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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 4,249 | $66.3 萬 | 0.00% | +4,249 | 新進 |
| Martin Capital Advisors, LLP | 4,202 | $65.6 萬 | 0.34% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 4,201 | $65.5 萬 | 0.01% | +4,201 | 新進 |
| Park Avenue Securities LLC | 4,198 | $65.5 萬 | 0.00% | +315+8.1% | 加碼 |
| Integrated Wealth Concepts LLC | 4,076 | $63.6 萬 | 0.00% | +1,533+60.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,059 | $63.3 萬 | 0.02% | −170−4.0% | 減碼 |
| JustInvest LLC | 3,915 | $61.1 萬 | 0.01% | −3,110−44.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,755 | $58.6 萬 | 0.00% | +784+26.4% | 加碼 |
| RV Capital GmbH | 3,700 | $57.7 萬 | 0.15% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 3,676 | $57.4 萬 | 0.01% | +520+16.5% | 加碼 |
| Vinva Investment Management Ltd | 2,451 | $55.5 萬 | 0.00% | +2,451 | 新進 |
| Kera Capital Partners, Inc. | 3,551 | $55.4 萬 | 0.05% | +950+36.5% | 加碼 |
| CSS LLC | 3,520 | $54.9 萬 | 0.02% | −1,990−36.1% | 減碼 |
| Keeler Thomas Management LLC | 3,348 | $52.2 萬 | 0.19% | +420+14.3% | 加碼 |
| Sivia Capital Partners, LLC | 3,339 | $52.1 萬 | 0.06% | +3,339 | 新進 |
| Pictet Asset Management Holding SA | 3,326 | $51.9 萬 | 0.00% | −793−19.3% | 減碼 |
| 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 |
| Sanctuary Advisors, LLC | 3,295 | $51.4 萬 | 0.00% | +221+7.2% | 加碼 |
| Victory Capital Management Inc | 3,285 | $51.3 萬 | 0.00% | −147−4.3% | 減碼 |
| M&T Bank Corp | 3,277 | $51.1 萬 | 0.00% | −340−9.4% | 減碼 |
| Buckingham Strategic Partners | 3,206 | $50.0 萬 | 0.00% | +3,206 | 新進 |
| Blair William & Co | 3,162 | $49.3 萬 | 0.00% | +1,099+53.3% | 加碼 |
| Fox Run Management, L.L.C. | 3,142 | $49.0 萬 | 0.08% | −4,136−56.8% | 減碼 |
| Larson Financial Group LLC | 3,050 | $47.6 萬 | 0.01% | +2,682+728.8% | 加碼 |
| New Age Alpha Advisors, LLC | 3,034 | $47.3 萬 | 0.02% | −10,530−77.6% | 減碼 |
| Bradley Foster & Sargent Inc | 3,000 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 2,974 | $46.4 萬 | 0.00% | +2,209+288.8% | 加碼 |
| Chicago Partners Investment Group LLC | 2,768 | $46.4 萬 | 0.01% | +319+13.0% | 加碼 |
| GWM Advisors LLC | 2,907 | $45.4 萬 | 0.00% | +1,416+95.0% | 加碼 |
| HRT Financial LP | 2,876 | $44.8 萬 | 0.00% | −40,632−93.4% | 減碼 |
| LSV Asset Management | 2,800 | $43.7 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2,788 | $43.5 萬 | 0.00% | +1,348+93.6% | 加碼 |
| Apeiron RIA LLC | 11,767 | $43.3 萬 | 0.11% | +11,767 | 新進 |
| AdvisorShares Investments LLC | 2,720 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 2,717 | $42.4 萬 | 0.02% | −834−23.5% | 減碼 |
| Intrua Financial, LLC | 2,700 | $42.1 萬 | 0.04% | +2,700 | 新進 |
| Teacher Retirement System of Texas | 2,680 | $41.8 萬 | 0.00% | −669−20.0% | 減碼 |
| Xponance, Inc. | 2,653 | $41.4 萬 | 0.00% | −1,569−37.2% | 減碼 |
| New York Life Investment Management LLC | 2,603 | $40.6 萬 | 0.00% | −199−7.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 2,604 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 2,582 | $40.3 萬 | 0.01% | +655+34.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,575 | $40.2 萬 | 0.00% | +703+37.6% | 加碼 |
| Swiss Life Asset Management Ltd | 2,566 | $40.0 萬 | 0.00% | +47+1.9% | 加碼 |
| HB Wealth Management, LLC | 2,562 | $40.0 萬 | 0.00% | +796+45.1% | 加碼 |
| Deutsche Bank AG | 2,554 | $39.8 萬 | 0.00% | +219+9.4% | 加碼 |
| Atria Investments LLC | 2,519 | $39.3 萬 | 0.00% | +380+17.8% | 加碼 |
| Bull Harbor Capital LLC | 2,506 | $39.1 萬 | 0.08% | +2,506 | 新進 |
| Pacer Advisors, Inc. | 2,482 | $38.7 萬 | 0.00% | −298−10.7% | 減碼 |
| iA Global Asset Management Inc. | 2,480 | $38.7 萬 | 0.00% | +2,480 | 新進 |
