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MORGAN STANLEY: IR position timeline

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

MORGAN STANLEY held 7,136,789 IR 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 7,136,789 shares
    Change vs previous 13F -916,026 shares

    0.03% of the 13F portfolio, value $585,145,632.

    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 8,052,815 shares
    Change vs previous 13F +1,486,889 shares

    0.04% of the 13F portfolio, value $645,191,881.

    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 6,565,926 shares
    Change vs previous 13F +146,021 shares

    0.03% of the 13F portfolio, value $520,152,917.

    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 6,419,905 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $530,412,834.

    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).