Morningstar, Inc. (MORN) — Inside-Filings

Ticker	MORN	Börse	Nasdaq
ISIN	US6177001095	CIK	0001289419

Stammdaten

Morningstar, Inc. ist ein globaler Anbieter von unabhängigen Investment-Insights und bietet Daten, Forschung, Design sowie Technologie an. Das Unternehmen strukturiert sein Geschäft in fünf Segmente: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth und Morningstar Retirement. Im Segment Morningstar Direct Platform stellt das Unternehmen umfassende Daten, Research und Analysewerkzeuge bereit, darunter Produkte wie Morningstar Data, Morningstar Direct und Morningstar Advisor Workstation. Diese Produkte unterstützen Portfolio-Manager, Produktentwickler, Marketer, Berater und Analysten bei effizienteren Arbeitsprozessen. PitchBook bietet Zugang zu einer der umfassendsten Sammlungen von Daten und Einblicken in Private-Market-Investments, ergänzt durch Research zu öffentlichen Aktien. Morningstar Credit liefert Kreditbewertungen, Research, Daten und analytische Lösungen für internationale und nationale Kreditmärkte. Das Segment Morningstar Wealth umfasst Investment-Management-Dienstleistungen für Privatpersonen und Berater mit rund 378 Milliarden US-Dollar an verwaltetem Vermögen (AUMA) per Ende 2025 sowie eine breite Palette von Indizes, die als Leistungsbenchmarks dienen. Morningstar Retirement bietet Dienstleistungen wie verwaltete Rentenkonten, Treuhänderleistungen und maßgeschneiderte Modelle mit einem AUMA von 305,2 Milliarden US-Dollar per Ende 2025. Das Unternehmen bedient eine breite Palette von Marktteilnehmern, darunter Asset-Manager, Wiederverkäufer, Vermögensverwalter sowie Einzelinvestoren und Berater. Morningstar operiert hauptsächlich in Nordamerika und Europa, mit wachsender Präsenz in der Asien-Pazifik-Region. KI

Unternehmen & Branche

Name	Morningstar, Inc.
Ticker	MORN
CIK	0001289419
Börse	Nasdaq
Sektor	Financial Services
Industrie	Financial - Data & Stock Exchanges
SIC	6282 · Investment Advice

Wertpapier & Kennzahlen

CUSIP	617700109
ISIN	US6177001095
Typ	Common Stock
Marktkapitalisierung	6,85 Mrd. USD
KGV (P/E)	19,45
Beta	0,99
Dividendenrendite	0,01 %

Sitz & Kontakt

Sitz (Inkorporation)	IL
Geschäftsadresse	22 WEST WASHINGTON STREET, 60602 CHICAGO, IL
Telefon	(312) 696-6000
EIN (IRS)	36-3297908

Listing & Historie

Listing-Börsen	Nasdaq
Fiskaljahr-Ende	31.12.
SEC-Filer-Status	Large accelerated filer

Bewertung

KUV (P/S)	2,80 vs. 8,68 (2021) ▼
EV/EBITDA	10,7 vs. 36,3 (2021) ▼
FCF-Rendite	6,5 % vs. 2,4 % (2021) ▲
Buyback-Rendite	11,5 % vs. 0,0 % (2021) ▲

Qualität & Bilanz

Bruttomarge	61,0 % vs. 58,9 % (2021) ▲
Operative Marge	21,5 % vs. 15,1 % (2021) ▲
Nettoverschuldung/EBITDA	1,1 vs. 0,1 (2021) ▲
Forderungslaufzeit (DSO)	58 T vs. 58 T (2021) ≈

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf

Kennzahl	2021	2022	2023	2024	2025	TTM^*
Bewertung
KUV (P/S)	8,68	4,92	6,00	6,35	3,53	2,73
EV/EBITDA	36,3	30,4	31,5	22,0	13,2	–
FCF-Rendite	2,4 %	1,8 %	1,6 %	3,1 %	5,1 %	6,4 %
Buyback-Rendite	0,0 %	2,5 %	0,0 %	0,1 %	9,1 %	14,3 %
Qualität & Bilanz
Bruttomarge	58,9 %	58,3 %	58,6 %	60,6 %	61,0 %	61,7 %
Operative Marge	15,1 %	9,0 %	11,3 %	21,3 %	21,5 %	22,7 %
Nettoverschuldung/EBITDA	0,1	2,9	2,1	0,6	1,1	–

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Glück Conviction Score™ ⓘ

ⓘ

MORN Morningstar, Inc.

Conviction Score

Stark

Risiko 50

Schwelle niedrighoch

🟢 Günstiges Einstiegsfenster — fundamental starke Aktie, deren Timing gerade positiv dreht. Laut Modell aktuell der attraktivste Einstiegszeitpunkt.

Effektiv Stark

Handelsvolumen Mittel

Insider

0,0

Keine Insider-Käufe

Institutionell

58,6

62 neu, 163 erhöht, -1500814K $ netto

Aktivist

0,0

Kein 13D/13G

Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)

Score-Verlauf (90 Tage)

Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach

Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (24 Monate)

Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.

Technische Indikatoren

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

Indikator	Signal	Gewicht	Wert	Detail
Kurs vs SMA50	Bullisch	10 %	171.27	+0.3 % vs SMA50
Kurs vs SMA200	Bärisch	15 %	190.80	-10.0 % vs SMA200
EMA20 vs EMA50	Bärisch	5 %	168.13	EMA50: 170.26
MACD-Histogramm	Bullisch	10 %	1.641	Bullisch
RSI(14)	Neutral	10 %	53.7	Neutral (30–70)
Stoch %K(14)	Neutral	5 %	72.7	Neutral
ADX(14)+DI	Neutral	10 %	11.7	+DI: 23.9 / −DI: 23.8
Z-Score(60)	Neutral	5 %	0.00	In Range
52W-Position	Neutral	5 %	20.4 %	Hoch 288.53 / Tief 141.84
Bollinger(20,2σ)	Neutral	5 %	75.3 %	Upper 180.16 / Mid 163.18 / Lower 146.20
LinReg-Slope(60)	Neutral	10 %	-0.2244	R²=0.15 / annualisiert -32.9 %

