Morgan Stanley
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Morgan Stanley’s Babcock & Wilcox BW Stock Holding History

Morgan Stanley’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Buy
801,788
+518,127
+183% +$8.79M ﹤0.01% 3587
2026
Q1 		$4.17M Sell
283,661
-358,912
-56% -$3.77M ﹤0.01% 4267
2025
Q4 		$4.07M Buy
642,573
+609,199
+1,825% +$3M ﹤0.01% 4338
2025
Q3 		$96.8K Sell
33,374
-27,187
-45% -$48.1K ﹤0.01% 6170
2025
Q2 		$58.3K Sell
60,561
-1,236,808
-95% -$844K ﹤0.01% 6307
2025
Q1 		$872K Sell
1,297,369
-234,087
-15% -$289K ﹤0.01% 5067
2024
Q4 		$2.51M Buy
1,531,456
+734,946
+92% +$1.55M ﹤0.01% 4550
2024
Q3 		$1.62M Buy
796,510
+93,990
+13% +$133K ﹤0.01% 4768
2024
Q2 		$1.02M Sell
702,520
-337,564
-32% -$406K ﹤0.01% 4948
2024
Q1 		$1.18M Buy
1,040,084
+160,328
+18% +$198K ﹤0.01% 4873
2023
Q4 		$1.28M Buy
879,756
+718,637
+446% +$1.53M ﹤0.01% 4780
2023
Q3 		$678K Sell
161,119
-75,945
-32% -$396K ﹤0.01% 5010
2023
Q2 		$1.4M Buy
237,064
+56,899
+32% +$334K ﹤0.01% 4628
2023
Q1 		$1.09M Buy
180,165
+116,193
+182% +$717K ﹤0.01% 4807
2022
Q4 		$369K Buy
63,972
+20,574
+47% +$112K ﹤0.01% 5388
2022
Q3 		$277K Sell
43,398
-2,289
-5% -$17K ﹤0.01% 5570
2022
Q2 		$275K Sell
45,687
-9,340
-17% -$65.4K ﹤0.01% 5732
2022
Q1 		$448K Sell
55,027
-19,575
-26% -$153K ﹤0.01% 5473
2021
Q4 		$673K Sell
74,602
-131,695
-64% -$1.06M ﹤0.01% 5364
2021
Q3 		$1.32M Sell
206,297
-67,656
-25% -$472K ﹤0.01% 4870
2021
Q2 		$2.16M Buy
273,953
+228,159
+498% +$1.88M ﹤0.01% 4569
2021
Q1 		$433K Buy
45,794
+35,168
+331% +$226K ﹤0.01% 5233
2020
Q4 		$37K Buy
10,626
+9,795
+1,179% +$30.7K ﹤0.01% 6244
2020
Q3 		$2K Sell
831
-472
-36% -$1.18K ﹤0.01% 6558
2020
Q2 		$3K Sell
1,303
-412
-24% -$711 ﹤0.01% 6378
2020
Q1 		$2K Sell
1,715
-622
-27% -$2.25K ﹤0.01% 6368
2019
Q4 		$8K Buy
2,337
+1,307
+127% +$5.1K ﹤0.01% 6309
2019
Q3 		$5K Buy
1,030
+841
+445% +$3.22K ﹤0.01% 6360
2019
Q2 		$1K Sell
189
-5,541
-97% -$21.4K ﹤0.01% 6520
2019
Q1 		$23K Sell
5,730
-16,401
-74% -$90K ﹤0.01% 5965
2018
Q4 		$86K Sell
22,131
-3,551
-14% -$31.6K ﹤0.01% 5603
2018
Q3 		$264K Sell
25,682
-23,836
-48% -$395K ﹤0.01% 5327
2018
Q2 		$1.18M Buy
49,518
+19,363
+64% +$514K ﹤0.01% 4505
2018
Q1 		$1.32M Buy
30,155
+19,184
+175% +$1.11M ﹤0.01% 4346
2017
Q4 		$623K Sell
10,971
-3,769
-26% -$171K ﹤0.01% 4847
2017
Q3 		$491K Buy
14,740
+5,441
+59% +$334K ﹤0.01% 4889
2017
Q2 		$1.09M Sell
9,299
-7,142
-43% -$737K ﹤0.01% 4307
2017
Q1 		$1.53M Sell
16,441
-224
-1% -$31.4K ﹤0.01% 4038
2016
Q4 		$2.77M Buy
16,665
+14,759
+774% +$2.35M ﹤0.01% 3616
2016
Q3 		$314K Buy
1,906
+748
+65% +$120K ﹤0.01% 4787
2016
Q2 		$171K Sell
1,158
-3,112
-73% -$664K ﹤0.01% 5013
2016
Q1 		$915K Sell
4,270
-9,272
-68% -$1.85M ﹤0.01% 4013
2015
Q4 		$2.83M Sell
13,542
-12,439
-48% -$2.27M ﹤0.01% 3190
2015
Q3 		$4.37M Buy
+25,981
New +$4.79M ﹤0.01% 2776

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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

Morgan Stanley's BW Position: Q2 2026 in Review

Morgan Stanley increased its Babcock & Wilcox (BW) stake by 183% in Q2 2026, buying an estimated $8.79M and bringing the position to 801,788 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Morgan Stanley first reported a position in BW in Q3 2015 and has held it in 44 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Morgan Stanley held 801,788 shares of Babcock & Wilcox worth $11.3M as of Q2 2026.
  • Morgan Stanley bought 518,127 Babcock & Wilcox shares in Q2 2026, an estimated $8.79M.
  • Babcock & Wilcox made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3587 holding.
  • Morgan Stanley first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 44 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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