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MORGAN STANLEY: USFR position timeline

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

MORGAN STANLEY held 17,156,947 USFR 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 17,156,947 shares
    Change vs previous 13F -283,561 shares

    0.05% of the 13F portfolio, value $863,852,381.

    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 17,440,508 shares
    Change vs previous 13F +786,989 shares

    0.05% of the 13F portfolio, value $877,955,232.

    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 16,653,519 shares
    Change vs previous 13F -1,006,010 shares

    0.05% of the 13F portfolio, value $838,005,142.

    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 17,659,529 shares
    Change vs previous 13F -1,078,651 shares

    0.05% of the 13F portfolio, value $887,744,626.

    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 18,738,180 shares
    Change vs previous 13F -31,442 shares

    0.06% of the 13F portfolio, value $942,717,877.

    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 18,769,622 shares
    Change vs previous 13F -466,875 shares

    0.07% of the 13F portfolio, value $944,675,112.

    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 19,236,497 shares
    Change vs previous 13F -340,017 shares

    0.07% of the 13F portfolio, value $967,980,572.

    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 19,576,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $983,132,573.

    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).