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MORGAN STANLEY: IBKR position timeline

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

MORGAN STANLEY held 5,146,242 IBKR 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 5,146,242 shares
    Change vs previous 13F +380,670 shares

    0.02% of the 13F portfolio, value $447,929,176.

    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 4,765,572 shares
    Change vs previous 13F +244,926 shares

    0.02% of the 13F portfolio, value $319,627,063.

    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 4,520,646 shares
    Change vs previous 13F +461,780 shares

    0.02% of the 13F portfolio, value $290,722,941.

    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 4,058,866 shares
    Change vs previous 13F -564,202 shares

    0.02% of the 13F portfolio, value $279,290,793.

    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 4,623,068 shares
    Change vs previous 13F +3,507,921 shares

    0.02% of the 13F portfolio, value $256,164,339.

    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 1,115,147 shares
    Change vs previous 13F -182,776 shares

    0.01% of the 13F portfolio, value $184,657,652.

    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 1,297,923 shares
    Change vs previous 13F -99,351 shares

    0.02% of the 13F portfolio, value $229,304,640.

    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 1,397,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $194,724,560.

    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).