Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,121,952
+$1,841,715 QoQ
Shares Held
64,876
+32.5% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 416 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $737,692,103 across 9 Financial Data & Stock Exchanges names. MORN ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
860,107 | $331,397,632 | |
| 2 | FDS |
Factset Research Systems Inc
|
1,439,274 | $331,148,161 | |
| 3 | MSCI |
MSCI Inc.
|
57,579 | $32,246,542 | |
| 4 | TRU |
TransUnion
|
248,207 | $17,905,652 | |
| 5 | MORN |
Morningstar, Inc.
This page
|
64,876 | $10,121,952 | |
| 6 | MCO |
Moodys Corp /De/
|
19,707 | $8,925,693 | |
| 7 | CME |
Cme Group Inc.
|
13,686 | $3,022,278 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
11,940 | $2,897,479 |
All Filings in MORN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,121,952 | 64,876 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,280,237 | 48,981 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,658,292 | 7,631 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,770,468 | 7,631 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,395,599 | 7,631 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $744,277 | 2,482 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $836,175 | 2,483 | Shares | Defined | 2025-02-12 | |
| 2023-03-31 | $29,679,534 | 146,183 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,789,563 | 146,773 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $30,933,325 | 145,692 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,573,434 | 147,101 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $40,483,246 | 148,198 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $49,073,512 | 143,494 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,548,729 | 144,959 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,231,940 | 140,920 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $30,469,515 | 135,396 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,314,747 | 135,228 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,143,587 | 119,193 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,990,126 | 120,523 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,925,372 | 111,186 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||