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 |
|---|---|---|---|---|---|
| Cooper Investors Pty Ltd | 31,887 | $692.9 萬 | 2.30% | +902+2.9% | 加碼 |
| Bank of Nova Scotia | 34,200 | $743.2 萬 | 0.01% | +29,600+643.5% | 加碼 |
| Squarepoint Ops LLC | 34,267 | $744.7 萬 | 0.02% | −12,968−27.5% | 減碼 |
| Thrivent Financial for Lutherans | 35,185 | $762.9 萬 | 0.01% | +22,459+176.5% | 加碼 |
| Ci Investments Inc. | 35,128 | $763.4 萬 | 0.03% | −10,400−22.8% | 減碼 |
| California Public Employees Retirement System | 35,469 | $770.8 萬 | 0.00% | +908+2.6% | 加碼 |
| Verition Fund Management LLC | 37,343 | $811.5 萬 | 0.04% | +17,459+87.8% | 加碼 |
| Panagora Asset Management Inc | 38,809 | $843.4 萬 | 0.03% | −19,278−33.2% | 減碼 |
| Legal & General Group Plc | 39,093 | $849.5 萬 | 0.00% | −7,596−16.3% | 減碼 |
| Prudential Financial Inc | 42,164 | $919.2 萬 | 0.01% | −5,936−12.3% | 減碼 |
| Sone Capital Management, LLC | 43,658 | $948.7 萬 | 0.77% | +4,432+11.3% | 加碼 |
| Susquehanna International Group, LLP | 48,266 | $1,049 萬 | 0.01% | +4,589+10.5% | 加碼 |
| Algert Global LLC | 48,957 | $1,064 萬 | 0.17% | −1,082−2.2% | 減碼 |
| Swiss National Bank | 50,000 | $1,087 萬 | 0.01% | −3,300−6.2% | 減碼 |
| Jump Financial, LLC | 50,467 | $1,097 萬 | 0.14% | +17,199+51.7% | 加碼 |
| Ieq Capital, LLC | 51,607 | $1,121 萬 | 0.03% | +44,938+673.8% | 加碼 |
| Barlow Wealth Partners, Inc. | 55,533 | $1,204 萬 | 1.30% | −1,942−3.4% | 減碼 |
| Premier Fund Managers Ltd | 56,272 | $1,226 萬 | 0.71% | −34,320−37.9% | 減碼 |
| Janus Henderson Group PLC | 57,589 | $1,251 萬 | 0.01% | +13,060+29.3% | 加碼 |
| Meeder Asset Management Inc | 57,697 | $1,254 萬 | 0.68% | +1,901+3.4% | 加碼 |
| SEI Investments Co | 59,267 | $1,288 萬 | 0.01% | −23,664−28.5% | 減碼 |
| Capital Fund Management S.A. | 61,209 | $1,330 萬 | 0.13% | +30,498+99.3% | 加碼 |
| Rhumbline Advisers | 63,229 | $1,374 萬 | 0.01% | −2,025−3.1% | 減碼 |
| First Trust Advisors LP | 64,175 | $1,395 萬 | 0.01% | +54,785+583.4% | 加碼 |
| UBS Asset Management Americas Inc | 69,032 | $1,500 萬 | 0.00% | −5,719−7.7% | 減碼 |
| Chicago Capital, LLC | 69,041 | $1,500 萬 | 0.37% | −1,001−1.4% | 減碼 |
| Confluence Investment Management LLC | 71,033 | $1,544 萬 | 0.23% | +10,794+17.9% | 加碼 |
| Nuveen, LLC | 71,087 | $1,545 萬 | 0.00% | −42,206−37.3% | 減碼 |
| Congress Asset Management Co | 74,541 | $1,620 萬 | 0.11% | +8,424+12.7% | 加碼 |
| Nordea Investment Management AB | 76,524 | $1,667 萬 | 0.01% | −11,584−13.1% | 減碼 |
| Engineers Gate Manager LP | 78,179 | $1,699 萬 | 0.20% | +20,660+35.9% | 加碼 |
| Envestnet Asset Management Inc | 85,973 | $1,868 萬 | 0.01% | −24,912−22.5% | 減碼 |
| Principal Financial Group Inc | 88,071 | $1,914 萬 | 0.01% | −3,084−3.4% | 減碼 |
| Gotham Asset Management, LLC | 100,283 | $2,179 萬 | 0.08% | +76,097+314.6% | 加碼 |
| Copeland Capital Management, LLC | 105,282 | $2,288 萬 | 0.51% | +17,378+19.8% | 加碼 |
| American Capital Management Inc | 113,064 | $2,457 萬 | 1.08% | +13,867+14.0% | 加碼 |
| Goldman Sachs Group Inc | 113,822 | $2,473 萬 | 0.00% | +15,366+15.6% | 加碼 |
| HRT Financial LP | 128,956 | $2,802 萬 | 0.09% | +30,682+31.2% | 加碼 |
| Colony Group, LLC | 136,904 | $2,975 萬 | 0.03% | +8,049+6.2% | 加碼 |
| Royce & Associates LP | 143,011 | $3,108 萬 | 0.32% | +3,635+2.6% | 加碼 |
| DF Dent & Co Inc | 145,591 | $3,164 萬 | 0.46% | −53,994−27.1% | 減碼 |
| Point72 Asset Management, L.P. | 145,917 | $3,171 萬 | 0.05% | +94,996+186.6% | 加碼 |
| FMR LLC | 149,019 | $3,238 萬 | 0.00% | −44,424−23.0% | 減碼 |
| Schroder Investment Management Group | 150,872 | $3,289 萬 | 0.02% | −17,369−10.3% | 減碼 |
| M&G Plc | 156,247 | $3,391 萬 | 0.17% | +1,113+0.7% | 加碼 |
| Bank of America Corp | 164,311 | $3,571 萬 | 0.00% | +4,727+3.0% | 加碼 |
| Bank of New York Mellon Corp | 169,957 | $3,693 萬 | 0.01% | −13,695−7.5% | 減碼 |
