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MORGAN STANLEY: MSTR position timeline

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

MORGAN STANLEY held 9,330,454 MSTR 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 9,330,454 shares
    Change vs previous 13F +44,440 shares

    0.04% of the 13F portfolio, value $811,096,588.

    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 9,286,014 shares
    Change vs previous 13F -94,384 shares

    0.07% of the 13F portfolio, value $1,158,894,703.

    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 9,380,398 shares
    Change vs previous 13F +963,416 shares

    0.09% of the 13F portfolio, value $1,425,351,734.

    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 8,416,982 shares
    Change vs previous 13F -778,275 shares

    0.16% of the 13F portfolio, value $2,712,036,378.

    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 9,195,257 shares
    Change vs previous 13F +1,511,317 shares

    0.24% of the 13F portfolio, value $3,716,999,414.

    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 7,683,940 shares
    Change vs previous 13F +2,425,799 shares

    0.16% of the 13F portfolio, value $2,215,050,224.

    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 5,258,141 shares
    Change vs previous 13F -4,336,867 shares

    0.11% of the 13F portfolio, value $1,522,863,352.

    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 9,595,008 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,617,718,767.

    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).