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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 5,453 | $126.5 萬 | 0.02% | −490−8.2% | 減碼 |
| Truist Financial Corp | 5,346 | $124.0 萬 | 0.00% | +1,121+26.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,441 | $123.1 萬 | 0.00% | +2,016+58.9% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $120.7 萬 | 0.04% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 5,098 | $118.3 萬 | 0.12% | −58−1.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,927 | $114.3 萬 | 0.01% | −561−10.2% | 減碼 |
| Bradyco, Inc. | 4,864 | $112.8 萬 | 1.28% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 4,766 | $110.6 萬 | 0.15% | −220−4.4% | 減碼 |
| CenterBook Partners LP | 4,732 | $109.8 萬 | 0.05% | +4,732 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 4,730 | $109.7 萬 | 0.01% | −3,358−41.5% | 減碼 |
| Pacer Advisors, Inc. | 4,630 | $107.4 萬 | 0.00% | +3,410+279.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 4,621 | $107.2 萬 | 0.02% | −24,449−84.1% | 減碼 |
| Bank of Nova Scotia | 4,600 | $106.7 萬 | 0.00% | −27,400−85.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,586 | $106.4 萬 | 0.03% | −582−11.3% | 減碼 |
| Empowered Funds, LLC | 4,557 | $105.7 萬 | 0.01% | +546+13.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,468 | $103.7 萬 | 0.24% | −233−5.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,425 | $102.6 萬 | 0.01% | +1,582+55.6% | 加碼 |
| Johnson Investment Counsel Inc | 4,398 | $102.0 萬 | 0.01% | −135−3.0% | 減碼 |
| Norden Group LLC | 4,376 | $101.5 萬 | 0.10% | −1,947−30.8% | 減碼 |
| Keeler Thomas Management LLC | 4,363 | $101.2 萬 | 0.41% | +78+1.8% | 加碼 |
| Xponance, Inc. | 4,228 | $98.1 萬 | 0.01% | −138−3.2% | 減碼 |
| Martin Capital Advisors, LLP | 4,202 | $97.5 萬 | 0.59% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,117 | $95.5 萬 | 0.00% | −1,660−28.7% | 減碼 |
| Trexquant Investment LP | 4,039 | $93.7 萬 | 0.01% | +2,952+271.6% | 加碼 |
| Sepio Capital, LP | 4,007 | $93.0 萬 | 0.05% | −10.0% | 減碼 |
| Mercer Global Advisors Inc | 3,977 | $92.3 萬 | 0.00% | +1,739+77.7% | 加碼 |
| Summit Trail Advisors, LLC | 3,971 | $92.1 萬 | 0.01% | +3,971 | 新進 |
| Atom Investors LP | 3,863 | $89.6 萬 | 0.07% | +3,863 | 新進 |
| Bessemer Group Inc | 3,822 | $88.7 萬 | 0.00% | +317+9.0% | 加碼 |
| Aurora Investment Counsel | 3,810 | $88.4 萬 | 0.46% | +720+23.3% | 加碼 |
| JustInvest LLC | 3,779 | $87.7 萬 | 0.01% | −897−19.2% | 減碼 |
| Diversify Wealth Management, LLC | 4,086 | $87.1 萬 | 0.05% | +16+0.4% | 加碼 |
| Accretive Wealth Partners, LLC | 3,750 | $87.0 萬 | 0.27% | −76−2.0% | 減碼 |
| Portside Wealth Group, LLC | 3,739 | $86.7 萬 | 0.12% | −1,151−23.5% | 減碼 |
| Summit Wealth Group LLC | 3,683 | $86.3 萬 | 0.12% | +3,683 | 新進 |
| Pictet Asset Management Holding SA | 3,646 | $84.6 萬 | 0.00% | −403−10.0% | 減碼 |
| Ensign Peak Advisors, Inc | 3,645 | $84.6 萬 | 0.00% | −5,750−61.2% | 減碼 |
| Polymer Capital Management (US) LLC | 3,639 | $84.4 萬 | 0.11% | +3,639 | 新進 |
| Farringdon Capital, Ltd. | 3,601 | $83.5 萬 | 0.21% | +3,601 | 新進 |
| R Squared Ltd | 3,565 | $82.7 萬 | 0.36% | −8−0.2% | 減碼 |
| Quadrant Capital Group LLC | 3,521 | $81.7 萬 | 0.03% | +1,803+104.9% | 加碼 |
| Mackenzie Financial Corp | 3,502 | $81.2 萬 | 0.00% | +130+3.9% | 加碼 |
| Numerai GP LLC | 3,447 | $80.0 萬 | 0.11% | +3,447 | 新進 |
| Quest Partners LLC | 3,350 | $77.7 萬 | 0.05% | −2,722−44.8% | 減碼 |
| Fox Run Management, L.L.C. | 3,341 | $77.5 萬 | 0.12% | −1,789−34.9% | 減碼 |
| SG Americas Securities, LLC | 3,222 | $74.8 萬 | 0.00% | +1,794+125.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,172 | $73.5 萬 | 0.00% | +63+2.0% | 加碼 |
| Gibbs Wealth Management | 3,162 | $73.4 萬 | 0.17% | −862−21.4% | 減碼 |
| Freestone Grove Partners LP | 3,140 | $72.9 萬 | 0.01% | −1,007−24.3% | 減碼 |
