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。
2026 年第 1 季 13F 持有人
Morningstar, Inc. 在 2026/3/31 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
- 447
- 較 2025 年第 4 季 −22 家
- 持有股數
- 2,358 萬
- 較 2025 年第 4 季 +200.7 萬 (+9.3%)
- 總市值
- $39.9 億
- 較 2025 年第 4 季 −$7.01 億 (−15.0%)
- 新進機構
- 71
- 另有 168 家加碼
- 清倉機構
- 93
- 另有 171 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,338,218 | $3.95 億 | 0.01% | −24,983−1.1% | 減碼 |
| Morgan Stanley | 1,730,549 | $2.93 億 | 0.02% | −275,776−13.7% | 減碼 |
| Wellington Management Group LLP | 1,662,405 | $2.81 億 | 0.05% | +526,192+46.3% | 加碼 |
| Vanguard Portfolio Management LLC | 1,051,820 | $1.78 億 | 0.01% | +1,051,820 | 新進 |
| Vanguard Capital Management LLC | 989,467 | $1.67 億 | 0.00% | +989,467 | 新進 |
| Two Sigma Investments, LP | 859,459 | $1.45 億 | 0.12% | +477,005+124.7% | 加碼 |
| Bamco Inc | 759,515 | $1.28 億 | 0.39% | −482,279−38.8% | 減碼 |
| State Street Corp | 735,574 | $1.24 億 | 0.00% | −11,333−1.5% | 減碼 |
| Los Angeles Capital Management LLC | 645,384 | $1.09 億 | 0.43% | +645,273+581,327.0% | 加碼 |
| Select Equity Group, L.P. | 637,723 | $1.08 億 | 0.57% | −884,769−58.1% | 減碼 |
| AQR Capital Management LLC | 623,629 | $1.05 億 | 0.05% | −276,668−30.7% | 減碼 |
| Geode Capital Management, LLC | 599,222 | $1.01 億 | 0.01% | +2,240+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 517,769 | $8,751 萬 | 0.02% | +45,798+9.7% | 加碼 |
| Renaissance Technologies LLC | 448,870 | $7,588 萬 | 0.12% | +125,100+38.6% | 加碼 |
| JPMorgan Chase & Co | 430,056 | $7,082 萬 | 0.00% | +64,496+17.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 394,931 | $6,676 萬 | 0.04% | +109,833+38.5% | 加碼 |
| Jane Street Group, LLC | 333,861 | $5,644 萬 | 0.06% | −90,410−21.3% | 減碼 |
| Millennium Management LLC | 323,006 | $5,460 萬 | 0.04% | −20,827−6.1% | 減碼 |
| Invesco Ltd. | 285,130 | $4,820 萬 | 0.00% | +13,131+4.8% | 加碼 |
| Massachusetts Financial Services Co | 254,739 | $4,285 萬 | 0.01% | −106,948−29.6% | 減碼 |
| Charles Schwab Investment Management Inc | 213,823 | $3,615 萬 | 0.01% | +23,898+12.6% | 加碼 |
| Goldman Sachs Group Inc | 210,402 | $3,557 萬 | 0.00% | +96,580+84.9% | 加碼 |
| SEI Investments Co | 189,302 | $3,200 萬 | 0.03% | +130,035+219.4% | 加碼 |
| Quantinno Capital Management LP | 186,946 | $3,160 萬 | 0.05% | −1,818−1.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,048 | $3,145 萬 | 0.04% | +159,204+593.1% | 加碼 |
| Bank of America Corp | 183,575 | $3,103 萬 | 0.00% | +19,264+11.7% | 加碼 |
| Voloridge Investment Management, LLC | 177,872 | $3,007 萬 | 0.12% | −48,733−21.5% | 減碼 |
| Confluence Investment Management LLC | 177,568 | $3,002 萬 | 0.47% | +106,535+150.0% | 加碼 |
| Northern Trust Corp | 175,942 | $2,974 萬 | 0.00% | −668−0.4% | 減碼 |
| Bank of New York Mellon Corp | 175,006 | $2,958 萬 | 0.01% | +5,049+3.0% | 加碼 |
