Natixis
MORN icon

Natixis’s Morningstar MORN Stock Holding History

Natixis’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
Q3 		$3.75M Buy
+19,711
New +$3.82M 0.01% 526
2025
Q3 		– Sell
-12,948
Closed -$4.06M – 1167
2025
Q2 		$4.06M Sell
12,948
-17,933
-58% -$5.31M 0.02% 381
2025
Q1 		$9.17M Buy
30,881
+14,979
+94% +$4.72M 0.05% 238
2024
Q4 		$5.36M Sell
15,902
-16,000
-50% -$5.46M 0.03% 331
2024
Q3 		$10.2M Buy
31,902
+2,902
+10% +$902K 0.06% 218
2024
Q2 		$8.58M Hold
29,000
– – 0.05% 220
2024
Q1 		$8.94M Buy
29,000
+2,000
+7% +$576K 0.05% 250
2023
Q4 		$7.73M Buy
27,000
+14,943
+124% +$3.89M 0.06% 250
2023
Q3 		$2.82M Sell
12,057
-36,943
-75% -$8.34M 0.02% 353
2023
Q2 		$9.6M Buy
+49,000
New +$9.7M 0.08% 199
2023
Q1 		– Sell
-13,800
Closed -$2.99M – 1118
2022
Q4 		$2.99M Buy
13,800
+5,800
+73% +$1.32M 0.02% 469
2022
Q3 		$1.7M Buy
+8,000
New +$1.9M 0.01% 646
2022
Q2 		– Sell
-33,100
Closed -$9.04M – 1277
2022
Q1 		$9.04M Buy
33,100
+24,000
+264% +$6.78M 0.03% 430
2021
Q4 		$3.11M Hold
9,100
– – 0.01% 662
2021
Q3 		$2.36M Sell
9,100
-9,600
-51% -$2.52M 0.01% 694
2021
Q2 		$4.81M Buy
18,700
+5,900
+46% +$1.43M 0.02% 388
2021
Q1 		$2.88M Buy
+12,800
New +$3M 0.01% 620
2019
Q2 		– Sell
-9,052
Closed -$1.13M – 846
2019
Q1 		$1.13M Buy
+9,052
New +$1.09M 0.01% 569

Other funds holding MORN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Natixis's MORN Position: Q3 2026 in Review

Natixis opened a new position in Morningstar (MORN) in Q3 2026: 19,711 shares worth $3.75M. The stake represents 0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Natixis previously reported a position in MORN as recently as Q2 2025.

Natixis first reported a position in MORN in Q1 2019 and has held it in 18 quarters since. The position peaked at $10.2M in Q3 2024. 243 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Natixis held 19,711 shares of Morningstar worth $3.75M as of Q3 2026.
  • Morningstar was a new Natixis position in Q3 2026.
  • Morningstar made up 0.01% of Natixis's portfolio in Q3 2026, its #526 holding.
  • Natixis first reported a position in Morningstar in Q1 2019 and has held it in 18 quarters since.
  • Natixis's Morningstar position peaked at $10.2M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Natixis's 13F filing for Q3 2026, filed 6 Nov 2026.