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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 9,626 | $162.7 萬 | 0.61% | +9,626 | 新進 |
| Summit Trail Advisors, LLC | 9,634 | $162.9 萬 | 0.02% | +1,115+13.1% | 加碼 |
| Motley Fool Asset Management LLC | 9,751 | $164.8 萬 | 0.07% | −588−5.7% | 減碼 |
| Russell Investments Group, Ltd. | 9,808 | $165.8 萬 | 0.00% | +1,355+16.0% | 加碼 |
| State of Tennessee, Treasury Department | 10,031 | $169.6 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 10,149 | $171.2 萬 | 0.00% | +229+2.3% | 加碼 |
| New York State Common Retirement Fund | 10,355 | $175.1 萬 | 0.00% | −2,286−18.1% | 減碼 |
| Voya Investment Management LLC | 10,543 | $178.2 萬 | 0.00% | −1,143−9.8% | 減碼 |
| Marshall Wace, LLP | 10,583 | $178.9 萬 | 0.00% | +7,129+206.4% | 加碼 |
| Amalgamated Bank | 10,715 | $181.1 萬 | 0.01% | −300−2.7% | 減碼 |
| Jump Financial, LLC | 10,907 | $184.4 萬 | 0.03% | −39,560−78.4% | 減碼 |
| Henshaw Capital LLC | 11,638 | $196.7 萬 | 0.07% | −872−7.0% | 減碼 |
| State of Wisconsin Investment Board | 11,840 | $200.2 萬 | 0.00% | +2,933+32.9% | 加碼 |
| MetLife Investment Management | 11,922 | $201.5 萬 | 0.01% | −454−3.7% | 減碼 |
| Citigroup Inc | 12,009 | $203.0 萬 | 0.00% | −377−3.0% | 減碼 |
| OP Asset Management Ltd | 12,147 | $205.3 萬 | 0.02% | +4,319+55.2% | 加碼 |
| Jones Financial Companies LLLP | 13,301 | $208.6 萬 | 0.00% | +12,886+3,105.1% | 加碼 |
| CWM, LLC | 12,593 | $212.9 萬 | 0.01% | −223−1.7% | 減碼 |
| Numerai GP LLC | 13,067 | $220.9 萬 | 0.22% | +1,379+11.8% | 加碼 |
| Oak Thistle LLC | 13,366 | $226.0 萬 | 0.22% | +9,831+278.1% | 加碼 |
| New Age Alpha Advisors, LLC | 13,564 | $229.3 萬 | 0.11% | −492−3.5% | 減碼 |
| Cardinal Capital Management | 13,777 | $232.9 萬 | 0.30% | +734+5.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,895 | $234.9 萬 | 0.01% | +3,617+35.2% | 加碼 |
| Advisory Services Network, LLC | 13,935 | $235.6 萬 | 0.03% | +10,762+339.2% | 加碼 |
| Engineers Gate Manager LP | 14,172 | $239.6 萬 | 0.03% | −64,007−81.9% | 減碼 |
| Natixis Advisors, L.P. | 14,490 | $245.0 萬 | 0.00% | +779+5.7% | 加碼 |
| Cerity Partners LLC | 14,688 | $248.3 萬 | 0.00% | −1,990−11.9% | 減碼 |
| Lazard Asset Management LLC | 14,737 | $249.1 萬 | 0.00% | +2,820+23.7% | 加碼 |
| Berkeley, Inc | 15,566 | $263.1 萬 | 0.88% | −1,816−10.4% | 減碼 |
| LPL Financial LLC | 15,647 | $264.5 萬 | 0.00% | +5,463+53.6% | 加碼 |
| 1832 Asset Management L.P. | 15,900 | $268.8 萬 | 0.00% | +15,900 | 新進 |
| Manufacturers Life Insurance Company, The | 16,168 | $273.3 萬 | 0.00% | −1,616−9.1% | 減碼 |
| Mariner, LLC | 16,524 | $279.3 萬 | 0.00% | −455−2.7% | 減碼 |
