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Disclosery

MORGAN STANLEY: SMCI position timeline

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

MORGAN STANLEY held 9,049,474 SMCI 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 9,049,474 shares
    Change vs previous 13F +1,377,792 shares

    0.01% of the 13F portfolio, value $265,421,170.

    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 7,671,682 shares
    Change vs previous 13F -3,615,903 shares

    0.01% of the 13F portfolio, value $174,684,240.

    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 11,287,585 shares
    Change vs previous 13F +258,464 shares

    0.02% of the 13F portfolio, value $330,387,667.

    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 11,029,121 shares
    Change vs previous 13F -1,421,312 shares

    0.03% of the 13F portfolio, value $528,736,168.

    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 12,450,433 shares
    Change vs previous 13F +1,222,926 shares

    0.04% of the 13F portfolio, value $610,195,844.

    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 11,227,507 shares
    Change vs previous 13F +4,309,722 shares

    0.03% of the 13F portfolio, value $384,429,878.

    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 6,917,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,854,143.

    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).