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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 395 | $6.68 萬 | 0.00% | −10−2.5% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 410 | $6.93 萬 | 0.01% | −48−10.5% | 減碼 |
| Eurizon Capital SGR S.p.A. | 448 | $7.41 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 464 | $7.84 萬 | 0.00% | +312+205.3% | 加碼 |
| Umb Bank N A | 509 | $8.60 萬 | 0.00% | +119+30.5% | 加碼 |
| STRS Ohio | 511 | $8.64 萬 | 0.00% | −30−5.5% | 減碼 |
| Allworth Financial LP | 516 | $8.72 萬 | 0.00% | −216−29.5% | 減碼 |
| GAMMA Investing LLC | 548 | $9.26 萬 | 0.00% | +189+52.6% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 322 | $9.66 萬 | 0.03% | −405−55.7% | 減碼 |
| Quarry LP | 595 | $10.1 萬 | 0.02% | +406+214.8% | 加碼 |
| Exchange Traded Concepts, LLC | 610 | $10.3 萬 | 0.00% | +95+18.4% | 加碼 |
| Horizon Investments, LLC | 614 | $10.3 萬 | 0.00% | +99+19.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 616 | $10.4 萬 | 0.00% | −203−24.8% | 減碼 |
| Basecamp Wealth Advisors LLC | 619 | $10.5 萬 | 0.02% | −2−0.3% | 減碼 |
| Essential Partners LLC | 627 | $10.6 萬 | 0.04% | −304−32.7% | 減碼 |
| State of Wyoming | 628 | $10.6 萬 | 0.01% | −620−49.7% | 減碼 |
| KBC Group NV | 659 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 700 | $11.8 萬 | 0.00% | +100+16.7% | 加碼 |
| MAI Capital Management | 765 | $12.9 萬 | 0.00% | +651+571.1% | 加碼 |
| Rockefeller Capital Management L.P. | 768 | $13.0 萬 | 0.00% | +381+98.4% | 加碼 |
| Globeflex Capital L P | 780 | $13.2 萬 | 0.02% | +780 | 新進 |
| TD Waterhouse Canada Inc. | 800 | $13.6 萬 | 0.00% | +800 | 新進 |
| Westpac Banking Corp | 834 | $14.1 萬 | 0.01% | +316+61.0% | 加碼 |
| Quadrant Capital Group LLC | 880 | $14.9 萬 | 0.00% | −351−28.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 989 | $16.7 萬 | 0.00% | +43+4.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,007 | $17.0 萬 | 0.00% | +136+15.6% | 加碼 |
| Oppenheimer & Co Inc | 1,219 | $20.6 萬 | 0.00% | +1,219 | 新進 |
| Abel Hall, LLC | 1,233 | $20.8 萬 | 0.04% | +1,233 | 新進 |
| Maryland State Retirement & Pension System | 1,247 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,257 | $21.2 萬 | 0.00% | +309+32.6% | 加碼 |
| Parallel Advisors, LLC | 1,292 | $21.8 萬 | 0.00% | −135−9.5% | 減碼 |
| Baird Financial Group, Inc. | 1,313 | $22.2 萬 | 0.00% | +1,313 | 新進 |
| CIBC Bancorp USA Inc. | 1,317 | $22.3 萬 | 0.00% | +1,317 | 新進 |
| DnB Asset Management AS | 1,327 | $22.4 萬 | 0.00% | +1,327 | 新進 |
| Armistice Capital, LLC | 1,327 | $22.4 萬 | 0.01% | +1,327 | 新進 |
| Signaturefd, LLC | 1,328 | $22.4 萬 | 0.00% | +467+54.2% | 加碼 |
| CIBC Asset Management Inc | 1,355 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,363 | $23.0 萬 | 0.03% | −1,362−50.0% | 減碼 |
| Portside Wealth Group, LLC | 1,368 | $23.1 萬 | 0.03% | −541−28.3% | 減碼 |
| Prelude Capital Management, LLC | 1,383 | $23.4 萬 | 0.02% | +1,383 | 新進 |
| Crossmark Global Holdings, Inc. | 1,385 | $23.4 萬 | 0.00% | +1,385 | 新進 |
| Frec Markets, Inc. | 1,389 | $23.5 萬 | 0.04% | +1,389 | 新進 |
| ISAM Funds (UK) Ltd | 1,399 | $23.7 萬 | 0.12% | +399+39.9% | 加碼 |
| Federated Hermes, Inc. | 1,440 | $24.3 萬 | 0.00% | −478−24.9% | 減碼 |
| Azzad Asset Management Inc | 1,441 | $24.4 萬 | 0.02% | −32−2.2% | 減碼 |
| Baker Avenue Asset Management, LP | 1,452 | $24.5 萬 | 0.01% | −169−10.4% | 減碼 |
| Syon Capital LLC | 1,459 | $24.7 萬 | 0.01% | −1,245−46.0% | 減碼 |
| Versant Capital Management, Inc | 1,488 | $25.2 萬 | 0.02% | +241+19.3% | 加碼 |
| GWM Advisors LLC | 1,491 | $25.2 萬 | 0.00% | +358+31.6% | 加碼 |
| Dempze Nancy E | 1,494 | $25.3 萬 | 0.14% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,519 | $25.7 萬 | 0.00% | −21,625−93.4% | 減碼 |
