MORN — Morningstar Inc 机构持仓 · 2026年Q3
谁持有 Morningstar Inc（MORN）？2026年Q3（报告期截至 2026-09-30）共有 17 家机构在 SEC 13F 申报中报告持有，合计 3,065.71 万美元。前几大持有机构：Confluence Investment Management LLC（2,840.00 万美元）、Bright Rock Capital Management, LLC（140.00 万美元）、YHB Investment Advisors, Inc.（39.72 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $28.4M | 149,383 | 减持 |
| 2 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $1.4M | 7,500 | 持平 |
| 3 | YHB Investment Advisors, Inc. | $397,184 | 2,090 | 减持 |
| 4 | Versant Capital Management, Inc | $137,969 | 726 | 减持 |
| 5 | Farther Finance Advisors, LLC | $123,907 | 652 | 增持 |
| 6 | GAMMA Investing LLC | $69,365 | 365 | 减持 |
| 7 | Grove Bank & Trust | $30,026 | 158 | 持平 |
| 8 | MassMutual Private Wealth & Trust, FSB | $22,615 | 119 | 减持 |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $20,715 | 109 | 减持 |
| 10 | CoreCap Advisors, LLC | $13,683 | 72 | 增持 |
| 11 | EASTERN BANK | $12,733 | 67 | 新建仓 |
| 12 | AMERICAN NATIONAL BANK & TRUST | $9,692 | 51 | 减持 |
| 13 | MJT & Associates Financial Advisory Group, Inc. | $3,421 | 18 | 减持 |
| 14 | Planning Strategies Inc. | $1,520 | 8 | 减持 |
| 15 | GK Wealth Management LLC | $258 | 1 | 新建仓 |
| 16 | Apeiron RIA LLC | $0 | 0 | 清仓 |
| 17 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30