Loomis, Sayles & Company
MORN icon

Loomis, Sayles & Company’s Morningstar MORN Stock Holding History

Loomis, Sayles & Company’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
64,876
+15,895
+32% +$2.76M 0.01% 386
2026
Q1 		$8.28M Buy
48,981
+41,350
+542% +$7.68M 0.01% 376
2025
Q4 		$1.66M Hold
7,631
– – ﹤0.01% 462
2025
Q3 		$1.77M Hold
7,631
– – ﹤0.01% 462
2025
Q2 		$2.4M Buy
7,631
+5,149
+207% +$1.52M ﹤0.01% 454
2025
Q1 		$744K Sell
2,482
-1
-0% -$315 ﹤0.01% 482
2024
Q4 		$836K Buy
+2,483
New +$848K ﹤0.01% 471
2023
Q2 		– Sell
-146,183
Closed -$29.7M – 1039
2023
Q1 		$29.7M Sell
146,183
-590
-0.4% -$130K 0.05% 179
2022
Q4 		$31.8M Buy
146,773
+1,081
+0.7% +$246K 0.06% 162
2022
Q3 		$30.9M Sell
145,692
-1,409
-1% -$335K 0.06% 154
2022
Q2 		$35.6M Sell
147,101
-1,097
-0.7% -$276K 0.07% 147
2022
Q1 		$40.5M Buy
148,198
+4,704
+3% +$1.33M 0.05% 167
2021
Q4 		$49.1M Sell
143,494
-1,465
-1% -$453K 0.06% 152
2021
Q3 		$37.5M Buy
144,959
+4,039
+3% +$1.06M 0.05% 213
2021
Q2 		$36.2M Buy
140,920
+5,524
+4% +$1.34M 0.04% 223
2021
Q1 		$30.5M Buy
135,396
+168
+0.1% +$39.4K 0.04% 228
2020
Q4 		$31.3M Buy
135,228
+16,035
+13% +$3.19M 0.04% 195
2020
Q3 		$19.1M Sell
119,193
-1,330
-1% -$210K 0.03% 241
2020
Q2 		$17M Buy
120,523
+9,337
+8% +$1.32M 0.03% 247
2020
Q1 		$12.9M Sell
111,186
-1,225
-1% -$178K 0.03% 247
2019
Q4 		$17M Sell
112,411
-8,580
-7% -$1.32M 0.03% 249
2019
Q3 		$17.7M Buy
120,991
+24,479
+25% +$3.77M 0.03% 230
2019
Q2 		$14M Buy
96,512
+30,441
+46% +$4.2M 0.03% 272
2019
Q1 		$8.32M Buy
66,071
+12,058
+22% +$1.45M 0.02% 376
2018
Q4 		$5.93M Buy
54,013
+9,864
+22% +$1.16M 0.01% 397
2018
Q3 		$5.56M Buy
44,149
+563
+1% +$75.9K 0.01% 464
2018
Q2 		$5.59M Buy
+43,586
New +$4.98M 0.01% 516

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company's MORN Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Morningstar (MORN) stake by 32% in Q2 2026, buying an estimated $2.76M and bringing the position to 64,876 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #386.

Loomis, Sayles & Company first reported a position in MORN in Q2 2018 and has held it in 27 quarters since. The position peaked at $49.1M in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Loomis, Sayles & Company held 64,876 shares of Morningstar worth $10.1M as of Q2 2026.
  • Loomis, Sayles & Company bought 15,895 Morningstar shares in Q2 2026, an estimated $2.76M.
  • Morningstar made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #386 holding.
  • Loomis, Sayles & Company first reported a position in Morningstar in Q2 2018 and has held it in 27 quarters since.
  • Loomis, Sayles & Company's Morningstar position peaked at $49.1M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.