| RSM US Wealth Management LLC | 1,554 | $26.3 萬 | 0.00% | +1,554 | 新進 |
| Entropy Technologies, LP | 1,565 | $26.5 萬 | 0.01% | −2,870−64.7% | 減碼 |
| Principal Securities, Inc. | 1,586 | $26.8 萬 | 0.00% | −122−7.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,600 | $27.0 萬 | 0.00% | +1,600 | 新進 |
| Alliance Wealth Advisors, LLC | 1,623 | $27.4 萬 | 0.06% | −623−27.7% | 減碼 |
| Centiva Capital, LP | 1,624 | $27.5 萬 | 0.01% | +1,624 | 新進 |
| Procyon Private Wealth Partners, LLC | 1,680 | $28.4 萬 | 0.01% | −112−6.3% | 減碼 |
| Verdence Capital Advisors LLC | 1,683 | $28.5 萬 | 0.02% | +260+18.3% | 加碼 |
| Mirabella Financial Services LLP | 1,697 | $28.7 萬 | 0.03% | −1,828−51.9% | 減碼 |
| Securian Asset Management, Inc | 1,732 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,753 | $29.6 萬 | 0.04% | −681−28.0% | 減碼 |
| Commerce Bank | 1,765 | $29.8 萬 | 0.00% | −531−23.1% | 減碼 |
| HB Wealth Management, LLC | 1,766 | $29.9 萬 | 0.00% | −1,556−46.8% | 減碼 |
| Blackstone Group Inc. | 1,766 | $29.9 萬 | 0.00% | +1,766 | 新進 |
| Amundi | 1,775 | $30.0 萬 | 0.00% | +377+27.0% | 加碼 |
| Brighton Jones LLC | 1,793 | $30.3 萬 | 0.01% | +1,793 | 新進 |
| Campbell & CO Investment Adviser LLC | 1,810 | $30.6 萬 | 0.02% | +1,810 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,824 | $30.8 萬 | 0.10% | +5+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 1,840 | $31.1 萬 | 0.04% | +136+8.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,872 | $31.6 萬 | 0.00% | −1,088−36.8% | 減碼 |
| Calamos Advisors LLC | 1,881 | $31.8 萬 | 0.00% | +1,881 | 新進 |
| Calamos Wealth Management LLC | 1,881 | $31.8 萬 | 0.01% | +1,881 | 新進 |
| Everence Capital Management Inc | 1,903 | $32.2 萬 | 0.02% | +1,903 | 新進 |
| Quadrature Capital Ltd | 1,924 | $32.5 萬 | 0.00% | +1,924 | 新進 |
| Evergreen Capital Management LLC | 1,927 | $32.6 萬 | 0.01% | +539+38.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,942 | $32.8 萬 | 0.00% | +13+0.7% | 加碼 |
| Blair William & Co | 2,063 | $34.9 萬 | 0.00% | −321−13.5% | 減碼 |
| Kornitzer Capital Management Inc | 2,064 | $34.9 萬 | 0.01% | −11,763−85.1% | 減碼 |
| Man Group plc | 2,100 | $35.5 萬 | 0.00% | −7,436−78.0% | 減碼 |
| ExodusPoint Capital Management, LP | 2,118 | $35.8 萬 | 0.00% | +2,118 | 新進 |
| Atria Investments LLC | 2,139 | $36.2 萬 | 0.00% | −158−6.9% | 減碼 |
| Planning Alternatives Ltd | 2,197 | $37.1 萬 | 0.05% | −161−6.8% | 減碼 |
| Janney Montgomery Scott LLC | 2,236 | $37.8 萬 | 0.00% | +2,236 | 新進 |
| Commonwealth Equity Services, LLC | 2,252 | $38.1 萬 | 0.00% | +447+24.8% | 加碼 |
| Ci Investments Inc. | 2,292 | $38.7 萬 | 0.00% | −32,836−93.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,320 | $39.2 萬 | 0.00% | +596+34.6% | 加碼 |
| Amica Mutual Insurance Co | 2,331 | $39.4 萬 | 0.03% | +427+22.4% | 加碼 |
| Deutsche Bank AG | 2,335 | $39.5 萬 | 0.00% | +125+5.7% | 加碼 |
| EntryPoint Capital, LLC | 2,387 | $40.4 萬 | 0.12% | 00.0% | 不變 |
| Bessemer Group Inc | 2,394 | $40.5 萬 | 0.00% | −4,027−62.7% | 減碼 |
| DRW Securities, LLC | 2,475 | $41.8 萬 | 0.02% | +2,475 | 新進 |
| GHP Investment Advisors, Inc. | 2,486 | $42.0 萬 | 0.02% | +2,486 | 新進 |
| YHB Investment Advisors, Inc. | 2,505 | $42.3 萬 | 0.03% | −7,177−74.1% | 減碼 |
| Swiss Life Asset Management Ltd | 2,519 | $42.6 萬 | 0.00% | +1,314+109.0% | 加碼 |
| Integrated Wealth Concepts LLC | 2,543 | $43.0 萬 | 0.00% | +1,462+135.2% | 加碼 |
| AlphaGrep UK Ltd | 2,543 | $43.0 萬 | 0.13% | +344+15.6% | 加碼 |
| R Squared Ltd | 2,551 | $43.1 萬 | 0.24% | −690−21.3% | 減碼 |
| Boothbay Fund Management, LLC | 2,571 | $43.5 萬 | 0.01% | +2,571 | 新進 |
| Kera Capital Partners, Inc. | 2,601 | $44.0 萬 | 0.05% | −795−23.4% | 減碼 |