| Davy Global Fund Management Ltd | 3,106 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,081 | $71.5 萬 | 0.01% | +1,731+128.2% | 加碼 |
| Machina Capital S.A.S. | 3,056 | $70.9 萬 | 0.12% | +3,056 | 新進 |
| Bradley Foster & Sargent Inc | 3,021 | $70.1 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,871 | $66.6 萬 | 0.01% | +674+30.7% | 加碼 |
| HB Wealth Management, LLC | 2,861 | $66.4 萬 | 0.00% | +191+7.2% | 加碼 |
| Atria Investments LLC | 2,736 | $63.5 萬 | 0.01% | −207−7.0% | 減碼 |
| XTX Topco Ltd | 2,720 | $63.1 萬 | 0.03% | −770−22.1% | 減碼 |
| Park Avenue Securities LLC | 2,695 | $62.5 萬 | 0.00% | +974+56.6% | 加碼 |
| Blair William & Co | 2,685 | $62.3 萬 | 0.00% | −211−7.3% | 減碼 |
| Advisory Services Network, LLC | 2,647 | $61.4 萬 | 0.01% | +22+0.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,604 | $60.4 萬 | 0.00% | −183−6.6% | 減碼 |
| Simon Quick Advisors, LLC | 2,579 | $59.8 萬 | 0.03% | +67+2.7% | 加碼 |
| Danske Bank A/S | 2,573 | $59.7 萬 | 0.00% | −2,312−47.3% | 減碼 |
| Jefferies Financial Group Inc. | 2,507 | $58.2 萬 | 0.01% | +2,507 | 新進 |
| Aigen Investment Management, LP | 2,496 | $57.9 萬 | 0.09% | −518−17.2% | 減碼 |
| Deutsche Bank AG | 2,494 | $57.9 萬 | 0.00% | +283+12.8% | 加碼 |
| Toroso Investments, LLC | 2,462 | $57.1 萬 | 0.00% | +1,407+133.4% | 加碼 |
| Virginia Retirement Systems Et Al | 2,400 | $55.7 萬 | 0.00% | +2,400 | 新進 |
| Planning Alternatives Ltd | 2,392 | $55.5 萬 | 0.07% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 2,387 | $55.4 萬 | 0.21% | +2,387 | 新進 |
| ISAM Funds (UK) Ltd | 2,358 | $54.7 萬 | 0.11% | +1,497+173.9% | 加碼 |
| Point72 (DIFC) Ltd | 2,211 | $51.3 萬 | 0.04% | +274+14.1% | 加碼 |
| Federated Hermes, Inc. | 2,185 | $50.7 萬 | 0.00% | +137+6.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,152 | $49.9 萬 | 0.00% | −1,372−38.9% | 減碼 |
| Krilogy Financial LLC | 2,310 | $49.1 萬 | 0.02% | +2,310 | 新進 |
| Index Fund Advisors, Inc. | 2,061 | $47.8 萬 | 0.02% | −1,852−47.3% | 減碼 |
| Virtu Financial LLC | 1,979 | $45.9 萬 | 0.03% | −2,726−57.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,960 | $45.5 萬 | 0.01% | +104+5.6% | 加碼 |
| Ballentine Partners, LLC | 1,932 | $44.8 萬 | 0.01% | +66+3.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 1,890 | $43.8 萬 | 0.01% | −220−10.4% | 減碼 |
| Securian Asset Management, Inc | 1,832 | $42.5 萬 | 0.01% | −248−11.9% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,815 | $42.1 萬 | 0.15% | +3+0.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,792 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| 111 Capital | 1,782 | $41.3 萬 | 0.08% | −658−27.0% | 減碼 |
| Sanctuary Advisors, LLC | 1,744 | $40.5 萬 | 0.00% | +123+7.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,729 | $40.1 萬 | 0.03% | −4,210−70.9% | 減碼 |
| Janney Montgomery Scott LLC | 1,710 | $39.7 萬 | 0.00% | −818−32.4% | 減碼 |
| DRW Securities, LLC | 1,709 | $39.7 萬 | 0.02% | −82−4.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,690 | $39.2 萬 | 0.00% | +1,690 | 新進 |
| Brighton Jones LLC | 1,680 | $39.0 萬 | 0.01% | +492+41.4% | 加碼 |
| Gsa Capital Partners LLP | 1,629 | $37.8 萬 | 0.03% | +924+131.1% | 加碼 |
| Andina Capital Management, LLC | 1,600 | $37.1 萬 | 0.21% | +207+14.9% | 加碼 |
| Franklin Resources Inc | 1,581 | $36.7 萬 | 0.00% | +40+2.6% | 加碼 |
| Occudo Quantitative Strategies LP | 1,543 | $35.8 萬 | 0.04% | +1,543 | 新進 |
| Naviter Wealth, LLC | 1,540 | $35.7 萬 | 0.04% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,641 | $35.0 萬 | 0.01% | +74+4.7% | 加碼 |
| Dempze Nancy E | 1,494 | $34.7 萬 | 0.19% | 00.0% | 不變 |
| TownSquare Capital, LLC | 1,474 | $34.2 萬 | 0.05% | −1,774−54.6% | 減碼 |
| Connable Office Inc | 1,470 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 1,450 | $33.6 萬 | 0.02% | 00.0% | 不變 |