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Dmitry Balyasny’s Morgan Stanley MS Stock Holding History

Dmitry Balyasny’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 		$10.9M Sell
52,200
-33,000
-39% -$6.53M 0.01% 1019
2026
Q1 		$14M Sell
85,200
-29,000
-25% -$5.02M 0.02% 858
2025
Q4 		$20.3M Sell
114,200
-134,300
-54% -$22.4M 0.03% 707
2025
Q3 		$39.5M Sell
248,500
-22,700
-8% -$3.35M 0.05% 442
2025
Q2 		$38.2M Sell
271,200
-131,000
-33% -$16.1M 0.06% 430
2025
Q1 		$46.9M Sell
402,200
-470,500
-54% -$60.6M 0.08% 326
2024
Q4 		$110M Buy
872,700
+109,200
+14% +$13.4M 0.16% 126
2024
Q3 		$79.6M Buy
763,500
+213,500
+39% +$21.5M 0.13% 173
2024
Q2 		$53.5M Sell
550,000
-20,100
-4% -$1.91M 0.09% 276
2024
Q1 		$53.7M Sell
570,100
-30,000
-5% -$2.64M 0.09% 280
2023
Q4 		$56M Sell
600,100
-151,900
-20% -$12.2M 0.11% 252
2023
Q3 		$61.4M Buy
752,000
+617,000
+457% +$53.6M 0.13% 214
2023
Q2 		$11.5M Sell
135,000
-61,000
-31% -$5.22M 0.03% 713
2023
Q1 		$17.2M Buy
196,000
+49,800
+34% +$4.65M 0.04% 576
2022
Q4 		$12.4M Buy
146,200
+11,200
+8% +$955K 0.03% 650
2022
Q3 		$10.7M Buy
135,000
+48,300
+56% +$4.07M 0.03% 658
2022
Q2 		$6.59M Buy
86,700
+21,700
+33% +$1.78M 0.02% 824
2022
Q1 		$5.68M Buy
+65,000
New +$6.27M 0.02% 897
2014
Q4 		– Sell
-100,000
Closed -$3.46M – 786
2014
Q3 		$3.46M Buy
+100,000
New +$3.33M 0.03% 530

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

Dmitry Balyasny's MS Position: Q2 2026 in Review

Dmitry Balyasny reduced its Morgan Stanley (MS) stake by 55% in Q2 2026, selling an estimated $93.7M and leaving 385,328 shares worth $80.5M. The position accounts for 0.1% of the portfolio, ranked #233.

Dmitry Balyasny first reported a position in MS in Q2 2013 and has held it in 43 quarters since. The position peaked at $397M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dmitry Balyasny held 385,328 shares of Morgan Stanley worth $80.5M as of Q2 2026.
  • Dmitry Balyasny sold 473,233 Morgan Stanley shares in Q2 2026, an estimated $93.7M.
  • Morgan Stanley made up 0.1% of Dmitry Balyasny's portfolio in Q2 2026, its #233 holding.
  • Dmitry Balyasny first reported a position in Morgan Stanley in Q2 2013 and has held it in 43 quarters since.
  • Dmitry Balyasny's Morgan Stanley position peaked at $397M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.