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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 4 季與 2025 年第 3 季比較

持有 Morningstar, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

MORN 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數4529475+32
股數2,492 萬11.9 萬2,424 萬−55.7 萬 (−2.2%)
市值$57.8 億$2,751 萬$52.7 億−$4.86 億 (−8.4%)

9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(90 家)

2025 年第 4 季季末持有 Morningstar, Inc.、2025 年第 3 季季末沒有持有的機構。

2025 年第 4 季新進 MORN 的機構
機構股數市值佔組合 %
Norges Bank286,994$6,237 萬0.01%
Winton Group Ltd30,067$653.4 萬0.23%
Crawford Fund Management, LLC20,300$441.1 萬1.41%
Berkeley, Inc17,382$377.7 萬1.20%
MidFirst Bank15,647$340.0 萬0.27%
Natixis Advisors, L.P.13,711$298.0 萬0.00%
Fluent Financial, LLC11,691$254.1 萬0.97%
Redwood Investment Management, LLC11,047$240.1 萬0.27%
Epoch Investment Partners, Inc.7,631$165.8 萬0.01%
Alberta Investment Management Corp6,300$136.9 萬0.01%
CAPROCK Group, Inc.3,925$85.3 萬0.02%
Oak Thistle LLC3,535$76.8 萬0.11%
Mirabella Financial Services LLP3,525$76.6 萬0.07%
Marshall Wace, LLP3,454$75.1 萬0.00%
Kera Capital Partners, Inc.3,396$68.6 萬0.08%
Capstone Investment Advisors, LLC3,049$66.3 萬0.01%
Axq Capital, LP2,436$52.9 萬0.12%
CSS LLC2,320$50.4 萬0.03%
RMB Capital Management, LLC2,307$50.1 萬0.01%
Integrated Quantitative Investments LLC2,285$49.7 萬0.11%
AdvisorShares Investments LLC2,220$48.2 萬0.08%
Brown Advisory Inc2,217$48.2 萬0.00%
New York Life Investment Management LLC2,209$48.0 萬0.00%
Aaron Wealth Advisors2,202$47.9 萬0.03%
AlphaGrep UK Ltd2,199$47.8 萬0.16%
Pallas Capital Advisors LLC2,183$47.4 萬0.02%
Frank, Rimerman Advisors LLC1,975$42.9 萬0.03%
Pinebridge Investments LLC1,922$41.8 萬0.00%
Fieldview Capital Management, LLC1,784$38.8 萬0.07%
Baker Avenue Asset Management, LP1,621$35.2 萬0.01%
AlphaCore Capital LLC1,535$33.4 萬0.01%
Legato Capital Management LLC1,485$32.3 萬0.03%
Azzad Asset Management Inc1,473$32.0 萬0.03%
Sivia Capital Partners, LLC1,469$31.9 萬0.06%
Inscription Capital, LLC1,451$31.5 萬0.03%
Altfest L J & Co Inc1,423$30.9 萬0.03%
Amundi1,398$30.4 萬0.00%
SummitTX Capital, L.P.1,393$30.3 萬0.01%
TCG Advisory Services, LLC1,365$29.7 萬0.01%
Greenleaf Trust1,340$29.1 萬0.00%
Skopos Labs, Inc.1,316$28.8 萬0.01%
Allspring Global Investments Holdings, LLC1,321$28.5 萬0.00%
Caerus Investment Advisors, LLC1,297$28.2 萬0.09%
Waddell & Associates, LLC1,273$27.7 萬0.02%
Camden Capital, LLC1,134$24.6 萬0.02%
Connecticut Capital Management Group, LLC1,125$24.4 萬0.23%
Integrated Wealth Concepts LLC1,081$23.5 萬0.00%
Blueshift Asset Management, LLC1,005$21.8 萬0.06%
Transcend Wealth Collective, LLC990$21.5 萬0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management948$20.6 萬0.00%
Sentinus, LLC945$20.5 萬0.02%
Basecamp Wealth Advisors LLC621$13.5 萬0.03%
Westpac Banking Corp518$11.3 萬0.01%
Exchange Traded Concepts, LLC515$11.2 萬0.00%
Horizon Investments, LLC515$11.2 萬0.00%
Wexford Capital LP467$10.1 萬0.03%
Eurizon Capital SGR S.p.A.448$9.75 萬0.00%
Bayforest Capital Ltd219$4.76 萬0.04%
Ancora Advisors, LLC212$4.61 萬0.00%
V-Square Quantitative Management LLC160$3.48 萬0.00%
Pinnacle Wealth Planning Services, Inc.116$2.52 萬0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.116$2.52 萬0.01%
Los Angeles Capital Management LLC111$2.38 萬0.00%
SageView Advisory Group, LLC33$7,1720.00%
Tucker Asset Management LLC24$5,2150.00%
Private Wealth Management Group, LLC23$4,9990.00%
Zions Bancorporation, National Association18$3,9120.00%
International Assets Investment Management, LLC13$2,8250.00%
Marquette Asset Management, LLC12$2,6080.00%
ORG Partners LLC11$2,3900.00%
Keating Financial Advisory Services, Inc.10$2,1730.00%
Kilter Group LLC6$1,3040.00%
Crewe Advisors LLC5$1,0870.00%
Cornerstone Financial Management LLC5$1,0870.00%
CX Institutional3$1,0000.00%
Bogart Wealth, LLC4$8690.00%
Principia Wealth Advisory, LLC4$8690.00%
Torren Management, LLC3$6570.00%
Signature Equity Partners, LLC3$6530.00%
First Horizon Corp3$6520.00%
Optima Capital LLC3$6520.00%
USA Financial Portformulas Corp2$4350.00%
American Capital Advisory, LLC2$4350.00%
Breakwater Investment Management2$4350.00%
Elyxium Wealth, LLC2$4350.00%
Rossby Financial, LCC2$4350.00%
MV Capital Management, Inc.1$2180.00%
Quaker Wealth Management, LLC1$2180.00%
Wealth Enhancement Trust Services, Inc.1$2170.00%
Dunhill Financial, LLC1$1300.00%

