Morgan Stanley
HBT icon

Morgan Stanley’s HBT Financial HBT Stock Holding History

Morgan Stanley’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.89M Buy
121,661
+18,596
+18% +$535K ﹤0.01% 4400
2026
Q1 		$2.75M Sell
103,065
-3,035
-3% -$82.7K ﹤0.01% 4530
2025
Q4 		$2.74M Buy
106,100
+24,746
+30% +$611K ﹤0.01% 4593
2025
Q3 		$2.05M Buy
81,354
+199
+0.2% +$5.1K ﹤0.01% 4766
2025
Q2 		$2.05M Buy
81,155
+11,905
+17% +$279K ﹤0.01% 4685
2025
Q1 		$1.55M Buy
69,250
+1,802
+3% +$42.4K ﹤0.01% 4762
2024
Q4 		$1.48M Buy
67,448
+1,323
+2% +$30.1K ﹤0.01% 4890
2024
Q3 		$1.45M Buy
66,125
+22,025
+50% +$482K ﹤0.01% 4837
2024
Q2 		$901K Sell
44,100
-5,071
-10% -$96.6K ﹤0.01% 5023
2024
Q1 		$936K Sell
49,171
-9,932
-17% -$194K ﹤0.01% 4983
2023
Q4 		$1.25M Buy
59,103
+17,291
+41% +$332K ﹤0.01% 4799
2023
Q3 		$763K Sell
41,812
-5,547
-12% -$106K ﹤0.01% 4951
2023
Q2 		$873K Buy
47,359
+1,375
+3% +$25.2K ﹤0.01% 4913
2023
Q1 		$907K Sell
45,984
-28,391
-38% -$593K ﹤0.01% 4914
2022
Q4 		$1.46M Buy
74,375
+5,343
+8% +$105K ﹤0.01% 4654
2022
Q3 		$1.25M Sell
69,032
-11,131
-14% -$202K ﹤0.01% 4748
2022
Q2 		$1.43M Buy
80,163
+33,703
+73% +$592K ﹤0.01% 4768
2022
Q1 		$845K Sell
46,460
-9,219
-17% -$175K ﹤0.01% 5104
2021
Q4 		$1.04M Sell
55,679
-12,483
-18% -$225K ﹤0.01% 5040
2021
Q3 		$1.06M Sell
68,162
-2,769
-4% -$44.8K ﹤0.01% 5010
2021
Q2 		$1.23M Buy
70,931
+13,933
+24% +$247K ﹤0.01% 4960
2021
Q1 		$976K Buy
56,998
+21,127
+59% +$343K ﹤0.01% 4744
2020
Q4 		$543K Sell
35,871
-21,339
-37% -$290K ﹤0.01% 5033
2020
Q3 		$642K Sell
57,210
-860
-1% -$10.5K ﹤0.01% 4503
2020
Q2 		$774K Buy
58,070
+2,874
+5% +$34.4K ﹤0.01% 4355
2020
Q1 		$581K Sell
55,196
-37
-0.1% -$607 ﹤0.01% 4288
2019
Q4 		$1.05M Buy
+55,233
New +$942K ﹤0.01% 4505

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley's HBT Position: Q2 2026 in Review

Morgan Stanley increased its HBT Financial (HBT) stake by 18% in Q2 2026, buying an estimated $535K and bringing the position to 121,661 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Morgan Stanley first reported a position in HBT in Q4 2019 and has held it in 27 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Morgan Stanley held 121,661 shares of HBT Financial worth $3.89M as of Q2 2026.
  • Morgan Stanley bought 18,596 HBT Financial shares in Q2 2026, an estimated $535K.
  • HBT Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4400 holding.
  • Morgan Stanley first reported a position in HBT Financial in Q4 2019 and has held it in 27 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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