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MORGAN STANLEY: CGMU position timeline

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

MORGAN STANLEY held 10,864,259 CGMU 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 10,864,259 shares
    Change vs previous 13F +543,462 shares

    0.02% of the 13F portfolio, value $298,441,198.

    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 10,320,797 shares
    Change vs previous 13F +1,329,117 shares

    0.02% of the 13F portfolio, value $280,209,665.

    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 8,991,680 shares
    Change vs previous 13F +2,484,296 shares

    0.01% of the 13F portfolio, value $246,192,200.

    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 6,507,384 shares
    Change vs previous 13F +1,787,214 shares

    0.01% of the 13F portfolio, value $177,586,541.

    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 4,720,170 shares
    Change vs previous 13F +819,580 shares

    0.01% of the 13F portfolio, value $125,981,374.

    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 3,900,590 shares
    Change vs previous 13F +2,072,229 shares

    0.01% of the 13F portfolio, value $104,613,848.

    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 1,828,361 shares
    Change vs previous 13F +525,927 shares

    <0.01% of the 13F portfolio, value $49,219,482.

    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 1,302,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,764,886.

    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).