D.E. Shaw & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $307M | Buy |
1,864,278
+884,814
| +90% | +$153M | 0.18% | 103 |
|
|
2025
Q4 | $174M | Sell |
979,464
-64,240
| -6% | -$10.7M | 0.1% | 233 |
|
|
2025
Q3 | $166M | Buy |
1,043,704
+748,534
| +254% | +$111M | 0.09% | 238 |
|
|
2025
Q2 | $41.6M | Buy |
295,170
+12,238
| +4% | +$1.5M | 0.03% | 649 |
|
|
2025
Q1 | $33M | Sell |
282,932
-1,305,187
| -82% | -$168M | 0.03% | 665 |
|
|
2024
Q4 | $200M | Buy |
1,588,119
+905,849
| +133% | +$112M | 0.15% | 150 |
|
|
2024
Q3 | $71.1M | Sell |
682,270
-784,497
| -53% | -$79M | 0.06% | 383 |
|
|
2024
Q2 | $143M | Buy |
1,466,767
+188,404
| +15% | +$17.9M | 0.13% | 161 |
|
|
2024
Q1 | $120M | Buy |
1,278,363
+979,778
| +328% | +$86.3M | 0.1% | 217 |
|
|
2023
Q4 | $27.8M | Sell |
298,585
-1,607,025
| -84% | -$129M | 0.02% | 741 |
|
|
2023
Q3 | $156M | Buy |
1,905,610
+1,649,327
| +644% | +$143M | 0.16% | 134 |
|
|
2023
Q2 | $21.9M | Buy |
256,283
+9,823
| +4% | +$840K | 0.02% | 815 |
|
|
2023
Q1 | $21.6M | Sell |
246,460
-384,205
| -61% | -$35.9M | 0.02% | 841 |
|
|
2022
Q4 | $53.6M | Buy |
630,665
+500,330
| +384% | +$42.6M | 0.06% | 407 |
|
|
2022
Q3 | $10.3M | Sell |
130,335
-667,129
| -84% | -$56.2M | 0.01% | 1330 |
|
|
2022
Q2 | $60.7M | Buy |
797,464
+518,625
| +186% | +$42.5M | 0.07% | 327 |
|
|
2022
Q1 | $24.4M | Buy |
278,839
+62,674
| +29% | +$6.05M | 0.02% | 897 |
|
|
2021
Q4 | $21.2M | Sell |
216,165
-51,568
| -19% | -$5.14M | 0.02% | 1052 |
|
|
2021
Q3 | $26.1M | Buy |
267,733
+258,272
| +2,730% | +$25.6M | 0.02% | 861 |
|
|
2021
Q2 | $867K | Sell |
9,461
-123,719
| -93% | -$10.6M | ﹤0.01% | 3664 |
|
|
2021
Q1 | $10.3M | Sell |
133,180
-622,842
| -82% | -$47.7M | 0.01% | 1328 |
|
|
2020
Q4 | $51.8M | Sell |
756,022
-1,171,954
| -61% | -$67.2M | 0.05% | 478 |
|
|
2020
Q3 | $93.2M | Sell |
1,927,976
-2,051,270
| -52% | -$103M | 0.1% | 245 |
|
|
2020
Q2 | $192M | Sell |
3,979,246
-640,099
| -14% | -$26.9M | 0.23% | 73 |
|
|
2020
Q1 | $157M | Buy |
4,619,345
+2,915,515
| +171% | +$137M | 0.25% | 75 |
|
|
2019
Q4 | $87.1M | Sell |
1,703,830
-3,168,174
| -65% | -$150M | 0.1% | 233 |
|
|
2019
Q3 | $208M | Sell |
4,872,004
-236,785
| -5% | -$10.1M | 0.26% | 61 |
|
|
2019
Q2 | $224M | Buy |
5,108,789
+3,690,948
| +260% | +$165M | 0.28% | 56 |
|
|
2019
Q1 | $59.8M | Buy |
1,417,841
+459,525
| +48% | +$19.3M | 0.08% | 319 |
|
|
2018
Q4 | $38M | Sell |
958,316
-1,420,135
| -60% | -$62M | 0.05% | 439 |
|
|
2018
Q3 | $111M | Buy |
2,378,451
