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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 9,574 | $222.1 萬 | 0.90% | −769−7.4% | 減碼 |
| Commerce Bank | 10,044 | $233.0 萬 | 0.01% | +29+0.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 10,331 | $239.7 萬 | 0.02% | +1,370+15.3% | 加碼 |
| Treasurer of the State of North Carolina | 10,427 | $241.9 萬 | 0.01% | −557−5.1% | 減碼 |
| State of Tennessee, Treasury Department | 10,460 | $242.7 萬 | 0.01% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 10,505 | $243.7 萬 | 0.02% | −8,012−43.3% | 減碼 |
| Man Group plc | 10,823 | $251.1 萬 | 0.00% | −5,598−34.1% | 減碼 |
| CWM, LLC | 10,878 | $252.4 萬 | 0.01% | +6,616+155.2% | 加碼 |
| YHB Investment Advisors, Inc. | 11,214 | $260.2 萬 | 0.19% | −965−7.9% | 減碼 |
| Bank of Montreal | 11,282 | $261.8 萬 | 0.00% | −41,060−78.4% | 減碼 |
| Mutual of America Capital Management LLC | 11,298 | $262.1 萬 | 0.03% | −1,939−14.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 11,588 | $268.9 萬 | 0.01% | +8,769+311.1% | 加碼 |
| Amalgamated Bank | 11,735 | $272.3 萬 | 0.02% | −807−6.4% | 減碼 |
| Daiwa Securities Group Inc. | 11,800 | $273.8 萬 | 0.01% | −917−7.2% | 減碼 |
| Voya Investment Management LLC | 11,965 | $277.6 萬 | 0.00% | −6,077−33.7% | 減碼 |
| Russell Investments Group, Ltd. | 12,066 | $279.9 萬 | 0.00% | −3,020−20.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,137 | $281.6 萬 | 0.07% | +2,083+20.7% | 加碼 |
| Henshaw Capital LLC | 12,483 | $289.6 萬 | 0.11% | +20+0.2% | 加碼 |
| New York State Common Retirement Fund | 12,641 | $293.3 萬 | 0.00% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 12,726 | $295.3 萬 | 0.01% | −9,371−42.4% | 減碼 |
| Southeast Asset Advisors Inc. | 12,895 | $299.2 萬 | 0.33% | +1,668+14.9% | 加碼 |
| MetLife Investment Management | 13,298 | $308.5 萬 | 0.01% | −1,710−11.4% | 減碼 |
| Gallo Partners, LP | 13,326 | $309.2 萬 | 2.32% | +13,326 | 新進 |
| Raymond James Financial Inc | 13,361 | $310.0 萬 | 0.00% | −47,925−78.2% | 減碼 |
| HighTower Advisors, LLC | 13,744 | $318.9 萬 | 0.00% | −1,653−10.7% | 減碼 |
| Vident Advisory, LLC | 13,802 | $320.2 萬 | 0.03% | +2,618+23.4% | 加碼 |
| Cardinal Capital Management | 13,902 | $322.5 萬 | 0.45% | +48+0.3% | 加碼 |
| Stifel Financial Corp | 14,845 | $344.4 萬 | 0.00% | +1,332+9.9% | 加碼 |
| Brevan Howard Capital Management LP | 16,304 | $378.3 萬 | 0.05% | +6,950+74.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,747 | $388.6 萬 | 0.01% | +5,262+45.8% | 加碼 |
| Allianz Asset Management GmbH | 16,750 | $388.6 萬 | 0.00% | +37+0.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,784 | $389.4 萬 | 0.00% | −912−5.2% | 減碼 |
| 1832 Asset Management L.P. | 16,800 | $389.8 萬 | 0.01% | +8,200+95.3% | 加碼 |
