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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 89,885 | $1,520 萬 | 0.01% | +32,296+56.1% | 加碼 |
| Nomura Asset Management International Inc. | 91,290 | $1,543 萬 | 0.03% | +91,290 | 新進 |
| DF Dent & Co Inc | 102,371 | $1,731 萬 | 0.33% | −43,220−29.7% | 減碼 |
| FMR LLC | 106,705 | $1,804 萬 | 0.00% | −42,314−28.4% | 減碼 |
| Envestnet Asset Management Inc | 106,787 | $1,805 萬 | 0.00% | +20,814+24.2% | 加碼 |
| American Capital Management Inc | 108,340 | $1,831 萬 | 0.98% | −4,724−4.2% | 減碼 |
| Kensico Capital Management Corp | 135,000 | $2,282 萬 | 0.47% | +135,000 | 新進 |
| Colony Group, LLC | 134,871 | $2,282 萬 | 0.03% | −2,033−1.5% | 減碼 |
| Copeland Capital Management, LLC | 135,215 | $2,286 萬 | 0.51% | +29,933+28.4% | 加碼 |
| Qube Research & Technologies Ltd | 139,894 | $2,365 萬 | 0.03% | −102,394−42.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 142,845 | $2,415 萬 | 0.01% | +142,845 | 新進 |
| M&G Plc | 149,783 | $2,531 萬 | 0.13% | −6,464−4.1% | 減碼 |
| Ameriprise Financial Inc | 156,711 | $2,649 萬 | 0.01% | +136,930+692.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 163,479 | $2,764 萬 | 0.08% | −24,452−13.0% | 減碼 |
| Gotham Asset Management, LLC | 169,630 | $2,868 萬 | 0.09% | +69,347+69.2% | 加碼 |
| Point72 Asset Management, L.P. | 170,909 | $2,889 萬 | 0.05% | +24,992+17.1% | 加碼 |
| Royce & Associates LP | 174,275 | $2,946 萬 | 0.29% | +31,264+21.9% | 加碼 |
| Bank of New York Mellon Corp | 175,006 | $2,958 萬 | 0.01% | +5,049+3.0% | 加碼 |
| Northern Trust Corp | 175,942 | $2,974 萬 | 0.00% | −668−0.4% | 減碼 |
| Confluence Investment Management LLC | 177,568 | $3,002 萬 | 0.47% | +106,535+150.0% | 加碼 |
| Voloridge Investment Management, LLC | 177,872 | $3,007 萬 | 0.12% | −48,733−21.5% | 減碼 |
| Bank of America Corp | 183,575 | $3,103 萬 | 0.00% | +19,264+11.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,048 | $3,145 萬 | 0.04% | +159,204+593.1% | 加碼 |
| Quantinno Capital Management LP | 186,946 | $3,160 萬 | 0.05% | −1,818−1.0% | 減碼 |
| SEI Investments Co | 189,302 | $3,200 萬 | 0.03% | +130,035+219.4% | 加碼 |
| Goldman Sachs Group Inc | 210,402 | $3,557 萬 | 0.00% | +96,580+84.9% | 加碼 |
| Charles Schwab Investment Management Inc | 213,823 | $3,615 萬 | 0.01% | +23,898+12.6% | 加碼 |
| Massachusetts Financial Services Co | 254,739 | $4,285 萬 | 0.01% | −106,948−29.6% | 減碼 |
| Invesco Ltd. | 285,130 | $4,820 萬 | 0.00% | +13,131+4.8% | 加碼 |
| Millennium Management LLC | 323,006 | $5,460 萬 | 0.04% | −20,827−6.1% | 減碼 |
| Jane Street Group, LLC | 333,861 | $5,644 萬 | 0.06% | −90,410−21.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 394,931 | $6,676 萬 | 0.04% | +109,833+38.5% | 加碼 |
| JPMorgan Chase & Co | 430,056 | $7,082 萬 | 0.00% | +64,496+17.6% | 加碼 |
| Renaissance Technologies LLC | 448,870 | $7,588 萬 | 0.12% | +125,100+38.6% | 加碼 |
| Dimensional Fund Advisors LP | 517,769 | $8,751 萬 | 0.02% | +45,798+9.7% | 加碼 |
| Geode Capital Management, LLC | 599,222 | $1.01 億 | 0.01% | +2,240+0.4% | 加碼 |
| AQR Capital Management LLC | 623,629 | $1.05 億 | 0.05% | −276,668−30.7% | 減碼 |
| Select Equity Group, L.P. | 637,723 | $1.08 億 | 0.57% | −884,769−58.1% | 減碼 |
| Los Angeles Capital Management LLC | 645,384 | $1.09 億 | 0.43% | +645,273+581,327.0% | 加碼 |
| State Street Corp | 735,574 | $1.24 億 | 0.00% | −11,333−1.5% | 減碼 |
| Bamco Inc | 759,515 | $1.28 億 | 0.39% | −482,279−38.8% | 減碼 |
| Two Sigma Investments, LP | 859,459 | $1.45 億 | 0.12% | +477,005+124.7% | 加碼 |
| Vanguard Capital Management LLC | 989,467 | $1.67 億 | 0.00% | +989,467 | 新進 |
| Vanguard Portfolio Management LLC | 1,051,820 | $1.78 億 | 0.01% | +1,051,820 | 新進 |
| Wellington Management Group LLP | 1,662,405 | $2.81 億 | 0.05% | +526,192+46.3% | 加碼 |
| Morgan Stanley | 1,730,549 | $2.93 億 | 0.02% | −275,776−13.7% | 減碼 |
| BlackRock, Inc. | 2,338,218 | $3.95 億 | 0.01% | −24,983−1.1% | 減碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −354,200−100.0% | 清倉 |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −336,065−100.0% | 清倉 |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −56,272−100.0% | 清倉 |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −43,658−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −37,343−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −34,267−100.0% | 清倉 |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −31,887−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −30,067−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −23,846−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −15,612−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,047−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,071−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −7,304−100.0% | 清倉 |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −6,300−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −5,410−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,925−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,479−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −3,142−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,049−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,458−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,436−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,307−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −2,285−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,217−100.0% | 清倉 |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,183−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,168−100.0% | 清倉 |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −2,174−100.0% | 清倉 |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −2,059−100.0% | 清倉 |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −1,975−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −1,922−100.0% | 清倉 |
| Norden Group LLC | 0 | $0 | 0.00% | −1,922−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,792−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,784−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,728−100.0% | 清倉 |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −1,662−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,636−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,564−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,535−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,485−100.0% | 清倉 |
| Connable Office Inc | 0 | $0 | 0.00% | −1,470−100.0% | 清倉 |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −1,469−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,451−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −1,423−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,393−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −1,365−100.0% | 清倉 |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −1,359−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,340−100.0% | 清倉 |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −1,297−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,275−100.0% | 清倉 |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −1,273−100.0% | 清倉 |
| Utah Retirement Systems | 0 | $0 | 0.00% | −1,243−100.0% | 清倉 |