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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 1,792 | $38.9 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 1,805 | $39.2 萬 | 0.00% | −17,927−90.9% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,819 | $39.5 萬 | 0.13% | +4+0.2% | 加碼 |
| Amica Mutual Insurance Co | 1,904 | $41.4 萬 | 0.04% | +974+104.7% | 加碼 |
| Portside Wealth Group, LLC | 1,909 | $41.5 萬 | 0.06% | −1,830−48.9% | 減碼 |
| Federated Hermes, Inc. | 1,918 | $41.7 萬 | 0.00% | −267−12.2% | 減碼 |
| Norden Group LLC | 1,922 | $41.8 萬 | 0.04% | −2,454−56.1% | 減碼 |
| Pinebridge Investments LLC | 1,922 | $41.8 萬 | 0.00% | +1,922 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,929 | $41.9 萬 | 0.00% | +239+14.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,975 | $42.9 萬 | 0.03% | +1,975 | 新進 |
| Index Fund Advisors, Inc. | 2,059 | $44.7 萬 | 0.02% | −2−0.1% | 減碼 |
| Krilogy Financial LLC | 2,174 | $45.9 萬 | 0.02% | −136−5.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 2,140 | $46.5 萬 | 0.04% | +411+23.8% | 加碼 |
| Buckingham Strategic Partners | 2,168 | $47.1 萬 | 0.01% | +917+73.3% | 加碼 |
| Pallas Capital Advisors LLC | 2,183 | $47.4 萬 | 0.02% | +2,183 | 新進 |
| AlphaGrep UK Ltd | 2,199 | $47.8 萬 | 0.16% | +2,199 | 新進 |
| Aaron Wealth Advisors | 2,202 | $47.9 萬 | 0.03% | +2,202 | 新進 |
| New York Life Investment Management LLC | 2,209 | $48.0 萬 | 0.00% | +2,209 | 新進 |
| Deutsche Bank AG | 2,210 | $48.0 萬 | 0.00% | −284−11.4% | 減碼 |
| Chicago Partners Investment Group LLC | 2,283 | $48.1 萬 | 0.01% | +1,172+105.5% | 加碼 |
| Brown Advisory Inc | 2,217 | $48.2 萬 | 0.00% | +2,217 | 新進 |
| AdvisorShares Investments LLC | 2,220 | $48.2 萬 | 0.08% | +2,220 | 新進 |
| Alliance Wealth Advisors, LLC | 2,246 | $48.8 萬 | 0.11% | −2,222−49.7% | 減碼 |
| Integrated Quantitative Investments LLC | 2,285 | $49.7 萬 | 0.11% | +2,285 | 新進 |
| CenterBook Partners LP | 2,289 | $49.7 萬 | 0.02% | −2,443−51.6% | 減碼 |
| Commerce Bank | 2,296 | $49.9 萬 | 0.00% | −7,748−77.1% | 減碼 |
| Atria Investments LLC | 2,297 | $49.9 萬 | 0.01% | −439−16.0% | 減碼 |
| RMB Capital Management, LLC | 2,307 | $50.1 萬 | 0.01% | +2,307 | 新進 |
| CSS LLC | 2,320 | $50.4 萬 | 0.03% | +2,320 | 新進 |
| denkapparat Operations GmbH | 2,356 | $51.2 萬 | 0.28% | +1,250+113.0% | 加碼 |
| Planning Alternatives Ltd | 2,358 | $51.2 萬 | 0.06% | −34−1.4% | 減碼 |
| Sanctuary Advisors, LLC | 2,378 | $51.7 萬 | 0.00% | +634+36.4% | 加碼 |
| Blair William & Co | 2,384 | $51.8 萬 | 0.00% | −301−11.2% | 減碼 |
| EntryPoint Capital, LLC | 2,387 | $51.9 萬 | 0.20% | 00.0% | 不變 |
| Gibbs Wealth Management | 2,434 | $52.8 萬 | 0.13% | −728−23.0% | 減碼 |
| Axq Capital, LP | 2,436 | $52.9 萬 | 0.12% | +2,436 | 新進 |
| Quest Partners LLC | 2,458 | $53.4 萬 | 0.03% | −892−26.6% | 減碼 |
| Brevan Howard Capital Management LP | 2,529 | $55.0 萬 | 0.01% | −13,775−84.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,604 | $56.6 萬 | 0.00% | 00.0% | 不變 |
| Syon Capital LLC | 2,704 | $58.8 萬 | 0.03% | +1,677+163.3% | 加碼 |
| Two Sigma Securities, LLC | 2,725 | $59.2 萬 | 0.08% | +1,575+137.0% | 加碼 |
| Toroso Investments, LLC | 2,835 | $61.5 萬 | 0.00% | +373+15.2% | 加碼 |
| Sepio Capital, LP | 2,847 | $61.9 萬 | 0.03% | −1,160−28.9% | 減碼 |
| Mackenzie Financial Corp | 2,860 | $62.2 萬 | 0.00% | −642−18.3% | 減碼 |
| Pacer Advisors, Inc. | 2,884 | $62.7 萬 | 0.00% | −1,746−37.7% | 減碼 |
| Keeler Thomas Management LLC | 2,942 | $63.9 萬 | 0.30% | −1,421−32.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,960 | $64.3 萬 | 0.00% | +1,899+179.0% | 加碼 |
| Bradley Foster & Sargent Inc | 3,021 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 3,028 | $65.8 萬 | 0.00% | −6,347−67.7% | 減碼 |
| Capstone Investment Advisors, LLC | 3,049 | $66.3 萬 | 0.01% | +3,049 | 新進 |
| Voleon Capital Management LP | 3,142 | $68.3 萬 | 0.01% | −15,701−83.3% | 減碼 |
