MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 -1.8% ·
净新建仓位 -10.5%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 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) | 2.61M | -0.9% | $605.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 2.39M | -5.0% | $555.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | Morgan Stanley ✦ | 1.96M | n/a | $454.50M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 4 | State Street Global Advisors ✦ (被动) | 763.22K | -2.7% | $177.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 636.96K | n/a | $147.78M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 6 | Geode Capital Management ✦ (被动) | 615.79K | -1.8% | $142.89M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 612.83K | -21.5% | $142.18M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 8 | AQR Capital Management ✦ | 608.24K | +106.9% | $141.12M | 0.1% | ▲ Add | 6 | SEC ↗ ×5 |
| 9 | Renaissance Technologies ✦ | 460.77K | +73.8% | $106.90M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 10 | Millennium Management ✦ | 298.74K | -63.2% | $69.31M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 290.62K | +50.1% | $67.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 286.18K | +78.1% | $66.40M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 193.44K | -29.3% | $44.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 14 | Goldman Sachs Group ✦ | 98.46K | n/a | $22.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Citadel Advisors ✦ | 84.32K | +77.3% | $19.56M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 16 | T. Rowe Price ✦ | 67.50K | +49.8% | $15.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Point72 Asset Management ✦ | 50.92K | -58.7% | $11.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 29.38K | +28.2% | $6.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 24.19K | +157.6% | $5.61M | 0.0% | ▲ Add | 6 | 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
| Norges Bank | $93.22M | 曾为 0.0% |
| Fisher Asset Management | $5.07M | 曾为 0.0% |
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