Morningstar, Inc.

MORN

交易所: Nasdaq
產業: Investment Advice
SEC CIK: 0001289419

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 Morningstar, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

MORN 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	447	5	420	−22
股數	2,358 萬	12.0 萬	2,427 萬	+80.9 萬 (+3.4%)
市值	$39.9 億	$2,024 萬	$37.9 億	−$1.80 億 (−4.5%)

5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（69 家）

2026 年第 2 季季末持有 Morningstar, Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 MORN 的機構
機構	股數	市值	佔組合 %
Brookfield Asset Management Inc.	156,792	$2,446 萬	0.03%
Norges Bank	155,686	$2,429 萬	0.00%
Jupiter Topco LLC	91,390	$1,426 萬	0.01%
Candriam Luxembourg S.C.A.	74,445	$1,160 萬	0.05%
Squarepoint Ops LLC	47,742	$744.9 萬	0.01%
Axxcess Wealth Management, LLC	16,454	$256.7 萬	0.04%
Redwood Investment Management, LLC	13,997	$218.4 萬	0.22%
Franklin Resources Inc	13,634	$212.7 萬	0.00%
Savant Capital, LLC	7,400	$143.9 萬	0.00%
Zurich Insurance Group Ltd	7,500	$117.0 萬	0.01%
Mosaic Family Wealth Partners, LLC	6,878	$107.3 萬	0.07%
Mitsubishi UFJ Trust & Banking Corp	6,085	$94.9 萬	0.00%
Quinn Opportunity Partners LLC	5,000	$78.0 萬	0.04%
Advisors Preferred, LLC	4,259	$70.7 萬	0.11%
Bridgewater Associates, LP	4,249	$66.3 萬	0.00%
CAPROCK Group, Inc.	4,201	$65.5 萬	0.01%
Vinva Investment Management Ltd	2,451	$55.5 萬	0.00%
Sivia Capital Partners, LLC	3,339	$52.1 萬	0.06%
Buckingham Strategic Partners	3,206	$50.0 萬	0.00%
Apeiron RIA LLC	11,767	$43.3 萬	0.11%
Intrua Financial, LLC	2,700	$42.1 萬	0.04%
Bull Harbor Capital LLC	2,506	$39.1 萬	0.08%
iA Global Asset Management Inc.	2,480	$38.7 萬	0.00%
Fieldview Capital Management, LLC	2,090	$32.6 萬	0.09%
Krilogy Financial LLC	2,013	$31.4 萬	0.01%
TCG Advisory Services, LLC	1,870	$29.2 萬	0.01%
PEAK6 LLC	1,814	$28.3 萬	0.01%
Bridgefront Capital, LLC	1,700	$26.5 萬	0.07%
Pallas Capital Advisors LLC	1,663	$25.9 萬	0.01%
Caerus Investment Advisors, LLC	1,658	$25.9 萬	0.09%
Machina Capital S.A.S.	1,602	$25.0 萬	0.04%
Catalyst Funds Management Pty Ltd	1,550	$24.2 萬	0.01%
NorthCrest Asset Manangement, LLC	1,441	$23.9 萬	0.01%
VestGen Advisors, LLC	1,492	$23.3 萬	0.01%
Crestwood Advisors Group LLC	1,481	$23.1 萬	0.00%
Waddell & Associates, LLC	1,470	$22.9 萬	0.01%
J.W. Cole Advisors, Inc.	1,465	$22.9 萬	0.00%
Citizens Financial Group Inc	1,450	$22.6 萬	0.00%
Claret Asset Management Corp	1,448	$22.6 萬	0.02%
Diversify Advisory Services, LLC	1,224	$22.3 萬	0.00%
111 Capital	1,295	$20.2 萬	0.03%
Nykredit A/S	1,206	$18.8 萬	0.00%
1620 Investment Advisors, Inc.	1,190	$18.6 萬	0.11%
Twin Tree Management, LP	913	$14.2 萬	0.02%
Simplex Trading, LLC	739	$11.5 萬	0.00%
Bayforest Capital Ltd	499	$7.79 萬	0.07%
Global Retirement Partners, LLC	312	$4.87 萬	0.00%
Grove Bank & Trust	158	$2.47 萬	0.00%
Allied Private Wealth LLC	100	$1.65 萬	0.01%
Institute for Wealth Management, LLC.	73	$1.14 萬	0.00%
Buck Wealth Strategies, LLC	45	$7,021	0.00%
Compass Financial Management LLC	34	$6,632	0.00%
Caitong International Asset Management Co., Ltd	41	$6,397	0.00%
MJT & Associates Financial Advisory Group, Inc.	34	$5,305	0.00%
Fulcrum Asset Management LLP	19	$2,961	0.00%
Group One Trading, L.P.	15	$2,340	0.00%
Planning Strategies Inc.	12	$1,872	0.00%
CoreCap Advisors, LLC	10	$1,560	0.00%
Horizon Financial Services, LLC	8	$1,248	0.00%
HFM Investment Advisors, LLC	4	$625	0.00%
Creative Capital Management Investments LLC	3	$468	0.00%
Action Point Financial Planning, LLC	3	$468	0.00%
JPL Wealth Management, LLC	2	$313	0.00%
DecisionPoint Financial, LLC	1	$162	0.00%
AdvisorNet Financial, Inc	1	$156	0.00%
Optiver Holding B.V.	1	$156	0.00%
LRI Investments, LLC	1	$156	0.00%
Silver Grove Financial Group, Inc.	1	$156	0.00%
Navigoe, LLC	1	$0	0.00%

