Legal & General Group
MS icon

Legal & General Group’s Morgan Stanley MS Stock Holding History

Legal & General Group’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 		$1.37B Buy
8,295,263
+33,514
+0.4% +$5.8M 0.32% 55
2025
Q4 		$1.47B Sell
8,261,749
-149,586
-2% -$25M 0.33% 45
2025
Q3 		$1.34B Buy
8,411,335
+274,934
+3% +$40.6M 0.3% 44
2025
Q2 		$1.15B Sell
8,136,401
-75,162
-0.9% -$9.23M 0.28% 56
2025
Q1 		$958M Buy
8,211,563
+171,399
+2% +$22.1M 0.26% 66
2024
Q4 		$1.01B Sell
8,040,164
-209,212
-3% -$25.8M 0.27% 59
2024
Q3 		$860M Buy
8,249,376
+45,977
+0.6% +$4.63M 0.23% 80
2024
Q2 		$797M Sell
8,203,399
-116,956
-1% -$11.1M 0.23% 79
2024
Q1 		$783M Sell
8,320,355
-78,335
-0.9% -$6.9M 0.23% 84
2023
Q4 		$783M Sell
8,398,690
-66,157
-0.8% -$5.29M 0.24% 77
2023
Q3 		$691M Sell
8,464,847
-373,726
-4% -$32.4M 0.24% 76
2023
Q2 		$755M Buy
8,838,573
+150,747
+2% +$12.9M 0.25% 76
2023
Q1 		$763M Sell
8,687,826
-23,201
-0.3% -$2.17M 0.27% 69
2022
Q4 		$741M Sell
8,711,027
-639,288
-7% -$54.5M 0.28% 71
2022
Q3 		$739M Sell
9,350,315
-605,194
-6% -$51M 0.29% 63
2022
Q2 		$757M Buy
9,955,509
+166,221
+2% +$13.6M 0.27% 72
2022
Q1 		$856M Buy
9,789,288
+462,516
+5% +$44.6M 0.26% 73
2021
Q4 		$916M Sell
9,326,772
-315,816
-3% -$31.5M 0.28% 65
2021
Q3 		$938M Buy
9,642,588
+204,126
+2% +$20.2M 0.31% 57
2021
Q2 		$865M Buy
9,438,462
+190,657
+2% +$16.3M 0.29% 65
2021
Q1 		$718M Buy
9,247,805
+234,876
+3% +$18M 0.27% 71
2020
Q4 		$618M Buy
9,012,929
+1,110,125
+14% +$63.7M 0.24% 77
2020
Q3 		$382M Buy
7,902,804
+124,071
+2% +$6.25M 0.17% 126
2020
Q2 		$376M Buy
7,778,733
+304,079
+4% +$12.8M 0.18% 119
2020
Q1 		$255M Buy
7,474,654
+1,067
+0% +$50.3K 0.15% 158
2019
Q4 		$382M Buy
7,473,587
+33,577
+0.5% +$1.59M 0.18% 121
2019
Q3 		$317M Sell
7,440,010
-22,361
-0.3% -$956K 0.17% 139
2019
Q2 		$327M Sell
7,462,371
-273,622
-4% -$12.2M 0.18% 127
2019
Q1 		$326M Buy
7,735,993
+1,505,575
+24% +$63.4M 0.19% 118
2018
Q4 		$247M Buy
6,230,418
+401,519
+7% +$17.5M 0.19% 116
2018
Q3 		$271M Buy
5,828,899
+90,065
+2% +$4.4M 0.19% 120
2018
Q2 		$272M Sell
5,738,834
-248,610
-4% -$13M 0.21% 105
2018
Q1 		$323M Sell
5,987,444
-452,877
-7% -$25.1M 0.25% 84
2017
Q4 		$338M Sell
6,440,321
-360,395
-5% -$18.2M 0.24% 92
2017
Q3 		$328M Buy
6,800,716
+116,997
+2% +$5.43M 0.25% 94
2017
Q2 		$298M Buy
6,683,719
+204,509
+3% +$8.82M 0.24% 95
2017
Q1 		$278M Buy
6,479,210
+102,272
+2% +$4.54M 0.24% 93
2016
Q4 		$269M Sell
6,376,938
-209,358
-3% -$7.92M 0.25% 85
2016
Q3 		$211M Buy
6,586,296
+60,054
+0.9% +$1.79M 0.21% 104
2016
Q2 		$170M Buy
6,526,242
+316,683
+5% +$8.28M 0.18% 138
2016
Q1 		$155M Buy
6,209,559
+234,207
+4% +$5.98M 0.17% 143
2015
Q4 		$190M Sell
5,975,352
-18,783
-0.3% -$624K 0.21% 103
2015
Q3 		$189M Buy
5,994,135
+96,110
+2% +$3.5M 0.23% 101
2015
Q2 		$229M Buy
5,898,025
+144,220
+3% +$5.49M 0.27% 86
2015
Q1 		$205M Sell
5,753,805
-123,254
-2% -$4.42M 0.25% 93
2014
Q4 		$228M Sell
5,877,059
-194,438
-3% -$6.92M 0.27% 87
2014
Q3 		$210M Sell
6,071,497
-117,393
-2% -$3.91M 0.25% 95
2014
Q2 		$200M Sell
6,188,890
-110,091
-2% -$3.39M 0.23% 103
2014
Q1 		$196M Sell
6,298,981
-162,460
-3% -$5.02M 0.24% 100
2013
Q4 		$203M Sell
6,461,441
-305,399
-5% -$9.08M 0.25% 98
2013
Q3 		$182M Buy
6,766,840
+217,826
+3% +$5.84M 0.24% 99
2013
Q2 		$160M Buy
+6,549,014
New +$155M 0.22% 104

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

Legal & General Group's MS Position: Q1 2026 in Review

Legal & General Group increased its Morgan Stanley (MS) stake by 0.41% in Q1 2026, buying an estimated $5.8M and bringing the position to 8,295,263 shares worth $1.37B. The position accounts for 0.32% of the portfolio, ranked #55.

Legal & General Group first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.47B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Legal & General Group held 8,295,263 shares of Morgan Stanley worth $1.37B as of Q1 2026.
  • Legal & General Group bought 33,514 Morgan Stanley shares in Q1 2026, an estimated $5.8M.
  • Morgan Stanley made up 0.32% of Legal & General Group's portfolio in Q1 2026, its #55 holding.
  • Legal & General Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's Morgan Stanley position peaked at $1.47B in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.