清倉機構(58 家)

2025 年第 3 季季末持有 Morningstar, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 MORN 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Citadel Advisors LLC84,318$1,956 萬
Parnassus Investments42,488$985.8 萬
Holocene Advisors, LP34,241$794.4 萬
Magnetar Financial LLC28,188$654.0 萬
Touchstone Capital, Inc.26,228$608.5 萬
Sea Cliff Partners Management, LP26,000$603.2 萬
Marks Group Wealth Management, Inc22,767$528.2 萬
Aquatic Capital Management LLC22,747$527.8 萬
Annandale Capital, LLC20,084$466.0 萬
1832 Asset Management L.P.16,800$389.8 萬
Gallo Partners, LP13,326$309.2 萬
Quadrature Capital Ltd9,300$215.7 萬
Globeflex Capital L P8,835$205.0 萬
Intech Investment Management LLC7,383$171.3 萬
Ashford Capital Management Inc6,648$154.2 萬
Oddo BHF Asset Management SAS5,920$137.3 萬
Grandeur Peak Global Advisors, LLC4,766$110.6 萬
Susquehanna Portfolio Strategies, LLC4,621$107.2 萬
Empowered Funds, LLC4,557$105.7 萬
Atom Investors LP3,863$89.6 萬
Accretive Wealth Partners, LLC3,750$87.0 萬
Summit Wealth Group LLC3,683$86.3 萬
Polymer Capital Management (US) LLC3,639$84.4 萬
Farringdon Capital, Ltd.3,601$83.5 萬
Freestone Grove Partners LP3,140$72.9 萬
Davy Global Fund Management Ltd3,106$72.1 萬
Simon Quick Advisors, LLC2,579$59.8 萬
Virginia Retirement Systems Et Al2,400$55.7 萬
Virtu Financial LLC1,979$45.9 萬
111 Capital1,782$41.3 萬
Janney Montgomery Scott LLC1,710$39.7 萬
DRW Securities, LLC1,709$39.7 萬
Brighton Jones LLC1,680$39.0 萬
Gsa Capital Partners LLP1,629$37.8 萬
Naviter Wealth, LLC1,540$35.7 萬
TownSquare Capital, LLC1,474$34.2 萬
Smith Group Asset Management, LLC1,450$33.6 萬
Institute for Wealth Management, LLC.1,267$29.4 萬
Wallace Advisory Group, LLC898$28.2 萬
FORA Capital, LLC1,177$27.3 萬
Shelton Capital Management970$22.5 萬
Mechanics Bank Trust Department925$21.5 萬
Polymer Capital Management (HK) LTD906$21.0 萬
Hennion & Walsh Asset Management, Inc.903$21.0 萬
Catalyst Funds Management Pty Ltd900$20.9 萬
Scientech Research LLC868$20.1 萬
National Bank of Canada171$3.97 萬
Rise Advisors, LLC51$1.17 萬
Ameritas Advisory Services, LLC35$8,158
Wealthspire Advisors, LLC27$6,264
Fortitude Family Office, LLC10$2,320
WealthCollab, LLC5$1,161
Tortoise Investment Management, LLC5$1,160
Cromwell Holdings LLC4$929
Quest 10 Wealth Builders, Inc.4$928
Bare Financial Services, Inc3$696
Addison Advisors LLC2$465
Cloud Capital Management, LLC4$0

尚未申報 2025 年第 4 季的機構(9 家)

2025 年第 3 季季末持有 Morningstar, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 MORN、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Cubist Systematic Strategies, LLC90,762$2,106 萬
Pinebridge Investments, L.P.10,505$243.7 萬
Point72 Hong Kong Ltd8,451$196.1 萬
Point72 Asia (Singapore) Pte. Ltd.6,248$145.0 萬
Point72 (DIFC) Ltd2,211$51.3 萬
Shell Asset Management Co263$6.10 萬
Amica Retiree Medical Trust91$2.10 萬
Binnacle Investments Inc38$8,816
Hemington Wealth Management18$4,000