| Royce & Associates LP | 174,275 | $2,946 萬 | 0.29% | +31,264+21.9% | 加碼 |
| Point72 Asset Management, L.P. | 170,909 | $2,889 萬 | 0.05% | +24,992+17.1% | 加碼 |
| Gotham Asset Management, LLC | 169,630 | $2,868 萬 | 0.09% | +69,347+69.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 163,479 | $2,764 萬 | 0.08% | −24,452−13.0% | 減碼 |
| Ameriprise Financial Inc | 156,711 | $2,649 萬 | 0.01% | +136,930+692.2% | 加碼 |
| M&G Plc | 149,783 | $2,531 萬 | 0.13% | −6,464−4.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 142,845 | $2,415 萬 | 0.01% | +142,845 | 新進 |
| Qube Research & Technologies Ltd | 139,894 | $2,365 萬 | 0.03% | −102,394−42.3% | 減碼 |
| Copeland Capital Management, LLC | 135,215 | $2,286 萬 | 0.51% | +29,933+28.4% | 加碼 |
| Colony Group, LLC | 134,871 | $2,282 萬 | 0.03% | −2,033−1.5% | 減碼 |
| Kensico Capital Management Corp | 135,000 | $2,282 萬 | 0.47% | +135,000 | 新進 |
| American Capital Management Inc | 108,340 | $1,831 萬 | 0.98% | −4,724−4.2% | 減碼 |
| Envestnet Asset Management Inc | 106,787 | $1,805 萬 | 0.00% | +20,814+24.2% | 加碼 |
| FMR LLC | 106,705 | $1,804 萬 | 0.00% | −42,314−28.4% | 減碼 |
| DF Dent & Co Inc | 102,371 | $1,731 萬 | 0.33% | −43,220−29.7% | 減碼 |
| Nomura Asset Management International Inc. | 91,290 | $1,543 萬 | 0.03% | +91,290 | 新進 |
| Janus Henderson Group PLC | 89,885 | $1,520 萬 | 0.01% | +32,296+56.1% | 加碼 |
| Crawford Fund Management, LLC | 89,200 | $1,508 萬 | 4.92% | +68,900+339.4% | 加碼 |
| Incline Global Management LLC | 88,354 | $1,494 萬 | 5.87% | +82,076+1,307.4% | 加碼 |
| Schroder Investment Management Group | 84,286 | $1,388 萬 | 0.01% | −66,586−44.1% | 減碼 |
| Congress Asset Management Co | 77,405 | $1,309 萬 | 0.09% | +2,864+3.8% | 加碼 |
| Principal Financial Group Inc | 77,073 | $1,303 萬 | 0.01% | −10,998−12.5% | 減碼 |
| Chicago Capital, LLC | 74,162 | $1,254 萬 | 0.34% | +5,121+7.4% | 加碼 |
| Nordea Investment Management AB | 73,169 | $1,227 萬 | 0.01% | −3,355−4.4% | 減碼 |
| Prudential Financial Inc | 65,498 | $1,200 萬 | 0.01% | +23,334+55.3% | 加碼 |
| UBS Group AG | 69,942 | $1,182 萬 | 0.00% | −225,405−76.3% | 減碼 |
| UBS Asset Management Americas Inc | 69,226 | $1,170 萬 | 0.00% | +194+0.3% | 加碼 |
| Capital Fund Management S.A. | 67,205 | $1,136 萬 | 0.10% | +5,996+9.8% | 加碼 |
| Stifel Financial Corp | 63,101 | $1,067 萬 | 0.01% | +49,618+368.0% | 加碼 |
| Barlow Wealth Partners, Inc. | 57,720 | $1,064 萬 | 1.18% | +2,187+3.9% | 加碼 |
| Rhumbline Advisers | 62,693 | $1,060 萬 | 0.01% | −536−0.8% | 減碼 |
| Nuveen, LLC | 60,776 | $1,027 萬 | 0.00% | −10,311−14.5% | 減碼 |
| Raymond James Financial Inc | 57,363 | $969.7 萬 | 0.00% | +26,585+86.4% | 加碼 |
| Meeder Asset Management Inc | 55,614 | $940.2 萬 | 0.54% | −2,083−3.6% | 減碼 |
| Canada Pension Plan Investment Board | 52,100 | $880.8 萬 | 0.01% | +33,200+175.7% | 加碼 |
