Morningstar shares owned by Loomis, Sayles and
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Loomis, Sayles and
from 13F filings
Historical chart of Loomis, Sayles and investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Loomis, Sayles and consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Loomis, Sayles and
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.3M | 49k | 169.05 |
| 2025-12-31 | $1.7M | 7.6k | 217.31 |
| 2025-09-30 | $1.8M | 7.6k | 232.01 |
| 2025-06-30 | $2.4M | 7.6k | 313.93 |
| 2025-03-31 | $744k | 2.5k | 299.76 |
| 2024-12-31 | $836k | 2.5k | 336.69 |
| 2023-03-31 | $30M | 146k | 203.03 |
| 2022-12-31 | $32M | 147k | 216.59 |
| 2022-09-30 | $31M | 146k | 212.32 |
| 2022-06-30 | $36M | 147k | 241.83 |
| 2022-03-31 | $41M | 148k | 273.17 |
| 2021-12-31 | $49M | 144k | 341.99 |
| 2021-09-30 | $38M | 145k | 259.03 |
| 2021-06-30 | $36M | 141k | 257.12 |
| 2021-03-31 | $31M | 135k | 225.04 |
| 2020-12-31 | $31M | 135k | 231.57 |
| 2020-09-30 | $19M | 119k | 160.62 |
| 2020-06-30 | $17M | 121k | 140.97 |
| 2020-03-31 | $13M | 111k | 116.26 |
| 2019-12-31 | $17M | 112k | 151.32 |
| 2019-09-30 | $18M | 121k | 146.13 |
| 2019-06-30 | $14M | 97k | 144.64 |
| 2019-03-31 | $8.3M | 66k | 126.01 |
| 2018-12-31 | $5.9M | 54k | 109.84 |
| 2018-09-30 | $5.6M | 44k | 125.90 |
| 2018-06-30 | $5.6M | 44k | 128.27 |