Barclays’s Morgan Stanley MS Stock Holding History

Barclays’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
2026 Q1	$42.1M	Sell	255,900 -174,600	-41%	-$30.2M	0.01%	793
2025 Q4	$76.4M	Buy	430,500 +109,600	+34%	+$18.3M	0.02%	601
2025 Q3	$51M	Sell	320,900 -111,500	-26%	-$16.5M	0.01%	757
2025 Q2	$60.9M	Sell	432,400 -198,600	-31%	-$24.4M	0.01%	633
2025 Q1	$73.6M	Buy	631,000 +295,400	+88%	+$38.1M	0.02%	526
2024 Q4	$42.2M	Sell	335,600 -240,000	-42%	-$29.6M	0.01%	741
2024 Q3	$60M	Sell	575,600 -231,800	-29%	-$23.3M	0.02%	608
2024 Q2	$78.5M	Buy	807,400 +573,330	+245%	+$54.6M	0.02%	467
2024 Q1	$22M	Sell	234,070 -846,630	-78%	-$74.6M	0.01%	937
2023 Q4	$101M	Sell	1,080,700 -85,700	-7%	-$6.86M	0.04%	410
2023 Q3	$95.3M	Buy	1,166,400 +455,800	+64%	+$39.6M	0.06%	325
2023 Q2	$60.7M	Sell	710,600 -537,300	-43%	-$46M	0.04%	396
2023 Q1	$110M	Sell	1,247,900 -457,200	-27%	-$42.7M	0.05%	246
2022 Q4	$145M	Buy	+1,705,100	New	+$145M	0.06%	210
2022 Q3	–	Sell	-1,443,600	Closed	-$110M	–	5015
2022 Q2	$110M	Buy	+1,443,600	New	+$118M	0.07%	207
2022 Q1	–	Sell	-640,000	Closed	-$62.8M	–	5385
2021 Q4	$62.8M	Buy	640,000 +538,800	+532%	+$53.7M	0.02%	494
2021 Q3	$9.85M	Sell	101,200 -118,800	-54%	-$11.8M	﹤0.01%	1203
2021 Q2	$20.2M	Buy	+220,000	New	+$18.9M	0.01%	891
2021 Q1	–	Sell	-1,921,220	Closed	-$132M	–	5021
2020 Q4	$132M	Buy	1,921,220 +13,520	+0.7%	+$776K	0.07%	219
2020 Q3	$92.2M	Sell	1,907,700 -1,025,700	-35%	-$51.7M	0.05%	250
2020 Q2	$142M	Buy	2,933,400 +1,885,700	+180%	+$79.2M	0.11%	135
2020 Q1	$35.6M	Sell	1,047,700 -159,100	-13%	-$7.49M	0.03%	418
2019 Q4	$61.7M	Buy	1,206,800 +117,500	+11%	+$5.56M	0.03%	420
2019 Q3	$46.5M	Sell	1,089,300 -182,600	-14%	-$7.8M	0.03%	491
2019 Q2	$55.7M	Buy	1,271,900 +524,400	+70%	+$23.4M	0.03%	452
2019 Q1	$31.5M	Buy	747,500 +253,200	+51%	+$10.7M	0.02%	621
2018 Q4	$19.6M	Sell	494,300 -278,300	-36%	-$12.1M	0.02%	758
2018 Q3	$36M	Buy	772,600 +351,600	+84%	+$17.2M	0.02%	557
2018 Q2	$20M	Sell	421,000 -49,500	-11%	-$2.59M	0.02%	784
2018 Q1	$25.4M	Buy	470,500 +294,400	+167%	+$16.3M	0.02%	727
2017 Q4	$9.24M	Sell	176,100 -274,700	-61%	-$13.9M	0.01%	1231
2017 Q3	$21.7M	Sell	450,800 -66,900	-13%	-$3.1M	0.02%	630
2017 Q2	$23.1M	Sell	517,700 -297,700	-37%	-$12.8M	0.02%	540
2017 Q1	$34.9M	Sell	815,400 -628,400	-44%	-$27.9M	0.04%	350
2016 Q4	$61M	Buy	1,443,800 +392,300	+37%	+$14.8M	0.07%	231
2016 Q3	$33.7M	Buy	1,051,500 +196,200	+23%	+$5.85M	0.04%	366
2016 Q2	$22.2M	Buy	855,300 +40,500	+5%	+$1.06M	0.03%	484
2016 Q1	$20.4M	Buy	814,800 +340,900	+72%	+$8.7M	0.03%	465
2015 Q4	$14.7M	Buy	473,900 +84,900	+22%	+$2.82M	0.02%	708
2015 Q3	$12.1M	Sell	389,000 -54,000	-12%	-$1.97M	0.01%	830
2015 Q2	$16.8M	Sell	443,000 -186,900	-30%	-$7.11M	0.02%	744
2015 Q1	$22M	Sell	629,900 -322,600	-34%	-$11.6M	0.03%	632
2014 Q4	$36.2M	Sell	952,500 -123,600	-11%	-$4.4M	0.03%	477
2014 Q3	$36.6M	Sell	1,076,100 -240,800	-18%	-$8.02M	0.04%	441
2014 Q2	$42.1M	Buy	1,316,900 +332,800	+34%	+$10.3M	0.04%	372
2014 Q1	$30.5M	Buy	984,100 +436,800	+80%	+$13.5M	0.03%	482
2013 Q4	$17M	Sell	547,300 -289,400	-35%	-$8.6M	0.02%	861
2013 Q3	$21.8M	Sell	836,700 -818,900	-49%	-$22M	0.03%	626
2013 Q2	$40.4M	Buy	+1,655,600	New	+$39.3M	0.05%	322

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barclays's MS Position: Q1 2026 in Review

Barclays increased its Morgan Stanley (MS) stake by 45% in Q1 2026, buying an estimated $280M and bringing the position to 5,213,854 shares worth $858M. The position accounts for 0.21% of the portfolio, ranked #69.

Barclays first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Barclays held 5,213,854 shares of Morgan Stanley worth $858M as of Q1 2026.
Barclays bought 1,615,455 Morgan Stanley shares in Q1 2026, an estimated $280M.
Morgan Stanley made up 0.21% of Barclays's portfolio in Q1 2026, its #69 holding.
Barclays first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.