Morgan Stanley 13F holders
Of the 44 funds followed here, 12 reported a position in Morgan Stanley in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 27.3 million shares worth $5.69 billion, 0.3% of its reported book. New this quarter: Viking Global Investors, Soros Fund Management. Sold out: Renaissance Technologies.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 27,346,327 | $5.69 billion | 0.3% | -356,347 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 24,903,987 | $5.21 billion | 0.2% | +2,173,964 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 18,070,606 | $3.78 billion | 0.5% | -2,200,114 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 17,984,532 | $3.76 billion | 0.4% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 4,996,865 | $1.04 billion | 0.1% | -2,284,255 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 3,435,646 | $718.2 million | 0.5% | -318,066 | trimmed | 30 June 2026 | 13F |
| Viking Global Investors | 1,622,593 | $339.2 million | 1.0% | +1,622,593 | new | 30 June 2026 | 13F |
| Millennium Management | 1,203,814 | $251.6 million | 0.1% | -3,448,047 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 269,495 | $56.3 million | 0.1% | -1,238,525 | trimmed | 30 June 2026 | 13F |
| Alyeska | 85,408 | $17.9 million | 0.0% | -1,038,081 | trimmed | 30 June 2026 | 13F |
| Soros Fund Management | 19,096 | $4.0 million | 0.0% | +19,096 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 18,729 | $3.9 million | 0.0% | +3,967 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -674,111 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 89.9 million | 5.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 10,355 | $214.77 | SEC |
| 25 August 2026 | 38,736 | $214.08 | SEC |
| 24 August 2026 | 148,946 | $214.20 | SEC |
| 11 August 2026 | 24 | $215.33 | SEC |
| 10 August 2026 | 200 | $216.33 | SEC |
| 5 August 2026 | 87 | $217.04 | SEC |
| 3 August 2026 | 48 | $210.42 | SEC |
| 31 July 2026 | 200 | $210.06 | SEC |
| 24 July 2026 | 100 | $215.18 | SEC |
| 23 July 2026 | 100 | $218.50 | SEC |
| 22 July 2026 | 4,419 | $216.40 | SEC |
| 21 July 2026 | 11,943 | $210.94 | SEC |
| 20 July 2026 | 11,943 | $215.50 | SEC |
| 17 July 2026 | 56 | $218.37 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 148,946 on 24 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to MS by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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