Capital Research Global Investors
MS icon

Capital Research Global Investors’s Morgan Stanley MS Stock Holding History

Capital Research Global 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
Q1 		$3.34B Buy
20,270,720
+4,838,407
+31% +$838M 0.52% 45
2025
Q4 		$2.74B Sell
15,432,313
-3,816,598
-20% -$637M 0.51% 40
2025
Q3 		$3.06B Sell
19,248,911
-135,459
-0.7% -$20M 0.57% 37
2025
Q2 		$2.73B Sell
19,384,370
-578,058
-3% -$71M 0.55% 39
2025
Q1 		$2.33B Sell
19,962,428
-1,832,445
-8% -$236M 0.51% 48
2024
Q4 		$2.74B Buy
21,794,873
+6,744,333
+45% +$831M 0.56% 43
2024
Q3 		$1.57B Buy
15,050,540
+6,394,808
+74% +$644M 0.33% 70
2024
Q2 		$841M Sell
8,655,732
-1,662,265
-16% -$158M 0.18% 104
2024
Q1 		$972M Sell
10,317,997
-6,821,626
-40% -$601M 0.22% 96
2023
Q4 		$1.6B Sell
17,139,623
-6,349,128
-27% -$508M 0.39% 70
2023
Q3 		$1.92B Sell
23,488,751
-4,584,264
-16% -$398M 0.53% 56
2023
Q2 		$2.4B Buy
28,073,015
+1,908,648
+7% +$163M 0.64% 39
2023
Q1 		$2.3B Buy
26,164,367
+4,767,216
+22% +$445M 0.66% 40
2022
Q4 		$1.82B Sell
21,397,151
-7,059,720
-25% -$602M 0.55% 51
2022
Q3 		$2.25B Buy
28,456,871
+1,220,461
+4% +$103M 0.74% 36
2022
Q2 		$2.07B Buy
27,236,410
+597,886
+2% +$49M 0.65% 41
2022
Q1 		$2.33B Buy
26,638,524
+13,367,310
+101% +$1.29B 0.57% 46
2021
Q4 		$1.3B Buy
13,271,214
+3,718,415
+39% +$370M 0.29% 86
2021
Q3 		$930M Buy
9,552,799
+8,786,406
+1,146% +$871M 0.22% 108
2021
Q2 		$70.3M Sell
766,393
-346
-0% -$29.7K 0.02% 341
2021
Q1 		$59.5M Buy
+766,739
New +$58.8M 0.01% 351

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors's MS Position: Q1 2026 in Review

Capital Research Global Investors increased its Morgan Stanley (MS) stake by 31% in Q1 2026, buying an estimated $838M and bringing the position to 20,270,720 shares worth $3.34B. The position accounts for 0.52% of the portfolio, ranked #45.

Capital Research Global Investors first reported a position in MS in Q1 2021 and has held it in 21 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Research Global Investors held 20,270,720 shares of Morgan Stanley worth $3.34B as of Q1 2026.
  • Capital Research Global Investors bought 4,838,407 Morgan Stanley shares in Q1 2026, an estimated $838M.
  • Morgan Stanley made up 0.52% of Capital Research Global Investors's portfolio in Q1 2026, its #45 holding.
  • Capital Research Global Investors first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.