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 |
|---|---|---|---|---|---|
| Incline Global Management LLC | 66,981 | $1,554 萬 | 4.61% | +66,981 | 新進 |
| Price T Rowe Associates Inc | 67,501 | $1,566 萬 | 0.00% | +22,448+49.8% | 加碼 |
| Chicago Capital, LLC | 70,042 | $1,625 萬 | 0.40% | +13,627+24.2% | 加碼 |
| Wells Fargo & Company | 73,244 | $1,699 萬 | 0.00% | −12,605−14.7% | 減碼 |
| UBS Asset Management Americas Inc | 74,751 | $1,734 萬 | 0.00% | −56,587−43.1% | 減碼 |
| SEI Investments Co | 82,931 | $1,924 萬 | 0.02% | −57,392−40.9% | 減碼 |
| Citadel Advisors LLC | 84,318 | $1,956 萬 | 0.02% | +36,770+77.3% | 加碼 |
| Nordea Investment Management AB | 88,108 | $2,039 萬 | 0.02% | +27,927+46.4% | 加碼 |
| Copeland Capital Management, LLC | 87,904 | $2,039 萬 | 0.42% | −4,710−5.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 90,762 | $2,106 萬 | 0.30% | +49,203+118.4% | 加碼 |
| Principal Financial Group Inc | 91,155 | $2,115 萬 | 0.01% | +22,109+32.0% | 加碼 |
| Premier Fund Managers Ltd | 90,592 | $2,120 萬 | 0.87% | −110,215−54.9% | 減碼 |
| HRT Financial LP | 98,274 | $2,280 萬 | 0.08% | +66,501+209.3% | 加碼 |
| Goldman Sachs Group Inc | 98,456 | $2,284 萬 | 0.00% | −279,027−73.9% | 減碼 |
| American Capital Management Inc | 99,197 | $2,301 萬 | 0.92% | +1,718+1.8% | 加碼 |
| Envestnet Asset Management Inc | 110,885 | $2,573 萬 | 0.01% | +6,746+6.5% | 加碼 |
| Nuveen, LLC | 113,293 | $2,629 萬 | 0.01% | +4,449+4.1% | 加碼 |
| Jane Street Group, LLC | 124,599 | $2,891 萬 | 0.03% | +90,198+262.2% | 加碼 |
| Colony Group, LLC | 128,855 | $2,990 萬 | 0.05% | +124,559+2,899.4% | 加碼 |
| Royce & Associates LP | 139,376 | $3,234 萬 | 0.32% | +10,159+7.9% | 加碼 |
| M&G Plc | 155,134 | $3,599 萬 | 0.19% | −8,753−5.3% | 減碼 |
| UBS Group AG | 156,742 | $3,637 萬 | 0.01% | +99,035+171.6% | 加碼 |
| Bank of America Corp | 159,584 | $3,703 萬 | 0.00% | −752,469−82.5% | 減碼 |
| Two Sigma Advisers, LP | 160,800 | $3,731 萬 | 0.07% | +18,600+13.1% | 加碼 |
| Schroder Investment Management Group | 168,241 | $3,939 萬 | 0.03% | +1,343+0.8% | 加碼 |
| Charles Schwab Investment Management Inc | 181,439 | $4,210 萬 | 0.01% | −12,102−6.3% | 減碼 |
| Bank of New York Mellon Corp | 183,652 | $4,261 萬 | 0.01% | −14,937−7.5% | 減碼 |
| Voloridge Investment Management, LLC | 187,128 | $4,342 萬 | 0.15% | +146,693+362.8% | 加碼 |
| Northern Trust Corp | 191,981 | $4,454 萬 | 0.01% | −16,400−7.9% | 減碼 |
| FMR LLC | 193,443 | $4,488 萬 | 0.00% | −80,312−29.3% | 減碼 |
| DF Dent & Co Inc | 199,585 | $4,631 萬 | 0.60% | +112,573+129.4% | 加碼 |
| Qube Research & Technologies Ltd | 200,441 | $4,650 萬 | 0.07% | +61,509+44.3% | 加碼 |
| Two Sigma Investments, LP | 286,175 | $6,640 萬 | 0.10% | +125,507+78.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 290,621 | $6,743 萬 | 0.04% | +97,009+50.1% | 加碼 |
| Invesco Ltd. | 296,302 | $6,875 萬 | 0.01% | +15,379+5.5% | 加碼 |
| Millennium Management LLC | 298,741 | $6,931 萬 | 0.05% | −512,417−63.2% | 減碼 |
| JPMorgan Chase & Co | 318,478 | $7,389 萬 | 0.00% | +82,154+34.8% | 加碼 |
| Liontrust Investment Partners LLP | 371,158 | $8,611 萬 | 1.26% | −20,658−5.3% | 減碼 |
| Wasatch Advisors Inc | 371,883 | $8,628 萬 | 0.46% | −272,916−42.3% | 減碼 |
| Dimensional Fund Advisors LP | 420,127 | $9,748 萬 | 0.02% | +88,496+26.7% | 加碼 |
| Massachusetts Financial Services Co | 451,242 | $1.05 億 | 0.03% | −188,890−29.5% | 減碼 |
| Renaissance Technologies LLC | 460,770 | $1.07 億 | 0.14% | +195,600+73.8% | 加碼 |
| AQR Capital Management LLC | 608,244 | $1.41 億 | 0.09% | +314,275+106.9% | 加碼 |
| Wellington Management Group LLP | 612,826 | $1.42 億 | 0.02% | −168,015−21.5% | 減碼 |
| Geode Capital Management, LLC | 615,795 | $1.43 億 | 0.01% | −11,146−1.8% | 減碼 |
| State Street Corp | 763,223 | $1.77 億 | 0.01% | −20,952−2.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 765,463 | $1.78 億 | 0.43% | −83,106−9.8% | 減碼 |
| Bamco Inc | 1,414,305 | $3.28 億 | 0.87% | +118,979+9.2% | 加碼 |
| Morgan Stanley | 1,958,965 | $4.54 億 | 0.03% | −114,013−5.5% | 減碼 |
| Select Equity Group, L.P. | 2,103,702 | $4.88 億 | 2.09% | +990,401+89.0% | 加碼 |
| BlackRock, Inc. | 2,394,828 | $5.56 億 | 0.01% | −124,689−4.9% | 減碼 |
| Vanguard Group Inc | 2,610,335 | $6.06 億 | 0.01% | −23,466−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −212,169−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −162,681−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −105,430−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −50,640−100.0% | 清倉 |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,066−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,225−100.0% | 清倉 |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −19,701−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −16,141−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −12,948−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −9,486−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,683−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,046−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,115−100.0% | 清倉 |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,794−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,015−100.0% | 清倉 |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,991−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,410−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,252−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,740−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,510−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,491−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,448−100.0% | 清倉 |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −1,432−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,168−100.0% | 清倉 |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,135−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,082−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −990−100.0% | 清倉 |
| Seeds Investor LLC | 0 | $0 | 0.00% | −972−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −916−100.0% | 清倉 |
| Dundas Partners LLP | 0 | $0 | 0.00% | −895−100.0% | 清倉 |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −884−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −858−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −811−100.0% | 清倉 |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −776−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −772−100.0% | 清倉 |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −758−100.0% | 清倉 |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −744−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −735−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −735−100.0% | 清倉 |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −730−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −701−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Aspiriant, LLC | 0 | $0 | 0.00% | −687−100.0% | 清倉 |
| Glenview Trust Co | 0 | $0 | 0.00% | −683−100.0% | 清倉 |