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MORGAN STANLEY: JEF position timeline

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

MORGAN STANLEY held 2,898,045 JEF 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 2,898,045 shares
    Change vs previous 13F +84,821 shares

    0.01% of the 13F portfolio, value $144,844,365.

    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 2,813,224 shares
    Change vs previous 13F +288,555 shares

    0.01% of the 13F portfolio, value $116,101,835.

    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 2,524,669 shares
    Change vs previous 13F -257,514 shares

    0.01% of the 13F portfolio, value $156,453,866.

    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 2,782,183 shares
    Change vs previous 13F -98,112 shares

    0.01% of the 13F portfolio, value $182,010,623.

    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 2,880,295 shares
    Change vs previous 13F +540,974 shares

    0.01% of the 13F portfolio, value $157,523,454.

    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 2,339,321 shares
    Change vs previous 13F -430,338 shares

    0.01% of the 13F portfolio, value $125,317,528.

    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 2,769,659 shares
    Change vs previous 13F +853,565 shares

    0.02% of the 13F portfolio, value $217,141,448.

    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 1,916,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $117,935,758.

    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).