Insider-Transaktionen (12 Monate) ⓘ

Datum	Insider	Rolle	Typ	Stückzahl	Kurs	Wert (USD)	Δ
2026-05-27	Lyons William M	Director	Open Market Sale	-700	179,00	-125.300,00	-38,4%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-741	176,30	-130.640,23	-40,1%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-114	174,98	-19.947,28	-6,1%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-317	174,09	-55.185,17	-16,9%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-293	178,39	-52.267,45	-16,0%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-227	179,52	-40.750,90	-12,5%
2026-05-22	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-578	177,08	-102.354,26	-31,4%
2026-05-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.935	172,87	-334.512,35	-102,6%
2026-05-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.081	172,33	-875.594,50	-268,6%
2026-05-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-234	174,07	-40.732,89	-12,5%
2026-05-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.255	172,33	-216.278,04	-66,3%
2026-05-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.704	171,32	-977.236,09	-299,8%
2026-05-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-291	173,11	-50.375,80	-15,5%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-227	181,05	-41.097,56	-12,6%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.629	176,66	-464.451,50	-142,5%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.726	180,39	-311.351,59	-95,5%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.446	178,06	-257.476,21	-79,0%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-676	179,08	-121.055,92	-37,1%
2026-05-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-24	182,14	-4.371,24	-1,3%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-300	172,43	-51.728,49	-15,9%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.515	176,85	-621.611,58	-190,7%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.620	175,80	-284.800,21	-87,4%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-640	177,42	-113.547,46	-34,8%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-559	171,33	-95.775,59	-29,4%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-500	174,51	-87.257,00	-26,8%
2026-05-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-116	173,38	-20.111,56	-6,2%
2026-05-15	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.525	168,66	-257.213,97	-78,9%
2026-05-15	Holt Michael	Officer, Chief Financial Officer	Open Market Sale	-270	166,05	-44.833,50	-13,8%
2026-05-15	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.237	169,59	-718.553,68	-220,4%
2026-05-15	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-704	167,49	-117.912,89	-36,2%
2026-05-15	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-584	170,74	-99.714,26	-30,6%
2026-05-15	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-200	171,47	-34.294,00	-10,5%
2026-05-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.373	168,97	-569.919,62	-174,8%
2026-05-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.236	166,81	-206.176,67	-63,2%
2026-05-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.138	165,60	-188.453,71	-57,8%
2026-05-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-794	167,74	-133.184,53	-40,9%
2026-05-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-709	169,52	-120.189,54	-36,9%
2026-05-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.530	177,96	-628.197,39	-192,7%
2026-05-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.988	176,01	-349.898,54	-107,3%
2026-05-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.732	177,16	-306.837,14	-94,1%
2026-05-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-7.232	175,96	-1.272.520,30	-390,3%
2026-05-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-18	176,72	-3.180,87	-1,0%
2026-05-08	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.002	177,08	-708.674,56	-217,4%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-26	180,00	-4.680,00	-1,4%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-52	176,18	-9.161,49	-2,8%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.955	173,12	-338.457,42	-103,8%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.520	171,77	-261.096,48	-80,1%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.268	170,88	-216.676,85	-66,5%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.107	173,94	-192.554,90	-59,1%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-312	168,83	-52.675,55	-16,2%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-300	170,09	-51.027,00	-15,7%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-286	175,35	-50.149,70	-15,4%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-271	177,87	-48.203,20	-14,8%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-100	166,66	-16.666,00	-5,1%
2026-05-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-53	178,88	-9.480,52	-2,9%
2026-05-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-784	166,74	-130.727,37	-40,1%
2026-05-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-78	168,79	-13.165,88	-4,0%
2026-05-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.977	166,01	-992.212,48	-304,3%
2026-05-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-411	168,03	-69.060,04	-21,2%
2026-05-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-52	169,34	-8.805,68	-2,7%
2026-05-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.202	167,12	-702.231,94	-215,4%
2026-05-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.957	168,14	-497.194,12	-152,5%
2026-05-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-39	170,04	-6.631,56	-2,0%
2026-05-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.256	168,56	-380.269,56	-116,6%
2026-05-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.063	170,93	-352.622,40	-108,2%
2026-05-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.803	169,65	-305.878,05	-93,8%
2026-05-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.128	171,58	-193.544,72	-59,4%
2026-05-01	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-104	174,21	-18.117,37	-5,6%
2026-05-01	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-150	168,84	-25.325,99	-7,8%
2026-05-01	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.698	171,19	-804.229,95	-246,7%
2026-05-01	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.892	170,36	-322.322,26	-98,9%
2026-05-01	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-406	172,18	-69.906,50	-21,4%
2026-03-04	Holt Michael	Officer, Chief Financial Officer	Open Market Purchase	1.000	186,59	186.590,00	+57,2%
2026-03-02	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.122	182,32	-569.190,86	-174,6%
2026-02-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-200	182,92	-36.584,58	-11,2%
2026-02-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-7.012	181,55	-1.273.048,93	-390,5%
2026-02-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-38	183,41	-6.969,48	-2,1%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-121	180,86	-21.883,59	-6,7%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.014	178,61	-538.334,76	-165,1%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.615	176,32	-284.755,51	-87,3%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.000	176,90	-176.899,50	-54,3%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-752	179,38	-134.895,34	-41,4%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-288	182,69	-52.615,04	-16,1%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-200	172,92	-34.583,00	-10,6%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-160	181,81	-29.088,90	-8,9%
2026-02-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-100	174,58	-17.458,00	-5,4%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.650	164,72	-601.223,99	-184,4%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.395	162,32	-226.442,40	-69,5%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.102	165,43	-182.308,16	-55,9%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-300	163,46	-49.036,50	-15,0%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-234	168,38	-39.401,69	-12,1%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-231	172,16	-39.768,91	-12,2%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-130	169,71	-22.062,04	-6,8%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-104	170,77	-17.759,70	-5,4%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-78	167,22	-13.043,16	-4,0%
2026-02-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-26	172,87	-4.494,62	-1,4%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2	163,01	-326,02	-0,1%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.298	157,96	-362.986,79	-111,3%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.965	160,51	-315.407,26	-96,7%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.286	159,32	-204.885,01	-62,8%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-910	161,36	-146.836,51	-45,0%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-442	156,92	-69.357,31	-21,3%