| Jain Global LLC | 17,229 | $399.7 萬 | 0.05% | +17,229 | 新進 |
| State of Alaska, Department of Revenue | 17,248 | $400.0 萬 | 0.04% | −309−1.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,683 | $410.3 萬 | 0.01% | +17,683 | 新進 |
| Manufacturers Life Insurance Company, The | 18,536 | $430.1 萬 | 0.00% | −1,919−9.4% | 減碼 |
| Motley Fool Asset Management LLC | 18,555 | $430.5 萬 | 0.18% | +6,802+57.9% | 加碼 |
| Voleon Capital Management LP | 18,843 | $437.2 萬 | 0.11% | −8,090−30.0% | 減碼 |
| Headlands Technologies LLC | 18,879 | $438.0 萬 | 0.35% | +14,028+289.2% | 加碼 |
| Advisor Group Holdings, Inc. | 18,907 | $439.3 萬 | 0.01% | +15,511+456.7% | 加碼 |
| Great West Life Assurance Co | 19,435 | $454.8 萬 | 0.01% | −821−4.1% | 減碼 |
| Commonwealth Equity Services, LLC | 19,732 | $457.8 萬 | 0.01% | +17,664+854.2% | 加碼 |
| Verition Fund Management LLC | 19,884 | $461.3 萬 | 0.03% | +4,964+33.3% | 加碼 |
| Annandale Capital, LLC | 20,084 | $466.0 萬 | 0.81% | +20,084 | 新進 |
| CI Private Wealth, LLC | 20,130 | $467.0 萬 | 0.01% | +11,702+138.8% | 加碼 |
| American Century Companies Inc | 20,337 | $471.8 萬 | 0.00% | +5,029+32.9% | 加碼 |
| Acadian Asset Management LLC | 20,976 | $486.3 萬 | 0.01% | +13,655+186.5% | 加碼 |
| Ameriprise Financial Inc | 21,594 | $501.0 萬 | 0.00% | −22,690−51.2% | 減碼 |
| Van Eck Associates Corp | 21,839 | $506.7 萬 | 0.00% | +1,042+5.0% | 加碼 |
| Aquatic Capital Management LLC | 22,747 | $527.8 萬 | 0.10% | +13,774+153.5% | 加碼 |
| Marks Group Wealth Management, Inc | 22,767 | $528.2 萬 | 0.49% | −3,211−12.4% | 減碼 |
| Kornitzer Capital Management Inc | 23,276 | $540.0 萬 | 0.11% | −1,565−6.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 23,540 | $546.2 萬 | 0.01% | −1,473−5.9% | 減碼 |
| Gotham Asset Management, LLC | 24,186 | $561.1 萬 | 0.02% | +14,796+157.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,245 | $562.5 萬 | 0.04% | +12,915+114.0% | 加碼 |
| Dark Forest Capital Management LP | 25,257 | $586.0 萬 | 0.22% | +25,257 | 新進 |
| United Capital Financial Advisers, LLC | 25,361 | $588.4 萬 | 0.04% | +453+1.8% | 加碼 |
| Citigroup Inc | 25,437 | $590.2 萬 | 0.00% | +6,972+37.8% | 加碼 |
| California State Teachers Retirement System | 25,484 | $591.3 萬 | 0.01% | +10.0% | 加碼 |
| Sea Cliff Partners Management, LP | 26,000 | $603.2 萬 | 2.31% | +2,000+8.3% | 加碼 |
| Touchstone Capital, Inc. | 26,228 | $608.5 萬 | 3.12% | +26,228 | 新進 |
| Teacher Retirement System of Texas | 27,329 | $634.1 萬 | 0.03% | +2,593+10.5% | 加碼 |
| HSBC Holdings PLC | 27,694 | $640.9 萬 | 0.00% | +21,554+351.0% | 加碼 |
| Magnetar Financial LLC | 28,188 | $654.0 萬 | 0.04% | −35−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 29,379 | $681.6 萬 | 0.01% | +6,464+28.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 29,570 | $686.1 萬 | 0.09% | −11,222−27.5% | 減碼 |
