HCM
MS icon

Hamlin Capital Management’s Morgan Stanley MS Stock Holding History

Hamlin Capital Management’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
Q3 		$220M Sell
1,169,699
-8,601
-0.7% -$1.83M 5.45% 1
2026
Q2 		$246M Sell
1,178,300
-110,420
-9% -$21.9M 5.54% 2
2026
Q1 		$212M Sell
1,288,720
-107,637
-8% -$18.6M 5.12% 3
2025
Q4 		$248M Sell
1,396,357
-117,044
-8% -$19.5M 5.94% 1
2025
Q3 		$241M Sell
1,513,401
-14,704
-1% -$2.17M 5.47% 3
2025
Q2 		$215M Buy
1,528,105
+12,825
+0.8% +$1.58M 4.98% 3
2025
Q1 		$177M Buy
1,515,280
+24,610
+2% +$3.17M 4.23% 12
2024
Q4 		$187M Sell
1,490,670
-13,303
-0.9% -$1.64M 4.64% 4
2024
Q3 		$157M Buy
1,503,973
+116,882
+8% +$11.8M 3.93% 14
2024
Q2 		$135M Sell
1,387,091
-14,042
-1% -$1.34M 3.97% 13
2024
Q1 		$132M Buy
1,401,133
+1,241
+0.1% +$109K 3.9% 15
2023
Q4 		$131M Buy
1,399,892
+72,801
+5% +$5.82M 4.11% 9
2023
Q3 		$108M Buy
1,327,091
+430,156
+48% +$37.3M 3.73% 17
2023
Q2 		$76.6M Buy
+896,935
New +$76.7M 2.57% 23

Other funds holding MS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Hamlin Capital Management's MS Position: Q3 2026 in Review

Hamlin Capital Management reduced its Morgan Stanley (MS) stake by 0.73% in Q3 2026, selling an estimated $1.83M and leaving 1,169,699 shares worth $220M. The position accounts for 5.45% of the portfolio, ranked #1.

Hamlin Capital Management first reported a position in MS in Q2 2023 and has held it in 14 quarters since. The position peaked at $248M in Q4 2025. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Hamlin Capital Management held 1,169,699 shares of Morgan Stanley worth $220M as of Q3 2026.
  • Hamlin Capital Management sold 8,601 Morgan Stanley shares in Q3 2026, an estimated $1.83M.
  • Morgan Stanley made up 5.45% of Hamlin Capital Management's portfolio in Q3 2026, its #1 holding.
  • Hamlin Capital Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 14 quarters since.
  • Hamlin Capital Management's Morgan Stanley position peaked at $248M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Hamlin Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.