2026-02-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-347	162,43	-56.362,34	-17,3%
2026-02-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.147	161,10	-829.195,60	-254,3%
2026-02-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.461	162,16	-236.915,61	-72,7%
2026-02-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-7.138	161,86	-1.155.325,27	-354,4%
2026-02-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-112	162,75	-18.228,00	-5,6%
2026-02-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.201	159,11	-668.430,77	-205,0%
2026-02-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.278	157,97	-201.885,40	-61,9%
2026-02-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.077	159,95	-172.264,64	-52,8%
2026-02-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-181	161,27	-29.190,41	-9,0%
2026-02-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-513	162,69	-83.460,02	-25,6%
2026-02-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-100	162,41	-16.241,00	-5,0%
2026-02-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.089	160,53	-656.401,04	-201,3%
2026-02-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.786	159,78	-285.373,33	-87,5%
2026-02-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-816	161,46	-131.748,34	-40,4%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-697	156,79	-109.280,12	-33,5%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-147	159,75	-23.483,65	-7,2%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.676	154,73	-414.063,10	-127,0%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.693	155,73	-263.651,23	-80,9%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.424	157,75	-224.642,55	-68,9%
2026-02-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-613	158,84	-97.369,47	-29,9%
2026-02-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-6.116	154,61	-945.577,02	-290,0%
2026-02-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-717	155,64	-111.592,23	-34,2%
2026-02-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-106	156,46	-16.584,31	-5,1%
2026-02-10	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.214	162,84	-523.355,87	-160,5%
2026-02-09	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.129	164,60	-185.831,37	-57,0%
2026-02-09	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-524	165,88	-86.919,02	-26,7%
2026-02-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.854	168,53	-649.501,13	-199,2%
2026-02-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.218	170,34	-207.468,15	-63,6%
2026-02-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-780	171,53	-133.794,57	-41,0%
2026-02-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-500	172,67	-86.336,00	-26,5%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-125	180,24	-22.529,93	-6,9%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-271	182,40	-49.429,05	-15,2%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.412	184,87	-445.906,20	-136,8%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.825	185,83	-339.141,21	-104,0%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-777	183,47	-142.556,97	-43,7%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-600	188,12	-112.869,00	-34,6%
2026-02-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-454	186,75	-84.782,91	-26,0%
2026-02-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.975	179,96	-355.420,41	-109,0%
2026-02-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.876	180,88	-701.095,92	-215,0%
2026-02-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.399	181,76	-254.288,96	-78,0%
2026-02-02	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-418	203,34	-84.996,29	-26,1%
2026-02-02	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-439	201,47	-88.446,43	-27,1%
2025-12-29	TSAY CAROLINE J	Director	Open Market Sale	-600	218,48	-131.090,40	-40,2%
2025-11-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-78	214,51	-16.731,52	-5,1%
2025-11-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-570	213,75	-121.834,88	-37,4%
2025-11-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-481	212,74	-102.328,08	-31,4%
2025-11-25	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-157	211,31	-33.174,96	-10,2%
2025-11-24	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-316	211,99	-66.990,01	-20,5%
2025-11-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-87	214,84	-18.690,80	-5,7%
2025-11-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.535	211,41	-747.328,34	-229,2%
2025-11-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.701	210,15	-567.607,05	-174,1%
2025-11-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-566	212,82	-120.453,74	-36,9%
2025-11-21	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-361	214,12	-77.298,62	-23,7%
2025-11-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.104	209,82	-231.643,82	-71,1%
2025-11-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.000	210,72	-842.891,60	-258,5%
2025-11-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.069	211,71	-438.030,06	-134,4%
2025-11-20	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-77	212,62	-16.371,36	-5,0%
2025-11-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-413	210,17	-86.800,33	-26,6%
2025-11-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-6.575	209,12	-1.374.952,17	-421,7%
2025-11-19	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-262	211,27	-55.351,69	-17,0%
2025-11-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.684	208,97	-351.900,26	-107,9%
2025-11-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.069	208,29	-639.250,91	-196,1%
2025-11-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.017	207,27	-418.053,71	-128,2%
2025-11-18	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-480	210,18	-100.884,58	-30,9%
2025-11-17	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.070	211,12	-225.901,93	-69,3%
2025-11-14	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-6.969	213,32	-1.486.609,66	-456,0%
2025-11-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-6.708	215,28	-1.444.066,71	-442,9%
2025-11-13	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-140	216,60	-30.323,34	-9,3%
2025-11-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.609	214,07	-344.434,29	-105,6%
2025-11-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.284	215,18	-921.814,84	-282,8%
2025-11-12	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.357	215,73	-292.741,13	-89,8%
2025-11-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.644	216,45	-355.845,44	-109,1%
2025-11-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.581	215,64	-772.224,39	-236,9%
2025-11-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.650	214,78	-354.378,75	-108,7%
2025-11-11	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-375	217,19	-81.446,89	-25,0%
2025-11-10	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.376	215,03	-1.156.014,72	-354,6%
2025-11-10	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.874	215,61	-404.048,83	-123,9%
2025-11-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-38	215,34	-8.182,80	-2,5%
2025-11-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.862	212,19	-819.473,53	-251,4%
2025-11-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-2.856	211,04	-602.738,52	-184,9%
2025-11-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-340	214,55	-72.945,64	-22,4%
2025-11-07	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-154	213,32	-32.850,97	-10,1%
2025-11-06	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.093	211,61	-866.134,06	-265,7%
2025-11-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-52	212,75	-11.063,00	-3,4%
2025-11-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-6.668	210,94	-1.406.519,25	-431,4%
2025-11-05	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-530	212,11	-112.419,31	-34,5%
2025-11-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-4.117	213,88	-880.536,55	-270,1%
2025-11-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.858	212,93	-395.630,63	-121,4%
2025-11-04	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-943	214,59	-202.361,67	-62,1%
2025-11-03	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-301	213,55	-64.278,76	-19,7%
2025-11-03	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.460	211,71	-1.155.925,68	-354,6%
2025-11-03	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-1.489	212,53	-316.463,72	-97,1%
2025-08-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-130	263,07	-34.199,23	-10,5%
2025-08-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-5.806	260,14	-1.510.349,62	-463,3%
2025-08-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-505	264,01	-133.325,00	-40,9%
2025-08-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-216	265,12	-57.265,21	-17,6%
2025-08-27	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-48	261,45	-12.549,60	-3,8%
2025-08-26	Mansueto Joseph D	Director, Officer, 10% Owner, Executive Chairman	Open Market Sale	-3.432	260,48	-893.976,97	-274,2%

