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
2021 Q2	–	Sell	-817,500	Closed	-$63.5M	–	5541
2021 Q1	$63.5M	Buy	+817,500	New	+$62.7M	﹤0.01%	2470
2015 Q3	–	Sell	-6,500	Closed	-$252K	–	3241
2015 Q2	$252K	Sell	6,500 -3,000	-32%	-$114K	﹤0.01%	1647
2015 Q1	$339K	Buy	+9,500	New	+$341K	﹤0.01%	1595
2014 Q3	–	Sell	-3,300	Closed	-$107K	–	3182
2014 Q2	$107K	Buy	+3,300	New	+$102K	﹤0.01%	1710

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.