Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Morgan Stanley MS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$206M Buy
1,252,759
+514,285
+70% +$89M 0.48% 43
2025
Q4 		$131M Buy
738,474
+203,342
+38% +$33.9M 0.34% 66
2025
Q3 		$85.1M Sell
535,132
-82,978
-13% -$12.3M 0.27% 64
2025
Q2 		$87.1M Buy
618,110
+327,870
+113% +$40.3M 0.31% 61
2025
Q1 		$33.9M Buy
290,240
+178,906
+161% +$23.1M 0.15% 121
2024
Q4 		$14M Sell
111,334
-274,453
-71% -$33.8M 0.06% 243
2024
Q3 		$40.2M Sell
385,787
-594,041
-61% -$59.8M 0.2% 82
2024
Q2 		$95.2M Buy
979,828
+344,371
+54% +$32.8M 0.4% 53
2024
Q1 		$59.8M Buy
635,457
+138,219
+28% +$12.2M 0.26% 83
2023
Q4 		$46.4M Buy
497,238
+183,091
+58% +$14.6M 0.22% 91
2023
Q3 		$25.7M Buy
314,147
+238,791
+317% +$20.7M 0.13% 135
2023
Q2 		$6.44M Sell
75,356
-290,147
-79% -$24.8M 0.03% 342
2023
Q1 		$32.1M Sell
365,503
-55,965
-13% -$5.22M 0.17% 108
2022
Q4 		$35.8M Buy
421,468
+102,522
+32% +$8.74M 0.21% 83
2022
Q3 		$25.2M Sell
318,946
-287,979
-47% -$24.3M 0.17% 100
2022
Q2 		$46.2M Sell
606,925
-107,471
-15% -$8.8M 0.28% 63
2022
Q1 		$62.4M Buy
714,396
+485,682
+212% +$46.9M 0.31% 55
2021
Q4 		$22.5M Buy
228,714
+157,270
+220% +$15.7M 0.11% 154
2021
Q3 		$6.95M Sell
71,444
-178,157
-71% -$17.7M 0.04% 295
2021
Q2 		$22.9M Buy
249,601
+126,508
+103% +$10.8M 0.12% 158
2021
Q1 		$9.56M Buy
+123,093
New +$9.43M 0.05% 241
2020
Q4 		– Sell
-186,639
Closed -$9.02M – 994
2020
Q3 		$9.02M Buy
+186,639
New +$9.4M 0.06% 209
2020
Q2 		– Sell
-74,125
Closed -$2.52M – 1128
2020
Q1 		$2.52M Buy
74,125
+65,936
+805% +$3.11M 0.02% 371
2019
Q4 		$419K Buy
+8,189
New +$388K ﹤0.01% 697
2019
Q3 		– Sell
-63,814
Closed -$2.8M – 1045
2019
Q2 		$2.8M Buy
+63,814
New +$2.85M 0.02% 374
2018
Q1 		– Sell
-123,425
Closed -$6.48M – 772
2017
Q4 		$6.48M Sell
123,425
-125,575
-50% -$6.35M 0.04% 257
2017
Q3 		$12M Buy
249,000
+198,300
+391% +$9.2M 0.07% 183
2017
Q2 		$2.26M Buy
50,700
+41,375
+444% +$1.78M 0.01% 370
2017
Q1 		$399K Buy
+9,325
New +$414K ﹤0.01% 677
2016
Q2 		– Sell
-138,600
Closed -$3.47M – 908
2016
Q1 		$3.47M Buy
+138,600
New +$3.54M 0.03% 265
2015
Q3 		– Sell
-234,600
Closed -$9.1M – 766
2015
Q2 		$9.1M Sell
234,600
-66,800
-22% -$2.54M 0.08% 114
2015
Q1 		$10.8M Buy
+301,400
New +$10.8M 0.09% 107
2014
Q2 		– Sell
-107,100
Closed -$3.69M – 600
2014
Q1 		$3.69M Sell
107,100
-76,355
-42% -$2.36M 0.03% 192
2013
Q4 		$6.11M Buy
183,455
+14,855
+9% +$442K 0.05% 138
2013
Q3 		$4.67M Buy
168,600
+58,000
+52% +$1.56M 0.04% 115
2013
Q2 		$2.85M Buy
+110,600
New +$2.62M 0.03% 159

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MS Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Morgan Stanley (MS) stake by 70% in Q1 2026, buying an estimated $89M and bringing the position to 1,252,759 shares worth $206M. The position accounts for 0.48% of the portfolio, ranked #43.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MS in Q2 2013 and has held it in 36 quarters since. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 1,252,759 shares of Morgan Stanley worth $206M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 514,285 Morgan Stanley shares in Q1 2026, an estimated $89M.
  • Morgan Stanley made up 0.48% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #43 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Morgan Stanley in Q2 2013 and has held it in 36 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.