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

Fonds	Aktuell (Stk)	Vorquartal (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ
BlackRock, Inc.	2.338.218	0	2.338.218	395.275.707	Neu	+100,0%
MORGAN STANLEY	1.730.549	0	1.730.549	292.549.533	Neu	+100,0%
WELLINGTON MANAGEMENT GROUP LLP	1.662.405	0	1.662.405	281.029.566	Neu	+100,0%
VANGUARD CAPITAL MANAGEMENT LLC	989.467	0	989.467	167.269.396	Neu	+100,0%
TWO SIGMA INVESTMENTS, LP	859.459	0	859.459	145.291.544	Neu	+100,0%
BAMCO INC /NY/	759.515	0	759.515	128.396.011	Neu	+100,0%
STATE STREET CORP	735.574	0	735.574	124.348.785	Neu	+100,0%
LOS ANGELES CAPITAL MANAGEMENT LLC	645.384	0	645.384	109.102.164	Neu	+100,0%
Select Equity Group, L.P.	637.723	0	637.723	107.807.073	Neu	+100,0%
AQR CAPITAL MANAGEMENT LLC	623.629	0	623.629	105.206.293	Neu	+100,0%
GEODE CAPITAL MANAGEMENT, LLC	599.222	0	599.222	101.316.057	Neu	+100,0%
DIMENSIONAL FUND ADVISORS LP	517.769	0	517.769	87.513.841	Neu	+100,0%
RENAISSANCE TECHNOLOGIES LLC	448.870	0	448.870	75.881.474	Neu	+100,0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	394.931	0	394.931	66.763.086	Neu	+100,0%
JANE STREET GROUP, LLC	333.861	0	333.861	56.439.202	Neu	+100,0%
MILLENNIUM MANAGEMENT LLC	323.006	0	323.006	54.604.164	Neu	+100,0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	254.739	0	254.739	42.854.502	Neu	+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	213.823	0	213.823	36.146.778	Neu	+100,0%
GOLDMAN SACHS GROUP INC	210.402	0	210.402	35.568.470	Neu	+100,0%
SEI INVESTMENTS CO	189.302	0	189.302	32.002.354	Neu	+100,0%
Quantinno Capital Management LP	186.946	0	186.946	31.603.292	Neu	+100,0%
BNP Paribas Asset Management Holding S.A.	186.048	0	186.048	31.451.414	Neu	+100,0%
BANK OF AMERICA CORP /DE/	183.575	0	183.575	31.033.306	Neu	+100,0%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	177.872	0	177.872	30.069.262	Neu	+100,0%
NORTHERN TRUST CORP	175.942	0	175.942	29.742.996	Neu	+100,0%
ROYCE & ASSOCIATES LP	174.275	0	174.275	29.461.189	Neu	+100,0%
Point72 Asset Management, L.P.	170.909	0	170.909	28.892.166	Neu	+100,0%
Gotham Asset Management, LLC	169.630	0	169.630	28.675.952	Neu	+100,0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	163.479	0	163.479	27.636.154	Neu	+100,0%
AMERIPRISE FINANCIAL INC	156.711	0	156.711	26.491.948	Neu	+100,0%
CONFLUENCE INVESTMENT MANAGEMENT LLC	166.257	177.568	-11.311	25.939.404	Reduziert	-6,4%
M&G Plc	149.783	0	149.783	25.313.327	Neu	+100,0%
Qube Research & Technologies Ltd	139.894	0	139.894	23.649.081	Neu	+100,0%
Copeland Capital Management, LLC	135.215	0	135.215	22.858.217	Neu	+100,0%
Focus Partners Wealth	134.871	0	134.871	22.822.818	Neu	+100,0%
KENSICO CAPITAL MANAGEMENT CORP	135.000	0	135.000	22.821.750	Neu	+100,0%
AMERICAN CAPITAL MANAGEMENT INC	108.340	0	108.340	18.314.877	Neu	+100,0%
ENVESTNET ASSET MANAGEMENT INC	106.787	0	106.787	18.052.390	Neu	+100,0%
FMR LLC	106.705	0	106.705	18.038.489	Neu	+100,0%
DF DENT & CO INC	102.371	0	102.371	17.305.809	Neu	+100,0%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	91.290	0	91.290	15.433.000	Neu	+100,0%
Janus Henderson Group Ltd.	89.885	0	89.885	15.198.646	Neu	+100,0%
Crawford Fund Management, LLC	89.200	0	89.200	15.079.260	Neu	+100,0%
Incline Global Management LLC	88.354	0	88.354	14.936.244	Neu	+100,0%
SCHRODER INVESTMENT MANAGEMENT GROUP	84.286	0	84.286	13.879.376	Neu	+100,0%
CONGRESS ASSET MANAGEMENT CO	77.405	0	77.405	13.085.260	Neu	+100,0%
PRINCIPAL FINANCIAL GROUP INC	77.073	0	77.073	13.029.191	Neu	+100,0%
Chicago Capital, LLC	74.162	0	74.162	12.537.155	Neu	+100,0%
NORDEA INVESTMENT MANAGEMENT AB	73.169	0	73.169	12.271.173	Neu	+100,0%
PRUDENTIAL FINANCIAL INC	65.498	0	65.498	11.995.303	Neu	+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