清倉機構（91 家）

2026 年第 1 季季末持有 Morningstar, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 MORN 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Select Equity Group, L.P.	637,723	$1.08 億
M&G Plc	149,783	$2,531 萬
Qube Research & Technologies Ltd	139,894	$2,365 萬
Incline Global Management LLC	88,354	$1,494 萬
Schroder Investment Management Group	84,286	$1,388 萬
Congress Asset Management Co	77,405	$1,309 萬
River Road Asset Management, LLC	42,084	$711.4 萬
Panagora Asset Management Inc	34,615	$585.2 萬
Trexquant Investment LP	29,267	$494.8 萬
Bank of Nova Scotia	28,000	$473.3 萬
Holocene Advisors, LP	25,983	$439.2 萬
Van Eck Associates Corp	21,956	$371.2 萬
Warren Averett Asset Management, LLC	21,153	$357.6 萬
Walleye Capital LLC	20,166	$340.9 萬
ING Groep NV	16,613	$280.8 萬
1832 Asset Management L.P.	15,900	$268.8 萬
Natixis Advisors, L.P.	14,490	$245.0 萬
Lecap Asset Management Ltd	9,626	$162.7 萬
Connor, Clark & Lunn Investment Management Ltd.	9,369	$158.4 萬
Headlands Technologies LLC	8,486	$143.5 萬
Southeast Asset Advisors Inc.	7,792	$131.7 萬
Twinbeech Capital LP	7,350	$124.3 萬
Healthcare of Ontario Pension Plan Trust Fund	6,600	$111.6 萬
CenterBook Partners LP	5,232	$88.4 萬
Magnetar Financial LLC	4,621	$78.1 萬
Epoch Investment Partners, Inc.	4,547	$76.9 萬
Gsa Capital Partners LLP	3,576	$60.5 萬
Inceptionr LLC	3,070	$51.9 萬
Banco Bilbao Vizcaya Argentaria, S.A.	2,973	$49.8 萬
Mackenzie Financial Corp	2,811	$47.5 萬
Capula Management Ltd	2,760	$46.7 萬
Boothbay Fund Management, LLC	2,571	$43.5 萬
R Squared Ltd	2,551	$43.1 萬
DRW Securities, LLC	2,475	$41.8 萬
EntryPoint Capital, LLC	2,387	$40.4 萬
Amica Mutual Insurance Co	2,331	$39.4 萬
Ci Investments Inc.	2,292	$38.7 萬
ExodusPoint Capital Management, LP	2,118	$35.8 萬
Man Group plc	2,100	$35.5 萬
Everence Capital Management Inc	1,903	$32.2 萬
Calamos Advisors LLC	1,881	$31.8 萬
Calamos Wealth Management LLC	1,881	$31.8 萬
Campbell & CO Investment Adviser LLC	1,810	$30.6 萬
Blackstone Group Inc.	1,766	$29.9 萬
Commerce Bank	1,765	$29.8 萬
Mirabella Financial Services LLP	1,697	$28.7 萬
