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 13F 持有人
Morningstar, Inc. 在 2025/12/31 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
- 475
- 較 2025 年第 3 季 +32 家
- 持有股數
- 2,424 萬
- 較 2025 年第 3 季 −55.7 萬 (−2.2%)
- 總市值
- $52.7 億
- 較 2025 年第 3 季 −$4.86 億 (−8.4%)
- 新進機構
- 90
- 另有 149 家加碼
- 清倉機構
- 58
- 另有 190 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 219 | $4.80 萬 | 0.00% | +132+151.7% | 加碼 |
| CVA Family Office, LLC | 230 | $5.00 萬 | 0.01% | +2+0.9% | 加碼 |
| Ronald Blue Trust, Inc. | 240 | $5.22 萬 | 0.00% | −7−2.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 251 | $5.47 萬 | 0.00% | +83+49.4% | 加碼 |
| SJS Investment Consulting Inc. | 271 | $5.89 萬 | 0.01% | +269+13,450.0% | 加碼 |
| Danske Bank A/S | 300 | $6.52 萬 | 0.00% | −2,273−88.3% | 減碼 |
| Fifth Third Bancorp | 312 | $6.78 萬 | 0.00% | −72−18.8% | 減碼 |
| Covestor Ltd | 316 | $6.90 萬 | 0.04% | −186−37.1% | 減碼 |
| Bokf, NA | 325 | $7.06 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 351 | $7.63 萬 | 0.00% | +338+2,600.0% | 加碼 |
| GAMMA Investing LLC | 359 | $7.80 萬 | 0.00% | +103+40.2% | 加碼 |
| Acadian Asset Management LLC | 369 | $8.00 萬 | 0.00% | −20,607−98.2% | 減碼 |
| Rockefeller Capital Management L.P. | 387 | $8.42 萬 | 0.00% | +34+9.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 389 | $8.45 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 390 | $8.48 萬 | 0.00% | −144−27.0% | 減碼 |
| North Star Investment Management Corp. | 405 | $8.80 萬 | 0.01% | +13+3.3% | 加碼 |
| Jones Financial Companies LLLP | 415 | $9.02 萬 | 0.00% | +322+346.2% | 加碼 |
| Simplex Trading, LLC | 424 | $9.21 萬 | 0.00% | +364+606.7% | 加碼 |
| Liontrust Investment Partners LLP | 436 | $9.47 萬 | 0.00% | −370,722−99.9% | 減碼 |
| Eurizon Capital SGR S.p.A. | 448 | $9.75 萬 | 0.00% | +448 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 458 | $9.95 萬 | 0.02% | −106−18.8% | 減碼 |
| Wexford Capital LP | 467 | $10.1 萬 | 0.03% | +467 | 新進 |
| Brown Brothers Harriman & Co | 508 | $11.0 萬 | 0.00% | +221+77.0% | 加碼 |
| Horizon Investments, LLC | 515 | $11.2 萬 | 0.00% | +515 | 新進 |
| Exchange Traded Concepts, LLC | 515 | $11.2 萬 | 0.00% | +515 | 新進 |
| Westpac Banking Corp | 518 | $11.3 萬 | 0.01% | +518 | 新進 |
| Sterling Capital Management LLC | 539 | $11.7 萬 | 0.00% | +55+11.4% | 加碼 |
| STRS Ohio | 541 | $11.8 萬 | 0.00% | −13−2.3% | 減碼 |
| IFP Advisors, Inc | 563 | $12.2 萬 | 0.00% | +310+122.5% | 加碼 |
| HM Payson & Co | 600 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 621 | $13.5 萬 | 0.03% | +621 | 新進 |
| Rothschild Investment LLC | 632 | $13.7 萬 | 0.01% | −475−42.9% | 減碼 |
| KBC Group NV | 659 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 727 | $15.8 萬 | 0.07% | −714−49.5% | 減碼 |
| Allworth Financial LP | 732 | $15.9 萬 | 0.00% | +464+173.1% | 加碼 |
| Farther Finance Advisors, LLC | 733 | $15.9 萬 | 0.00% | +316+75.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 819 | $17.8 萬 | 0.01% | +384+88.3% | 加碼 |
| Signaturefd, LLC | 861 | $18.7 萬 | 0.00% | +550+176.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 871 | $18.9 萬 | 0.00% | −158−15.4% | 減碼 |
| Angeles Wealth Management, LLC | 929 | $20.2 萬 | 0.01% | +2+0.2% | 加碼 |
| Essential Partners LLC | 931 | $20.2 萬 | 0.06% | +404+76.7% | 加碼 |
| Sentinus, LLC | 945 | $20.5 萬 | 0.02% | +945 | 新進 |
| Tower Research Capital LLC (TRC) | 946 | $20.6 萬 | 0.00% | −1,014−51.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 948 | $20.6 萬 | 0.00% | +948 | 新進 |
| Cadent Capital Advisors, LLC | 955 | $20.8 萬 | 0.05% | −155−14.0% | 減碼 |
| ProShare Advisors LLC | 956 | $20.8 萬 | 0.00% | −84−8.1% | 減碼 |
| Transcend Wealth Collective, LLC | 990 | $21.5 萬 | 0.02% | +990 | 新進 |
| ISAM Funds (UK) Ltd | 1,000 | $21.7 萬 | 0.08% | −1,358−57.6% | 減碼 |