Fonds	Anteile	Vorquartal (Stk)	Δ	Wert (USD)	Anteil (%)	Stimmkontrolle	Verlauf
CONFLUENCE INVESTMENT MANAGEMENT LLC	166.257	177.568	-6,4%	25.939.404	43,45	100 %	17 Q
BARLOW WEALTH PARTNERS, LLC	57.602	57.720	-0,2%	9.506.045	15,92	0 %	11 Q
Y-Intercept (Hong Kong) Ltd	26.415	9.583	+175,6%	4.121.268	6,90	100 %	8 Q
GHP Investment Advisors, Inc.	18.361	2.486	+638,6%	2.864.694	4,80	99 %	2 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.661	7.608	+145,3%	2.843.885	4,76	5 %	12 Q
Cardinal Capital Management	15.051	13.777	+9,2%	2.348.258	3,93	100 %	17 Q
Fluent Financial, LLC	14.362	5.744	+150,0%	2.240.759	3,75	0 %	3 Q
Linden Thomas Advisory Services, LLC	8.686	5.093	+70,5%	1.355.190	2,27	0 %	15 Q
BRIGHT ROCK CAPITAL MANAGEMENT, LLC	7.500	7.500	0,0%	1.170.150	1,96	100 %	17 Q
Louisiana State Employees Retirement System	6.500	6.700	-3,0%	1.014.130	1,70	100 %	12 Q
YOUSIF CAPITAL MANAGEMENT, LLC	6.087	6.737	-9,6%	949.694	1,59	30 %	12 Q
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5.280	5.752	-8,2%	823.786	1,38	100 %	12 Q
Merit Financial Group, LLC	4.590	2.738	+67,6%	716.086	1,20	0 %	5 Q
Apeiron RIA LLC	11.767	0	+100,0%	432.545	0,72	100 %	1 Q
Sequoia Financial Advisors, LLC	2.575	1.872	+37,6%	401.752	0,67	0 %	4 Q
YHB Investment Advisors, Inc.	2.370	2.505	-5,4%	369.767	0,62	100 %	17 Q
Aaron Wealth Advisors LLC	2.102	3.323	-36,7%	327.954	0,55	100 %	3 Q
Oak Thistle LLC	2.099	13.366	-84,3%	327.486	0,55	0 %	7 Q
HM PAYSON & CO	1.600	700	+128,6%	249.632	0,42	100 %	17 Q
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1.586	1.257	+26,2%	247.449	0,41	100 %	3 Q

Halter-Trend (6 Quartale)

Periode	Status	Halter	Anteile (Mio)	Wert (Mio $)
30.06.2026	vorl.	55	0,4	62
31.03.2026	✓	441	24,8	4.115
31.12.2025	✓	470	26,5	5.597
30.09.2025	✓	453	27,6	6.308
30.06.2025	✓	472	25,8	7.866
31.03.2025	✓	457	26,1	7.619

Top 10 Neueinsteiger

Fonds	Anteile	Wert (USD)
KENSICO CAPITAL MANAGEMENT CORP	135.000	22.821.750
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	91.290	15.433.000
River Road Asset Management, LLC	42.084	7.114.300
Holocene Advisors, LP	25.983	4.392.426
CAXTON ASSOCIATES LLP	24.977	4.222.362
CITADEL ADVISORS LLC	23.650	3.998.033
Waverly Advisors, LLC	21.153	3.575.915
Walleye Capital LLC	20.166	3.409.062
ING GROEP NV	16.613	2.808.428
1832 Asset Management L.P.	15.900	2.687.895

Top 10 Aufstocker

Fonds	Anteile	Δ Anteile	Δ %	Wert (USD)
LOS ANGELES CAPITAL MANAGEMENT LLC	645.384	645.273	+581327.0 %	109.102.164
WELLINGTON MANAGEMENT GROUP LLP	1.662.405	526.192	+46.3 %	281.029.566
TWO SIGMA INVESTMENTS, LP	859.459	477.005	+124.7 %	145.291.544
BNP Paribas Asset Management Holding S.A.	186.048	159.204	+593.1 %	31.451.414
SEI INVESTMENTS CO	189.302	130.035	+219.4 %	32.002.354
RENAISSANCE TECHNOLOGIES LLC	448.870	125.100	+38.6 %	75.881.474
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	394.931	109.833	+38.5 %	66.763.086
CONFLUENCE INVESTMENT MANAGEMENT LLC	177.568	106.535	+150.0 %	30.017.821
GOLDMAN SACHS GROUP INC	210.402	96.580	+84.9 %	35.568.470
Incline Global Management LLC	88.354	82.076	+1307.4 %	14.936.244

Top 10 Verkäufer

Fonds	Anteile	Δ Anteile	Δ %	Wert (USD)
Select Equity Group, L.P.	637.723	-884.769	-58.1 %	107.807.073
BAMCO INC /NY/	759.515	-482.279	-38.8 %	128.396.011
AQR CAPITAL MANAGEMENT LLC	623.629	-276.668	-30.7 %	105.206.293
MORGAN STANLEY	1.730.549	-275.776	-13.7 %	292.549.533
UBS Group AG	69.942	-225.405	-76.3 %	11.823.695
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	254.739	-106.948	-29.6 %	42.854.502
Qube Research & Technologies Ltd	139.894	-102.394	-42.3 %	23.649.081
JANE STREET GROUP, LLC	333.861	-90.410	-21.3 %	56.439.202
HRT FINANCIAL LP	43.508	-85.448	-66.3 %	7.355
SCHRODER INVESTMENT MANAGEMENT GROUP	84.286	-66.586	-44.1 %	13.879.376

