Morningstar Investment Management LLC
Position in PYPL — PayPal Holdings, Inc.
CIK 1673385
CHICAGO, IL
Position in PYPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,109,434
-$147,623 QoQ
Shares Held
72,011
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#382
of 1,371 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $35,364,603 across 5 Credit Services names. PYPL ranks #4 (8.8% of the industry book) .
All Filings in PYPL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,109,434 | 72,011 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,257,057 | 72,011 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,341,913 | 40,115 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,238,519 | 152,677 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $323,812 | 4,357 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $312,637 | 3,663 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $285,823 | 3,663 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $209,372 | 3,608 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $241,699 | 3,608 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $221,567 | 3,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $216,185 | 3,698 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $246,767 | 3,698 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||