Invesco
MS icon

Invesco’s Morgan Stanley MS Stock Holding History

Invesco’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 		$1.29B Buy
7,846,458
+651,781
+9% +$113M 0.13% 131
2025
Q4 		$1.28B Sell
7,194,677
-1,888,903
-21% -$315M 0.12% 138
2025
Q3 		$1.44B Buy
9,083,580
+249,023
+3% +$36.8M 0.23% 75
2025
Q2 		$1.24B Sell
8,834,557
-125,197
-1% -$15.4M 0.21% 84
2025
Q1 		$1.05B Buy
8,959,754
+65,845
+0.7% +$8.48M 0.2% 95
2024
Q4 		$1.12B Sell
8,893,909
-1,462,965
-14% -$180M 0.21% 77
2024
Q3 		$1.08B Sell
10,356,874
-449,618
-4% -$45.3M 0.21% 84
2024
Q2 		$1.05B Sell
10,806,492
-663,651
-6% -$63.2M 0.22% 75
2024
Q1 		$1.08B Buy
11,470,143
+693,139
+6% +$61M 0.23% 66
2023
Q4 		$1B Buy
10,777,004
+4,104,869
+62% +$328M 0.24% 62
2023
Q3 		$545M Buy
6,672,135
+766,530
+13% +$66.6M 0.15% 151
2023
Q2 		$504M Sell
5,905,605
-1,023,619
-15% -$87.5M 0.13% 171
2023
Q1 		$608M Sell
6,929,224
-2,460,249
-26% -$230M 0.17% 130
2022
Q4 		$798M Sell
9,389,473
-346,617
-4% -$29.5M 0.23% 77
2022
Q3 		$769M Sell
9,736,090
-305,351
-3% -$25.7M 0.25% 73
2022
Q2 		$764M Buy
10,041,441
+108,522
+1% +$8.89M 0.23% 78
2022
Q1 		$868M Buy
9,932,919
+1,345,164
+16% +$130M 0.22% 79
2021
Q4 		$843M Sell
8,587,755
-578,927
-6% -$57.7M 0.2% 88
2021
Q3 		$892M Sell
9,166,682
-2,190,818
-19% -$217M 0.23% 82
2021
Q2 		$1.04B Sell
11,357,500
-922,007
-8% -$79.1M 0.26% 58
2021
Q1 		$954M Sell
12,279,507
-2,641,898
-18% -$202M 0.25% 62
2020
Q4 		$1.02B Sell
14,921,405
-1,877,180
-11% -$108M 0.3% 51
2020
Q3 		$812M Sell
16,798,585
-2,292,851
-12% -$116M 0.27% 61
2020
Q2 		$922M Sell
19,091,436
-2,467,106
-11% -$104M 0.33% 47
2020
Q1 		$733M Buy
21,558,542
+407,389
+2% +$19.2M 0.31% 60
2019
Q4 		$1.08B Sell
21,151,153
-1,156,886
-5% -$54.8M 0.34% 46
2019
Q3 		$952M Buy
22,308,039
+636,048
+3% +$27.2M 0.25% 76
2019
Q2 		$949M Buy
21,671,991
+714,456
+3% +$31.9M 0.24% 69
2019
Q1 		$884M Sell
20,957,535
-479,690
-2% -$20.2M 0.3% 53
2018
Q4 		$850M Sell
21,437,225
-1,877,572
-8% -$81.9M 0.33% 52
2018
Q3 		$1.09B Buy
23,314,797
+101,198
+0.4% +$4.94M 0.34% 50
2018
Q2 		$1.1B Sell
23,213,599
-260,085
-1% -$13.6M 0.36% 47
2018
Q1 		$1.27B Buy
23,473,684
+132,776
+0.6% +$7.35M 0.47% 24
2017
Q4 		$1.22B Sell
23,340,908
-1,506,919
-6% -$76.2M 0.44% 28
2017
Q3 		$1.2B Sell
24,847,827
-1,597,829
-6% -$74.1M 0.44% 29
2017
Q2 		$1.18B Sell
26,445,656
-659,279
-2% -$28.4M 0.37% 46
2017
Q1 		$1.16B Sell
27,104,935
-554,078
-2% -$24.6M 0.38% 43
2016
Q4 		$1.17B Sell
27,659,013
-1,548,249
-5% -$58.5M 0.39% 42
2016
Q3 		$936M Sell
29,207,262
-42,690
-0.1% -$1.27M 0.32% 53
2016
Q2 		$760M Sell
29,249,952
-568,641
-2% -$14.9M 0.28% 70
2016
Q1 		$746M Buy
29,818,593
+931,939
+3% +$23.8M 0.3% 62
2015
Q4 		$919M Sell
28,886,654
-1,423,284
-5% -$47.3M 0.37% 45
2015
Q3 		$955M Sell
30,309,938
-3,895,538
-11% -$142M 0.41% 36
2015
Q2 		$1.33B Sell
34,205,476
-408,293
-1% -$15.5M 0.52% 24
2015
Q1 		$1.24B Buy
34,613,769
+1,232,309
+4% +$44.2M 0.48% 26
2014
Q4 		$1.3B Buy
33,381,460
+1,114,058
+3% +$39.6M 0.5% 23
2014
Q3 		$1.12B Buy
32,267,402
+166,698
+0.5% +$5.55M 0.45% 27
2014
Q2 		$1.04B Sell
32,100,704
-14,791
-0% -$456K 0.41% 32
2014
Q1 		$1B Buy
32,115,495
+2,613,658
+9% +$80.7M 0.41% 34
2013
Q4 		$925M Sell
29,501,837
-1,646,354
-5% -$48.9M 0.37% 39
2013
Q3 		$839M Sell
31,148,191
-1,493,322
-5% -$40.1M 0.36% 45
2013
Q2 		$797M Buy
+32,641,513
New +$774M 0.37% 40

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

Invesco's MS Position: Q1 2026 in Review

Invesco increased its Morgan Stanley (MS) stake by 9.1% in Q1 2026, buying an estimated $113M and bringing the position to 7,846,458 shares worth $1.29B. The position accounts for 0.13% of the portfolio, ranked #131.

Invesco first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.44B in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Invesco held 7,846,458 shares of Morgan Stanley worth $1.29B as of Q1 2026.
  • Invesco bought 651,781 Morgan Stanley shares in Q1 2026, an estimated $113M.
  • Morgan Stanley made up 0.13% of Invesco's portfolio in Q1 2026, its #131 holding.
  • Invesco first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Invesco's Morgan Stanley position peaked at $1.44B in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.