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Mizuho Securities USA’s Morgan Stanley MS Stock Holding History

Mizuho Securities USA’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
Q2 		$19.6M Buy
93,847
+21,115
+29% +$4.18M 0.32% 51
2026
Q1 		$12M Sell
72,732
-15,218
-17% -$2.63M 0.28% 67
2025
Q4 		$14.9M Sell
87,950
-413
-0.5% -$68.9K 0.25% 54
2025
Q3 		$13.3M Buy
88,363
+2,985
+3% +$441K 0.27% 61
2025
Q2 		$12M Sell
85,378
-13,700
-14% -$1.68M 0.26% 70
2025
Q1 		$11.6M Sell
99,078
-18,493
-16% -$2.38M 0.25% 76
2024
Q4 		$14.8M Buy
117,571
+36,790
+46% +$4.53M 0.27% 60
2024
Q3 		$8.42M Sell
80,781
-15,702
-16% -$1.58M 0.18% 92
2024
Q2 		$9.38M Buy
+96,483
New +$9.18M 0.21% 90
2019
Q4 		– Sell
-26,100
Closed -$1.11M – 187
2019
Q3 		$1.11M Buy
+26,100
New +$1.12M 0.07% 91
2018
Q1 		– Sell
-116,500
Closed -$6.11M – 180
2017
Q4 		$6.11M Buy
+116,500
New +$5.89M 0.32% 23
2017
Q1 		– Sell
-46,300
Closed -$1.96M – 217
2016
Q4 		$1.96M Buy
+46,300
New +$1.75M 0.08% 76

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mizuho Securities USA's MS Position: Q2 2026 in Review

Mizuho Securities USA increased its Morgan Stanley (MS) stake by 29% in Q2 2026, buying an estimated $4.18M and bringing the position to 93,847 shares worth $19.6M. The position accounts for 0.32% of the portfolio, ranked #51.

Mizuho Securities USA first reported a position in MS in Q4 2016 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mizuho Securities USA held 93,847 shares of Morgan Stanley worth $19.6M as of Q2 2026.
  • Mizuho Securities USA bought 21,115 Morgan Stanley shares in Q2 2026, an estimated $4.18M.
  • Morgan Stanley made up 0.32% of Mizuho Securities USA's portfolio in Q2 2026, its #51 holding.
  • Mizuho Securities USA first reported a position in Morgan Stanley in Q4 2016 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.