碼 |
| Teacher Retirement System of Texas | 27,329 | $634.1 萬 | 0.03% | +2,593+10.5% | 加碼 |
| Touchstone Capital, Inc. | 26,228 | $608.5 萬 | 3.12% | +26,228 | 新進 |
| Sea Cliff Partners Management, LP | 26,000 | $603.2 萬 | 2.31% | +2,000+8.3% | 加碼 |
| California State Teachers Retirement System | 25,484 | $591.3 萬 | 0.01% | +10.0% | 加碼 |
| Citigroup Inc | 25,437 | $590.2 萬 | 0.00% | +6,972+37.8% | 加碼 |
| United Capital Financial Advisers, LLC | 25,361 | $588.4 萬 | 0.04% | +453+1.8% | 加碼 |
| Dark Forest Capital Management LP | 25,257 | $586.0 萬 | 0.22% | +25,257 | 新進 |
| Schonfeld Strategic Advisors LLC | 24,245 | $562.5 萬 | 0.04% | +12,915+114.0% | 加碼 |
| Gotham Asset Management, LLC | 24,186 | $561.1 萬 | 0.02% | +14,796+157.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,540 | $546.2 萬 | 0.01% | −1,473−5.9% | 減碼 |
| Kornitzer Capital Management Inc | 23,276 | $540.0 萬 | 0.11% | −1,565−6.3% | 減碼 |