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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 季與 2025 年第 4 季比較

持有 Morningstar, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

MORN 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數4756447−22
股數2,424 萬267.0 萬2,358 萬+200.7 萬 (+9.3%)
市值$52.7 億$5.80 億$39.9 億−$7.01 億 (−15.0%)

6 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（71 家）

2026 年第 1 季季末持有 Morningstar, Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 MORN 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC1,051,820$1.78 億0.01%
Vanguard Capital Management LLC989,467$1.67 億0.00%
Vanguard Fiduciary Trust Co142,845$2,415 萬0.01%
Kensico Capital Management Corp135,000$2,282 萬0.47%
Nomura Asset Management International Inc.91,290$1,543 萬0.03%
River Road Asset Management, LLC42,084$711.4 萬0.08%
Holocene Advisors, LP25,983$439.2 萬0.01%
Caxton Associates LLP24,977$422.2 萬0.10%
Citadel Advisors LLC23,650$399.8 萬0.00%
Warren Averett Asset Management, LLC21,153$357.6 萬0.03%
Walleye Capital LLC20,166$340.9 萬0.02%
Vanguard Asset Management, Ltd17,997$304.2 萬0.00%
ING Groep NV16,613$280.8 萬0.02%
1832 Asset Management L.P.15,900$268.8 萬0.00%
Lecap Asset Management Ltd9,626$162.7 萬0.61%
Vanguard Global Advisers, LLC9,184$155.3 萬0.00%
Twinbeech Capital LP7,350$124.3 萬0.13%
Hillsdale Investment Management Inc.6,810$115.1 萬0.03%
Exencial Wealth Advisors, LLC6,736$113.9 萬0.04%
Virginia Retirement Systems Et Al6,400$108.2 萬0.01%
Vanguard Investments Australia, Ltd.6,388$108.0 萬0.00%
Hunter Perkins Capital Management, LLC6,097$103.1 萬0.24%
Wedbush Securities Inc5,875$99.3 萬0.03%
Magnetar Financial LLC4,621$78.1 萬0.01%
RV Capital GmbH3,700$65.4 萬0.17%
Gsa Capital Partners LLP3,576$60.5 萬0.04%
Inceptionr LLC3,070$51.9 萬0.12%
LSV Asset Management2,800$47.3 萬0.00%
Capula Management Ltd2,760$46.7 萬0.00%
Boothbay Fund Management, LLC2,571$43.5 萬0.01%
GHP Investment Advisors, Inc.2,486$42.0 萬0.02%
DRW Securities, LLC2,475$41.8 萬0.02%
Janney Montgomery Scott LLC2,236$37.8 萬0.00%
ExodusPoint Capital Management, LP2,118$35.8 萬0.00%
Quadrature Capital Ltd1,924$32.5 萬0.00%
Everence Capital Management Inc1,903$32.2 萬0.02%
Calamos Advisors LLC1,881$31.8 萬0.00%
Calamos Wealth Management LLC1,881$31.8 萬0.01%
Campbell & CO Investment Adviser LLC1,810$30.6 萬0.02%
Brighton Jones LLC1,793$30.3 萬0.01%
Blackstone Group Inc.1,766$29.9 萬0.00%
Centiva Capital, LP1,624$27.5 萬0.01%
Caisse de Depot Et Placement du Quebec1,600$27.0 萬0.00%
RSM US Wealth Management LLC1,554$26.3 萬0.00%
Frec Markets, Inc.1,389$23.5 萬0.04%
Crossmark Global Holdings, Inc.1,385$23.4 萬0.00%
Prelude Capital Management, LLC1,383$23.4 萬0.02%
DnB Asset Management AS1,327$22.4 萬0.00%
Armistice Capital, LLC1,327$22.4 萬0.01%
CIBC Bancorp USA Inc.1,317$22.3 萬0.00%
Baird Financial Group, Inc.1,313$22.2 萬0.00%
Abel Hall, LLC1,233$20.8 萬0.04%
Oppenheimer & Co Inc1,219$20.6 萬0.00%
TD Waterhouse Canada Inc.800$13.6 萬0.00%
Globeflex Capital L P780$13.2 萬0.02%
Cassaday & Co Wealth Management LLC155$2.62 萬0.00%
Salomon & Ludwin, LLC94$1.63 萬0.00%
Owl Creek Wealth Partners LLC95$1.61 萬0.01%
High Note Wealth, LLC25$4,2260.00%
Bare Financial Services, Inc20$3,3810.00%
Whipplewood Advisors, LLC18$3,0430.00%
Estabrook Capital Management12$2,0290.00%
Burk Holdings LLC5$8450.00%
Fortitude Family Office, LLC4$6760.00%
Spire Wealth Management4$6170.00%
Twin Peaks Wealth Advisors, LLC3$5070.00%
Highline Wealth Partners LLC3$5070.00%
SHP Wealth Management2$3380.00%
Cromwell Holdings LLC2$3380.00%
Raffa Wealth Management, LLC1$1690.00%
Curio Wealth, LLC1$1690.00%

