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MORGAN STANLEY: ITOT position timeline

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

MORGAN STANLEY held 10,164,560 ITOT 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 10,164,560 shares
    Change vs previous 13F -38,527 shares

    0.09% of the 13F portfolio, value $1,669,732,564.

    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 10,203,087 shares
    Change vs previous 13F -696,679 shares

    0.09% of the 13F portfolio, value $1,453,225,924.

    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 10,899,766 shares
    Change vs previous 13F +195,306 shares

    0.1% of the 13F portfolio, value $1,620,686,524.

    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 10,704,460 shares
    Change vs previous 13F +273,313 shares

    0.09% of the 13F portfolio, value $1,559,104,913.

    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 10,431,147 shares
    Change vs previous 13F +133,743 shares

    0.09% of the 13F portfolio, value $1,408,622,484.

    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 10,297,404 shares
    Change vs previous 13F -230,680 shares

    0.09% of the 13F portfolio, value $1,256,386,478.

    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 10,528,084 shares
    Change vs previous 13F +44,845 shares

    0.09% of the 13F portfolio, value $1,354,122,515.

    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 10,483,239 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,316,904,731.

    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).