+622,644
| +35% | +$30.4M | 0.13% | 177 |
|
|
2018
Q2 | $83.2M | Buy |
1,755,807
+1,691,441
| +2,628% | +$88.4M | 0.11% | 222 |
|
|
2018
Q1 | $3.47M | Sell |
64,366
-77,126
| -55% | -$4.27M | ﹤0.01% | 1660 |
|
|
2017
Q4 | $7.42M | Buy |
+141,492
| New | +$7.16M | 0.01% | 1222 |
|
|
2017
Q3 | – | Sell |
-73,120
| Closed | -$3.39M | – | 3543 |
|
|
2017
Q2 | $3.26M | Sell |
73,120
-41,354
| -36% | -$1.78M | 0.01% | 1662 |
|
|
2017
Q1 | $4.9M | Sell |
114,474
-452,706
| -80% | -$20.1M | 0.01% | 1315 |
|
|
2016
Q4 | $24M | Buy |
567,180
+547,713
| +2,814% | +$20.7M | 0.04% | 550 |
|
|
2016
Q3 | $624K | Sell |
19,467
-814,701
| -98% | -$24.3M | ﹤0.01% | 2667 |
|
|
2016
Q2 | $21.7M | Buy |
834,168
+318,619
| +62% | +$8.33M | 0.04% | 524 |
|
|
2016
Q1 | $12.9M | Sell |
515,549
-134,647
| -21% | -$3.44M | 0.02% | 727 |
|
|
2015
Q4 | $20.7M | Sell |
650,196
-1,806,488
| -74% | -$60M | 0.03% | 624 |
|
|
2015
Q3 | $77.4M | Buy |
2,456,684
+1,969,903
| +405% | +$71.7M | 0.11% | 212 |
|
|
2015
Q2 | $18.9M | Sell |
486,781
-574,296
| -54% | -$21.9M | 0.03% | 658 |
|
|
2015
Q1 | $37.9M | Buy |
1,061,077
+303,104
| +40% | +$10.9M | 0.06% | 384 |
|
|
2014
Q4 | $29.4M | Buy |
757,973
+714,062
| +1,626% | +$25.4M | 0.04% | 537 |
|
|
2014
Q3 | $1.52M | Sell |
43,911
-60,597
| -58% | -$2.02M | ﹤0.01% | 2448 |
|
|
2014
Q2 | $3.38M | Sell |
104,508
-1,195,579
| -92% | -$36.9M | ﹤0.01% | 1898 |
|
|
2014
Q1 | $40.5M | Sell |
1,300,087
-2,089,799
| -62% | -$64.6M | 0.06% | 360 |
|
|
2013
Q4 | $106M | Sell |
3,389,886
-687,028
| -17% | -$20.4M | 0.15% | 131 |
|
|
2013
Q3 | $110M | Buy |
4,076,914
+2,350,520
| +136% | +$63.1M | 0.18% | 104 |
|
|
2013
Q2 | $42.2M | Buy |
+1,726,394
| New | +$40.9M | 0.08% | 268 |
|
Other funds holding MS
VCM
VPM
D.E. Shaw & Co's MS Position: Q1 2026 in Review
D.E. Shaw & Co increased its Morgan Stanley (MS) stake by 90% in Q1 2026, buying an estimated $153M and bringing the position to 1,864,278 shares worth $307M. The position accounts for 0.18% of the portfolio, ranked #103.
D.E. Shaw & Co first reported a position in MS in Q2 2013 and has held it in 51 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- D.E. Shaw & Co held 1,864,278 shares of Morgan Stanley worth $307M as of Q1 2026.
- D.E. Shaw & Co bought 884,814 Morgan Stanley shares in Q1 2026, an estimated $153M.
- Morgan Stanley made up 0.18% of D.E. Shaw & Co's portfolio in Q1 2026, its #103 holding.
- D.E. Shaw & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.