Capital International Investors
MS icon

Capital International Investors’s Morgan Stanley MS Stock Holding History

Capital International Investors’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
Q2 		$1.31B Sell
6,284,290
-873,020
-12% -$173M 0.27% 87
2026
Q1 		$1.18B Sell
7,157,310
-13,386,787
-65% -$2.32B 0.28% 85
2025
Q4 		$3.65B Sell
20,544,097
-6,777,117
-25% -$1.13B 0.57% 38
2025
Q3 		$4.34B Buy
27,321,214
+167,487
+0.6% +$24.7M 0.7% 32
2025
Q2 		$3.82B Buy
27,153,727
+169,621
+0.6% +$20.8M 0.66% 38
2025
Q1 		$3.15B Sell
26,984,106
-3,000,514
-10% -$387M 0.62% 43
2024
Q4 		$3.77B Sell
29,984,620
-33,011
-0.1% -$4.07M 0.71% 37
2024
Q3 		$3.13B Buy
30,017,631
+327,571
+1% +$33M 0.6% 42
2024
Q2 		$2.89B Buy
29,690,060
+1,208,990
+4% +$115M 0.59% 45
2024
Q1 		$2.68B Buy
28,481,070
+3,981,528
+16% +$351M 0.54% 51
2023
Q4 		$2.28B Buy
24,499,542
+1,865,645
+8% +$149M 0.51% 55
2023
Q3 		$1.85B Sell
22,633,897
-1,829,546
-7% -$159M 0.47% 59
2023
Q2 		$2.09B Buy
24,463,443
+1,341,559
+6% +$115M 0.5% 56
2023
Q1 		$2.03B Sell
23,121,884
-1,530,403
-6% -$143M 0.52% 54
2022
Q4 		$2.1B Buy
24,652,287
+720,909
+3% +$61.4M 0.56% 48
2022
Q3 		$1.89B Buy
23,931,378
+1,221,636
+5% +$103M 0.55% 48
2022
Q2 		$1.73B Buy
22,709,742
+1,952,811
+9% +$160M 0.47% 58
2022
Q1 		$1.81B Buy
20,756,931
+18,150,967
+697% +$1.75B 0.41% 61
2021
Q4 		$256M Buy
+2,605,964
New +$260M 0.05% 246
2017
Q4 		– Sell
-789,070
Closed -$38M – 238
2017
Q3 		$38M Sell
789,070
-423,400
-35% -$19.6M 0.05% 208
2017
Q2 		$54M Hold
1,212,470
– – 0.07% 188
2017
Q1 		$51.9M Sell
1,212,470
-669,900
-36% -$29.7M 0.07% 189
2016
Q4 		$79.5M Hold
1,882,370
– – 0.11% 164
2016
Q3 		$60.3M Buy
1,882,370
+70,687
+4% +$2.11M 0.09% 186
2016
Q2 		$47.1M Buy
+1,811,683
New +$47.4M 0.07% 196
2015
Q4 		– Sell
-1,211,627
Closed -$38.2M – 272
2015
Q3 		$38.2M Buy
+1,211,627
New +$44.1M 0.07% 205

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors's MS Position: Q2 2026 in Review

Capital International Investors reduced its Morgan Stanley (MS) stake by 12% in Q2 2026, selling an estimated $173M and leaving 6,284,290 shares worth $1.31B. The position accounts for 0.27% of the portfolio, ranked #87.

Capital International Investors first reported a position in MS in Q3 2015 and has held it in 26 quarters since. The position peaked at $4.34B in Q3 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital International Investors held 6,284,290 shares of Morgan Stanley worth $1.31B as of Q2 2026.
  • Capital International Investors sold 873,020 Morgan Stanley shares in Q2 2026, an estimated $173M.
  • Morgan Stanley made up 0.27% of Capital International Investors's portfolio in Q2 2026, its #87 holding.
  • Capital International Investors first reported a position in Morgan Stanley in Q3 2015 and has held it in 26 quarters since.
  • Capital International Investors's Morgan Stanley position peaked at $4.34B in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.