Franklin Resources
MS icon

Franklin Resources’s Morgan Stanley MS Stock Holding History

Franklin Resources’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 		$1.51B Buy
9,175,221
+408,813
+5% +$70.8M 0.37% 61
2025
Q4 		$1.56B Sell
8,766,408
-322,406
-4% -$53.8M 0.38% 56
2025
Q3 		$1.44B Sell
9,088,814
-534,491
-6% -$78.9M 0.36% 58
2025
Q2 		$1.36B Buy
9,623,305
+1,476,372
+18% +$181M 0.36% 59
2025
Q1 		$950M Buy
8,146,933
+428,424
+6% +$55.2M 0.27% 89
2024
Q4 		$970M Sell
7,718,509
-132,339
-2% -$16.3M 0.27% 89
2024
Q3 		$881M Buy
7,850,848
+3,369,520
+75% +$339M 0.25% 101
2024
Q2 		$436M Sell
4,481,328
-2,039,805
-31% -$194M 0.13% 171
2024
Q1 		$614M Sell
6,521,133
-1,905,564
-23% -$168M 0.19% 134
2023
Q4 		$786M Sell
8,426,697
-3,106,684
-27% -$249M 0.37% 62
2023
Q3 		$942M Buy
11,533,381
+346,006
+3% +$30M 0.48% 43
2023
Q2 		$955M Sell
11,187,375
-416,697
-4% -$35.6M 0.45% 48
2023
Q1 		$1.02B Buy
11,604,072
+1,950,523
+20% +$182M 0.51% 40
2022
Q4 		$821M Buy
9,653,549
+7,099
+0.1% +$605K 0.43% 52
2022
Q3 		$762M Sell
9,646,450
-743,137
-7% -$62.6M 0.42% 52
2022
Q2 		$790M Buy
10,389,587
+1,566,606
+18% +$128M 0.39% 59
2022
Q1 		$771M Buy
8,822,981
+2,519,728
+40% +$243M 0.31% 78
2021
Q4 		$619M Buy
6,303,253
+1,370,436
+28% +$137M 0.22% 114
2021
Q3 		$480M Sell
4,932,817
-2,717,684
-36% -$269M 0.18% 144
2021
Q2 		$701M Buy
7,650,501
+1,845,940
+32% +$158M 0.27% 96
2021
Q1 		$451M Sell
5,804,561
-3,590,338
-38% -$275M 0.18% 146
2020
Q4 		$644M Buy
9,394,899
+302,064
+3% +$17.3M 0.27% 97
2020
Q3 		$440M Sell
9,092,835
-2,744,660
-23% -$138M 0.21% 122
2020
Q2 		$604M Buy
11,837,495
+1,740,051
+17% +$73.1M 0.31% 86
2020
Q1 		$343M Buy
10,097,444
+4,478,558
+80% +$211M 0.23% 116
2019
Q4 		$287M Sell
5,618,886
-3,143,077
-36% -$149M 0.15% 172
2019
Q3 		$374M Buy
8,761,963
+712,625
+9% +$30.5M 0.2% 126
2019
Q2 		$353M Buy
8,049,338
+4,800
+0.1% +$214K 0.19% 143
2019
Q1 		$339M Buy
8,044,538
+459,509
+6% +$19.3M 0.18% 143
2018
Q4 		$301M Buy
7,585,029
+5,229,628
+222% +$228M 0.18% 153
2018
Q3 		$110M Buy
2,355,401
+136,290
+6% +$6.66M 0.05% 355
2018
Q2 		$105M Buy
2,219,111
+225,833
+11% +$11.8M 0.05% 350
2018
Q1 		$108M Sell
1,993,278
-296,715
-13% -$16.4M 0.05% 348
2017
Q4 		$120M Sell
2,289,993
-194,766
-8% -$9.85M 0.06% 323
2017
Q3 		$120M Sell
2,484,759
-457,362
-16% -$21.2M 0.06% 321
2017
Q2 		$131M Sell
2,942,121
-1,764,774
-37% -$76.1M 0.07% 298
2017
Q1 		$202M Sell
4,706,895
-2,226,396
-32% -$98.8M 0.1% 221
2016
Q4 		$293M Sell
6,933,291
-13,579,631
-66% -$513M 0.15% 170
2016
Q3 		$658M Sell
20,512,922
-1,685,428
-8% -$50.3M 0.34% 81
2016
Q2 		$577M Sell
22,198,350
-5,082,157
-19% -$133M 0.31% 91
2016
Q1 		$682M Buy
27,280,507
+7,374,633
+37% +$188M 0.36% 74
2015
Q4 		$633M Sell
19,905,874
-169,863
-0.8% -$5.64M 0.32% 84
2015
Q3 		$632M Sell
20,075,737
-3,021,565
-13% -$110M 0.31% 85
2015
Q2 		$896M Sell
23,097,302
-2,604,492
-10% -$99.1M 0.41% 64
2015
Q1 		$917M Sell
25,701,794
-1,801,540
-7% -$64.6M 0.42% 58
2014
Q4 		$1.07B Sell
27,503,334
-2,657,315
-9% -$94.5M 0.48% 46
2014
Q3 		$1.04B Sell
30,160,649
-3,546,996
-11% -$118M 0.48% 44
2014
Q2 		$1.09B Sell
33,707,645
-1,946,786
-5% -$60M 0.48% 42
2014
Q1 		$1.11B Sell
35,654,431
-4,934,574
-12% -$152M 0.52% 39
2013
Q4 		$1.27B Buy
40,589,005
+339,337
+0.8% +$10.1M 0.62% 32
2013
Q3 		$1.08B Sell
40,249,668
-10,293,157
-20% -$276M 0.58% 31
2013
Q2 		$1.23B Buy
+50,542,825
New +$1.2B 0.7% 22

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

Franklin Resources's MS Position: Q1 2026 in Review

Franklin Resources increased its Morgan Stanley (MS) stake by 4.7% in Q1 2026, buying an estimated $70.8M and bringing the position to 9,175,221 shares worth $1.51B. The position accounts for 0.37% of the portfolio, ranked #61.

Franklin Resources first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56B in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Franklin Resources held 9,175,221 shares of Morgan Stanley worth $1.51B as of Q1 2026.
  • Franklin Resources bought 408,813 Morgan Stanley shares in Q1 2026, an estimated $70.8M.
  • Morgan Stanley made up 0.37% of Franklin Resources's portfolio in Q1 2026, its #61 holding.
  • Franklin Resources first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Franklin Resources's Morgan Stanley position peaked at $1.56B in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.