清倉機構（93 家）

2025 年第 4 季季末持有 Morningstar, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 MORN 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Two Sigma Advisers, LP354,200$7,697 萬
Wasatch Advisors Inc336,065$7,303 萬
Premier Fund Managers Ltd56,272$1,226 萬
Sone Capital Management, LLC43,658$948.7 萬
Verition Fund Management LLC37,343$811.5 萬
Squarepoint Ops LLC34,267$744.7 萬
Cooper Investors Pty Ltd31,887$692.9 萬
Winton Group Ltd30,067$653.4 萬
Segall Bryant & Hamill, LLC23,846$518.2 萬
Jain Global LLC15,612$339.3 萬
Redwood Investment Management, LLC11,047$240.1 萬
Dark Forest Capital Management LP10,071$218.9 萬
Oppenheimer Asset Management Inc.7,304$158.7 萬
Kensington Investment Counsel, LLC7,100$154.3 萬
Alberta Investment Management Corp6,300$136.9 萬
B. Metzler seel. Sohn & Co. AG5,410$117.6 萬
CAPROCK Group, Inc.3,925$85.3 萬
Aigen Investment Management, LP3,479$75.6 萬
Voleon Capital Management LP3,142$68.3 萬
Capstone Investment Advisors, LLC3,049$66.3 萬
Quest Partners LLC2,458$53.4 萬
Axq Capital, LP2,436$52.9 萬
RMB Capital Management, LLC2,307$50.1 萬
Integrated Quantitative Investments LLC2,285$49.7 萬
Brown Advisory Inc2,217$48.2 萬
Pallas Capital Advisors LLC2,183$47.4 萬
Buckingham Strategic Partners2,168$47.1 萬
Krilogy Financial LLC2,174$45.9 萬
Index Fund Advisors, Inc.2,059$44.7 萬
Frank, Rimerman Advisors LLC1,975$42.9 萬
Pinebridge Investments LLC1,922$41.8 萬
Norden Group LLC1,922$41.8 萬
Kestra Advisory Services, LLC1,792$38.9 萬
Fieldview Capital Management, LLC1,784$38.8 萬
Diversify Advisory Services, LLC1,728$37.0 萬
Andina Capital Management, LLC1,662$36.1 萬
J.W. Cole Advisors, Inc.1,645$35.7 萬
Ballentine Partners, LLC1,636$35.6 萬
Franklin Resources Inc1,564$34.0 萬
AlphaCore Capital LLC1,535$33.4 萬
Legato Capital Management LLC1,485$32.3 萬
Connable Office Inc1,470$31.9 萬
Sivia Capital Partners, LLC1,469$31.9 萬
Inscription Capital, LLC1,451$31.5 萬
Altfest L J & Co Inc1,423$30.9 萬
SummitTX Capital, L.P.1,393$30.3 萬
TCG Advisory Services, LLC1,365$29.7 萬
Welch & Forbes LLC1,359$29.5 萬
Greenleaf Trust1,340$29.1 萬
Caerus Investment Advisors, LLC1,297$28.2 萬
Machina Capital S.A.S.1,275$27.7 萬
Waddell & Associates, LLC1,273$27.7 萬
Utah Retirement Systems1,243$27.0 萬
Great Valley Advisor Group, Inc.1,176$25.6 萬
Capital Investment Counsel, Inc1,150$25.0 萬
Camden Capital, LLC1,134$24.6 萬
Ethic Inc.1,132$24.6 萬
Connecticut Capital Management Group, LLC1,125$24.4 萬
QRG Capital Management, Inc.1,080$23.5 萬
Blueshift Asset Management, LLC1,005$21.8 萬
Transcend Wealth Collective, LLC990$21.5 萬
ProShare Advisors LLC956$20.8 萬
Cadent Capital Advisors, LLC955$20.8 萬
Sentinus, LLC945$20.5 萬
Angeles Wealth Management, LLC929$20.2 萬
Brown Brothers Harriman & Co508$11.0 萬
Wexford Capital LP467$10.1 萬
Liontrust Investment Partners LLP436$9.47 萬
Simplex Trading, LLC424$9.21 萬
Danske Bank A/S300$6.52 萬
Bayforest Capital Ltd219$4.76 萬
Harbor Investment Advisory, LLC197$4.28 萬
Longview Financial Advisors LLC150$3.26 萬
Whittier Trust Co130$2.80 萬
Measured Wealth Private Client Group, LLC95$2.06 萬
Tobam78$1.70 萬
Osterweis Capital Management Inc64$1.39 萬
SageView Advisory Group, LLC33$7,172
Tucker Asset Management LLC24$5,215
Harbour Investments, Inc.21$4,564
T. Rowe Price Investment Management, Inc.16$4,000
AdvisorNet Financial, Inc17$3,694
Crewe Advisors LLC5$1,087
CX Institutional3$1,000
Montag A & Associates Inc3$700
Caitong International Asset Management Co., Ltd3$652
Optima Capital LLC3$652
USA Financial Portformulas Corp2$435
Elyxium Wealth, LLC2$435
Seneschal Advisors, LLC1$218
Bay Harbor Wealth Management, LLC1$217
Optiver Holding B.V.1$217
Dunhill Financial, LLC1$130

尚未申報 2026 年第 1 季的機構（6 家）

2025 年第 4 季季末持有 Morningstar, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 MORN、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc2,374,364$5.16 億
Norges Bank286,994$6,237 萬
Comerica Bank6,453$140.2 萬
CIBC Private Wealth Group, LLC1,738$37.8 萬
Global Retirement Partners, LLC351$7.63 萬
ORG Partners LLC11$2,390