Morgan Stanley
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Morgan Stanley’s BigBear.ai BBAI Stock Holding History

Morgan Stanley’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.79M Buy
2,394,175
+522,799
+28% +$2.09M ﹤0.01% 3802
2026
Q1 		$6.59M Sell
1,871,376
-1,846,648
-50% -$8.58M ﹤0.01% 3911
2025
Q4 		$20.1M Buy
3,718,024
+956,901
+35% +$6.25M ﹤0.01% 2931
2025
Q3 		$18M Buy
2,761,123
+1,047,957
+61% +$6.71M ﹤0.01% 2982
2025
Q2 		$11.6M Sell
1,713,166
-134,263
-7% -$485K ﹤0.01% 3302
2025
Q1 		$5.28M Buy
1,847,429
+885,384
+92% +$4.21M ﹤0.01% 3884
2024
Q4 		$4.28M Buy
962,045
+328,917
+52% +$744K ﹤0.01% 4127
2024
Q3 		$924K Buy
633,128
+262,157
+71% +$387K ﹤0.01% 5091
2024
Q2 		$560K Sell
370,971
-40,590
-10% -$63.4K ﹤0.01% 5241
2024
Q1 		$844K Sell
411,561
-50,974
-11% -$113K ﹤0.01% 5059
2023
Q4 		$990K Buy
462,535
+204,490
+79% +$331K ﹤0.01% 4932
2023
Q3 		$390K Buy
258,045
+66,009
+34% +$115K ﹤0.01% 5285
2023
Q2 		$451K Buy
192,036
+110,832
+136% +$281K ﹤0.01% 5267
2023
Q1 		$198K Buy
81,204
+80,131
+7,468% +$214K ﹤0.01% 5712
2022
Q4 		$723 Sell
1,073
-21,830
-95% -$23.5K ﹤0.01% 7519
2022
Q3 		$36K Buy
22,903
+17,964
+364% +$39.5K ﹤0.01% 6554
2022
Q2 		$18K Buy
4,939
+3,325
+206% +$25.9K ﹤0.01% 7020
2022
Q1 		$12K Buy
1,614
+1,514
+1,514% +$9.25K ﹤0.01% 7338
2021
Q4 		$1K Buy
+100
New +$728 ﹤0.01% 7845

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley's BBAI Position: Q2 2026 in Review

Morgan Stanley increased its BigBear.ai (BBAI) stake by 28% in Q2 2026, buying an estimated $2.09M and bringing the position to 2,394,175 shares worth $8.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3802.

Morgan Stanley first reported a position in BBAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.1M in Q4 2025. 327 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Morgan Stanley held 2,394,175 shares of BigBear.ai worth $8.79M as of Q2 2026.
  • Morgan Stanley bought 522,799 BigBear.ai shares in Q2 2026, an estimated $2.09M.
  • BigBear.ai made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3802 holding.
  • Morgan Stanley first reported a position in BigBear.ai in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's BigBear.ai position peaked at $20.1M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.