| Loomis Sayles & Co L P | 48,981 | $828.0 萬 | 0.01% | +41,350+541.9% | 加碼 |
| Algert Global LLC | 48,957 | $827.6 萬 | 0.12% | 00.0% | 不變 |
| Swiss National Bank | 48,800 | $825.0 萬 | 0.00% | −1,200−2.4% | 減碼 |
| SG Americas Securities, LLC | 46,937 | $793.5 萬 | 0.01% | +31,847+211.0% | 加碼 |
| Thrivent Financial for Lutherans | 45,628 | $771.3 萬 | 0.01% | +10,443+29.7% | 加碼 |
| HRT Financial LP | 43,508 | $735.5 萬 | 0.02% | −85,448−66.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 42,179 | $713.0 萬 | 0.00% | +22,418+113.4% | 加碼 |
| River Road Asset Management, LLC | 42,084 | $711.4 萬 | 0.08% | +42,084 | 新進 |
| Tudor Investment Corp Et Al | 40,000 | $676.2 萬 | 0.04% | +35,290+749.3% | 加碼 |
| Alliancebernstein L.P. | 30,966 | $672.9 萬 | 0.00% | +4,750+18.1% | 加碼 |
| American Century Companies Inc | 36,642 | $619.4 萬 | 0.00% | +34,876+1,974.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 35,752 | $604.4 萬 | 0.02% | +7,627+27.1% | 加碼 |
| Benjamin Edwards Inc | 34,706 | $586.7 萬 | 0.06% | +29,992+636.2% | 加碼 |
| Panagora Asset Management Inc | 34,615 | $585.2 萬 | 0.02% | −4,194−10.8% | 減碼 |
| Creative Planning | 34,401 | $581.5 萬 | 0.00% | +4,823+16.3% | 加碼 |
| California Public Employees Retirement System | 33,381 | $564.3 萬 | 0.00% | −2,088−5.9% | 減碼 |
| Legal & General Group Plc | 32,696 | $552.7 萬 | 0.00% | −6,397−16.4% | 減碼 |
| California State Teachers Retirement System | 29,423 | $497.4 萬 | 0.01% | +4,016+15.8% | 加碼 |
| Trexquant Investment LP | 29,267 | $494.8 萬 | 0.04% | +8,944+44.0% | 加碼 |
| Ieq Capital, LLC | 29,135 | $492.5 萬 | 0.02% | −22,472−43.5% | 減碼 |
| Retirement Systems of Alabama | 28,146 | $475.8 萬 | 0.02% | −483−1.7% | 減碼 |
| Bank of Nova Scotia | 28,000 | $473.3 萬 | 0.01% | −6,200−18.1% | 減碼 |
| Barclays PLC | 27,950 | $472.5 萬 | 0.00% | +4,698+20.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 27,428 | $465.5 萬 | 0.01% | +26,107+1,976.3% | 加碼 |
| Allianz Asset Management GmbH | 27,104 | $458.2 萬 | 0.01% | +10,511+63.3% | 加碼 |
| Nicholas Company, Inc. | 26,185 | $442.7 萬 | 0.09% | −130−0.5% | 減碼 |
| Susquehanna International Group, LLP | 26,161 | $442.3 萬 | 0.01% | −22,105−45.8% | 減碼 |
| Holocene Advisors, LP | 25,983 | $439.2 萬 | 0.01% | +25,983 | 新進 |
| First Trust Advisors LP | 25,731 | $435.0 萬 | 0.00% | −38,444−59.9% | 減碼 |
| Caxton Associates LLP | 24,977 | $422.2 萬 | 0.10% | +24,977 | 新進 |
| Citadel Advisors LLC | 23,650 | $399.8 萬 | 0.00% | +23,650 | 新進 |
| Price T Rowe Associates Inc | 23,229 | $392.8 萬 | 0.00% | +1,452+6.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 22,680 | $383.4 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 22,613 | $382.3 萬 | 0.01% | +4,800+26.9% | 加碼 |
| Royal Bank of Canada | 22,471 | $379.7 萬 | 0.00% | +13,724+156.9% | 加碼 |