| ING Groep NV | 16,613 | $280.8 萬 | 0.02% | +16,613 | 新進 |
| State of Alaska, Department of Revenue | 16,873 | $285.1 萬 | 0.03% | −75−0.4% | 減碼 |
| Great West Life Assurance Co | 17,115 | $289.5 萬 | 0.01% | −1,153−6.3% | 減碼 |
| Vanguard Asset Management, Ltd | 17,997 | $304.2 萬 | 0.00% | +17,997 | 新進 |
| MidFirst Bank | 18,802 | $317.9 萬 | 0.26% | +3,155+20.2% | 加碼 |
| CI Private Wealth, LLC | 19,130 | $320.8 萬 | 0.00% | −2,401−11.2% | 減碼 |
| Walleye Capital LLC | 20,166 | $340.9 萬 | 0.02% | +20,166 | 新進 |
| D. E. Shaw & Co., Inc. | 20,348 | $344.0 萬 | 0.00% | −2,419−10.6% | 減碼 |
| Wells Fargo & Company | 20,391 | $344.7 萬 | 0.00% | −2,372−10.4% | 減碼 |
| Warren Averett Asset Management, LLC | 21,153 | $357.6 萬 | 0.03% | +21,153 | 新進 |
| XTX Topco Ltd | 21,352 | $361.0 萬 | 0.06% | −8,760−29.1% | 減碼 |
| Vident Advisory, LLC | 21,690 | $366.7 萬 | 0.03% | +7,261+50.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,806 | $368.6 萬 | 0.03% | +11,094+103.6% | 加碼 |
| Van Eck Associates Corp | 21,956 | $371.2 萬 | 0.00% | +764+3.6% | 加碼 |
| Royal Bank of Canada | 22,471 | $379.7 萬 | 0.00% | +13,724+156.9% | 加碼 |
| Advisor Group Holdings, Inc. | 22,613 | $382.3 萬 | 0.01% | +4,800+26.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 22,680 | $383.4 萬 | 0.01% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 23,229 | $392.8 萬 | 0.00% | +1,452+6.7% | 加碼 |
| Citadel Advisors LLC | 23,650 | $399.8 萬 | 0.00% | +23,650 | 新進 |
| Caxton Associates LLP | 24,977 | $422.2 萬 | 0.10% | +24,977 | 新進 |
| First Trust Advisors LP | 25,731 | $435.0 萬 | 0.00% | −38,444−59.9% | 減碼 |
| Holocene Advisors, LP | 25,983 | $439.2 萬 | 0.01% | +25,983 | 新進 |
| Susquehanna International Group, LLP | 26,161 | $442.3 萬 | 0.01% | −22,105−45.8% | 減碼 |
| Nicholas Company, Inc. | 26,185 | $442.7 萬 | 0.09% | −130−0.5% | 減碼 |
| Allianz Asset Management GmbH | 27,104 | $458.2 萬 | 0.01% | +10,511+63.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 27,428 | $465.5 萬 | 0.01% | +26,107+1,976.3% | 加碼 |
| Barclays PLC | 27,950 | $472.5 萬 | 0.00% | +4,698+20.2% | 加碼 |
| Bank of Nova Scotia | 28,000 | $473.3 萬 | 0.01% | −6,200−18.1% | 減碼 |
| Retirement Systems of Alabama | 28,146 | $475.8 萬 | 0.02% | −483−1.7% | 減碼 |
| Ieq Capital, LLC | 29,135 | $492.5 萬 | 0.02% | −22,472−43.5% | 減碼 |
| Trexquant Investment LP | 29,267 | $494.8 萬 | 0.04% | +8,944+44.0% | 加碼 |
| California State Teachers Retirement System | 29,423 | $497.4 萬 | 0.01% | +4,016+15.8% | 加碼 |
| Legal & General Group Plc | 32,696 | $552.7 萬 | 0.00% | −6,397−16.4% | 減碼 |
| California Public Employees Retirement System | 33,381 | $564.3 萬 | 0.00% | −2,088−5.9% | 減碼 |
