Morgan Stanley
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Morgan Stanley’s Burford Capital BUR Stock Holding History

Morgan Stanley’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.29M Buy
2,266,275
+261,798
+13% +$1.2M ﹤0.01% 3749
2026
Q1 		$9.06M Sell
2,004,477
-954,410
-32% -$8.35M ﹤0.01% 3650
2025
Q4 		$26.4M Sell
2,958,887
-26,434
-0.9% -$259K ﹤0.01% 2672
2025
Q3 		$35.7M Buy
2,985,321
+370,542
+14% +$4.95M ﹤0.01% 2322
2025
Q2 		$37.3M Sell
2,614,779
-26,100
-1% -$341K ﹤0.01% 2185
2025
Q1 		$34.9M Buy
2,640,879
+863,578
+49% +$12.1M ﹤0.01% 2150
2024
Q4 		$22.7M Sell
1,777,301
-936,672
-35% -$12.6M ﹤0.01% 2627
2024
Q3 		$36M Buy
2,713,973
+412,358
+18% +$5.47M ﹤0.01% 2184
2024
Q2 		$30M Buy
2,301,615
+1,699,804
+282% +$25M ﹤0.01% 2227
2024
Q1 		$9.61M Buy
601,811
+212,334
+55% +$3.15M ﹤0.01% 3380
2023
Q4 		$6.08M Sell
389,477
-107,186
-22% -$1.43M ﹤0.01% 3756
2023
Q3 		$6.95M Buy
496,663
+312,255
+169% +$4.25M ﹤0.01% 3455
2023
Q2 		$2.25M Sell
184,408
-112,493
-38% -$1.46M ﹤0.01% 4357
2023
Q1 		$3.28M Buy
296,901
+293,997
+10,124% +$2.44M ﹤0.01% 4118
2022
Q4 		$23.7K Sell
2,904
-1,731
-37% -$14.3K ﹤0.01% 6615
2022
Q3 		$35K Buy
4,635
+52
+1% +$495 ﹤0.01% 6562
2022
Q2 		$46K Sell
4,583
-17,936
-80% -$158K ﹤0.01% 6647
2022
Q1 		$207K Buy
22,519
+13,692
+155% +$130K ﹤0.01% 5904
2021
Q4 		$93K Buy
8,827
+8,606
+3,894% +$91.6K ﹤0.01% 6490
2021
Q3 		$2K Buy
221
+121
+121% +$1.34K ﹤0.01% 7647
2021
Q2 		$1K Sell
100
-3,046
-97% -$34.7K ﹤0.01% 7590
2021
Q1 		$28K Buy
3,146
+1,806
+135% +$15.8K ﹤0.01% 6593
2020
Q4 		$13K Buy
+1,340
New +$13K ﹤0.01% 6561

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Morgan Stanley's BUR Position: Q2 2026 in Review

Morgan Stanley increased its Burford Capital (BUR) stake by 13% in Q2 2026, buying an estimated $1.2M and bringing the position to 2,266,275 shares worth $9.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Morgan Stanley first reported a position in BUR in Q4 2020 and has held it in 23 quarters since. The position peaked at $37.3M in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Morgan Stanley held 2,266,275 shares of Burford Capital worth $9.29M as of Q2 2026.
  • Morgan Stanley bought 261,798 Burford Capital shares in Q2 2026, an estimated $1.2M.
  • Burford Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3749 holding.
  • Morgan Stanley first reported a position in Burford Capital in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Burford Capital position peaked at $37.3M in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

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