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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 22,767 | $528.2 萬 | 0.49% | −3,211−12.4% | 減碼 |
| Aquatic Capital Management LLC | 22,747 | $527.8 萬 | 0.10% | +13,774+153.5% | 加碼 |
| Van Eck Associates Corp | 21,839 | $506.7 萬 | 0.00% | +1,042+5.0% | 加碼 |
| Ameriprise Financial Inc | 21,594 | $501.0 萬 | 0.00% | −22,690−51.2% | 減碼 |
| Acadian Asset Management LLC | 20,976 | $486.3 萬 | 0.01% | +13,655+186.5% | 加碼 |
| American Century Companies Inc | 20,337 | $471.8 萬 | 0.00% | +5,029+32.9% | 加碼 |
| CI Private Wealth, LLC | 20,130 | $467.0 萬 | 0.01% | +11,702+138.8% | 加碼 |
| Annandale Capital, LLC | 20,084 | $466.0 萬 | 0.81% | +20,084 | 新進 |
| Verition Fund Management LLC | 19,884 | $461.3 萬 | 0.03% | +4,964+33.3% | 加碼 |
| Commonwealth Equity Services, LLC | 19,732 | $457.8 萬 | 0.01% | +17,664+854.2% | 加碼 |
| Great West Life Assurance Co | 19,435 | $454.8 萬 | 0.01% | −821−4.1% | 減碼 |
| Advisor Group Holdings, Inc. | 18,907 | $439.3 萬 | 0.01% | +15,511+456.7% | 加碼 |
| Headlands Technologies LLC | 18,879 | $438.0 萬 | 0.35% | +14,028+289.2% | 加碼 |
| Voleon Capital Management LP | 18,843 | $437.2 萬 | 0.11% | −8,090−30.0% | 減碼 |
| Motley Fool Asset Management LLC | 18,555 | $430.5 萬 | 0.18% | +6,802+57.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,536 | $430.1 萬 | 0.00% | −1,919−9.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,683 | $410.3 萬 | 0.01% | +17,683 | 新進 |
| State of Alaska, Department of Revenue | 17,248 | $400.0 萬 | 0.04% | −309−1.8% | 減碼 |
| Jain Global LLC | 17,229 | $399.7 萬 | 0.05% | +17,229 | 新進 |
| 1832 Asset Management L.P. | 16,800 | $389.8 萬 | 0.01% | +8,200+95.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,784 | $389.4 萬 | 0.00% | −912−5.2% | 減碼 |
| Allianz Asset Management GmbH | 16,750 | $388.6 萬 | 0.00% | +37+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,747 | $388.6 萬 | 0.01% | +5,262+45.8% | 加碼 |
| Brevan Howard Capital Management LP | 16,304 | $378.3 萬 | 0.05% | +6,950+74.3% | 加碼 |
| Stifel Financial Corp | 14,845 | $344.4 萬 | 0.00% | +1,332+9.9% | 加碼 |
| Cardinal Capital Management | 13,902 | $322.5 萬 | 0.45% | +48+0.3% | 加碼 |
| Vident Advisory, LLC | 13,802 | $320.2 萬 | 0.03% | +2,618+23.4% | 加碼 |
| HighTower Advisors, LLC | 13,744 | $318.9 萬 | 0.00% | −1,653−10.7% | 減碼 |
| Raymond James Financial Inc | 13,361 | $310.0 萬 | 0.00% | −47,925−78.2% | 減碼 |
| Gallo Partners, LP | 13,326 | $309.2 萬 | 2.32% | +13,326 | 新進 |
| MetLife Investment Management | 13,298 | $308.5 萬 | 0.01% | −1,710−11.4% | 減碼 |
| Southeast Asset Advisors Inc. | 12,895 | $299.2 萬 | 0.33% | +1,668+14.9% | 加碼 |
| Thrivent Financial for Lutherans | 12,726 | $295.3 萬 | 0.01% | −9,371−42.4% | 減碼 |
| New York State Common Retirement Fund | 12,641 | $293.3 萬 | 0.00% | 00.0% | 不變 |
| Henshaw Capital LLC | 12,483 | $289.6 萬 | 0.11% | +20+0.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 12,137 | $281.6 萬 | 0.07% | +2,083+20.7% | 加碼 |
| Russell Investments Group, Ltd. | 12,066 | $279.9 萬 | 0.00% | −3,020−20.0% | 減碼 |
| Voya Investment Management LLC | 11,965 | $277.6 萬 | 0.00% | −6,077−33.7% | 減碼 |
| Daiwa Securities Group Inc. | 11,800 | $273.8 萬 | 0.01% | −917−7.2% | 減碼 |
| Amalgamated Bank | 11,735 | $272.3 萬 | 0.02% | −807−6.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 11,588 | $268.9 萬 | 0.01% | +8,769+311.1% | 加碼 |
| Mutual of America Capital Management LLC | 11,298 | $262.1 萬 | 0.03% | −1,939−14.6% | 減碼 |
| Bank of Montreal | 11,282 | $261.8 萬 | 0.00% | −41,060−78.4% | 減碼 |
| YHB Investment Advisors, Inc. | 11,214 | $260.2 萬 | 0.19% | −965−7.9% | 減碼 |
| CWM, LLC | 10,878 | $252.4 萬 | 0.01% | +6,616+155.2% | 加碼 |
| Man Group plc | 10,823 | $251.1 萬 | 0.00% | −5,598−34.1% | 減碼 |
| Pinebridge Investments, L.P. | 10,505 | $243.7 萬 | 0.02% | −8,012−43.3% | 減碼 |