| Blueshift Asset Management, LLC | 1,005 | $21.8 萬 | 0.06% | +1,005 | 新進 |
| QRG Capital Management, Inc. | 1,080 | $23.5 萬 | 0.00% | −47−4.2% | 減碼 |
| Integrated Wealth Concepts LLC | 1,081 | $23.5 萬 | 0.00% | +1,081 | 新進 |
| Connecticut Capital Management Group, LLC | 1,125 | $24.4 萬 | 0.23% | +1,125 | 新進 |
| Ethic Inc. | 1,132 | $24.6 萬 | 0.00% | +113+11.1% | 加碼 |
| GWM Advisors LLC | 1,133 | $24.6 萬 | 0.00% | +1,055+1,352.6% | 加碼 |
| Camden Capital, LLC | 1,134 | $24.6 萬 | 0.02% | +1,134 | 新進 |
| Capital Investment Counsel, Inc | 1,150 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,176 | $25.6 萬 | 0.00% | −216−15.5% | 減碼 |
| Swiss Life Asset Management Ltd | 1,205 | $26.2 萬 | 0.00% | −59−4.7% | 減碼 |
| Quadrant Capital Group LLC | 1,231 | $26.8 萬 | 0.01% | −2,290−65.0% | 減碼 |
| Utah Retirement Systems | 1,243 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,247 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,247 | $27.1 萬 | 0.03% | +1,038+496.7% | 加碼 |
| State of Wyoming | 1,248 | $27.1 萬 | 0.03% | +1,044+511.8% | 加碼 |
| Waddell & Associates, LLC | 1,273 | $27.7 萬 | 0.02% | +1,273 | 新進 |
| Machina Capital S.A.S. | 1,275 | $27.7 萬 | 0.05% | −1,781−58.3% | 減碼 |
| Caerus Investment Advisors, LLC | 1,297 | $28.2 萬 | 0.09% | +1,297 | 新進 |
| Allspring Global Investments Holdings, LLC | 1,321 | $28.5 萬 | 0.00% | +1,321 | 新進 |
| Skopos Labs, Inc. | 1,316 | $28.8 萬 | 0.01% | +1,316 | 新進 |
| Greenleaf Trust | 1,340 | $29.1 萬 | 0.00% | +1,340 | 新進 |
| CIBC Asset Management Inc | 1,355 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,359 | $29.5 萬 | 0.00% | −15−1.1% | 減碼 |
| TCG Advisory Services, LLC | 1,365 | $29.7 萬 | 0.01% | +1,365 | 新進 |
| Evergreen Capital Management LLC | 1,388 | $30.2 萬 | 0.01% | +120+9.5% | 加碼 |
| SummitTX Capital, L.P. | 1,393 | $30.3 萬 | 0.01% | +1,393 | 新進 |
| Amundi | 1,398 | $30.4 萬 | 0.00% | +1,398 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 1,401 | $30.7 萬 | 0.00% | −1,771−55.8% | 減碼 |
| Altfest L J & Co Inc | 1,423 | $30.9 萬 | 0.03% | +1,423 | 新進 |
| Verdence Capital Advisors LLC | 1,423 | $30.9 萬 | 0.02% | +54+3.9% | 加碼 |
| Parallel Advisors, LLC | 1,427 | $31.0 萬 | 0.01% | +377+35.9% | 加碼 |
| Inscription Capital, LLC | 1,451 | $31.5 萬 | 0.03% | +1,451 | 新進 |
| Sivia Capital Partners, LLC | 1,469 | $31.9 萬 | 0.06% | +1,469 | 新進 |
| Connable Office Inc | 1,470 | $31.9 萬 | 0.03% | 00.0% | 不變 |
| Azzad Asset Management Inc | 1,473 | $32.0 萬 | 0.03% | +1,473 | 新進 |
| Legato Capital Management LLC | 1,485 | $32.3 萬 | 0.03% | +1,485 | 新進 |
| Dempze Nancy E | 1,494 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| AlphaCore Capital LLC | 1,535 | $33.4 萬 | 0.01% | +1,535 | 新進 |
| Franklin Resources Inc | 1,564 | $34.0 萬 | 0.00% | −17−1.1% | 減碼 |
| Baker Avenue Asset Management, LP | 1,621 | $35.2 萬 | 0.01% | +1,621 | 新進 |
| Ballentine Partners, LLC | 1,636 | $35.6 萬 | 0.00% | −296−15.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,645 | $35.7 萬 | 0.01% | −245−13.0% | 減碼 |
| Andina Capital Management, LLC | 1,662 | $36.1 萬 | 0.22% | +62+3.9% | 加碼 |
| Diversify Advisory Services, LLC | 1,728 | $37.0 萬 | 0.01% | +87+5.3% | 加碼 |
| Personal Cfo Solutions, LLC | 1,704 | $37.0 萬 | 0.06% | +804+89.3% | 加碼 |
| Principal Securities, Inc. | 1,708 | $37.1 萬 | 0.01% | +659+62.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,724 | $37.5 萬 | 0.00% | −428−19.9% | 減碼 |
| Securian Asset Management, Inc | 1,732 | $37.6 萬 | 0.01% | −100−5.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,738 | $37.8 萬 | 0.00% | −2,379−57.8% | 減碼 |
| American Century Companies Inc | 1,766 | $38.4 萬 | 0.00% | −18,571−91.3% | 減碼 |
| Fieldview Capital Management, LLC | 1,784 | $38.8 萬 | 0.07% | +1,784 | 新進 |
| Kestra Advisory Services, LLC | 1,792 | $38.9 萬 | 0.00% | +586+48.6% | 加碼 |