Hilltop Holdings’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 | $1.49M | Sell |
9,031
-45,873
| -84% | -$7.94M | 0.13% | 171 |
|
|
2025
Q4 | $9.75M | Sell |
54,904
-2,738
| -5% | -$457K | 0.58% | 28 |
|
|
2025
Q3 | $9.16M | Buy |
57,642
+40
| +0.1% | +$5.91K | 0.48% | 32 |
|
|
2025
Q2 | $8.11M | Buy |
57,602
+6,831
| +13% | +$839K | 0.52% | 33 |
|
|
2025
Q1 | $5.92M | Buy |
50,771
+8,483
| +20% | +$1.09M | 0.37% | 61 |
|
|
2024
Q4 | $5.32M | Buy |
42,288
+2,110
| +5% | +$260K | 0.34% | 68 |
|
|
2024
Q3 | $4.19M | Buy |
40,178
+32,044
| +394% | +$3.23M | 0.27% | 94 |
|
|
2024
Q2 | $791K | Buy |
8,134
+525
| +7% | +$50K | 0.09% | 267 |
|
|
2024
Q1 | $716K | Buy |
7,609
+248
| +3% | +$21.8K | 0.07% | 288 |
|
|
2023
Q4 | $686K | Sell |
7,361
-57
| -0.8% | -$4.56K | 0.08% | 278 |
|
|
2023
Q3 | $606K | Sell |
7,418
-134
| -2% | -$11.6K | 0.07% | 298 |
|
|
2023
Q2 | $645K | Sell |
7,552
-5
| -0.1% | -$428 | 0.08% | 267 |
|
|
2023
Q1 | $663K | Sell |
7,557
-244
| -3% | -$22.8K | 0.09% | 227 |
|
|
2022
Q4 | $663K | Buy |
7,801
+116
| +2% | +$9.89K | 0.09% | 222 |
|
|
2022
Q3 | $607K | Buy |
7,685
+478
| +7% | +$40.3K | 0.08% | 229 |
|
|
2022
Q2 | $548K | Sell |
7,207
-55
| -0.8% | -$4.5K | 0.07% | 255 |
|
|
2022
Q1 | $634K | Sell |
7,262
-653
| -8% | -$63K | 0.07% | 260 |
|
|
2021
Q4 | $776K | Sell |
7,915
-1,891
| -19% | -$188K | 0.08% | 231 |
|
|
2021
Q3 | $954K | Sell |
9,806
-575
| -6% | -$57K | 0.1% | 193 |
|
|
2021
Q2 | $952K | Buy |
10,381
+2,813
| +37% | +$241K | 0.11% | 187 |
|
|
2021
Q1 | $587K | Sell |
7,568
-6,306
| -45% | -$483K | 0.08% | 256 |
|
|
2020
Q4 | $951K | Buy |
13,874
+2,535
| +22% | +$145K | 0.13% | 166 |
|
|
2020
Q3 | $547K | Buy |
11,339
+759
| +7% | +$38.2K | 0.09% | 217 |
|
|
2020
Q2 | $511K | Buy |
10,580
+533
| +5% | +$22.4K | 0.09% | 211 |
|
|
2020
Q1 | $342K | Buy |
10,047
+3,610
| +56% | +$170K | 0.08% | 232 |
|
|
2019
Q4 | $329K | Sell |
6,437
-14
| -0.2% | -$663 | 0.06% | 279 |
|
|
2019
Q3 | $275K | Buy |
6,451
+1,033
| +19% | +$44.1K | 0.05% | 324 |
|
|
2019
Q2 | $237K | Buy |
+5,418
| New | +$242K | 0.05% | 322 |
|
|
2018
Q4 | – | Sell |
-4,488
| Closed | -$209K | – | 394 |
|
|
2018
Q3 | $209K | Sell |
4,488
-1,192
| -21% | -$58.2K | 0.04% | 385 |
|
|
2018
Q2 | $270K | Buy |
5,680
+540
| +11% | +$28.2K | 0.06% | 320 |
|
|
2018
Q1 | $277K | Buy |
+5,140
| New | +$285K | 0.05% | 322 |
|
Other funds holding MS
VCM
VPM
Hilltop Holdings's MS Position: Q1 2026 in Review
Hilltop Holdings reduced its Morgan Stanley (MS) stake by 84% in Q1 2026, selling an estimated $7.94M and leaving 9,031 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #171.
Hilltop Holdings first reported a position in MS in Q1 2018 and has held it in 31 quarters since. The position peaked at $9.75M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Hilltop Holdings held 9,031 shares of Morgan Stanley worth $1.49M as of Q1 2026.
- Hilltop Holdings sold 45,873 Morgan Stanley shares in Q1 2026, an estimated $7.94M.
- Morgan Stanley made up 0.13% of Hilltop Holdings's portfolio in Q1 2026, its #171 holding.
- Hilltop Holdings first reported a position in Morgan Stanley in Q1 2018 and has held it in 31 quarters since.
- Hilltop Holdings's Morgan Stanley position peaked at $9.75M in Q4 2025.
- 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.