Procyon Private Wealth Partners, LLC	1,680	$28.4 萬
Centiva Capital, LP	1,624	$27.5 萬
Alliance Wealth Advisors, LLC	1,623	$27.4 萬
Entropy Technologies, LP	1,565	$26.5 萬
RSM US Wealth Management LLC	1,554	$26.3 萬
United Capital Financial Advisers, LLC	1,519	$25.7 萬
Dempze Nancy E	1,494	$25.3 萬
Syon Capital LLC	1,459	$24.7 萬
ISAM Funds (UK) Ltd	1,399	$23.7 萬
Frec Markets, Inc.	1,389	$23.5 萬
Crossmark Global Holdings, Inc.	1,385	$23.4 萬
Prelude Capital Management, LLC	1,383	$23.4 萬
Portside Wealth Group, LLC	1,368	$23.1 萬
Two Sigma Securities, LLC	1,363	$23.0 萬
CIBC Asset Management Inc	1,355	$22.9 萬
Armistice Capital, LLC	1,327	$22.4 萬
CIBC Bancorp USA Inc.	1,317	$22.3 萬
Baird Financial Group, Inc.	1,313	$22.2 萬
Maryland State Retirement & Pension System	1,247	$21.1 萬
Abel Hall, LLC	1,233	$20.8 萬
Oppenheimer & Co Inc	1,219	$20.6 萬
Quadrant Capital Group LLC	880	$14.9 萬
Annis Gardner Whiting Capital Advisors, LLC	410	$6.93 萬
V-Square Quantitative Management LLC	180	$3.04 萬
Thurston, Springer, Miller, Herd & Titak, Inc.	118	$1.99 萬
Owl Creek Wealth Partners LLC	95	$1.61 萬
Ancora Advisors, LLC	44	$7,438
First Horizon Corp	21	$3,550
Bare Financial Services, Inc	20	$3,381
Sachetta, LLC	18	$3,043
Asset Dedication, LLC	13	$2,198
Estabrook Capital Management	12	$2,029
Marquette Asset Management, LLC	10	$1,691
South State Corp.	9	$1,522
Bogart Wealth, LLC	9	$1,521
Root Financial Partners, LLC	6	$1,014
UMA Financial Services, Inc.	5	$846
Financial Network Wealth Advisors LLC	5	$845
Spire Wealth Management	4	$617
Signature Equity Partners, LLC	3	$510
Rialto Wealth Management, LLC	3	$508
Twin Peaks Wealth Advisors, LLC	3	$507
Highline Wealth Partners LLC	3	$507
Raffa Wealth Management, LLC	1	$169
Curio Wealth, LLC	1	$169

尚未申報 2026 年第 2 季的機構（5 家）

2026 年第 1 季季末持有 Morningstar, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 MORN、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Janus Henderson Group PLC	89,885	$1,520 萬
CWM, LLC	12,593	$212.9 萬
Skopos Labs, Inc.	8,732	$147.6 萬
Exencial Wealth Advisors, LLC	6,736	$113.9 萬
Gibbs Wealth Management	1,753	$29.6 萬