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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 5,143 | $86.9 萬 | 0.01% | −194−3.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 5,093 | $86.1 萬 | 0.08% | +244+5.0% | 加碼 |
| Ensign Peak Advisors, Inc | 5,047 | $85.3 萬 | 0.00% | −1,428−22.1% | 減碼 |
| Cetera Investment Advisers | 5,045 | $85.3 萬 | 0.00% | −819−14.0% | 減碼 |
| Bradyco, Inc. | 4,864 | $82.2 萬 | 0.64% | 00.0% | 不變 |
| New York State Teachers Retirement System | 4,738 | $80.1 萬 | 0.00% | −862−15.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,686 | $79.2 萬 | 0.01% | −41−0.9% | 減碼 |
| Magnetar Financial LLC | 4,621 | $78.1 萬 | 0.01% | +4,621 | 新進 |
| denkapparat Operations GmbH | 4,574 | $77.3 萬 | 0.32% | +2,218+94.1% | 加碼 |
| Epoch Investment Partners, Inc. | 4,547 | $76.9 萬 | 0.00% | −3,084−40.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,434 | $75.0 萬 | 0.00% | −4,330−49.4% | 減碼 |
| Brevan Howard Capital Management LP | 4,331 | $73.2 萬 | 0.01% | +1,802+71.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,299 | $72.7 萬 | 0.06% | +2,159+100.9% | 加碼 |
| Callan Family Office, LLC | 4,269 | $72.2 萬 | 0.02% | +1,039+32.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,229 | $71.5 萬 | 0.02% | −143−3.3% | 減碼 |
| Xponance, Inc. | 4,222 | $71.4 萬 | 0.01% | +483+12.9% | 加碼 |
| Hantz Financial Services, Inc. | 4,220 | $71.3 萬 | 0.01% | +4,001+1,826.9% | 加碼 |
| Martin Capital Advisors, LLP | 4,202 | $71.0 萬 | 0.45% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 4,119 | $69.6 萬 | 0.00% | +238+6.1% | 加碼 |
| Park Avenue Securities LLC | 3,883 | $65.6 萬 | 0.01% | −39−1.0% | 減碼 |
| RV Capital GmbH | 3,700 | $65.4 萬 | 0.17% | +3,700 | 新進 |
| M&T Bank Corp | 3,617 | $61.1 萬 | 0.00% | −111−3.0% | 減碼 |
| Gsa Capital Partners LLP | 3,576 | $60.5 萬 | 0.04% | +3,576 | 新進 |
| Neuberger Berman Group LLC | 3,550 | $60.0 萬 | 0.00% | +522+17.2% | 加碼 |
| Occudo Quantitative Strategies LP | 3,551 | $59.9 萬 | 0.03% | −4,676−56.8% | 減碼 |
| Johnson Investment Counsel Inc | 3,445 | $58.2 萬 | 0.00% | −97−2.7% | 減碼 |
| Victory Capital Management Inc | 3,432 | $58.0 萬 | 0.00% | −106−3.0% | 減碼 |
| Teacher Retirement System of Texas | 3,349 | $56.6 萬 | 0.00% | −2,737−45.0% | 減碼 |
| Aaron Wealth Advisors | 3,323 | $56.2 萬 | 0.03% | +1,121+50.9% | 加碼 |
| Jefferies Financial Group Inc. | 3,156 | $53.4 萬 | 0.01% | −5,343−62.9% | 減碼 |
| Sanctuary Advisors, LLC | 3,074 | $52.0 萬 | 0.00% | +696+29.3% | 加碼 |
| Inceptionr LLC | 3,070 | $51.9 萬 | 0.12% | +3,070 | 新進 |
| Bradley Foster & Sargent Inc | 3,000 | $50.7 萬 | 0.01% | −21−0.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,971 | $50.4 萬 | 0.00% | +1,570+112.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,973 | $49.8 萬 | 0.00% | −688−18.8% | 減碼 |
| Keeler Thomas Management LLC | 2,928 | $49.5 萬 | 0.21% | −14−0.5% | 減碼 |
| Daiwa Securities Group Inc. | 2,901 | $49.0 萬 | 0.00% | −600−17.1% | 減碼 |
| Mackenzie Financial Corp | 2,811 | $47.5 萬 | 0.00% | −49−1.7% | 減碼 |
| New York Life Investment Management LLC | 2,802 | $47.4 萬 | 0.00% | +593+26.8% | 加碼 |
| LSV Asset Management | 2,800 | $47.3 萬 | 0.00% | +2,800 | 新進 |
| Pacer Advisors, Inc. | 2,780 | $47.0 萬 | 0.00% | −104−3.6% | 減碼 |
| Capula Management Ltd | 2,760 | $46.7 萬 | 0.00% | +2,760 | 新進 |
| Acadian Asset Management LLC | 2,749 | $46.4 萬 | 0.00% | +2,380+645.0% | 加碼 |
| Merit Financial Group, LLC | 2,738 | $46.3 萬 | 0.00% | −3,158−53.6% | 減碼 |
| AdvisorShares Investments LLC | 2,720 | $46.0 萬 | 0.08% | +500+22.5% | 加碼 |
| Chicago Partners Investment Group LLC | 2,449 | $45.6 萬 | 0.01% | +166+7.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,604 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 2,601 | $44.0 萬 | 0.05% | −795−23.4% | 減碼 |
