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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 18,268 | $397.0 萬 | 0.01% | −1,167−6.0% | 減碼 |
| Advisor Group Holdings, Inc. | 17,813 | $387.1 萬 | 0.01% | −1,094−5.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 17,784 | $386.5 萬 | 0.00% | −752−4.1% | 減碼 |
| Berkeley, Inc | 17,382 | $377.7 萬 | 1.20% | +17,382 | 新進 |
| Mariner, LLC | 16,979 | $369.0 萬 | 0.00% | +10,222+151.3% | 加碼 |
| State of Alaska, Department of Revenue | 16,948 | $368.2 萬 | 0.04% | −300−1.7% | 減碼 |
| Cerity Partners LLC | 16,678 | $362.4 萬 | 0.01% | +9,524+133.1% | 加碼 |
| Allianz Asset Management GmbH | 16,593 | $360.6 萬 | 0.00% | −157−0.9% | 減碼 |
| MidFirst Bank | 15,647 | $340.0 萬 | 0.27% | +15,647 | 新進 |
| Jain Global LLC | 15,612 | $339.3 萬 | 0.03% | −1,617−9.4% | 減碼 |
| SG Americas Securities, LLC | 15,090 | $327.9 萬 | 0.00% | +11,868+368.3% | 加碼 |
| Vident Advisory, LLC | 14,429 | $313.6 萬 | 0.03% | +627+4.5% | 加碼 |
| New Age Alpha Advisors, LLC | 14,056 | $305.5 萬 | 0.13% | +8,398+148.4% | 加碼 |
| Kornitzer Capital Management Inc | 13,827 | $300.5 萬 | 0.06% | −9,449−40.6% | 減碼 |
| Natixis Advisors, L.P. | 13,711 | $298.0 萬 | 0.00% | +13,711 | 新進 |
| Stifel Financial Corp | 13,483 | $293.0 萬 | 0.00% | −1,362−9.2% | 減碼 |
| MML Investors Services, LLC | 13,251 | $288.0 萬 | 0.01% | +5,047+61.5% | 加碼 |
| Cardinal Capital Management | 13,043 | $283.4 萬 | 0.38% | −859−6.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,035 | $283.3 萬 | 0.01% | −4,648−26.3% | 減碼 |
| HighTower Advisors, LLC | 12,914 | $280.6 萬 | 0.00% | −830−6.0% | 減碼 |
| Southeast Asset Advisors Inc. | 12,841 | $279.0 萬 | 0.26% | −54−0.4% | 減碼 |
| CWM, LLC | 12,816 | $278.5 萬 | 0.01% | +1,938+17.8% | 加碼 |
| New York State Common Retirement Fund | 12,641 | $274.7 萬 | 0.00% | 00.0% | 不變 |
| Henshaw Capital LLC | 12,510 | $271.9 萬 | 0.10% | +27+0.2% | 加碼 |
| Headlands Technologies LLC | 12,403 | $269.5 萬 | 0.22% | −6,476−34.3% | 減碼 |
| Citigroup Inc | 12,386 | $269.2 萬 | 0.00% | −13,051−51.3% | 減碼 |
| MetLife Investment Management | 12,376 | $268.9 萬 | 0.01% | −922−6.9% | 減碼 |
| Quantbot Technologies LP | 12,174 | $264.6 萬 | 0.09% | +6,545+116.3% | 加碼 |
| Lazard Asset Management LLC | 11,917 | $259.0 萬 | 0.00% | −53,900−81.9% | 減碼 |
| Fluent Financial, LLC | 11,691 | $254.1 萬 | 0.97% | +11,691 | 新進 |
| Numerai GP LLC | 11,688 | $254.0 萬 | 0.31% | +8,241+239.1% | 加碼 |
| Voya Investment Management LLC | 11,686 | $253.9 萬 | 0.00% | −279−2.3% | 減碼 |
| Captrust Financial Advisors | 11,545 | $250.9 萬 | 0.00% | −55,067−82.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 11,200 | $241.5 萬 | 0.00% | +5,759+105.8% | 加碼 |
| Redwood Investment Management, LLC | 11,047 | $240.1 萬 | 0.27% | +11,047 | 新進 |
| Amalgamated Bank | 11,015 | $239.4 萬 | 0.02% | −720−6.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,712 | $232.8 萬 | 0.01% | −13,533−55.8% | 減碼 |
| Motley Fool Asset Management LLC | 10,339 | $224.7 萬 | 0.09% | −8,216−44.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 10,278 | $223.4 萬 | 0.01% | +2,055+25.0% | 加碼 |
| LPL Financial LLC | 10,184 | $221.3 萬 | 0.00% | +1,474+16.9% | 加碼 |
| Dark Forest Capital Management LP | 10,071 | $218.9 萬 | 0.10% | −15,186−60.1% | 減碼 |
| Mercer Global Advisors Inc | 10,061 | $218.6 萬 | 0.00% | +6,084+153.0% | 加碼 |
| Mutual of America Capital Management LLC | 9,928 | $215.7 萬 | 0.02% | −1,370−12.1% | 減碼 |
| HSBC Holdings PLC | 9,920 | $215.5 萬 | 0.00% | −17,774−64.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 9,764 | $212.2 萬 | 0.02% | −567−5.5% | 減碼 |
| YHB Investment Advisors, Inc. | 9,682 | $210.4 萬 | 0.15% | −1,532−13.7% | 減碼 |
| Aurora Investment Counsel | 9,596 | $208.5 萬 | 1.10% | +5,786+151.9% | 加碼 |
| Man Group plc | 9,536 | $207.2 萬 | 0.00% | −1,287−11.9% | 減碼 |
| Treasurer of the State of North Carolina | 9,475 | $205.9 萬 | 0.01% | −952−9.1% | 減碼 |
| State of Tennessee, Treasury Department | 10,031 | $202.7 萬 | 0.01% | −429−4.1% | 減碼 |
