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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 386 | $8.96 萬 | 0.06% | +354+1,106.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 389 | $9.03 萬 | 0.00% | +190+95.5% | 加碼 |
| North Star Investment Management Corp. | 392 | $9.09 萬 | 0.01% | −125−24.2% | 減碼 |
| Farther Finance Advisors, LLC | 417 | $9.68 萬 | 0.00% | +21+5.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 435 | $10.1 萬 | 0.00% | −126−22.5% | 減碼 |
| Sterling Capital Management LLC | 484 | $11.2 萬 | 0.00% | −43−8.2% | 減碼 |
| Covestor Ltd | 502 | $11.7 萬 | 0.06% | −58−10.4% | 減碼 |
| Essential Partners LLC | 527 | $12.2 萬 | 0.04% | +59+12.6% | 加碼 |
| Umb Bank N A | 534 | $12.4 萬 | 0.00% | −138−20.5% | 減碼 |
| STRS Ohio | 554 | $12.9 萬 | 0.00% | −8−1.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $13.1 萬 | 0.03% | +564 | 新進 |
| HM Payson & Co | 600 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 659 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Scientech Research LLC | 868 | $20.1 萬 | 0.07% | −675−43.7% | 減碼 |
| Personal Cfo Solutions, LLC | 900 | $20.9 萬 | 0.04% | +900 | 新進 |
| Catalyst Funds Management Pty Ltd | 900 | $20.9 萬 | 0.03% | +900 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 903 | $21.0 萬 | 0.01% | −21−2.3% | 減碼 |
| Polymer Capital Management (HK) LTD | 906 | $21.0 萬 | 0.03% | +906 | 新進 |
| Mechanics Bank Trust Department | 925 | $21.5 萬 | 0.03% | −24−2.5% | 減碼 |
| Angeles Wealth Management, LLC | 927 | $21.5 萬 | 0.01% | +1+0.1% | 加碼 |
| Amica Mutual Insurance Co | 930 | $21.6 萬 | 0.02% | +930 | 新進 |
| Shelton Capital Management | 970 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Callan Family Office, LLC | 996 | $23.1 萬 | 0.01% | −2,009−66.9% | 減碼 |
| Ethic Inc. | 1,019 | $23.6 萬 | 0.00% | −1,719−62.8% | 減碼 |
| Syon Capital LLC | 1,027 | $23.8 萬 | 0.01% | −313−23.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,029 | $23.9 萬 | 0.00% | −84−7.5% | 減碼 |
| ProShare Advisors LLC | 1,040 | $24.1 萬 | 0.00% | −140−11.9% | 減碼 |
| Chicago Partners Investment Group LLC | 1,111 | $24.2 萬 | 0.01% | +326+41.5% | 加碼 |
| Principal Securities, Inc. | 1,049 | $24.3 萬 | 0.00% | +156+17.5% | 加碼 |
| Parallel Advisors, LLC | 1,050 | $24.4 萬 | 0.00% | −277−20.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,061 | $24.6 萬 | 0.00% | +261+32.6% | 加碼 |
| denkapparat Operations GmbH | 1,106 | $25.7 萬 | 0.16% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,107 | $25.7 萬 | 0.01% | +1,107 | 新進 |
| Cadent Capital Advisors, LLC | 1,110 | $25.8 萬 | 0.07% | −379−25.5% | 減碼 |
| QRG Capital Management, Inc. | 1,127 | $26.1 萬 | 0.00% | −54−4.6% | 減碼 |
| Two Sigma Securities, LLC | 1,150 | $26.7 萬 | 0.04% | −3,291−74.1% | 減碼 |
| Capital Investment Counsel, Inc | 1,150 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| FORA Capital, LLC | 1,177 | $27.3 萬 | 0.05% | −87−6.9% | 減碼 |
| Buckingham Strategic Partners | 1,251 | $27.9 萬 | 0.00% | +1,251 | 新進 |
| Kestra Advisory Services, LLC | 1,206 | $28.0 萬 | 0.00% | +465+62.8% | 加碼 |
| Wallace Advisory Group, LLC | 898 | $28.2 萬 | 0.23% | −238−21.0% | 減碼 |
| Utah Retirement Systems | 1,243 | $28.8 萬 | 0.00% | −2,985−70.6% | 減碼 |
| Maryland State Retirement & Pension System | 1,247 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 1,264 | $29.3 萬 | 0.00% | +546+76.0% | 加碼 |
| Institute for Wealth Management, LLC. | 1,267 | $29.4 萬 | 0.03% | +96+8.2% | 加碼 |
| Evergreen Capital Management LLC | 1,268 | $29.4 萬 | 0.01% | +1,268 | 新進 |
| Verdence Capital Advisors LLC | 1,369 | $29.9 萬 | 0.02% | +1,369 | 新進 |
| CIBC Asset Management Inc | 1,355 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,374 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,392 | $32.3 萬 | 0.01% | −39−2.7% | 減碼 |
