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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 3,056 | $70.9 萬 | 0.12% | +3,056 | 新進 |
| Merit Financial Group, LLC | 3,081 | $71.5 萬 | 0.01% | +1,731+128.2% | 加碼 |
| Davy Global Fund Management Ltd | 3,106 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Freestone Grove Partners LP | 3,140 | $72.9 萬 | 0.01% | −1,007−24.3% | 減碼 |
| Gibbs Wealth Management | 3,162 | $73.4 萬 | 0.17% | −862−21.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,172 | $73.5 萬 | 0.00% | +63+2.0% | 加碼 |
| SG Americas Securities, LLC | 3,222 | $74.8 萬 | 0.00% | +1,794+125.6% | 加碼 |
| Fox Run Management, L.L.C. | 3,341 | $77.5 萬 | 0.12% | −1,789−34.9% | 減碼 |
| Quest Partners LLC | 3,350 | $77.7 萬 | 0.05% | −2,722−44.8% | 減碼 |
| Numerai GP LLC | 3,447 | $80.0 萬 | 0.11% | +3,447 | 新進 |
| Mackenzie Financial Corp | 3,502 | $81.2 萬 | 0.00% | +130+3.9% | 加碼 |
| Quadrant Capital Group LLC | 3,521 | $81.7 萬 | 0.03% | +1,803+104.9% | 加碼 |
| R Squared Ltd | 3,565 | $82.7 萬 | 0.36% | −8−0.2% | 減碼 |
| Farringdon Capital, Ltd. | 3,601 | $83.5 萬 | 0.21% | +3,601 | 新進 |
| Polymer Capital Management (US) LLC | 3,639 | $84.4 萬 | 0.11% | +3,639 | 新進 |
| Ensign Peak Advisors, Inc | 3,645 | $84.6 萬 | 0.00% | −5,750−61.2% | 減碼 |
| Pictet Asset Management Holding SA | 3,646 | $84.6 萬 | 0.00% | −403−10.0% | 減碼 |
| Summit Wealth Group LLC | 3,683 | $86.3 萬 | 0.12% | +3,683 | 新進 |
| Portside Wealth Group, LLC | 3,739 | $86.7 萬 | 0.12% | −1,151−23.5% | 減碼 |
| Accretive Wealth Partners, LLC | 3,750 | $87.0 萬 | 0.27% | −76−2.0% | 減碼 |
| Diversify Wealth Management, LLC | 4,086 | $87.1 萬 | 0.05% | +16+0.4% | 加碼 |
| JustInvest LLC | 3,779 | $87.7 萬 | 0.01% | −897−19.2% | 減碼 |
| Aurora Investment Counsel | 3,810 | $88.4 萬 | 0.46% | +720+23.3% | 加碼 |
| Bessemer Group Inc | 3,822 | $88.7 萬 | 0.00% | +317+9.0% | 加碼 |
| Atom Investors LP | 3,863 | $89.6 萬 | 0.07% | +3,863 | 新進 |
| Summit Trail Advisors, LLC | 3,971 | $92.1 萬 | 0.01% | +3,971 | 新進 |
| Mercer Global Advisors Inc | 3,977 | $92.3 萬 | 0.00% | +1,739+77.7% | 加碼 |
| Sepio Capital, LP | 4,007 | $93.0 萬 | 0.05% | −10.0% | 減碼 |
| Trexquant Investment LP | 4,039 | $93.7 萬 | 0.01% | +2,952+271.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,117 | $95.5 萬 | 0.00% | −1,660−28.7% | 減碼 |
| Martin Capital Advisors, LLP | 4,202 | $97.5 萬 | 0.59% | 00.0% | 不變 |
| Xponance, Inc. | 4,228 | $98.1 萬 | 0.01% | −138−3.2% | 減碼 |
| Keeler Thomas Management LLC | 4,363 | $101.2 萬 | 0.41% | +78+1.8% | 加碼 |
| Norden Group LLC | 4,376 | $101.5 萬 | 0.10% | −1,947−30.8% | 減碼 |
| Johnson Investment Counsel Inc | 4,398 | $102.0 萬 | 0.01% | −135−3.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,425 | $102.6 萬 | 0.01% | +1,582+55.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,468 | $103.7 萬 | 0.24% | −233−5.0% | 減碼 |
| Empowered Funds, LLC | 4,557 | $105.7 萬 | 0.01% | +546+13.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,586 | $106.4 萬 | 0.03% | −582−11.3% | 減碼 |
| Bank of Nova Scotia | 4,600 | $106.7 萬 | 0.00% | −27,400−85.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 4,621 | $107.2 萬 | 0.02% | −24,449−84.1% | 減碼 |
| Pacer Advisors, Inc. | 4,630 | $107.4 萬 | 0.00% | +3,410+279.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,730 | $109.7 萬 | 0.01% | −3,358−41.5% | 減碼 |
| CenterBook Partners LP | 4,732 | $109.8 萬 | 0.05% | +4,732 | 新進 |
| Grandeur Peak Global Advisors, LLC | 4,766 | $110.6 萬 | 0.15% | −220−4.4% | 減碼 |
| Bradyco, Inc. | 4,864 | $112.8 萬 | 1.28% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 4,927 | $114.3 萬 | 0.01% | −561−10.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,098 | $118.3 萬 | 0.12% | −58−1.1% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $120.7 萬 | 0.04% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 5,441 | $123.1 萬 | 0.00% | +2,016+58.9% | 加碼 |