| Northern Trust Corp | 176,610 | $3,838 萬 | 0.00% | −15,371−8.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 187,931 | $4,084 萬 | 0.11% | −577,532−75.4% | 減碼 |
| Quantinno Capital Management LP | 188,764 | $4,102 萬 | 0.08% | +134,195+245.9% | 加碼 |
| Charles Schwab Investment Management Inc | 189,925 | $4,127 萬 | 0.01% | +8,486+4.7% | 加碼 |
| Voloridge Investment Management, LLC | 226,605 | $4,924 萬 | 0.17% | +39,477+21.1% | 加碼 |
| Qube Research & Technologies Ltd | 242,288 | $5,265 萬 | 0.08% | +41,847+20.9% | 加碼 |
| Invesco Ltd. | 271,999 | $5,911 萬 | 0.01% | −24,303−8.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 285,098 | $6,195 萬 | 0.04% | −5,523−1.9% | 減碼 |
| Norges Bank | 286,994 | $6,237 萬 | 0.01% | +286,994 | 新進 |
| UBS Group AG | 295,347 | $6,418 萬 | 0.01% | +138,605+88.4% | 加碼 |
| Renaissance Technologies LLC | 323,770 | $7,036 萬 | 0.11% | −137,000−29.7% | 減碼 |
| Wasatch Advisors Inc | 336,065 | $7,303 萬 | 0.43% | −35,818−9.6% | 減碼 |
| Millennium Management LLC | 343,833 | $7,472 萬 | 0.05% | +45,092+15.1% | 加碼 |
| Two Sigma Advisers, LP | 354,200 | $7,697 萬 | 0.15% | +193,400+120.3% | 加碼 |
| Massachusetts Financial Services Co | 361,687 | $7,860 萬 | 0.03% | −89,555−19.8% | 減碼 |
| JPMorgan Chase & Co | 365,560 | $7,944 萬 | 0.01% | +47,082+14.8% | 加碼 |
| Two Sigma Investments, LP | 382,454 | $8,311 萬 | 0.12% | +96,279+33.6% | 加碼 |
| Jane Street Group, LLC | 424,271 | $9,220 萬 | 0.11% | +299,672+240.5% | 加碼 |
| Dimensional Fund Advisors LP | 471,971 | $1.03 億 | 0.02% | +51,844+12.3% | 加碼 |
| Geode Capital Management, LLC | 596,982 | $1.30 億 | 0.01% | −18,813−3.1% | 減碼 |
| State Street Corp | 746,907 | $1.62 億 | 0.01% | −16,316−2.1% | 減碼 |
| AQR Capital Management LLC | 900,297 | $1.96 億 | 0.10% | +292,053+48.0% | 加碼 |
| Wellington Management Group LLP | 1,136,213 | $2.47 億 | 0.04% | +523,387+85.4% | 加碼 |
| Bamco Inc | 1,241,794 | $2.70 億 | 0.73% | −172,511−12.2% | 減碼 |
| Select Equity Group, L.P. | 1,522,492 | $3.31 億 | 1.54% | −581,210−27.6% | 減碼 |
| Morgan Stanley | 2,006,325 | $4.36 億 | 0.03% | +47,360+2.4% | 加碼 |
| BlackRock, Inc. | 2,363,201 | $5.14 億 | 0.01% | −31,627−1.3% | 減碼 |
| Vanguard Group Inc | 2,374,364 | $5.16 億 | 0.01% | −235,971−9.0% | 減碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −84,318−100.0% | 清倉 |
| Parnassus Investments | 0 | $0 | 0.00% | −42,488−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −34,241−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −28,188−100.0% | 清倉 |
| Touchstone Capital, Inc. | 0 | $0 | 0.00% | −26,228−100.0% | 清倉 |
| Sea Cliff Partners Management, LP | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −22,767−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,747−100.0% | 清倉 |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −20,084−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −16,800−100.0% | 清倉 |
| Gallo Partners, LP | 0 | $0 | 0.00% | −13,326−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,300−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,835−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,383−100.0% | 清倉 |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −6,648−100.0% | 清倉 |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −5,920−100.0% | 清倉 |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −4,766−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,621−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,557−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −3,863−100.0% | 清倉 |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −3,750−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −3,683−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,639−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,601−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −3,140−100.0% | 清倉 |