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 2 季 13F 持有人
Morningstar, Inc. 在 2026/6/30 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
- 420
- 較 2026 年第 1 季 −22 家
- 持有股數
- 2,427 萬
- 較 2026 年第 1 季 +80.9 萬 (+3.4%)
- 總市值
- $37.9 億
- 較 2026 年第 1 季 −$1.80 億 (−4.5%)
- 新進機構
- 69
- 另有 131 家加碼
- 清倉機構
- 91
- 另有 173 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 3,285 | $51.3 萬 | 0.00% | −147−4.3% | 減碼 |
| Sanctuary Advisors, LLC | 3,295 | $51.4 萬 | 0.00% | +221+7.2% | 加碼 |
| Bank of Montreal | 3,305 | $51.6 萬 | 0.00% | −1,854−35.9% | 減碼 |
| Johnson Investment Counsel Inc | 3,305 | $51.6 萬 | 0.00% | −140−4.1% | 減碼 |
| Pictet Asset Management Holding SA | 3,326 | $51.9 萬 | 0.00% | −793−19.3% | 減碼 |
| Sivia Capital Partners, LLC | 3,339 | $52.1 萬 | 0.06% | +3,339 | 新進 |
| Keeler Thomas Management LLC | 3,348 | $52.2 萬 | 0.19% | +420+14.3% | 加碼 |
| CSS LLC | 3,520 | $54.9 萬 | 0.02% | −1,990−36.1% | 減碼 |
| Kera Capital Partners, Inc. | 3,551 | $55.4 萬 | 0.05% | +950+36.5% | 加碼 |
| Vinva Investment Management Ltd | 2,451 | $55.5 萬 | 0.00% | +2,451 | 新進 |
| Jefferies Financial Group Inc. | 3,676 | $57.4 萬 | 0.01% | +520+16.5% | 加碼 |
| RV Capital GmbH | 3,700 | $57.7 萬 | 0.15% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 3,755 | $58.6 萬 | 0.00% | +784+26.4% | 加碼 |
| JustInvest LLC | 3,915 | $61.1 萬 | 0.01% | −3,110−44.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,059 | $63.3 萬 | 0.02% | −170−4.0% | 減碼 |
| Integrated Wealth Concepts LLC | 4,076 | $63.6 萬 | 0.00% | +1,533+60.3% | 加碼 |
| Park Avenue Securities LLC | 4,198 | $65.5 萬 | 0.00% | +315+8.1% | 加碼 |
| CAPROCK Group, Inc. | 4,201 | $65.5 萬 | 0.01% | +4,201 | 新進 |
| Martin Capital Advisors, LLP | 4,202 | $65.6 萬 | 0.34% | 00.0% | 不變 |
| Bridgewater Associates, LP | 4,249 | $66.3 萬 | 0.00% | +4,249 | 新進 |
| Harbor Capital Advisors, Inc. | 4,278 | $66.7 萬 | 0.05% | −21−0.5% | 減碼 |
| OP Asset Management Ltd | 4,386 | $68.4 萬 | 0.01% | −7,761−63.9% | 減碼 |
| AlphaGrep UK Ltd | 4,414 | $68.9 萬 | 0.21% | +1,871+73.6% | 加碼 |
| Advisors Preferred, LLC | 4,259 | $70.7 萬 | 0.11% | +4,259 | 新進 |
| Oregon Public Employees Retirement Fund | 4,586 | $71.6 萬 | 0.01% | −100−2.1% | 減碼 |
| Merit Financial Group, LLC | 4,590 | $71.6 萬 | 0.00% | +1,852+67.6% | 加碼 |
| KLP Kapitalforvaltning AS | 4,600 | $71.8 萬 | 0.00% | −1,000−17.9% | 減碼 |
| Rothschild Investment LLC | 4,633 | $72.3 萬 | 0.03% | +4,356+1,572.6% | 加碼 |
| Neuberger Berman Group LLC | 4,803 | $74.9 萬 | 0.00% | +1,253+35.3% | 加碼 |
| Bradyco, Inc. | 4,864 | $75.9 萬 | 0.87% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 4,961 | $77.4 萬 | 0.01% | −182−3.5% | 減碼 |
| Quinn Opportunity Partners LLC | 5,000 | $78.0 萬 | 0.04% | +5,000 | 新進 |