| Daiwa Securities Group Inc. | 2,392 | $37.3 萬 | 0.00% | −509−17.5% | 減碼 |
| YHB Investment Advisors, Inc. | 2,370 | $37.0 萬 | 0.02% | −135−5.4% | 減碼 |
| Personal Cfo Solutions, LLC | 2,345 | $36.6 萬 | 0.05% | +505+27.4% | 加碼 |
| HSBC Holdings PLC | 2,337 | $36.4 萬 | 0.00% | −7,812−77.0% | 減碼 |
| Baker Avenue Asset Management, LP | 2,329 | $36.3 萬 | 0.01% | +877+60.4% | 加碼 |
| Hantz Financial Services, Inc. | 2,307 | $36.0 萬 | 0.00% | −1,913−45.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,299 | $35.9 萬 | 0.01% | +1,310+132.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,227 | $34.7 萬 | 0.00% | +285+14.7% | 加碼 |
| Planning Alternatives Ltd | 2,138 | $33.4 萬 | 0.04% | −59−2.7% | 減碼 |
| Aaron Wealth Advisors | 2,102 | $32.8 萬 | 0.02% | −1,221−36.7% | 減碼 |
| Oak Thistle LLC | 2,099 | $32.7 萬 | 0.03% | −11,267−84.3% | 減碼 |
| Fieldview Capital Management, LLC | 2,090 | $32.6 萬 | 0.09% | +2,090 | 新進 |
| Janney Montgomery Scott LLC | 2,045 | $31.9 萬 | 0.00% | −191−8.5% | 減碼 |
| Krilogy Financial LLC | 2,013 | $31.4 萬 | 0.01% | +2,013 | 新進 |
| Commonwealth Equity Services, LLC | 1,989 | $31.0 萬 | 0.00% | −263−11.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,966 | $30.7 萬 | 0.00% | −354−15.3% | 減碼 |
| TCG Advisory Services, LLC | 1,870 | $29.2 萬 | 0.01% | +1,870 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,829 | $28.5 萬 | 0.08% | +5+0.3% | 加碼 |
| PEAK6 LLC | 1,814 | $28.3 萬 | 0.01% | +1,814 | 新進 |
| Securian Asset Management, Inc | 1,627 | $28.1 萬 | 0.01% | −105−6.1% | 減碼 |
| Kornitzer Capital Management Inc | 1,783 | $27.8 萬 | 0.01% | −281−13.6% | 減碼 |
| Amundi | 1,767 | $27.6 萬 | 0.00% | −8−0.5% | 減碼 |
| Bridgefront Capital, LLC | 1,700 | $26.5 萬 | 0.07% | +1,700 | 新進 |
| Pallas Capital Advisors LLC | 1,663 | $25.9 萬 | 0.01% | +1,663 | 新進 |
| Caerus Investment Advisors, LLC | 1,658 | $25.9 萬 | 0.09% | +1,658 | 新進 |
| Verdence Capital Advisors LLC | 1,624 | $25.3 萬 | 0.01% | −59−3.5% | 減碼 |
| Machina Capital S.A.S. | 1,602 | $25.0 萬 | 0.04% | +1,602 | 新進 |
| HM Payson & Co | 1,600 | $25.0 萬 | 0.00% | +900+128.6% | 加碼 |
| Principal Securities, Inc. | 1,588 | $24.8 萬 | 0.00% | +2+0.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,586 | $24.7 萬 | 0.00% | +329+26.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 1,550 | $24.2 萬 | 0.01% | +1,550 | 新進 |
| NorthCrest Asset Manangement, LLC | 1,441 | $23.9 萬 | 0.01% | +1,441 | 新進 |
| Allworth Financial LP | 1,505 | $23.5 萬 | 0.00% | +989+191.7% | 加碼 |
| VestGen Advisors, LLC | 1,492 | $23.3 萬 | 0.01% | +1,492 | 新進 |
| Crestwood Advisors Group LLC | 1,481 | $23.1 萬 | 0.00% | +1,481 | 新進 |
| Waddell & Associates, LLC | 1,470 | $22.9 萬 | 0.01% | +1,470 | 新進 |
| J.W. Cole Advisors, Inc. | 1,465 | $22.9 萬 | 0.00% | +1,465 | 新進 |
| Citizens Financial Group Inc | 1,450 | $22.6 萬 | 0.00% | +1,450 | 新進 |
| Claret Asset Management Corp | 1,448 | $22.6 萬 | 0.02% | +1,448 | 新進 |
| Diversify Wealth Management, LLC | 1,224 | $22.3 萬 | 0.00% | −4,727−79.4% | 減碼 |
| Diversify Advisory Services, LLC | 1,224 | $22.3 萬 | 0.00% | +1,224 | 新進 |
| Essential Partners LLC | 1,331 | $20.8 萬 | 0.10% | +704+112.3% | 加碼 |
| DnB Asset Management AS | 1,327 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| 111 Capital | 1,295 | $20.2 萬 | 0.03% | +1,295 | 新進 |
| Nykredit A/S | 1,206 | $18.8 萬 | 0.00% | +1,206 | 新進 |
| State of Wyoming | 1,199 | $18.7 萬 | 0.02% | +571+90.9% | 加碼 |
| 1620 Investment Advisors, Inc. | 1,190 | $18.6 萬 | 0.11% | +1,190 | 新進 |
| Parallel Advisors, LLC | 1,101 | $17.2 萬 | 0.00% | −191−14.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,079 | $16.8 萬 | 0.01% | +463+75.2% | 加碼 |
| Ensign Peak Advisors, Inc | 1,075 | $16.8 萬 | 0.00% | −3,972−78.7% | 減碼 |