| Kera Capital Partners, Inc. | 3,396 | $68.6 萬 | 0.08% | +3,396 | 新進 |
| Advisory Services Network, LLC | 3,173 | $69.0 萬 | 0.01% | +526+19.9% | 加碼 |
| Callan Family Office, LLC | 3,230 | $70.2 萬 | 0.02% | +2,234+224.3% | 加碼 |
| R Squared Ltd | 3,241 | $70.4 萬 | 0.33% | −324−9.1% | 減碼 |
| HB Wealth Management, LLC | 3,322 | $72.2 萬 | 0.00% | +461+16.1% | 加碼 |
| Marshall Wace, LLP | 3,454 | $75.1 萬 | 0.00% | +3,454 | 新進 |
| Aigen Investment Management, LP | 3,479 | $75.6 萬 | 0.18% | +983+39.4% | 加碼 |
| Daiwa Securities Group Inc. | 3,501 | $76.1 萬 | 0.00% | −8,299−70.3% | 減碼 |
| Mirabella Financial Services LLP | 3,525 | $76.6 萬 | 0.07% | +3,525 | 新進 |
| Oak Thistle LLC | 3,535 | $76.8 萬 | 0.11% | +3,535 | 新進 |
| Victory Capital Management Inc | 3,538 | $76.9 萬 | 0.00% | −5,231−59.7% | 減碼 |
| Johnson Investment Counsel Inc | 3,542 | $77.0 萬 | 0.01% | −856−19.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,661 | $79.5 萬 | 0.01% | −764−17.3% | 減碼 |
| M&T Bank Corp | 3,728 | $81.0 萬 | 0.00% | −3,436−48.0% | 減碼 |
| Xponance, Inc. | 3,739 | $81.3 萬 | 0.01% | −489−11.6% | 減碼 |
| Pictet Asset Management Holding SA | 3,881 | $84.3 萬 | 0.00% | +235+6.4% | 加碼 |
| Park Avenue Securities LLC | 3,922 | $85.2 萬 | 0.01% | +1,227+45.5% | 加碼 |
| CAPROCK Group, Inc. | 3,925 | $85.3 萬 | 0.02% | +3,925 | 新進 |
| Diversify Wealth Management, LLC | 4,168 | $90.0 萬 | 0.04% | +82+2.0% | 加碼 |
| Martin Capital Advisors, LLP | 4,202 | $91.3 萬 | 0.54% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,372 | $95.0 萬 | 0.03% | −214−4.7% | 減碼 |
| Entropy Technologies, LP | 4,435 | $96.4 萬 | 0.05% | +3,000+209.1% | 加碼 |
| Fox Run Management, L.L.C. | 4,471 | $97.2 萬 | 0.15% | +1,130+33.8% | 加碼 |
| Level Four Advisory Services, LLC | 4,602 | $100.0 萬 | 0.03% | −1,036−18.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,657 | $101.2 萬 | 0.02% | −7,480−61.6% | 減碼 |
| Tudor Investment Corp Et Al | 4,710 | $102.4 萬 | 0.01% | −4,319−47.8% | 減碼 |
| Benjamin Edwards Inc | 4,714 | $102.5 萬 | 0.01% | +1,843+64.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 4,727 | $102.7 萬 | 0.01% | −200−4.1% | 減碼 |
| Bank of Montreal | 4,818 | $104.7 萬 | 0.00% | −6,464−57.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,849 | $105.4 萬 | 0.11% | −249−4.9% | 減碼 |
| Bradyco, Inc. | 4,864 | $105.7 萬 | 1.31% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 5,200 | $113.0 萬 | 0.03% | 00.0% | 不變 |
| JustInvest LLC | 5,219 | $113.4 萬 | 0.01% | +1,440+38.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,337 | $116.0 萬 | 0.01% | −116−2.1% | 減碼 |
| KLP Kapitalforvaltning AS | 5,400 | $117.3 萬 | 0.00% | −300−5.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,410 | $117.6 萬 | 0.01% | +680+14.4% | 加碼 |
| State of Michigan Retirement System | 5,600 | $121.7 萬 | 0.01% | −200−3.4% | 減碼 |
| New York State Teachers Retirement System | 5,600 | $121.7 萬 | 0.00% | −300−5.1% | 減碼 |
| Cetera Investment Advisers | 5,864 | $127.4 萬 | 0.00% | −212−3.5% | 減碼 |
| Merit Financial Group, LLC | 5,896 | $128.1 萬 | 0.01% | +2,815+91.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,969 | $129.7 萬 | 0.01% | −309−4.9% | 減碼 |
| Teacher Retirement System of Texas | 6,086 | $132.3 萬 | 0.00% | −21,243−77.7% | 減碼 |
| Incline Global Management LLC | 6,278 | $136.4 萬 | 0.47% | −60,703−90.6% | 減碼 |
| Alberta Investment Management Corp | 6,300 | $136.9 萬 | 0.01% | +6,300 | 新進 |
| Handelsbanken Fonder AB | 6,372 | $138.5 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 6,421 | $139.5 萬 | 0.00% | +2,599+68.0% | 加碼 |
| Comerica Bank | 6,453 | $140.2 萬 | 0.01% | −717−10.0% | 減碼 |
| Ensign Peak Advisors, Inc | 6,475 | $140.7 萬 | 0.00% | +2,830+77.6% | 加碼 |
| Louisiana State Employees Retirement System | 6,600 | $143.4 萬 | 0.02% | −200−2.9% | 減碼 |