Bessemer Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Sell |
737,832
-629,894
| -46% | -$109M | 0.19% | 131 |
|
|
2025
Q4 | $243M | Sell |
1,367,726
-51,875
| -4% | -$8.65M | 0.37% | 55 |
|
|
2025
Q3 | $226M | Buy |
1,419,601
+10,530
| +0.7% | +$1.55M | 0.35% | 74 |
|
|
2025
Q2 | $198M | Sell |
1,409,071
-60,522
| -4% | -$7.43M | 0.32% | 79 |
|
|
2025
Q1 | $171M | Sell |
1,469,593
-62,905
| -4% | -$8.11M | 0.31% | 80 |
|
|
2024
Q4 | $193M | Buy |
1,532,498
+385,820
| +34% | +$47.5M | 0.31% | 76 |
|
|
2024
Q3 | $120M | Buy |
1,146,678
+22,773
| +2% | +$2.29M | 0.2% | 134 |
|
|
2024
Q2 | $109M | Buy |
1,123,905
+344,454
| +44% | +$32.8M | 0.19% | 130 |
|
|
2024
Q1 | $73.4M | Buy |
779,451
+633,319
| +433% | +$55.8M | 0.13% | 169 |
|
|
2023
Q4 | $13.6M | Sell |
146,132
-2,027
| -1% | -$162K | 0.03% | 262 |
|
|
2023
Q3 | $12.1M | Sell |
148,159
-2,143
| -1% | -$186K | 0.03% | 249 |
|
|
2023
Q2 | $12.8M | Buy |
150,302
+1,393
| +0.9% | +$119K | 0.03% | 241 |
|
|
2023
Q1 | $13.1M | Buy |
148,909
+2,747
| +2% | +$256K | 0.03% | 232 |
|
|
2022
Q4 | $12.4M | Sell |
146,162
-3,053
| -2% | -$260K | 0.03% | 235 |
|
|
2022
Q3 | $11.8M | Sell |
149,215
-182,075
| -55% | -$15.3M | 0.03% | 232 |
|
|
2022
Q2 | $25.2M | Sell |
331,290
-2,702,878
| -89% | -$221M | 0.06% | 194 |
|
|
2022
Q1 | $265M | Buy |
3,034,168
+2,621,021
| +634% | +$253M | 0.56% | 43 |
|
|
2021
Q4 | $40.6M | Buy |
413,147
+113,950
| +38% | +$11.4M | 0.08% | 174 |
|
|
2021
Q3 | $29.1M | Sell |
299,197
-20,426
| -6% | -$2.02M | 0.06% | 190 |
|
|
2021
Q2 | $29.3M | Sell |
319,623
-17,314
| -5% | -$1.48M | 0.06% | 197 |
|
|
2021
Q1 | $26.2M | Sell |
336,937
-117,699
| -26% | -$9.02M | 0.06% | 196 |
|
|
2020
Q4 | $31.2M | Buy |
454,636
+104,693
| +30% | +$6.01M | 0.08% | 184 |
|
|
2020
Q3 | $16.9M | Sell |
349,943
-52,232
| -13% | -$2.63M | 0.05% | 184 |
|
|
2020
Q2 | $19.4M | Sell |
402,175
-33,272
| -8% | -$1.4M | 0.06% | 179 |
|
|
2020
Q1 | $14.8M | Sell |
435,447
-135,593
| -24% | -$6.39M | 0.06% | 196 |
|
|
2019
Q4 | $29.2M | Buy |
571,040
+15,044
| +3% | +$712K | 0.09% | 184 |
|
|
2019
Q3 | $23.7M | Sell |
555,996
-4,864,457
| -90% | -$208M | 0.08% | 182 |
|
|
2019
Q2 | $237M | Buy |
5,420,453
+220,220
| +4% | +$9.82M | 0.8% | 32 |
|
|
2019
Q1 | $219M | Buy |
5,200,233
+140,819
| +3% | +$5.93M | 0.84% | 33 |
|
|
2018
Q4 | $201M | Sell |
5,059,414
-246,159
| -5% | -$10.7M | 0.87% | 38 |
|
|
2018
Q3 | $247M | Buy |
5,305,573
+36,736
| +0.7% | +$1.79M | 0.92% | 32 |
|
|
2018
Q2 | $250M | Buy |
5,268,837
+18,663
| +0.4% | +$975K | 0.97% | 26 |
|
|
2018
Q1 | $283M | Buy |
5,250,174
+63,185
| +1% | +$3.5M | 1.1% | 14 |
|
|
2017
Q4 | $272M | Buy |
5,186,989
+660,646
| +15% | +$33.4M | 1.06% | 17 |
|
|
2017
Q3 | $218M | Sell |
4,526,343
-118,637
| -3% | -$5.5M | 0.87% | 32 |
|
|
2017
Q2 | $207M | Sell |
4,644,980
-22,103
| -0.5% | -$953K | 0.83% | 38 |
|
|
2017
Q1 | $200M | Buy |
4,667,083
+23,309
| +0.5% | +$1.03M | 0.83% | 36 |
|
|
2016
Q4 | $196M | Buy |
4,643,774
+35,403
| +0.8% | +$1.34M | 0.9% | 21 |
|
|
2016
Q3 | $148M | Buy |
4,608,371
+1,119,114
| +32% | +$33.4M | 0.74% | 38 |
|
|
2016
Q2 | $90.7M | Buy |
3,489,257
+560,105
| +19% | +$14.6M | 0.5% | 82 |
|
|
2016
Q1 | $73.3M | Buy |
2,929,152
+73,422
| +3% | +$1.87M | 0.41% | 95 |
|
|
2015
Q4 | $90.8M | Buy |
2,855,730
+113,826
| +4% | +$3.78M | 0.51% | 71 |
|
|
2015
Q3 | $86.4M | Buy |
2,741,904
+1,215,784
| +80% | +$44.3M | 0.49% | 75 |
|
|
2015
Q2 | $59.2M | Sell |
1,526,120
-8,740
| -0.6% | -$333K | 0.31% | 108 |
|
|
2015
Q1 | $54.8M | Sell |
1,534,860
-1,425,622
| -48% | -$51.2M | 0.28% | 115 |
|
|
2014
Q4 | $115M | Buy |
2,960,482
+18,673
| +0.6% | +$664K | 0.62% | 61 |
|
|
2014
Q3 | $102M | Buy |
2,941,809
+34,620
| +1% | +$1.15M | 0.58% | 61 |
|
|
2014
Q2 | $94M | Buy |
2,907,189
+1,221,144
| +72% | +$37.6M | 0.58% | 64 |
|
|
2014
Q1 | $52.6M | Buy |
1,686,045
+86,641
| +5% | +$2.68M | 0.35% | 110 |
|
|
2013
Q4 | $50.1M | Buy |
1,599,404
+1,100,453
| +221% | +$32.7M | 0.36% | 99 |
|
|
2013
Q3 | $13.4M | Sell |
498,951
-300,000
| -38% | -$8.05M | 0.11% | 138 |
|
|
2013
Q2 | $19.5M | Buy |
+798,951
| New | +$18.9M | 0.18% | 107 |
|
Other funds holding MS
VCM
VPM
Bessemer Group's MS Position: Q1 2026 in Review
Bessemer Group reduced its Morgan Stanley (MS) stake by 46% in Q1 2026, selling an estimated $109M and leaving 737,832 shares worth $121M. The position accounts for 0.19% of the portfolio, ranked #131.
Bessemer Group first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $283M in Q1 2018. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Bessemer Group held 737,832 shares of Morgan Stanley worth $121M as of Q1 2026.
- Bessemer Group sold 629,894 Morgan Stanley shares in Q1 2026, an estimated $109M.
- Morgan Stanley made up 0.19% of Bessemer Group's portfolio in Q1 2026, its #131 holding.
- Bessemer Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Bessemer Group's Morgan Stanley position peaked at $283M in Q1 2018.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.