MORN
Morningstar, Inc.
-0.02 (-0.01%)202.65USD67.1K成交股數7.6B市值19.3本益比(近四季)3.0股價營收比+9.6%營收年增(近四季)2026-10-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 66 · 20.7M · 2 |
| 其中 10b5-1 計畫賣出 | 65 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 38.1M |
| 近 180 天 淨額 | −38.1M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-02 | Wiersema Conan | CAO & PAO | F 繳稅扣股 | 29 | 218.94 | 6K | 3.1K | SEC |
| 2026-09-01 | 09-02 | Holt Michael | Chief Financial Officer | F 繳稅扣股 | 54 | 218.94 | 12K | 12.3K | SEC |
| 2026-08-24 | 08-26 | Mansueto Daniel | TenPercentOwner | J 其他 | 377K | – | – | 3.5M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.3K | 220.42 | 290K | 7.9M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.2K | 217.26 | 257K | 7.9M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 978 | 219.44 | 215K | 7.9M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 226 | 221.12 | 50K | 7.9M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.7K | 218.43 | 380K | 7.9M | SEC |
| 2026-08-24 | 08-24 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 220 | 216.01 | 48K | 7.9M | SEC |
| 2026-08-21 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 268 | 217.57 | 58K | 7.9M | SEC |
| 2026-08-21 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.8K | 216.70 | 829K | 7.9M | SEC |
| 2026-08-20 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.4K | 214.17 | 291K | 8.0M | SEC |
| 2026-08-20 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 295 | 216.16 | 64K | 7.9M | SEC |
| 2026-08-20 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.2K | 212.87 | 672K | 8.0M | SEC |
| 2026-08-20 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.9K | 215.18 | 417K | 7.9M | SEC |
| 2026-08-20 | 08-21 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 501 | 217.13 | 109K | 7.9M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 426 | 211.52 | 90K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.0K | 213.96 | 649K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 680 | 210.24 | 143K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 114 | 208.21 | 24K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 369 | 215.93 | 80K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 189 | 217.01 | 41K | 8.0M | SEC |
| 2026-08-19 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.8K | 214.81 | 383K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 913 | 208.13 | 190K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.6K | 211.26 | 335K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 656 | 212.53 | 139K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 106 | 212.20 | 22K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.9K | 209.48 | 405K | 8.0M | SEC |
| 2026-08-18 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.7K | 210.32 | 570K | 8.0M | SEC |
| 2026-08-17 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.5K | 207.81 | 312K | 8.0M | SEC |
| 2026-08-17 | 08-19 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 5.7K | 206.84 | 1.2M | 8.0M | SEC |
| 2026-08-14 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.9K | 206.28 | 809K | 8.0M | SEC |
| 2026-08-14 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 240 | 208.45 | 50K | 8.0M | SEC |
| 2026-08-14 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.8K | 207.33 | 582K | 8.0M | SEC |
| 2026-08-14 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 277 | 209.38 | 58K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.9K | 197.88 | 581K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.5K | 197.06 | 689K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 178 | 206.78 | 37K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 52 | 205.66 | 11K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 52 | 202.09 | 11K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 78 | 203.79 | 16K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 430 | 198.96 | 86K | 8.0M | SEC |
| 2026-08-13 | 08-14 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 26 | 199.75 | 5K | 8.0M | SEC |
| 2026-08-12 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 26 | 197.63 | 5K | 8.0M | SEC |
| 2026-08-12 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 291 | 197.09 | 57K | 8.0M | SEC |
| 2026-08-12 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.9K | 195.77 | 373K | 8.0M | SEC |
| 2026-08-12 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 5.0K | 194.96 | 980K | 8.0M | SEC |
| 2026-08-11 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 974 | 200.32 | 195K | 8.0M | SEC |
| 2026-08-10 | 08-12 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 7.3K | 201.84 | 1.5M | 8.0M | SEC |
| 2026-08-07 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 166 | 196.16 | 33K | 8.0M | SEC |
| 2026-08-07 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 506 | 201.53 | 102K | 8.0M | SEC |
| 2026-08-07 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.6K | 200.40 | 514K | 8.0M | SEC |
| 2026-08-07 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.6K | 199.34 | 510K | 8.0M | SEC |
| 2026-08-07 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.5K | 198.49 | 288K | 8.0M | SEC |
| 2026-08-06 | 08-07 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.3K | 198.38 | 451K | 8.0M | SEC |
| 2026-08-05 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.2K | 199.58 | 249K | 8.0M | SEC |
