LOOMIS SAYLES & CO L P

Position in MS — Morgan Stanley

CIK 312348 BOSTON, MA

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,424,406

+$1,089,503 QoQ

Shares Held

49,868

-12.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#548

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

LOOMIS SAYLES & CO L P holds $471,864,983 across 11 Capital Markets names. MS ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	191,453	$193,629,820
2	MRX	Marex Group Ltd	1,626,702	$99,147,486
3	SF	Stifel Financial Corp	651,894	$45,482,643
4	PJT	PJT Partners Inc.	275,858	$41,638,006
5	PIPR	Piper Sandler Companies	500,598	$36,213,258
6	SNEX	StoneX Group Inc.	318,082	$25,128,517
7	JEF	Jefferies Financial Group Inc.	238,730	$11,931,724
8	MS	Morgan Stanley This page	49,868	$10,424,406

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,424,406	49,868	-12.1%	Shares	Defined	2026-08-14
2026-03-31	$9,334,903	56,723	+4.7%	Shares	Defined	2026-05-14
2025-12-31	$9,613,781	54,153	-25.0%	Shares	Defined	2026-02-12
2025-09-30	$11,481,998	72,232	-3.2%	Shares	Defined	2025-11-13
2025-06-30	$10,506,465	74,588	+1.7%	Shares	Defined	2025-08-13
2025-03-31	$8,556,226	73,337	+13.6%	Shares	Defined	2025-05-14
2024-12-31	$8,115,477	64,552	+18.5%	Shares	Defined	2025-02-12
2024-09-30	$5,680,662	54,496	+62.1%	Shares	Defined	2024-11-13
2024-06-30	$3,268,013	33,625	+30.4%	Shares	Defined	2024-08-13
2024-03-31	$2,428,103	25,787	+0.8%	Shares	Defined	2024-05-14
2023-12-31	$2,384,868	25,575	-30.3%	Shares	Defined	2024-02-13
2023-09-30	$2,997,451	36,702	-4.4%	Shares	Defined	2023-11-09
2023-06-30	$3,279,700	38,404	-5.4%	Shares	Defined	2023-08-11
2023-03-31	$3,563,889	40,591	+1.2%	Shares	Defined	2023-05-15
2022-12-31	$3,411,766	40,129	-14.1%	Shares	Defined	2023-02-10
2022-09-30	$3,691,346	46,720	-78.3%	Shares	Defined	2022-11-14
2022-06-30	$16,396,177	215,569	-37.3%	Shares	Defined	2022-08-05
2022-03-31	$30,027,143	343,560	-16.7%	Shares	Defined	2022-05-13
2021-12-31	$40,501,895	412,611	-17.0%	Shares	Defined	2022-02-14
2021-09-30	$48,369,199	497,063	+0.2%	Shares	Defined	2021-11-12
2021-06-30	$45,492,909	496,160	-15.4%	Shares	Defined	2021-08-13
2021-03-31	$45,548,133	586,507	+226.5%	Shares	Defined	2021-05-17
2020-12-31	$12,309,838	179,627	+3609.0%	Shares	Defined	2021-02-12
2020-09-30	$234,159	4,843	+915.3%	Shares	Defined	2020-11-12
2020-06-30	$23,039	477	-5.2%	Shares	Defined	2020-08-14
2020-03-31	$17,102	503	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.