| Boothbay Fund Management, LLC | 2,571 | $43.5 萬 | 0.01% | +2,571 | 新進 |
| R Squared Ltd | 2,551 | $43.1 萬 | 0.24% | −690−21.3% | 減碼 |
| AlphaGrep UK Ltd | 2,543 | $43.0 萬 | 0.13% | +344+15.6% | 加碼 |
| Integrated Wealth Concepts LLC | 2,543 | $43.0 萬 | 0.00% | +1,462+135.2% | 加碼 |
| Swiss Life Asset Management Ltd | 2,519 | $42.6 萬 | 0.00% | +1,314+109.0% | 加碼 |
| YHB Investment Advisors, Inc. | 2,505 | $42.3 萬 | 0.03% | −7,177−74.1% | 減碼 |
| GHP Investment Advisors, Inc. | 2,486 | $42.0 萬 | 0.02% | +2,486 | 新進 |
| DRW Securities, LLC | 2,475 | $41.8 萬 | 0.02% | +2,475 | 新進 |
| Bessemer Group Inc | 2,394 | $40.5 萬 | 0.00% | −4,027−62.7% | 減碼 |
| EntryPoint Capital, LLC | 2,387 | $40.4 萬 | 0.12% | 00.0% | 不變 |
| Deutsche Bank AG | 2,335 | $39.5 萬 | 0.00% | +125+5.7% | 加碼 |
| Amica Mutual Insurance Co | 2,331 | $39.4 萬 | 0.03% | +427+22.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,320 | $39.2 萬 | 0.00% | +596+34.6% | 加碼 |
| Ci Investments Inc. | 2,292 | $38.7 萬 | 0.00% | −32,836−93.5% | 減碼 |
| Commonwealth Equity Services, LLC | 2,252 | $38.1 萬 | 0.00% | +447+24.8% | 加碼 |
| Janney Montgomery Scott LLC | 2,236 | $37.8 萬 | 0.00% | +2,236 | 新進 |
| Planning Alternatives Ltd | 2,197 | $37.1 萬 | 0.05% | −161−6.8% | 減碼 |
| Atria Investments LLC | 2,139 | $36.2 萬 | 0.00% | −158−6.9% | 減碼 |
| ExodusPoint Capital Management, LP | 2,118 | $35.8 萬 | 0.00% | +2,118 | 新進 |
| Man Group plc | 2,100 | $35.5 萬 | 0.00% | −7,436−78.0% | 減碼 |
| Kornitzer Capital Management Inc | 2,064 | $34.9 萬 | 0.01% | −11,763−85.1% | 減碼 |
| Blair William & Co | 2,063 | $34.9 萬 | 0.00% | −321−13.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,942 | $32.8 萬 | 0.00% | +13+0.7% | 加碼 |
| Evergreen Capital Management LLC | 1,927 | $32.6 萬 | 0.01% | +539+38.8% | 加碼 |
| Quadrature Capital Ltd | 1,924 | $32.5 萬 | 0.00% | +1,924 | 新進 |
| Everence Capital Management Inc | 1,903 | $32.2 萬 | 0.02% | +1,903 | 新進 |
| 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 |
| Sequoia Financial Advisors, LLC | 1,872 | $31.6 萬 | 0.00% | −1,088−36.8% | 減碼 |
| Personal Cfo Solutions, LLC | 1,840 | $31.1 萬 | 0.04% | +136+8.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,824 | $30.8 萬 | 0.10% | +5+0.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,810 | $30.6 萬 | 0.02% | +1,810 | 新進 |
| Brighton Jones LLC | 1,793 | $30.3 萬 | 0.01% | +1,793 | 新進 |
| Amundi | 1,775 | $30.0 萬 | 0.00% | +377+27.0% | 加碼 |
| 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 |
| Commerce Bank | 1,765 | $29.8 萬 | 0.00% | −531−23.1% | 減碼 |
| Gibbs Wealth Management | 1,753 | $29.6 萬 | 0.04% | −681−28.0% | 減碼 |
| Securian Asset Management, Inc | 1,732 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 1,697 | $28.7 萬 | 0.03% | −1,828−51.9% | 減碼 |
| Verdence Capital Advisors LLC | 1,683 | $28.5 萬 | 0.02% | +260+18.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,680 | $28.4 萬 | 0.01% | −112−6.3% | 減碼 |
| Centiva Capital, LP | 1,624 | $27.5 萬 | 0.01% | +1,624 | 新進 |
| Alliance Wealth Advisors, LLC | 1,623 | $27.4 萬 | 0.06% | −623−27.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,600 | $27.0 萬 | 0.00% | +1,600 | 新進 |
| Principal Securities, Inc. | 1,586 | $26.8 萬 | 0.00% | −122−7.1% | 減碼 |
| Entropy Technologies, LP | 1,565 | $26.5 萬 | 0.01% | −2,870−64.7% | 減碼 |
| RSM US Wealth Management LLC | 1,554 | $26.3 萬 | 0.00% | +1,554 | 新進 |
| United Capital Financial Advisers, LLC | 1,519 | $25.7 萬 | 0.00% | −21,625−93.4% | 減碼 |
| Dempze Nancy E | 1,494 | $25.3 萬 | 0.14% | 00.0% | 不變 |
| GWM Advisors LLC | 1,491 | $25.2 萬 | 0.00% | +358+31.6% | 加碼 |
| Versant Capital Management, Inc | 1,488 | $25.2 萬 | 0.02% | +241+19.3% | 加碼 |