Zusätzlich aktuell von 167 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

Datum	Investor	Typ	Anteil	Aktien	Δ
27.03.2026	The Vanguard Group	Passiv (13G/A)	Ausstieg	0	-6,03 pp
12.02.2026	Daniel Mansueto	Passiv (13G/A)	9,50 %	3.757.306	+1,30 pp
12.02.2026	Joseph D. Mansueto	Passiv (13G/A)	37,50 %	14.909.759	+1,30 pp
12.11.2025	Daniel Mansueto	Passiv (13G/A)	8,20 %	3.422.498	+2,60 pp
12.11.2025	Joseph D. Mansueto	Passiv (13G/A)	36,20 %	15.037.534	+0,40 pp
12.02.2025	Joseph D. Mansueto	Passiv (13G/A)	35,80 %	15.362.534	-0,47 pp
10.12.2024	Daniel Mansueto	Passiv (13G)	5,60 %	2.390.545	Neu
14.11.2024	Select Equity Group, L.P. (+1)	Passiv (13G/A)	4,10 %	1.759.321	-2,90 pp
12.11.2024	Joseph D. Mansueto	Passiv (13G/A)	36,27 %	15.554.659	-1,13 pp
14.02.2024	Select Equity Group, L.P. (+1)	Passiv (13G/A)	7,00 %	2.984.115	-2,30 pp
13.02.2024	The Vanguard Group	Passiv (13G/A)	6,03 %	2.576.670	+0,20 pp
13.02.2024	BANK OF AMERICA CORPORATION	Passiv (13G/A)	2,80 %	1.195.926	-2,50 pp
06.02.2024	Joseph D. Mansueto	Passiv (13G/A)	37,40 %	15.979.659	-2,12 pp
29.01.2024	. BlackRock, Inc.	Passiv (13G)	5,60 %	2.391.977	Neu
14.02.2023	Select Equity Group, L.P. (+1)	Passiv (13G/A)	9,30 %	3.945.781	-2,00 pp
14.02.2023	BANK OF AMERICA CORPORATION	Passiv (13G)	5,30 %	2.266.725	Neu
13.02.2023	Joseph D. Mansueto	Passiv (13G/A)	39,52 %	16.787.823	-2,09 pp
09.02.2023	The Vanguard Group	Passiv (13G/A)	5,83 %	2.474.633	+0,56 pp
14.02.2022	Joseph D. Mansueto	Passiv (13G/A)	41,61 %	17.948.123	-3,94 pp
14.02.2022	Select Equity Group, L.P. (+1)	Passiv (13G/A)	11,30 %	4.850.288	+1,10 pp
10.02.2022	The Vanguard Group	Passiv (13G)	5,27 %	2.273.246	Neu
09.11.2021	Select Equity Group, L.P. (+1)	Passiv (13G/A)	10,20 %	4.394.941	+4,98 pp

US Congress Trades (STOCK Act)

Datum	Mitglied	Partei	Kammer	Typ	Betrag-Bereich
04.08.2025	Lisa McClain	–	House	Verkauf	$1,001 – $15,000
02.08.2025	April McClain Delaney	–	House	Kauf	$15,001 – $50,000
22.07.2025	Lisa McClain	–	House	Kauf	$1,001 – $15,000

Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →

Finanzkennzahlen (SEC XBRL) ⓘ

Währung: USD EUR

Periode	Filing	Umsatz	Nettoergebnis	EPS	Aktiva	Eigenkapital
2026-03-31	10-Q	644.800.000 $	–	2,73 $	3.986.300.000 $	–
2025-12-31	10-K	2.445.500.000 $	–	8,87 $	3.590.200.000 $	–
2025-09-30	10-Q	617.400.000 $	–	2,17 $	3.557.600.000 $	–
2025-06-30	10-Q	605.100.000 $	–	2,09 $	3.630.500.000 $	–
2025-03-31	10-Q	581.900.000 $	–	1,82 $	3.586.300.000 $	–
2024-12-31	10-K	2.275.100.000 $	–	8,58 $	3.548.900.000 $	–
2024-09-30	10-Q	569.400.000 $	–	2,77 $	3.566.300.000 $	–
2024-06-30	10-Q	571.900.000 $	–	1,60 $	3.403.500.000 $	–
2024-03-31	10-Q	542.800.000 $	–	1,49 $	3.389.400.000 $	–
2023-12-31	10-K	2.038.600.000 $	–	3,29 $	3.403.400.000 $	–
2023-09-30	10-Q	515.500.000 $	–	0,91 $	3.344.100.000 $	–
2023-06-30	10-Q	504.700.000 $	–	0,84 $	3.457.900.000 $	–
2023-03-31	10-Q	479.700.000 $	–	-0,18 $	3.450.700.000 $	–
2022-12-31	10-K	1.870.600.000 $	–	1,64 $	3.474.800.000 $	–
2022-09-30	10-Q	468.200.000 $	–	-0,21 $	3.415.100.000 $	–
2022-06-30	10-Q	470.400.000 $	–	0,70 $	3.465.900.000 $	–
2022-03-31	10-Q	457.000.000 $	–	1,06 $	2.869.400.000 $	–
2021-12-31	10-K	1.699.300.000 $	–	4,45 $	2.862.700.000 $	–
2021-09-30	10-Q	428.900.000 $	–	1,13 $	2.744.400.000 $	–
2021-06-30	10-Q	415.400.000 $	–	0,76 $	2.712.000.000 $	–

Umsatz nach Segmenten & Regionen ⓘ

Geschäftssegmente

Segment	FY 2025	FY 2024	FY 2023	FY 2022	Anteil	Δ	Trend
Morningstar Sustainalytics	112,0 Mio.	117,3 Mio.	118,2 Mio.	103,3 Mio.	56,1 %	-4,5%
Morningstar Indexes	87,7 Mio.	84,7 Mio.	65,5 Mio.	50,2 Mio.	43,9 %	+3,5%