| 2026-08-05 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 30 | 202.51 | 6K | 8.0M | SEC |
| 2026-08-05 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.7K | 201.98 | 336K | 8.0M | SEC |
| 2026-08-05 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 4.3K | 201.12 | 867K | 8.0M | SEC |
| 2026-08-04 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 3.8K | 199.51 | 766K | 8.0M | SEC |
| 2026-08-04 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 997 | 198.06 | 197K | 8.0M | SEC |
| 2026-08-04 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 64 | 201.15 | 13K | 8.0M | SEC |
| 2026-08-04 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.3K | 200.57 | 471K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 26 | 200.87 | 5K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 2.6K | 199.78 | 513K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 4.0K | 199.06 | 805K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 573 | 197.72 | 113K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 40 | 196.72 | 8K | 8.0M | SEC |
| 2026-08-03 | 08-05 | Mansueto Joseph D | Executive Chairman | G 贈與 | 5.3K | – | – | 8.0M | SEC |
| 2026-08-03 | 08-03 | Lyons William M | Director | S 公開市場賣出 | 1.0K | 199.00 | 199K | 12.9K | SEC |
| 2026-05-27 | 05-27 | Lyons William M | Director | S 公開市場賣出 | 700 | 179.00 | 125K | 13.9K | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 227 | 179.52 | 41K | 8.0M | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 578 | 177.08 | 102K | 8.0M | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 741 | 176.30 | 131K | 8.0M | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 114 | 174.98 | 20K | 8.0M | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 317 | 174.09 | 55K | 8.0M | SEC |
| 2026-05-22 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 293 | 178.39 | 52K | 8.0M | SEC |
| 2026-05-21 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 234 | 174.07 | 41K | 8.0M | SEC |
| 2026-05-21 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 1.9K | 172.87 | 335K | 8.0M | SEC |
| 2026-05-21 | 05-22 | Mansueto Joseph D | Executive Chairman | S 公開市場賣出(10b5-1) | 5.1K | 172.33 | 876K | 8.0M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BAMCO INC /NY/ | 3.5M | 546M | 新進 | 新進 |
| BlackRock, Inc. | 2.1M | 325M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5M | 233M | 新進 | 新進 |
| MORGAN STANLEY | 1.5M | 232M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 204M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950K | 148M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 894K | 140M | 新進 | 新進 |
| STATE STREET CORP | 716K | 112M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 578K | 90.2M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 562K | 87.7M | 新進 | 新進 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 558K | 87.1M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 484K | 75.6M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 431K | 67.3M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 421K | 65.6M | 新進 | 新進 |
| KENSICO CAPITAL MANAGEMENT CORP | 284K | 44.3M | 新進 | 新進 |
| Invesco Ltd. | 259K | 40.5M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244K | 37.9M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 239K | 37.3M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 236K | 37.0M | 新進 | 新進 |
| Bank of New York Mellon Corp | 232K | 36.3M | 新進 | 新進 |
| Copeland Capital Management, LLC | 230K | 35.8M | 新進 | 新進 |
| UBS Group AG | 209K | 32.6M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206K | 32.2M | 新進 | 新進 |
| Quantinno Capital Management LP | 203K | 31.7M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 193K | 30.1M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 419 -28 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 419 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 24.2M · 64.6% |
| 合計季末市值 | 3.7B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.4M |
|---|---|
| 與上期比 | -9.1% |
| 佔流通股數 | 3.72% |
| 日均成交量 | 280K |
| 回補天數 | 5.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.4M | -9.1% | 3.72% | 280K | 5.0 |
| 2026-08-14 | 1.5M | +5.2% | 4.09% | 315K | 4.9 |
| 2026-07-31 | 1.5M | -0.3% | 3.89% | 467K | 3.1 |
| 2026-07-15 | 1.5M | -12.5% | 3.90% | 413K | 3.5 |
| 2026-06-30 | 1.7M | -11.7% | 4.46% | 532K | 3.2 |
| 2026-06-15 | 1.9M | -2.2% | 5.05% | 462K | 4.1 |
| 2026-05-29 | 1.9M | +13.4% | 5.16% | 471K | 4.1 |
| 2026-05-15 | 1.7M | +16.1% | 4.55% | 600K | 2.8 |
| 2026-04-30 | 1.5M | +1.0% | 3.92% | 509K | 2.9 |
| 2026-04-15 | 1.5M | +6.3% | 3.88% | 484K | 3.0 |
| 2026-03-31 | 1.4M | -7.8% | 3.65% | 502K | 2.7 |
| 2026-03-13 | 1.5M | -6.3% | 3.96% | 520K | 2.9 |
| 2026-02-27 | 1.6M | +13.3% | 4.23% | 631K | 2.5 |
| 2026-02-13 | 1.4M | +89.5% | 3.73% | 939K | 1.5 |
| 2026-01-30 | 739K | +1.2% | 1.97% | 296K | 2.5 |
| 2026-01-15 | 730K | -5.4% | 1.95% | 474K | 1.5 |
| 2025-12-31 | 772K | -6.2% | 2.06% | 413K | 1.9 |
| 2025-12-15 | 823K | -5.5% | 2.19% | 391K | 2.1 |
| 2025-11-28 | 871K | +10.9% | 2.32% | 270K | 3.2 |
| 2025-11-14 | 786K | +19.8% | 2.09% | 431K | 1.8 |
| 2025-10-31 | 656K | -14.7% | 1.75% | 370K | 1.8 |
| 2025-10-15 | 769K | +6.6% | 2.05% | 372K | 2.1 |
| 2025-09-30 | 721K | -32.4% | 1.92% | 585K | 1.2 |
| 2025-09-15 | 1.1M | +14.3% | 2.85% | 350K | 3.1 |
| 2025-08-29 | 934K | +42.6% | 2.49% | 375K | 2.5 |
| 2025-08-15 | 655K | +27.5% | 1.75% | 336K | 2.0 |