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Disclosery

MORGAN STANLEY: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on BMO, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 2,902,505 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,902,505 shares
    Change vs previous 13F +698,892 shares

    0.03% of the 13F portfolio, value $512,872,991.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,203,613 shares
    Change vs previous 13F -1,613,793 shares

    0.02% of the 13F portfolio, value $298,237,194.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 3,817,406 shares
    Change vs previous 13F +1,628,318 shares

    0.03% of the 13F portfolio, value $495,461,484.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,189,088 shares
    Change vs previous 13F -343,808 shares

    0.02% of the 13F portfolio, value $285,129,105.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,532,896 shares
    Change vs previous 13F -114,421 shares

    0.02% of the 13F portfolio, value $280,214,438.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,647,317 shares
    Change vs previous 13F +1,113,060 shares

    0.02% of the 13F portfolio, value $252,845,506.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,534,257 shares
    Change vs previous 13F -571,931 shares

    0.01% of the 13F portfolio, value $148,899,846.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,106,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $189,978,381.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).