| Creative Planning | 34,401 | $581.5 萬 | 0.00% | +4,823+16.3% | 加碼 |
| Panagora Asset Management Inc | 34,615 | $585.2 萬 | 0.02% | −4,194−10.8% | 減碼 |
| Benjamin Edwards Inc | 34,706 | $586.7 萬 | 0.06% | +29,992+636.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 35,752 | $604.4 萬 | 0.02% | +7,627+27.1% | 加碼 |
| American Century Companies Inc | 36,642 | $619.4 萬 | 0.00% | +34,876+1,974.9% | 加碼 |
| Alliancebernstein L.P. | 30,966 | $672.9 萬 | 0.00% | +4,750+18.1% | 加碼 |
| Tudor Investment Corp Et Al | 40,000 | $676.2 萬 | 0.04% | +35,290+749.3% | 加碼 |
| River Road Asset Management, LLC | 42,084 | $711.4 萬 | 0.08% | +42,084 | 新進 |
| BNP Paribas Arbitrage, SA | 42,179 | $713.0 萬 | 0.00% | +22,418+113.4% | 加碼 |
| HRT Financial LP | 43,508 | $735.5 萬 | 0.02% | −85,448−66.3% | 減碼 |
| Thrivent Financial for Lutherans | 45,628 | $771.3 萬 | 0.01% | +10,443+29.7% | 加碼 |
| SG Americas Securities, LLC | 46,937 | $793.5 萬 | 0.01% | +31,847+211.0% | 加碼 |
| Swiss National Bank | 48,800 | $825.0 萬 | 0.00% | −1,200−2.4% | 減碼 |
| Algert Global LLC | 48,957 | $827.6 萬 | 0.12% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 48,981 | $828.0 萬 | 0.01% | +41,350+541.9% | 加碼 |
| Canada Pension Plan Investment Board | 52,100 | $880.8 萬 | 0.01% | +33,200+175.7% | 加碼 |
| Meeder Asset Management Inc | 55,614 | $940.2 萬 | 0.54% | −2,083−3.6% | 減碼 |
| Raymond James Financial Inc | 57,363 | $969.7 萬 | 0.00% | +26,585+86.4% | 加碼 |
| Nuveen, LLC | 60,776 | $1,027 萬 | 0.00% | −10,311−14.5% | 減碼 |
| Rhumbline Advisers | 62,693 | $1,060 萬 | 0.01% | −536−0.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 57,720 | $1,064 萬 | 1.18% | +2,187+3.9% | 加碼 |
| Stifel Financial Corp | 63,101 | $1,067 萬 | 0.01% | +49,618+368.0% | 加碼 |
| Capital Fund Management S.A. | 67,205 | $1,136 萬 | 0.10% | +5,996+9.8% | 加碼 |
| UBS Asset Management Americas Inc | 69,226 | $1,170 萬 | 0.00% | +194+0.3% | 加碼 |
| UBS Group AG | 69,942 | $1,182 萬 | 0.00% | −225,405−76.3% | 減碼 |
| Prudential Financial Inc | 65,498 | $1,200 萬 | 0.01% | +23,334+55.3% | 加碼 |
| Nordea Investment Management AB | 73,169 | $1,227 萬 | 0.01% | −3,355−4.4% | 減碼 |
| Chicago Capital, LLC | 74,162 | $1,254 萬 | 0.34% | +5,121+7.4% | 加碼 |
| Principal Financial Group Inc | 77,073 | $1,303 萬 | 0.01% | −10,998−12.5% | 減碼 |
| Congress Asset Management Co | 77,405 | $1,309 萬 | 0.09% | +2,864+3.8% | 加碼 |
| Schroder Investment Management Group | 84,286 | $1,388 萬 | 0.01% | −66,586−44.1% | 減碼 |
| Incline Global Management LLC | 88,354 | $1,494 萬 | 5.87% | +82,076+1,307.4% | 加碼 |
| Crawford Fund Management, LLC | 89,200 | $1,508 萬 | 4.92% | +68,900+339.4% | 加碼 |