BA
MS icon

BlackRock Advisors’s Morgan Stanley MS Stock Holding History

BlackRock Advisors’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
Q4 		$691M Buy
16,343,362
+3,413,416
+26% +$129M 0.7% 25
2016
Q3 		$415M Sell
12,929,946
-352,469
-3% -$10.5M 0.43% 54
2016
Q2 		$345M Sell
13,282,415
-2,042,698
-13% -$53.4M 0.35% 73
2016
Q1 		$383M Buy
15,325,113
+3,361,501
+28% +$85.8M 0.4% 59
2015
Q4 		$381M Sell
11,963,612
-30,504
-0.3% -$1.01M 0.4% 65
2015
Q3 		$378M Sell
11,994,116
-108,572
-0.9% -$3.95M 0.41% 64
2015
Q2 		$469M Buy
12,102,688
+935,563
+8% +$35.6M 0.49% 45
2015
Q1 		$399M Buy
11,167,125
+392,010
+4% +$14.1M 0.41% 68
2014
Q4 		$418M Sell
10,775,115
-564,475
-5% -$20.1M 0.42% 59
2014
Q3 		$392M Buy
11,339,590
+1,751,525
+18% +$58.4M 0.39% 62
2014
Q2 		$310M Sell
9,588,065
-75,663
-0.8% -$2.33M 0.29% 80
2014
Q1 		$301M Buy
9,663,728
+6,380,592
+194% +$197M 0.3% 79
2013
Q4 		$103M Buy
3,283,136
+353,152
+12% +$10.5M 0.1% 217
2013
Q3 		$79M Sell
2,929,984
-54,495
-2% -$1.46M 0.08% 259
2013
Q2 		$72.9M Buy
+2,984,479
New +$70.8M 0.08% 256

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock Advisors's MS Position: Q4 2016 in Review

BlackRock Advisors increased its Morgan Stanley (MS) stake by 26% in Q4 2016, buying an estimated $129M and bringing the position to 16,343,362 shares worth $691M. The position accounts for 0.7% of the portfolio, ranked #25.

BlackRock Advisors first reported a position in MS in Q2 2013 and has held it in 15 quarters since. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • BlackRock Advisors held 16,343,362 shares of Morgan Stanley worth $691M as of Q4 2016.
  • BlackRock Advisors bought 3,413,416 Morgan Stanley shares in Q4 2016, an estimated $129M.
  • Morgan Stanley made up 0.7% of BlackRock Advisors's portfolio in Q4 2016, its #25 holding.
  • BlackRock Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 15 quarters since.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.