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	$12M	Hold	72,732	–	–	0.28%	67
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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mizuho Securities USA held its Morgan Stanley (MS) position steady in Q2 2026 at 72,732 shares worth $12M. The position accounts for 0.28% of the portfolio, ranked #67.

Mizuho Securities USA first reported a position in MS in Q4 2016 and has held it in 12 quarters since. The position peaked at $14.9M in Q4 2025. 898 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mizuho Securities USA held 72,732 shares of Morgan Stanley worth $12M as of Q2 2026.
Mizuho Securities USA left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.28% of Mizuho Securities USA's portfolio in Q2 2026, its #67 holding.
Mizuho Securities USA first reported a position in Morgan Stanley in Q4 2016 and has held it in 12 quarters since.
Mizuho Securities USA's Morgan Stanley position peaked at $14.9M in Q4 2025.
898 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.