MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.4% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | −1 |
| Q2 2026 | 119 | -3 | 19.60M | $3.06B | +10 | −14 |
| Q1 2026 | 126 | -1 | 18.00M | $3.04B | +7 | −9 |
| Q4 2025 | 126 | 0 | 19.22M | $4.13B | +2 | −1 |
| Q3 2025 | 19 | -1 | 12.09M | $2.80B | n/a | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | n/a | n/a |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | n/a |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | n/a |
| Q2 2024 | 11 | n/a | 3.07M | $909.04M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 2.63M | n/a | $826.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 2.52M | n/a | $790.95M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 3 | Millennium Management ✦ | 811.16K | +50.0% | $254.65M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (被动) | 784.17K | -7.7% | $246.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 780.84K | -27.7% | $245.13M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (被动) | 626.94K | +1.9% | $196.84M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (被动) | 296.96K | -10.5% | $93.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 9 | Fidelity (FMR) ✦ | 273.75K | n/a | $85.94M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Renaissance Technologies ✦ | 265.17K | +12.7% | $83.24M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 193.61K | +18.8% | $60.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 160.67K | +42.0% | $50.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 123.20K | +103.1% | $38.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 47.55K | -55.9% | $14.93M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | T. Rowe Price ✦ | 45.05K | -5.1% | $14.14M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | D. E. Shaw & Co. ✦ | 22.91K | -42.8% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 16.14K | -8.0% | $5.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 9.39K | +128.8% | $2.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 439 持有人, 23.27M 股份, $3.85B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director, 10% owner · 978 股 · $214,609
Officer, Director, 10% owner · 220 股 · $47,522
Officer, Director, 10% owner · 1.31K 股 · $289,635
Officer, Director, 10% owner · 226 股 · $49,973
Officer, Director, 10% owner · 1.18K 股 · $256,581
Officer, Director, 10% owner · 1.74K 股 · $380,074
Officer, Director, 10% owner · 3.83K 股 · $829,301
Officer, Director, 10% owner · 268 股 · $58,308
Officer, Director, 10% owner · 501 股 · $108,784
Officer, Director, 10% owner · 1.94K 股 · $417,009
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论