| New Mexico Educational Retirement Board | 5,200 | $81.1 萬 | 0.02% | 00.0% | 不變 |
| State of Michigan Retirement System | 5,200 | $81.1 萬 | 0.00% | −300−5.5% | 減碼 |
| Vanguard Investments Australia, Ltd. | 5,212 | $81.3 萬 | 0.00% | −1,176−18.4% | 減碼 |
| Sepio Capital, LP | 5,235 | $81.7 萬 | 0.04% | −11−0.2% | 減碼 |
| Brighton Jones LLC | 5,249 | $81.9 萬 | 0.02% | +3,456+192.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,280 | $82.4 萬 | 0.00% | −472−8.2% | 減碼 |
| Callan Family Office, LLC | 5,421 | $84.6 萬 | 0.02% | +1,152+27.0% | 加碼 |
| Arizona State Retirement System | 5,580 | $87.1 萬 | 0.00% | −1,199−17.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,594 | $87.3 萬 | 0.00% | −14,754−72.5% | 減碼 |
| Toroso Investments, LLC | 5,653 | $88.2 萬 | 0.00% | +475+9.2% | 加碼 |
| Public Employees Retirement System of Ohio | 5,785 | $90.3 萬 | 0.00% | −626−9.8% | 減碼 |
| Fifth Third Bancorp | 5,905 | $92.1 萬 | 0.00% | −1,028−14.8% | 減碼 |
| Wedbush Securities Inc | 6,031 | $94.1 萬 | 0.02% | +156+2.7% | 加碼 |
| Cetera Investment Advisers | 6,082 | $94.9 萬 | 0.00% | +1,037+20.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,085 | $94.9 萬 | 0.00% | +6,085 | 新進 |
| Yousif Capital Management, LLC | 6,087 | $95.0 萬 | 0.01% | −650−9.6% | 減碼 |
| Handelsbanken Fonder AB | 6,372 | $99.4 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 6,407 | $100.0 萬 | 0.00% | −278−4.2% | 減碼 |
| Truist Financial Corp | 6,481 | $101.1 萬 | 0.00% | −653−9.2% | 減碼 |
| Louisiana State Employees Retirement System | 6,500 | $101.4 萬 | 0.02% | −200−3.0% | 減碼 |
| Jump Financial, LLC | 6,520 | $101.7 萬 | 0.01% | −4,387−40.2% | 減碼 |
| denkapparat Operations GmbH | 6,596 | $102.9 萬 | 0.34% | +2,022+44.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 6,624 | $103.3 萬 | 0.00% | −7,271−52.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,393 | $103.5 萬 | 0.00% | −21,035−76.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 6,705 | $104.6 萬 | 0.23% | +608+10.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 6,878 | $107.3 萬 | 0.07% | +6,878 | 新進 |
| New York State Teachers Retirement System | 6,970 | $108.7 萬 | 0.00% | +2,232+47.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,031 | $109.7 萬 | 0.00% | −1,910−21.4% | 減碼 |
| Empire Life Investments Inc. | 7,122 | $111.1 萬 | 0.06% | +25+0.4% | 加碼 |
| Ceera Investments, LLC | 7,136 | $111.3 萬 | 0.47% | −300−4.0% | 減碼 |
| Pathstone Holdings, LLC | 7,275 | $113.5 萬 | 0.00% | −1,791−19.8% | 減碼 |
| Bright Rock Capital Management, LLC | 7,500 | $117.0 萬 | 0.23% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 7,500 | $117.0 萬 | 0.01% | +7,500 | 新進 |