| State of Tennessee, Treasury Department | 10,460 | $242.7 萬 | 0.01% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 10,427 | $241.9 萬 | 0.01% | −557−5.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 10,331 | $239.7 萬 | 0.02% | +1,370+15.3% | 加碼 |
| Commerce Bank | 10,044 | $233.0 萬 | 0.01% | +29+0.3% | 加碼 |
| Kensington Investment Counsel, LLC | 9,574 | $222.1 萬 | 0.90% | −769−7.4% | 減碼 |
| Dearborn Partners LLC | 9,544 | $221.4 萬 | 0.10% | −119−1.2% | 減碼 |
| First Trust Advisors LP | 9,390 | $217.9 萬 | 0.00% | −5,010−34.8% | 減碼 |
| Neuberger Berman Group LLC | 9,375 | $217.5 萬 | 0.00% | −5,241−35.9% | 減碼 |
| Quadrature Capital Ltd | 9,300 | $215.7 萬 | 0.03% | +9,300 | 新進 |
| Tudor Investment Corp Et Al | 9,029 | $209.5 萬 | 0.01% | −15,598−63.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,998 | $208.8 萬 | 0.02% | −4,240−32.0% | 減碼 |
| Ceera Investments, LLC | 8,936 | $207.3 萬 | 0.65% | −850−8.7% | 減碼 |
| Globeflex Capital L P | 8,835 | $205.0 萬 | 0.32% | 00.0% | 不變 |
| Victory Capital Management Inc | 8,769 | $203.4 萬 | 0.00% | −8,765−50.0% | 減碼 |
| LPL Financial LLC | 8,710 | $202.1 萬 | 0.00% | +2,395+37.9% | 加碼 |
| Point72 Hong Kong Ltd | 8,451 | $196.1 萬 | 0.09% | +6,251+284.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 8,223 | $190.8 萬 | 0.01% | −275−3.2% | 減碼 |
| MML Investors Services, LLC | 8,204 | $190.4 萬 | 0.01% | +2,171+36.0% | 加碼 |
| Arizona State Retirement System | 8,116 | $188.3 萬 | 0.01% | +35+0.4% | 加碼 |
| Pathstone Holdings, LLC | 8,095 | $187.8 萬 | 0.01% | −449−5.3% | 減碼 |
| Creative Planning | 7,926 | $183.9 萬 | 0.00% | +3,420+75.9% | 加碼 |
| OP Asset Management Ltd | 7,828 | $181.6 萬 | 0.02% | −1,817−18.8% | 減碼 |
| US Bancorp | 7,782 | $180.6 萬 | 0.00% | −190−2.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $180.2 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,674 | $178.0 萬 | 0.00% | −538−6.6% | 減碼 |
| Yousif Capital Management, LLC | 7,651 | $177.5 萬 | 0.02% | −1,310−14.6% | 減碼 |
| Loomis Sayles & Co L P | 7,631 | $177.0 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 7,573 | $175.7 萬 | 0.00% | −16−0.2% | 減碼 |
| Redmond Asset Management, LLC | 7,528 | $174.7 萬 | 0.43% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 7,500 | $174.0 萬 | 0.34% | 00.0% | 不變 |
| Intech Investment Management LLC | 7,383 | $171.3 萬 | 0.02% | +7,383 | 新進 |
| Public Employees Retirement System of Ohio | 7,378 | $171.2 萬 | 0.01% | −48−0.6% | 減碼 |
| Comerica Bank | 7,170 | $166.4 萬 | 0.01% | −1,175−14.1% | 減碼 |
| M&T Bank Corp | 7,164 | $166.2 萬 | 0.01% | −1,281−15.2% | 減碼 |
| Cerity Partners LLC | 7,154 | $166.0 萬 | 0.00% | +2,884+67.5% | 加碼 |
| Empire Life Investments Inc. | 7,043 | $163.4 萬 | 0.10% | +109+1.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,863 | $159.2 萬 | 0.00% | −1,989−22.5% | 減碼 |
| Louisiana State Employees Retirement System | 6,800 | $157.8 萬 | 0.03% | −700−9.3% | 減碼 |
| Mariner, LLC | 6,757 | $156.8 萬 | 0.00% | +2,719+67.3% | 加碼 |
| Ieq Capital, LLC | 6,669 | $154.7 萬 | 0.00% | +1,811+37.3% | 加碼 |
| Ashford Capital Management Inc | 6,648 | $154.2 萬 | 0.17% | +589+9.7% | 加碼 |
| Handelsbanken Fonder AB | 6,372 | $147.8 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,278 | $145.7 萬 | 0.01% | −561−8.2% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,248 | $145.0 萬 | 0.22% | +3,503+127.6% | 加碼 |
| SRS Capital Advisors, Inc. | 6,240 | $144.8 萬 | 0.02% | +6,067+3,506.9% | 加碼 |
| Cetera Investment Advisers | 6,076 | $141.0 萬 | 0.00% | +3,878+176.4% | 加碼 |
| Oddo BHF Asset Management SAS | 5,920 | $137.3 萬 | 0.05% | −212−3.5% | 減碼 |
| New York State Teachers Retirement System | 5,900 | $136.9 萬 | 0.00% | −100−1.7% | 減碼 |
| State of Michigan Retirement System | 5,800 | $134.6 萬 | 0.01% | −600−9.4% | 減碼 |
| KLP Kapitalforvaltning AS | 5,700 | $132.2 萬 | 0.01% | −100−1.7% | 減碼 |
| New Age Alpha Advisors, LLC | 5,658 | $131.3 萬 | 0.06% | −164−2.8% | 減碼 |
| Level Four Advisory Services, LLC | 5,638 | $130.8 萬 | 0.04% | +1,840+48.4% | 加碼 |
| Quantbot Technologies LP | 5,629 | $130.6 萬 | 0.04% | +3,871+220.2% | 加碼 |