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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 21,956 | $371.2 萬 | 0.00% | +764+3.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,806 | $368.6 萬 | 0.03% | +11,094+103.6% | 加碼 |
| Vident Advisory, LLC | 21,690 | $366.7 萬 | 0.03% | +7,261+50.3% | 加碼 |
| XTX Topco Ltd | 21,352 | $361.0 萬 | 0.06% | −8,760−29.1% | 減碼 |
| Warren Averett Asset Management, LLC | 21,153 | $357.6 萬 | 0.03% | +21,153 | 新進 |
| Wells Fargo & Company | 20,391 | $344.7 萬 | 0.00% | −2,372−10.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 20,348 | $344.0 萬 | 0.00% | −2,419−10.6% | 減碼 |
| Walleye Capital LLC | 20,166 | $340.9 萬 | 0.02% | +20,166 | 新進 |
| CI Private Wealth, LLC | 19,130 | $320.8 萬 | 0.00% | −2,401−11.2% | 減碼 |
| MidFirst Bank | 18,802 | $317.9 萬 | 0.26% | +3,155+20.2% | 加碼 |
| Vanguard Asset Management, Ltd | 17,997 | $304.2 萬 | 0.00% | +17,997 | 新進 |
| Great West Life Assurance Co | 17,115 | $289.5 萬 | 0.01% | −1,153−6.3% | 減碼 |
| State of Alaska, Department of Revenue | 16,873 | $285.1 萬 | 0.03% | −75−0.4% | 減碼 |
| ING Groep NV | 16,613 | $280.8 萬 | 0.02% | +16,613 | 新進 |
| Mariner, LLC | 16,524 | $279.3 萬 | 0.00% | −455−2.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 16,168 | $273.3 萬 | 0.00% | −1,616−9.1% | 減碼 |
| 1832 Asset Management L.P. | 15,900 | $268.8 萬 | 0.00% | +15,900 | 新進 |
| LPL Financial LLC | 15,647 | $264.5 萬 | 0.00% | +5,463+53.6% | 加碼 |
| Berkeley, Inc | 15,566 | $263.1 萬 | 0.88% | −1,816−10.4% | 減碼 |
| Lazard Asset Management LLC | 14,737 | $249.1 萬 | 0.00% | +2,820+23.7% | 加碼 |
| Cerity Partners LLC | 14,688 | $248.3 萬 | 0.00% | −1,990−11.9% | 減碼 |
| Natixis Advisors, L.P. | 14,490 | $245.0 萬 | 0.00% | +779+5.7% | 加碼 |
| Engineers Gate Manager LP | 14,172 | $239.6 萬 | 0.03% | −64,007−81.9% | 減碼 |
| Advisory Services Network, LLC | 13,935 | $235.6 萬 | 0.03% | +10,762+339.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,895 | $234.9 萬 | 0.01% | +3,617+35.2% | 加碼 |
| Cardinal Capital Management | 13,777 | $232.9 萬 | 0.30% | +734+5.6% | 加碼 |
| New Age Alpha Advisors, LLC | 13,564 | $229.3 萬 | 0.11% | −492−3.5% | 減碼 |
| Oak Thistle LLC | 13,366 | $226.0 萬 | 0.22% | +9,831+278.1% | 加碼 |
| Numerai GP LLC | 13,067 | $220.9 萬 | 0.22% | +1,379+11.8% | 加碼 |
| CWM, LLC | 12,593 | $212.9 萬 | 0.01% | −223−1.7% | 減碼 |
| Jones Financial Companies LLLP | 13,301 | $208.6 萬 | 0.00% | +12,886+3,105.1% | 加碼 |
| OP Asset Management Ltd | 12,147 | $205.3 萬 | 0.02% | +4,319+55.2% | 加碼 |
| Citigroup Inc | 12,009 | $203.0 萬 | 0.00% | −377−3.0% | 減碼 |
| MetLife Investment Management | 11,922 | $201.5 萬 | 0.01% | −454−3.7% | 減碼 |
| State of Wisconsin Investment Board | 11,840 | $200.2 萬 | 0.00% | +2,933+32.9% | 加碼 |
| Henshaw Capital LLC | 11,638 | $196.7 萬 | 0.07% | −872−7.0% | 減碼 |
| Jump Financial, LLC | 10,907 | $184.4 萬 | 0.03% | −39,560−78.4% | 減碼 |
| Amalgamated Bank | 10,715 | $181.1 萬 | 0.01% | −300−2.7% | 減碼 |
| Marshall Wace, LLP | 10,583 | $178.9 萬 | 0.00% | +7,129+206.4% | 加碼 |
| Voya Investment Management LLC | 10,543 | $178.2 萬 | 0.00% | −1,143−9.8% | 減碼 |
| New York State Common Retirement Fund | 10,355 | $175.1 萬 | 0.00% | −2,286−18.1% | 減碼 |
| HSBC Holdings PLC | 10,149 | $171.2 萬 | 0.00% | +229+2.3% | 加碼 |
| State of Tennessee, Treasury Department | 10,031 | $169.6 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 9,808 | $165.8 萬 | 0.00% | +1,355+16.0% | 加碼 |
| Motley Fool Asset Management LLC | 9,751 | $164.8 萬 | 0.07% | −588−5.7% | 減碼 |
| Summit Trail Advisors, LLC | 9,634 | $162.9 萬 | 0.02% | +1,115+13.1% | 加碼 |
| Lecap Asset Management Ltd | 9,626 | $162.7 萬 | 0.61% | +9,626 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 9,583 | $162.0 萬 | 0.03% | +4,926+105.8% | 加碼 |
| Aurora Investment Counsel | 9,525 | $161.0 萬 | 0.89% | −71−0.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,369 | $158.4 萬 | 0.00% | −3,666−28.1% | 減碼 |