| Redmond Asset Management, LLC | 7,681 | $119.8 萬 | 0.30% | −24−0.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 7,770 | $121.2 萬 | 0.01% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 7,810 | $121.9 萬 | 0.03% | +1,000+14.7% | 加碼 |
| Level Four Advisory Services, LLC | 7,818 | $122.0 萬 | 0.03% | −257−3.2% | 減碼 |
| Russell Investments Group, Ltd. | 7,900 | $123.3 萬 | 0.00% | −1,908−19.5% | 減碼 |
| HighTower Advisors, LLC | 7,933 | $123.8 萬 | 0.00% | −1,145−12.6% | 減碼 |
| Mutual of America Capital Management LLC | 8,163 | $127.4 萬 | 0.01% | −636−7.2% | 減碼 |
| Vanguard Global Advisers, LLC | 8,245 | $128.6 萬 | 0.00% | −939−10.2% | 減碼 |
| Treasurer of the State of North Carolina | 8,294 | $129.4 萬 | 0.00% | −850−9.3% | 減碼 |
| Dearborn Partners LLC | 8,465 | $132.1 萬 | 0.07% | −215−2.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 8,600 | $134.2 萬 | 0.00% | +7,000+437.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 8,660 | $135.1 萬 | 0.01% | −242−2.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 8,686 | $135.5 萬 | 0.11% | +3,593+70.5% | 加碼 |
| Advisor Group Holdings, Inc. | 8,718 | $136.0 萬 | 0.00% | −13,895−61.4% | 減碼 |
| SRS Capital Advisors, Inc. | 8,810 | $137.5 萬 | 0.01% | +8,346+1,798.7% | 加碼 |
| Savant Capital, LLC | 7,400 | $143.9 萬 | 0.00% | +7,400 | 新進 |
| Motley Fool Asset Management LLC | 9,373 | $146.2 萬 | 0.06% | −378−3.9% | 減碼 |
| Virginia Retirement Systems Et Al | 9,400 | $146.7 萬 | 0.01% | +3,000+46.9% | 加碼 |
| Jones Financial Companies LLLP | 9,548 | $147.7 萬 | 0.00% | −3,753−28.2% | 減碼 |
| Aurora Investment Counsel | 9,515 | $148.5 萬 | 0.76% | −10−0.1% | 減碼 |
| Brevan Howard Capital Management LP | 9,535 | $148.8 萬 | 0.02% | +5,204+120.2% | 加碼 |
| State of Tennessee, Treasury Department | 9,854 | $153.7 萬 | 0.00% | −177−1.8% | 減碼 |
| Amalgamated Bank | 9,900 | $154.5 萬 | 0.01% | −815−7.6% | 減碼 |
| Summit Trail Advisors, LLC | 9,943 | $155.1 萬 | 0.02% | +309+3.2% | 加碼 |
| Raymond James Financial Inc | 10,301 | $160.7 萬 | 0.00% | −47,062−82.0% | 減碼 |
| MetLife Investment Management | 10,625 | $165.8 萬 | 0.01% | −1,297−10.9% | 減碼 |
| Voya Investment Management LLC | 10,735 | $167.5 萬 | 0.00% | +192+1.8% | 加碼 |
| CI Private Wealth, LLC | 10,796 | $168.4 萬 | 0.00% | −8,334−43.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,827 | $168.9 萬 | 0.00% | +6,393+144.2% | 加碼 |
| Meeder Asset Management Inc | 11,232 | $175.2 萬 | 0.09% | −44,382−79.8% | 減碼 |
| Captrust Financial Advisors | 11,372 | $177.4 萬 | 0.00% | +3,204+39.2% | 加碼 |
| Henshaw Capital LLC | 11,672 | $182.1 萬 | 0.06% | +34+0.3% | 加碼 |
| Azzad Asset Management Inc | 11,779 | $183.8 萬 | 0.16% | +10,338+717.4% | 加碼 |
| New York State Common Retirement Fund | 11,955 | $186.5 萬 | 0.00% | +1,600+15.5% | 加碼 |
| LPL Financial LLC | 12,407 | $193.6 萬 | 0.00% | −3,240−20.7% | 減碼 |