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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 232,481 | $3,627 萬 | 0.01% | +57,475+32.8% | 加碼 |
| JPMorgan Chase & Co | 236,316 | $3,698 萬 | 0.00% | −193,740−45.0% | 減碼 |
| Renaissance Technologies LLC | 238,770 | $3,725 萬 | 0.05% | −210,100−46.8% | 減碼 |
| Massachusetts Financial Services Co | 244,324 | $3,794 萬 | 0.01% | −10,415−4.1% | 減碼 |
| Invesco Ltd. | 259,287 | $4,045 萬 | 0.00% | −25,843−9.1% | 減碼 |
| Kensico Capital Management Corp | 284,100 | $4,433 萬 | 0.76% | +149,100+110.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 420,742 | $6,564 萬 | 0.03% | +25,811+6.5% | 加碼 |
| Jane Street Group, LLC | 431,301 | $6,729 萬 | 0.04% | +97,440+29.2% | 加碼 |
| Two Sigma Investments, LP | 484,249 | $7,555 萬 | 0.06% | −375,210−43.7% | 減碼 |
| Los Angeles Capital Management LLC | 557,955 | $8,705 萬 | 0.32% | −87,429−13.5% | 減碼 |
| Dimensional Fund Advisors LP | 561,857 | $8,766 萬 | 0.02% | +44,088+8.5% | 加碼 |
| Geode Capital Management, LLC | 578,315 | $9,024 萬 | 0.00% | −20,907−3.5% | 減碼 |
| State Street Corp | 716,473 | $1.12 億 | 0.00% | −19,101−2.6% | 減碼 |
| Vanguard Capital Management LLC | 894,406 | $1.40 億 | 0.00% | −95,061−9.6% | 減碼 |
| Vanguard Portfolio Management LLC | 950,075 | $1.48 億 | 0.01% | −101,745−9.7% | 減碼 |
| AQR Capital Management LLC | 1,304,388 | $2.04 億 | 0.07% | +680,759+109.2% | 加碼 |
| Morgan Stanley | 1,484,135 | $2.32 億 | 0.01% | −246,414−14.2% | 減碼 |
| Wellington Management Group LLP | 1,493,037 | $2.33 億 | 0.04% | −169,368−10.2% | 減碼 |
| BlackRock, Inc. | 2,081,736 | $3.25 億 | 0.00% | −256,482−11.0% | 減碼 |
| Bamco Inc | 3,499,146 | $5.46 億 | 0.82% | +2,739,631+360.7% | 加碼 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −637,723−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −149,783−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −139,894−100.0% | 清倉 |
| Incline Global Management LLC | 0 | $0 | 0.00% | −88,354−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −84,286−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −77,405−100.0% | 清倉 |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −42,084−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −34,615−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,267−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −25,983−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,956−100.0% | 清倉 |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −21,153−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,166−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −16,613−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −15,900−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,490−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,626−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,369−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,486−100.0% | 清倉 |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −7,792−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,350−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,600−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,232−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,621−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,547−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,576−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,070−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −2,973−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,811−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,760−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,571−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −2,551−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,475−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,387−100.0% | 清倉 |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −2,331−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,292−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,118−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,903−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −1,881−100.0% | 清倉 |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −1,881−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,810−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −1,766−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −1,765−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,697−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,680−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,624−100.0% | 清倉 |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,623−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,565−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,554−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,519−100.0% | 清倉 |
| Dempze Nancy E | 0 | $0 | 0.00% | −1,494−100.0% | 清倉 |
| Syon Capital LLC | 0 | $0 | 0.00% | −1,459−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,399−100.0% | 清倉 |
| Frec Markets, Inc. | 0 | $0 | 0.00% | −1,389−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,385−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,383−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −1,368−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,363−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,327−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −1,317−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,313−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −1,247−100.0% | 清倉 |
| Abel Hall, LLC | 0 | $0 | 0.00% | −1,233−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,219−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −880−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| First Horizon Corp | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Estabrook Capital Management | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |