BlackRock’s Morgan Stanley MS Stock Holding History

BlackRock’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
2023 Q2	–	Sell	-81,100	Closed	-$7.12M	–	5571
2023 Q1	$7.12M	Buy	+81,100	New	+$7.57M	﹤0.01%	3479
2021 Q1	–	Sell	-1,039,100	Closed	-$71.2M	–	5323
2020 Q4	$71.2M	Sell	1,039,100 -1,005,300	-49%	-$57.7M	﹤0.01%	2266
2020 Q3	$98.8M	Buy	+2,044,400	New	+$103M	﹤0.01%	1890
2016 Q4	–	Sell	-2,800	Closed	-$90K	–	3784
2016 Q3	$90K	Buy	+2,800	New	+$83.5K	﹤0.01%	2659
2016 Q2	–	Sell	-123,900	Closed	-$3.1M	–	3786
2016 Q1	$3.1M	Buy	+123,900	New	+$3.16M	0.01%	962
2014 Q1	–	Sell	-85,000	Closed	-$2.67M	–	3151
2013 Q4	$2.67M	Buy	+85,000	New	+$2.53M	﹤0.01%	965

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock's MS Position: Q1 2026 in Review

BlackRock increased its Morgan Stanley (MS) stake by 1.2% in Q1 2026, buying an estimated $199M and bringing the position to 96,396,889 shares worth $15.9B. The position accounts for 0.28% of the portfolio, ranked #57.

BlackRock first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

BlackRock held 96,396,889 shares of Morgan Stanley worth $15.9B as of Q1 2026.
BlackRock bought 1,147,992 Morgan Stanley shares in Q1 2026, an estimated $199M.
Morgan Stanley made up 0.28% of BlackRock's portfolio in Q1 2026, its #57 holding.
BlackRock first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
BlackRock's Morgan Stanley position peaked at $16.9B in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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