M&T Bank
MS icon

M&T Bank’s Morgan Stanley MS Stock Holding History

M&T Bank’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
2020
Q3 		– Sell
-37
Closed -$4K – 1638
2020
Q2 		$4K Buy
+37
New +$1.55K ﹤0.01% 1561

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

M&T Bank's MS Position: Q1 2026 in Review

M&T Bank reduced its Morgan Stanley (MS) stake by 5.2% in Q1 2026, selling an estimated $7.14M and leaving 757,323 shares worth $125M. The position accounts for 0.43% of the portfolio, ranked #51.

M&T Bank first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $142M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • M&T Bank held 757,323 shares of Morgan Stanley worth $125M as of Q1 2026.
  • M&T Bank sold 41,253 Morgan Stanley shares in Q1 2026, an estimated $7.14M.
  • Morgan Stanley made up 0.43% of M&T Bank's portfolio in Q1 2026, its #51 holding.
  • M&T Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • M&T Bank's Morgan Stanley position peaked at $142M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.