Regionen

Region	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	Anteil	Δ
US	1,8 Mrd.	1,6 Mrd.	1,5 Mrd.	1,4 Mrd.	1,2 Mrd.	56,0 %	+7,1%
Non United States	690,6 Mio.	636,3 Mio.	568,0 Mio.	516,7 Mio.	515,0 Mio.	22,0 %	+8,5%
Europe Excluding United Kingdom	219,6 Mio.	203,8 Mio.	185,5 Mio.	162,9 Mio.	159,1 Mio.	7,0 %	+7,8%
GB	189,8 Mio.	167,4 Mio.	148,0 Mio.	133,6 Mio.	135,7 Mio.	6,1 %	+13,4%
CA	154,9 Mio.	140,4 Mio.	116,3 Mio.	109,8 Mio.	112,9 Mio.	4,9 %	+10,3%
AU	65,3 Mio.	62,4 Mio.	58,4 Mio.	55,8 Mio.	56,9 Mio.	2,1 %	+4,6%
Asia	48,0 Mio.	49,6 Mio.	49,3 Mio.	44,8 Mio.	41,1 Mio.	1,5 %	-3,2%
Segment Geographical Group Of Other Countries	13,0 Mio.	12,7 Mio.	10,5 Mio.	9,8 Mio.	9,3 Mio.	0,4 %	+2,4%

Quartalsergebnisse (Earnings) ⓘ

Quartal	Stichtag	Verkündet	Umsatz	EPS
Q1 2026	31.03.2026	29.04.2026	644,8 Mio. USD	2,73
Q3 2025	30.09.2025	30.10.2025	617,4 Mio. USD	2,17
Q2 2025	30.06.2025	31.07.2025	605,1 Mio. USD	2,09
Q1 2025	31.03.2025	01.05.2025	581,9 Mio. USD	1,82
Q3 2024	30.09.2024	25.10.2024	569,4 Mio. USD	2,77
Q2 2024	30.06.2024	26.07.2024	571,9 Mio. USD	1,60
Q1 2024	31.03.2024	26.04.2024	542,8 Mio. USD	1,49
Q3 2023	30.09.2023	09.11.2023	515,5 Mio. USD	0,91
Q2 2023	30.06.2023	28.07.2023	504,7 Mio. USD	0,84

Dividenden

Termine (aus 8-K Item 8.01, kommende fett)

Zahltag	Ex-Tag	Stichtag	je Aktie	Frequenz
2026-07-31	—	2026-07-10	0,5000 USD	quarterly
2026-04-30	—	2026-04-03	0,5000 USD	quarterly

Dividende je Aktie (Jahr, SEC-XBRL)

Jahr	DPS
2025	1,8700
2024	1,6700
2023	1,5300
2022	1,4600
2021	1,3100
2020	1,2200
2019	1,1400
2018	1,0300

Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (KI-extrahiert), ohne Gewähr.

Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)

SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag, SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte (20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht (US)	Form	Berichtsperiode	Verzögerung
29.04.2026	10-Q	31.03.2026	29 Tage	SEC »
13.02.2026	10-K	31.12.2025	44 Tage	SEC »
30.10.2025	10-Q	30.09.2025	30 Tage	SEC »
31.07.2025	10-Q	30.06.2025	31 Tage	SEC »
01.05.2025	10-Q	31.03.2025	31 Tage	SEC »
28.02.2025	10-K	31.12.2024	59 Tage	SEC »
25.10.2024	10-Q	30.09.2024	25 Tage	SEC »
26.07.2024	10-Q	30.06.2024	26 Tage	SEC »
26.04.2024	10-Q	31.03.2024	26 Tage	SEC »
29.02.2024	10-K	31.12.2023	60 Tage	SEC »
09.11.2023	10-Q	30.09.2023	40 Tage	SEC »
28.07.2023	10-Q	30.06.2023	28 Tage	SEC »
28.04.2023	10-Q	31.03.2023	28 Tage	SEC »
24.02.2023	10-K	31.12.2022	55 Tage	SEC »
28.10.2022	10-Q	30.09.2022	28 Tage	SEC »
29.07.2022	10-Q	30.06.2022	29 Tage	SEC »
29.04.2022	10-Q	31.03.2022	29 Tage	SEC »
25.02.2022	10-K	31.12.2021	56 Tage	SEC »
29.10.2021	10-Q	30.09.2021	29 Tage	SEC »
30.07.2021	10-Q	30.06.2021	30 Tage	SEC »
30.04.2021	10-Q	31.03.2021	30 Tage	SEC »
26.02.2021	10-K	31.12.2020	57 Tage	SEC »
30.10.2020	10-Q	30.09.2020	30 Tage	SEC »
31.07.2020	10-Q	30.06.2020	31 Tage	SEC »

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)	Kategorie	HV-Termin (US)	Stichtag (US)	Form
27.03.2026	HV-Einladung	—	—	DEFA14A	SEC »
27.03.2026	HV-Einladung	07.05.2026 Jahres-HV	09.03.2026	DEF 14A	SEC »
25.03.2026	HV-Einladung	—	—	DEFA14A	SEC »
28.03.2025	HV-Einladung	—	—	DEFA14A	SEC »
28.03.2025	HV-Einladung	09.05.2025 Jahres-HV	10.03.2025	DEF 14A	SEC »
25.03.2025	HV-Einladung	—	—	DEFA14A	SEC »
28.03.2024	HV-Einladung	—	—	DEFA14A	SEC »
28.03.2024	HV-Einladung	10.05.2024 Jahres-HV	11.03.2024	DEF 14A	SEC »
31.03.2023	HV-Einladung	—	—	DEFA14A	SEC »
31.03.2023	HV-Einladung	12.05.2023 Jahres-HV	13.03.2023	DEF 14A	SEC »
01.04.2022	HV-Einladung	—	—	DEFA14A	SEC »
01.04.2022	HV-Einladung	13.05.2022 Jahres-HV	14.03.2022	DEF 14A	SEC »
01.04.2021	HV-Einladung	—	—	DEFA14A	SEC »
01.04.2021	HV-Einladung	14.05.2021 Jahres-HV	15.03.2021	DEF 14A	SEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Filing-Analyse (10-K / 10-Q)

Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.

🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.

Datum	Form	Stimmung	Guidance	Risiko-Δ	Qualitativ	Zusammenfassung
13.02.2026	10-K	0,35	k. A.	0,00	65	Morningstar erzielte im Geschäftsjahr 2025 ein solides Umsatzwachstum von 7,5% auf 2,45 Mrd. USD, getragen durch starke Ergebnisse bei Morningstar Credit (+21,7%), PitchBook (+8,6%) und Morningstar Direct Platform (+5,4%), während das bereinigte ope…	🔒

Kritische 8-K Meldungen ⓘ

WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (08.05.2026)

Datum	Meldung	Tags	Schwere	Filing	Auszug
08.05.2026	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
05.01.2026	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	MORN The Nasdaq Stock Market LLC Item 5.02 Departure of Directors or Certain Officers; Election of Directors…
14.10.2025	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	MORN The Nasdaq Stock Market LLC Item 5.02. Departure of Directors of Certain Officers; Election of Directors…
14.05.2025	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	RN The Nasdaq Stock Market LLC Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
10.12.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
06.12.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
23.10.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
15.03.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
23.02.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors of Certain Officers; Election of Directors; Appointment of Certain Officers…
04.01.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors of Certain Officers; Election of Directors; Appointment of Certain Officers…
02.02.2023	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	on Ms. Desmond’s transition. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment…
12.05.2022	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
20.05.2021	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors or Certain Officers, Election of Directions; Appointment of Certain Officers…

8-K-Ereignisse (KI)

🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.

Datum	Ereignis	Sentiment	Materialität	Zusammenfassung	Filing
25.06.2026	Sonstiges	0,00	15	Morningstar veröffentlicht Investor Q&A gemäß Offenlegungspolitik. Die Fragen und Antworten werden als Exhibit 99.1 zur Form 8-K beigelegt.	SEC
18.06.2026	dividend	0,20	25	Morningstar kündigt vierteljährliche Dividende von 50 Cent pro Stammaktie an, zahlbar am 31. Juli 2026.	SEC
22.05.2026	Sonstiges	0,15	8	Morningstar offenbart Investor-Fragen und Antworten vom 5. Mai 2026 als reguläre Transparenzmaßnahme gemäß Unternehmenspolitik. Dies ist ein… 🔒	SEC
08.05.2026	Personalwechsel	0,00	25	Direktor Gail Landis scheidet aufgrund des Pensionierungsalters aus. Dies ist eine routinemäßige Transition gemäß Unternehmensrichtlinie.	SEC
29.04.2026	Quartalszahlen	0,10	45	Morningstar gab am 29. April 2026 seine Finanzergebnisse für das Quartal zum 31. März 2026 bekannt. Zusätzlich wurden eine Präsentation und … 🔒	SEC
25.03.2026	Sonstiges	0,10	20	Morningstar Inc. hat Investor-Fragen und Antworten bis 5. März 2026 unter Regulation FD Disclosure veröffentlicht. Die Dokumente wurden als … 🔒	SEC
13.03.2026	dividend	0,25	38	Morningstar-Board genehmigt vierteljährliche Bardividende von 50 Cent pro Aktie, zahlbar am 30. April 2026 an Aktionäre vom 3. April 2026.	SEC
12.02.2026	Quartalszahlen	0,00	55	Morningstar, Inc. veröffentlichte am 12. Februar 2026 seine Finanzergebnisse für das vierte Quartal und das Jahr 2025 sowie einen Shareholde… 🔒	SEC
05.01.2026	Personalwechsel	0,10	30	Morningstar Inc. erhöhte die Boardgröße von 10 auf 11 Mitglieder und ernannte Anne Bramma zum neuen Vorstandsmitglied am 2. Januar 2026.	SEC

Fail-to-Deliver (6 Monate) ⓘ

Datum	FTD-Menge	Kurs	Wert (USD)
2026-06-30	14	155,85	2.182
2026-06-29	14	154,65	2.165
2026-06-26	14	141,84	1.986
2026-06-25	14	153,23	2.145
2026-06-24	11	156,21	1.718
2026-06-22	118	153,68	18.134
2026-06-16	4.237	173,13	733.552
2026-06-15	414	175,22	72.541
2026-06-11	4.528	186,06	842.480
2026-06-04	138	180,73	24.941
2026-06-03	11	185,38	2.039
2026-06-02	6.932	195,82	1.357.424
2026-06-01	1.516	182,02	275.942
2026-05-28	238	176,67	42.047
2026-05-26	7.060	179,64	1.268.258
2026-05-21	387	172,55	66.777
2026-05-19	10	177,07	1.771
2026-05-15	14	166,05	2.325
2026-04-24	14	177,63	2.487
2026-04-22	14	187,89	2.630
2026-04-20	2.929	184,28	539.756
2026-04-17	14	180,52	2.527
2026-04-13	1.902	167,97	319.479
2026-04-10	14	170,74	2.390
2026-04-09	14	172,78	2.419
2026-04-08	14	176,63	2.473
2026-04-07	14	176,66	2.473
2026-04-06	14	172,91	2.421
2026-04-02	14	169,70	2.376
2026-03-31	27	164,67	4.446
2026-03-26	328	158,97	52.142
2026-03-23	1	179,07	179
2026-03-19	2	183,24	366
2026-03-18	192	183,87	35.303
2026-03-09	8	190,15	1.521
2026-03-04	674	182,31	122.877
2026-02-19	14	162,75	2.279
2026-02-17	190	160,03	30.406
2026-02-10	55	163,70	9.004
2026-02-09	2.688	165,47	444.783
2026-02-03	3	198,29	595

Hinweis

Keine Anlageberatung, keine individuelle Empfehlung. Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich verfügbaren Daten (SEC-Filings, Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 22.07.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.