| Truist Financial Corp | 5,346 | $124.0 萬 | 0.00% | +1,121+26.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,453 | $126.5 萬 | 0.02% | −490−8.2% | 減碼 |
| Quantbot Technologies LP | 5,629 | $130.6 萬 | 0.04% | +3,871+220.2% | 加碼 |
| Level Four Advisory Services, LLC | 5,638 | $130.8 萬 | 0.04% | +1,840+48.4% | 加碼 |
| New Age Alpha Advisors, LLC | 5,658 | $131.3 萬 | 0.06% | −164−2.8% | 減碼 |
| KLP Kapitalforvaltning AS | 5,700 | $132.2 萬 | 0.01% | −100−1.7% | 減碼 |
| State of Michigan Retirement System | 5,800 | $134.6 萬 | 0.01% | −600−9.4% | 減碼 |
| New York State Teachers Retirement System | 5,900 | $136.9 萬 | 0.00% | −100−1.7% | 減碼 |
| Oddo BHF Asset Management SAS | 5,920 | $137.3 萬 | 0.05% | −212−3.5% | 減碼 |
| Cetera Investment Advisers | 6,076 | $141.0 萬 | 0.00% | +3,878+176.4% | 加碼 |
| SRS Capital Advisors, Inc. | 6,240 | $144.8 萬 | 0.02% | +6,067+3,506.9% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,248 | $145.0 萬 | 0.22% | +3,503+127.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,278 | $145.7 萬 | 0.01% | −561−8.2% | 減碼 |
| Handelsbanken Fonder AB | 6,372 | $147.8 萬 | 0.00% | 00.0% | 不變 |
| Ashford Capital Management Inc | 6,648 | $154.2 萬 | 0.17% | +589+9.7% | 加碼 |
| Ieq Capital, LLC | 6,669 | $154.7 萬 | 0.00% | +1,811+37.3% | 加碼 |
| Mariner, LLC | 6,757 | $156.8 萬 | 0.00% | +2,719+67.3% | 加碼 |
| Louisiana State Employees Retirement System | 6,800 | $157.8 萬 | 0.03% | −700−9.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,863 | $159.2 萬 | 0.00% | −1,989−22.5% | 減碼 |
| Empire Life Investments Inc. | 7,043 | $163.4 萬 | 0.10% | +109+1.6% | 加碼 |
| Cerity Partners LLC | 7,154 | $166.0 萬 | 0.00% | +2,884+67.5% | 加碼 |
| M&T Bank Corp | 7,164 | $166.2 萬 | 0.01% | −1,281−15.2% | 減碼 |
| Comerica Bank | 7,170 | $166.4 萬 | 0.01% | −1,175−14.1% | 減碼 |
| Public Employees Retirement System of Ohio | 7,378 | $171.2 萬 | 0.01% | −48−0.6% | 減碼 |
| Intech Investment Management LLC | 7,383 | $171.3 萬 | 0.02% | +7,383 | 新進 |
| Bright Rock Capital Management, LLC | 7,500 | $174.0 萬 | 0.34% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 7,528 | $174.7 萬 | 0.43% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 7,573 | $175.7 萬 | 0.00% | −16−0.2% | 減碼 |
| Loomis Sayles & Co L P | 7,631 | $177.0 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 7,651 | $177.5 萬 | 0.02% | −1,310−14.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,674 | $178.0 萬 | 0.00% | −538−6.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $180.2 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 7,782 | $180.6 萬 | 0.00% | −190−2.4% | 減碼 |
| OP Asset Management Ltd | 7,828 | $181.6 萬 | 0.02% | −1,817−18.8% | 減碼 |
| Creative Planning | 7,926 | $183.9 萬 | 0.00% | +3,420+75.9% | 加碼 |
| Pathstone Holdings, LLC | 8,095 | $187.8 萬 | 0.01% | −449−5.3% | 減碼 |
| Arizona State Retirement System | 8,116 | $188.3 萬 | 0.01% | +35+0.4% | 加碼 |
| MML Investors Services, LLC | 8,204 | $190.4 萬 | 0.01% | +2,171+36.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 8,223 | $190.8 萬 | 0.01% | −275−3.2% | 減碼 |
| Point72 Hong Kong Ltd | 8,451 | $196.1 萬 | 0.09% | +6,251+284.1% | 加碼 |
| LPL Financial LLC | 8,710 | $202.1 萬 | 0.00% | +2,395+37.9% | 加碼 |
| Victory Capital Management Inc | 8,769 | $203.4 萬 | 0.00% | −8,765−50.0% | 減碼 |
| Globeflex Capital L P | 8,835 | $205.0 萬 | 0.32% | 00.0% | 不變 |
| Ceera Investments, LLC | 8,936 | $207.3 萬 | 0.65% | −850−8.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,998 | $208.8 萬 | 0.02% | −4,240−32.0% | 減碼 |
| Tudor Investment Corp Et Al | 9,029 | $209.5 萬 | 0.01% | −15,598−63.3% | 減碼 |
| Quadrature Capital Ltd | 9,300 | $215.7 萬 | 0.03% | +9,300 | 新進 |
| Neuberger Berman Group LLC | 9,375 | $217.5 萬 | 0.00% | −5,241−35.9% | 減碼 |
| First Trust Advisors LP | 9,390 | $217.9 萬 | 0.00% | −5,010−34.8% | 減碼 |
| Dearborn Partners LLC | 9,544 | $221.4 萬 | 0.10% | −119−1.2% | 減碼 |