| Entropy Technologies, LP | 1,435 | $33.3 萬 | 0.02% | −3,220−69.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,441 | $33.4 萬 | 0.17% | +318+28.3% | 加碼 |
| Smith Group Asset Management, LLC | 1,450 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Connable Office Inc | 1,470 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| TownSquare Capital, LLC | 1,474 | $34.2 萬 | 0.05% | −1,774−54.6% | 減碼 |
| Dempze Nancy E | 1,494 | $34.7 萬 | 0.19% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,641 | $35.0 萬 | 0.01% | +74+4.7% | 加碼 |
| Naviter Wealth, LLC | 1,540 | $35.7 萬 | 0.04% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 1,543 | $35.8 萬 | 0.04% | +1,543 | 新進 |
| Franklin Resources Inc | 1,581 | $36.7 萬 | 0.00% | +40+2.6% | 加碼 |
| Andina Capital Management, LLC | 1,600 | $37.1 萬 | 0.21% | +207+14.9% | 加碼 |
| Gsa Capital Partners LLP | 1,629 | $37.8 萬 | 0.03% | +924+131.1% | 加碼 |
| Brighton Jones LLC | 1,680 | $39.0 萬 | 0.01% | +492+41.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,690 | $39.2 萬 | 0.00% | +1,690 | 新進 |
| DRW Securities, LLC | 1,709 | $39.7 萬 | 0.02% | −82−4.6% | 減碼 |
| Janney Montgomery Scott LLC | 1,710 | $39.7 萬 | 0.00% | −818−32.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 1,729 | $40.1 萬 | 0.03% | −4,210−70.9% | 減碼 |
| Sanctuary Advisors, LLC | 1,744 | $40.5 萬 | 0.00% | +123+7.6% | 加碼 |
| 111 Capital | 1,782 | $41.3 萬 | 0.08% | −658−27.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,792 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,815 | $42.1 萬 | 0.15% | +3+0.2% | 加碼 |
| Securian Asset Management, Inc | 1,832 | $42.5 萬 | 0.01% | −248−11.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,890 | $43.8 萬 | 0.01% | −220−10.4% | 減碼 |
| Ballentine Partners, LLC | 1,932 | $44.8 萬 | 0.01% | +66+3.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,960 | $45.5 萬 | 0.01% | +104+5.6% | 加碼 |
| Virtu Financial LLC | 1,979 | $45.9 萬 | 0.03% | −2,726−57.9% | 減碼 |
| Index Fund Advisors, Inc. | 2,061 | $47.8 萬 | 0.02% | −1,852−47.3% | 減碼 |
| Krilogy Financial LLC | 2,310 | $49.1 萬 | 0.02% | +2,310 | 新進 |
| O'Shaughnessy Asset Management, LLC | 2,152 | $49.9 萬 | 0.00% | −1,372−38.9% | 減碼 |
| Federated Hermes, Inc. | 2,185 | $50.7 萬 | 0.00% | +137+6.7% | 加碼 |
| Point72 (DIFC) Ltd | 2,211 | $51.3 萬 | 0.04% | +274+14.1% | 加碼 |
| ISAM Funds (UK) Ltd | 2,358 | $54.7 萬 | 0.11% | +1,497+173.9% | 加碼 |
| EntryPoint Capital, LLC | 2,387 | $55.4 萬 | 0.21% | +2,387 | 新進 |
| Planning Alternatives Ltd | 2,392 | $55.5 萬 | 0.07% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 2,400 | $55.7 萬 | 0.00% | +2,400 | 新進 |
| Toroso Investments, LLC | 2,462 | $57.1 萬 | 0.00% | +1,407+133.4% | 加碼 |
| Deutsche Bank AG | 2,494 | $57.9 萬 | 0.00% | +283+12.8% | 加碼 |
| Aigen Investment Management, LP | 2,496 | $57.9 萬 | 0.09% | −518−17.2% | 減碼 |
| Jefferies Financial Group Inc. | 2,507 | $58.2 萬 | 0.01% | +2,507 | 新進 |
| Danske Bank A/S | 2,573 | $59.7 萬 | 0.00% | −2,312−47.3% | 減碼 |
| Simon Quick Advisors, LLC | 2,579 | $59.8 萬 | 0.03% | +67+2.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,604 | $60.4 萬 | 0.00% | −183−6.6% | 減碼 |
| Advisory Services Network, LLC | 2,647 | $61.4 萬 | 0.01% | +22+0.8% | 加碼 |
| Blair William & Co | 2,685 | $62.3 萬 | 0.00% | −211−7.3% | 減碼 |
| Park Avenue Securities LLC | 2,695 | $62.5 萬 | 0.00% | +974+56.6% | 加碼 |
| XTX Topco Ltd | 2,720 | $63.1 萬 | 0.03% | −770−22.1% | 減碼 |
| Atria Investments LLC | 2,736 | $63.5 萬 | 0.01% | −207−7.0% | 減碼 |
| HB Wealth Management, LLC | 2,861 | $66.4 萬 | 0.00% | +191+7.2% | 加碼 |
| Benjamin Edwards Inc | 2,871 | $66.6 萬 | 0.01% | +674+30.7% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $70.1 萬 | 0.01% | 00.0% | 不變 |