| Retirement Systems of Alabama | 29,577 | $686.2 萬 | 0.02% | −2,955−9.1% | 減碼 |
| Capital Fund Management S.A. | 30,711 | $712.5 萬 | 0.07% | +15,654+104.0% | 加碼 |
| Cooper Investors Pty Ltd | 30,985 | $718.9 萬 | 1.96% | 00.0% | 不變 |
| Alliancebernstein L.P. | 31,891 | $739.9 萬 | 0.00% | −275−0.9% | 減碼 |
| Jump Financial, LLC | 33,268 | $771.9 萬 | 0.10% | +13,002+64.2% | 加碼 |
| Holocene Advisors, LP | 34,241 | $794.4 萬 | 0.02% | +5,030+17.2% | 加碼 |
| Royal Bank of Canada | 34,467 | $799.7 萬 | 0.00% | −69,449−66.8% | 減碼 |
| California Public Employees Retirement System | 34,561 | $801.8 萬 | 0.00% | −10,559−23.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 36,198 | $839.8 萬 | 0.02% | −6,222−14.7% | 減碼 |
| Sone Capital Management, LLC | 39,226 | $910.1 萬 | 0.76% | +24,667+169.4% | 加碼 |
| Barclays PLC | 41,054 | $952.5 萬 | 0.00% | +23,698+136.5% | 加碼 |
| Parnassus Investments | 42,488 | $985.8 萬 | 0.02% | −467−1.1% | 減碼 |
| Susquehanna International Group, LLP | 43,677 | $1,013 萬 | 0.01% | +36,143+479.7% | 加碼 |
| Janus Henderson Group PLC | 44,529 | $1,033 萬 | 0.00% | +6,547+17.2% | 加碼 |
| Ci Investments Inc. | 45,528 | $1,056 萬 | 0.04% | +1,650+3.8% | 加碼 |
| Legal & General Group Plc | 46,689 | $1,083 萬 | 0.00% | −2,812−5.7% | 減碼 |
| Squarepoint Ops LLC | 47,235 | $1,096 萬 | 0.02% | +29,092+160.3% | 加碼 |
| Prudential Financial Inc | 48,100 | $1,116 萬 | 0.01% | +26,274+120.4% | 加碼 |
| Algert Global LLC | 50,039 | $1,161 萬 | 0.19% | +5,896+13.4% | 加碼 |
| Point72 Asset Management, L.P. | 50,921 | $1,181 萬 | 0.03% | −72,279−58.7% | 減碼 |
| Swiss National Bank | 53,300 | $1,237 萬 | 0.01% | +200+0.4% | 加碼 |
| Barlow Wealth Partners, Inc. | 57,475 | $1,264 萬 | 1.41% | +8,403+17.1% | 加碼 |
| Quantinno Capital Management LP | 54,569 | $1,266 萬 | 0.03% | +23,423+75.2% | 加碼 |
| Meeder Asset Management Inc | 55,796 | $1,295 萬 | 0.74% | +14,812+36.1% | 加碼 |
| Nicholas Company, Inc. | 56,575 | $1,313 萬 | 0.22% | +100.0% | 加碼 |
| Engineers Gate Manager LP | 57,519 | $1,334 萬 | 0.15% | +30,405+112.1% | 加碼 |
| Canada Pension Plan Investment Board | 57,600 | $1,336 萬 | 0.01% | +57,600 | 新進 |
| Panagora Asset Management Inc | 58,087 | $1,348 萬 | 0.05% | −574−1.0% | 減碼 |
| Confluence Investment Management LLC | 60,239 | $1,398 萬 | 0.20% | −741−1.2% | 減碼 |
| Rhumbline Advisers | 65,254 | $1,514 萬 | 0.01% | −6,330−8.8% | 減碼 |
| Lazard Asset Management LLC | 65,817 | $1,527 萬 | 0.02% | +16,865+34.5% | 加碼 |
| Congress Asset Management Co | 66,117 | $1,534 萬 | 0.10% | +5,706+9.4% | 加碼 |
| Captrust Financial Advisors | 66,612 | $1,545 萬 | 0.03% | −9,035−11.9% | 減碼 |