Bank of New York Mellon’s Morgan Stanley MS Stock Holding History

Bank of New York Mellon’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,700	Closed	-$54K	–	4270
2015 Q4	$54K	Sell	1,700 -1,000	-37%	-$33.2K	﹤0.01%	4173
2015 Q3	$85K	Buy	2,700 +2,651	+5,410%	+$96.5K	﹤0.01%	4150
2015 Q2	$2K	Buy	+49	New	+$1.86K	﹤0.01%	4289
2015 Q1	–	Sell	-2,576	Closed	-$100K	–	4263
2014 Q4	$100K	Buy	+2,576	New	+$91.6K	﹤0.01%	4040
2014 Q2	–	Sell	-2,576	Closed	-$80K	–	4224
2014 Q1	$80K	Hold	2,576	–	–	﹤0.01%	4023
2013 Q4	$81K	Sell	2,576 -1,924	-43%	-$57.2K	﹤0.01%	4057
2013 Q3	$121K	Sell	4,500 -2,250	-33%	-$60.4K	﹤0.01%	3911
2013 Q2	$165K	Buy	+6,750	New	+$160K	﹤0.01%	3814

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon's MS Position: Q2 2026 in Review

Bank of New York Mellon reduced its Morgan Stanley (MS) stake by 0.35% in Q2 2026, selling an estimated $6.79M and leaving 9,759,983 shares worth $2.04B. The position accounts for 0.33% of the portfolio, ranked #49.

Bank of New York Mellon first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,180 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Bank of New York Mellon held 9,759,983 shares of Morgan Stanley worth $2.04B as of Q2 2026.
Bank of New York Mellon sold 34,305 Morgan Stanley shares in Q2 2026, an estimated $6.79M.
Morgan Stanley made up 0.33% of Bank of New York Mellon's portfolio in Q2 2026, its #49 holding.
Bank of New York Mellon first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,180 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.