Northern Trust’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.11B Buy
12,818,061
+3,948
+0% +$684K 0.28% 64
2025
Q4
$2.27B Sell
12,814,113
-149,299
-1% -$24.9M 0.29% 54
2025
Q3
$2.06B Sell
12,963,412
-740,089
-5% -$109M 0.26% 59
2025
Q2
$1.93B Sell
13,703,501
-103,652
-0.8% -$12.7M 0.27% 65
2025
Q1
$1.61B Buy
13,807,153
+403,956
+3% +$52.1M 0.24% 78
2024
Q4
$1.69B Buy
13,403,197
+2,233,589
+20% +$275M 0.24% 66
2024
Q3
$1.16B Sell
11,169,608
-797,888
-7% -$80.4M 0.19% 92
2024
Q2
$1.16B Buy
11,967,496
+155,478
+1% +$14.8M 0.2% 94
2024
Q1
$1.11B Sell
11,812,018
-502,232
-4% -$44.2M 0.19% 100
2023
Q4
$1.15B Sell
12,314,250
-793,715
-6% -$63.5M 0.21% 93
2023
Q3
$1.07B Buy
13,107,965
+277,909
+2% +$24.1M 0.21% 90
2023
Q2
$1.1B Sell
12,830,056
-562,871
-4% -$48.1M 0.21% 91
2023
Q1
$1.18B Sell
13,392,927
-21,438
-0.2% -$2M 0.23% 83
2022
Q4
$1.14B Sell
13,414,365
-99,477
-0.7% -$8.48M 0.24% 87
2022
Q3
$1.07B Sell
13,513,842
-445,125
-3% -$37.5M 0.24% 82
2022
Q2
$1.06B Sell
13,958,967
-371,996
-3% -$30.5M 0.23% 81
2022
Q1
$1.25B Sell
14,330,963
-610,176
-4% -$58.9M 0.22% 86
2021
Q4
$1.47B Sell
14,941,139
-216,124
-1% -$21.5M 0.24% 77
2021
Q3
$1.47B Sell
15,157,263
-1,629,463
-10% -$161M 0.26% 72
2021
Q2
$1.54B Sell
16,786,726
-484,644
-3% -$41.6M 0.27% 73
2021
Q1
$1.34B Sell
17,271,370
-203,708
-1% -$15.6M 0.25% 76
2020
Q4
$1.2B Buy
17,475,078
+1,789,654
+11% +$103M 0.23% 78
2020
Q3
$758M Buy
15,685,424
+1,795,088
+13% +$90.4M 0.17% 117
2020
Q2
$671M Buy
13,890,336
+120,247
+0.9% +$5.05M 0.16% 123
2020
Q1
$468M Sell
13,770,089
-487,144
-3% -$22.9M 0.13% 148
2019
Q4
$729M Sell
14,257,233
-1,533,095
-10% -$72.6M 0.16% 125
2019
Q3
$674M Buy
15,790,328
+482,623
+3% +$20.6M 0.16% 127
2019
Q2
$671M Sell
15,307,705
-11,345
-0.1% -$506K 0.16% 127
2019
Q1
$646M Buy
15,319,050
+51,672
+0.3% +$2.17M 0.16% 123
2018
Q4
$605M Buy
15,267,378
+476,018
+3% +$20.8M 0.17% 114
2018
Q3
$689M Sell
14,791,360
-390,457
-3% -$19.1M 0.17% 119
2018
Q2
$720M Sell
15,181,817
-361,568
-2% -$18.9M 0.18% 105
2018
Q1
$839M Sell
15,543,385
-246,045
-2% -$13.6M 0.22% 94
2017
Q4
$828M Sell
15,789,430
-472,909
-3% -$23.9M 0.21% 95
2017
Q3
$783M Buy
16,262,339
+959,461
+6% +$44.5M 0.2% 101
2017
Q2
$682M Sell
15,302,878
-616,520
-4% -$26.6M 0.19% 109
2017
Q1
$682M Buy
15,919,398
+176,423
+1% +$7.83M 0.2% 104
2016
Q4
$665M Sell
15,742,975
-609,634
-4% -$23.1M 0.2% 97
2016
Q3
$524M Sell
16,352,609
-393,298
-2% -$11.7M 0.16% 117
2016
Q2
$435M Sell
16,745,907
-317,716
-2% -$8.31M 0.14% 135
2016
Q1
$435M Buy
17,063,623
+241,786
+1% +$6.17M 0.14% 132
2015
Q4
$535M Sell
16,821,837
-1,780,675
-10% -$59.2M 0.18% 109
2015
Q3
$586M Sell
18,602,512
-730,413
-4% -$26.6M 0.2% 97
2015
Q2
$750M Sell
19,332,925
-196,892
-1% -$7.49M 0.23% 88
2015
Q1
$697M Sell
19,529,817
-1,535
-0% -$55.1K 0.21% 97
2014
Q4
$758M Sell
19,531,352
-8,250
-0% -$293K 0.23% 94
2014
Q3
$675M Buy
19,539,602
+731,654
+4% +$24.4M 0.21% 96
2014
Q2
$608M Sell
18,807,948
-376,202
-2% -$11.6M 0.19% 108
2014
Q1
$598M Buy
19,184,150
+566,170
+3% +$17.5M 0.19% 107
2013
Q4
$584M Buy
18,617,980
+22,456
+0.1% +$668K 0.19% 110
2013
Q3
$501M Sell
18,595,524
-701,643
-4% -$18.8M 0.18% 117
2013
Q2
$471M Buy
+19,297,167
New +$458M 0.17% 119

Other funds holding MS

Northern Trust's MS Position: Q1 2026 in Review

Northern Trust increased its Morgan Stanley (MS) stake by 0.03% in Q1 2026, buying an estimated $684K and bringing the position to 12,818,061 shares worth $2.11B. The position accounts for 0.28% of the portfolio, ranked #64.

Northern Trust first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.27B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Northern Trust held 12,818,061 shares of Morgan Stanley worth $2.11B as of Q1 2026.
  • Northern Trust bought 3,948 Morgan Stanley shares in Q1 2026, an estimated $684K.
  • Morgan Stanley made up 0.28% of Northern Trust's portfolio in Q1 2026, its #64 holding.
  • Northern Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Northern Trust's Morgan Stanley position peaked at $2.27B in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.