| State of Wisconsin Investment Board | 8,907 | $193.6 萬 | 0.00% | +1,334+17.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,764 | $190.8 萬 | 0.00% | +1,901+27.7% | 加碼 |
| Dearborn Partners LLC | 8,755 | $190.3 萬 | 0.10% | −789−8.3% | 減碼 |
| Royal Bank of Canada | 8,747 | $190.0 萬 | 0.00% | −25,720−74.6% | 減碼 |
| Summit Trail Advisors, LLC | 8,519 | $185.1 萬 | 0.03% | +4,548+114.5% | 加碼 |
| Jefferies Financial Group Inc. | 8,499 | $184.7 萬 | 0.02% | +5,992+239.0% | 加碼 |
| Russell Investments Group, Ltd. | 8,453 | $183.7 萬 | 0.00% | −3,613−29.9% | 減碼 |
| Occudo Quantitative Strategies LP | 8,227 | $178.8 萬 | 0.12% | +6,684+433.2% | 加碼 |
| Ceera Investments, LLC | 8,101 | $176.0 萬 | 0.68% | −835−9.3% | 減碼 |
| US Bancorp | 7,969 | $173.2 萬 | 0.00% | +187+2.4% | 加碼 |
| Truist Financial Corp | 7,907 | $171.8 萬 | 0.00% | +2,561+47.9% | 加碼 |
| OP Asset Management Ltd | 7,828 | $170.1 萬 | 0.02% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $168.9 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 7,726 | $167.9 萬 | 0.01% | −369−4.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,674 | $166.8 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 7,631 | $165.8 萬 | 0.00% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 7,631 | $165.8 萬 | 0.01% | +7,631 | 新進 |
| Redmond Asset Management, LLC | 7,555 | $164.2 萬 | 0.42% | +27+0.4% | 加碼 |
| Bright Rock Capital Management, LLC | 7,500 | $163.0 萬 | 0.32% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 7,304 | $158.7 萬 | 0.02% | −1,694−18.8% | 減碼 |
| Kensington Investment Counsel, LLC | 7,100 | $154.3 萬 | 0.63% | −2,474−25.8% | 減碼 |
| Arizona State Retirement System | 7,090 | $154.1 萬 | 0.01% | −1,026−12.6% | 減碼 |
| Empire Life Investments Inc. | 7,061 | $153.4 萬 | 0.09% | +18+0.3% | 加碼 |
| Yousif Capital Management, LLC | 7,350 | $152.1 萬 | 0.02% | −301−3.9% | 減碼 |
| Public Employees Retirement System of Ohio | 6,957 | $151.2 萬 | 0.00% | −421−5.7% | 減碼 |
| Louisiana State Employees Retirement System | 6,600 | $143.4 萬 | 0.02% | −200−2.9% | 減碼 |
| Ensign Peak Advisors, Inc | 6,475 | $140.7 萬 | 0.00% | +2,830+77.6% | 加碼 |
| Comerica Bank | 6,453 | $140.2 萬 | 0.01% | −717−10.0% | 減碼 |
| Bessemer Group Inc | 6,421 | $139.5 萬 | 0.00% | +2,599+68.0% | 加碼 |
| Handelsbanken Fonder AB | 6,372 | $138.5 萬 | 0.00% | 00.0% | 不變 |
| Alberta Investment Management Corp | 6,300 | $136.9 萬 | 0.01% | +6,300 | 新進 |
| Incline Global Management LLC | 6,278 | $136.4 萬 | 0.47% | −60,703−90.6% | 減碼 |
| Teacher Retirement System of Texas | 6,086 | $132.3 萬 | 0.00% | −21,243−77.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,969 | $129.7 萬 | 0.01% | −309−4.9% | 減碼 |
| Merit Financial Group, LLC | 5,896 | $128.1 萬 | 0.01% | +2,815+91.4% | 加碼 |
| Cetera Investment Advisers | 5,864 | $127.4 萬 | 0.00% | −212−3.5% | 減碼 |
| New York State Teachers Retirement System | 5,600 | $121.7 萬 | 0.00% | −300−5.1% | 減碼 |
| State of Michigan Retirement System | 5,600 | $121.7 萬 | 0.01% | −200−3.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,410 | $117.6 萬 | 0.01% | +680+14.4% | 加碼 |
| KLP Kapitalforvaltning AS | 5,400 | $117.3 萬 | 0.00% | −300−5.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,337 | $116.0 萬 | 0.01% | −116−2.1% | 減碼 |
| JustInvest LLC | 5,219 | $113.4 萬 | 0.01% | +1,440+38.1% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $113.0 萬 | 0.03% | 00.0% | 不變 |
| Bradyco, Inc. | 4,864 | $105.7 萬 | 1.31% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 4,849 | $105.4 萬 | 0.11% | −249−4.9% | 減碼 |
| Bank of Montreal | 4,818 | $104.7 萬 | 0.00% | −6,464−57.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,727 | $102.7 萬 | 0.01% | −200−4.1% | 減碼 |
| Benjamin Edwards Inc | 4,714 | $102.5 萬 | 0.01% | +1,843+64.2% | 加碼 |
| Tudor Investment Corp Et Al | 4,710 | $102.4 萬 | 0.01% | −4,319−47.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,657 | $101.2 萬 | 0.02% | −7,480−61.6% | 減碼 |