| Vanguard Global Advisers, LLC | 9,184 | $155.3 萬 | 0.00% | +9,184 | 新進 |
| Treasurer of the State of North Carolina | 9,144 | $154.6 萬 | 0.00% | −331−3.5% | 減碼 |
| HighTower Advisors, LLC | 9,078 | $153.4 萬 | 0.00% | −3,836−29.7% | 減碼 |
| Pathstone Holdings, LLC | 9,066 | $153.3 萬 | 0.01% | +1,340+17.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,941 | $151.1 萬 | 0.00% | +1,267+16.5% | 加碼 |
| MML Investors Services, LLC | 8,938 | $151.1 萬 | 0.00% | −4,313−32.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 8,902 | $150.5 萬 | 0.01% | −862−8.8% | 減碼 |
| Mutual of America Capital Management LLC | 8,799 | $148.7 萬 | 0.02% | −1,129−11.4% | 減碼 |
| Skopos Labs, Inc. | 8,732 | $147.6 萬 | 0.05% | +7,416+563.5% | 加碼 |
| Dearborn Partners LLC | 8,680 | $146.7 萬 | 0.08% | −75−0.9% | 減碼 |
| Headlands Technologies LLC | 8,486 | $143.5 萬 | 0.16% | −3,917−31.6% | 減碼 |
| Captrust Financial Advisors | 8,168 | $138.1 萬 | 0.00% | −3,377−29.3% | 減碼 |
| Level Four Advisory Services, LLC | 8,075 | $136.5 萬 | 0.04% | +3,473+75.5% | 加碼 |
| Southeast Asset Advisors Inc. | 7,792 | $131.7 萬 | 0.14% | −5,049−39.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,608 | $131.6 萬 | 0.00% | −3,592−32.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $131.3 萬 | 0.01% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 7,705 | $130.3 萬 | 0.36% | +150+2.0% | 加碼 |
| Bright Rock Capital Management, LLC | 7,500 | $126.8 萬 | 0.25% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,446 | $125.9 萬 | 0.00% | −2,615−26.0% | 減碼 |
| Ceera Investments, LLC | 7,436 | $125.7 萬 | 0.55% | −665−8.2% | 減碼 |
| Twinbeech Capital LP | 7,350 | $124.3 萬 | 0.13% | +7,350 | 新進 |
| Truist Financial Corp | 7,134 | $120.6 萬 | 0.00% | −773−9.8% | 減碼 |
| Empire Life Investments Inc. | 7,097 | $120.4 萬 | 0.07% | +36+0.5% | 加碼 |
| Fox Run Management, L.L.C. | 7,278 | $119.8 萬 | 0.21% | +2,807+62.8% | 加碼 |
| JustInvest LLC | 7,025 | $118.8 萬 | 0.01% | +1,806+34.6% | 加碼 |
| Fifth Third Bancorp | 6,933 | $117.2 萬 | 0.00% | +6,621+2,122.1% | 加碼 |
| Hillsdale Investment Management Inc. | 6,810 | $115.1 萬 | 0.03% | +6,810 | 新進 |
| Arizona State Retirement System | 6,779 | $114.6 萬 | 0.01% | −311−4.4% | 減碼 |
| Yousif Capital Management, LLC | 6,737 | $113.9 萬 | 0.01% | −613−8.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 6,736 | $113.9 萬 | 0.04% | +6,736 | 新進 |
| Louisiana State Employees Retirement System | 6,700 | $113.3 萬 | 0.02% | +100+1.5% | 加碼 |
| US Bancorp | 6,685 | $113.0 萬 | 0.00% | −1,284−16.1% | 減碼 |
| Diversify Wealth Management, LLC | 5,951 | $111.6 萬 | 0.02% | +1,783+42.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,600 | $111.6 萬 | 0.00% | −17,000−72.0% | 減碼 |
| Public Employees Retirement System of Ohio | 6,411 | $108.4 萬 | 0.00% | −546−7.8% | 減碼 |
| Virginia Retirement Systems Et Al | 6,400 | $108.2 萬 | 0.01% | +6,400 | 新進 |
| Vanguard Investments Australia, Ltd. | 6,388 | $108.0 萬 | 0.00% | +6,388 | 新進 |
| Handelsbanken Fonder AB | 6,372 | $107.7 萬 | 0.00% | 00.0% | 不變 |
| Hunter Perkins Capital Management, LLC | 6,097 | $103.1 萬 | 0.24% | +6,097 | 新進 |
| Fluent Financial, LLC | 5,744 | $101.3 萬 | 0.37% | −5,947−50.9% | 減碼 |
| Wedbush Securities Inc | 5,875 | $99.3 萬 | 0.03% | +5,875 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,752 | $97.2 萬 | 0.00% | −217−3.6% | 減碼 |
| KLP Kapitalforvaltning AS | 5,600 | $94.7 萬 | 0.00% | +200+3.7% | 加碼 |
| CSS LLC | 5,510 | $93.1 萬 | 0.05% | +3,190+137.5% | 加碼 |
| State of Michigan Retirement System | 5,500 | $93.0 萬 | 0.00% | −100−1.8% | 減碼 |
| Sepio Capital, LP | 5,246 | $88.7 萬 | 0.05% | +2,399+84.3% | 加碼 |
| CenterBook Partners LP | 5,232 | $88.4 萬 | 0.05% | +2,943+128.6% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $87.9 萬 | 0.03% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,178 | $87.5 萬 | 0.00% | +2,343+82.6% | 加碼 |
| Bank of Montreal | 5,159 | $87.2 萬 | 0.00% | +341+7.1% | 加碼 |