Ohio Public Employees Retirement System (OPERS)
MS icon

Ohio Public Employees Retirement System (OPERS)’s Morgan Stanley MS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76M Sell
461,751
-9,680
-2% -$1.68M 0.25% 71
2025
Q4 		$83.7M Buy
471,431
+2,603
+0.6% +$434K 0.26% 63
2025
Q3 		$74.5M Sell
468,828
-5,947
-1% -$878K 0.24% 71
2025
Q2 		$66.9M Sell
474,775
-498
-0.1% -$61.2K 0.23% 77
2025
Q1 		$55.5M Sell
475,273
-18,103
-4% -$2.33M 0.2% 92
2024
Q4 		$62M Sell
493,376
-174,425
-26% -$21.5M 0.21% 77
2024
Q3 		$69.6M Sell
667,801
-4,207
-0.6% -$424K 0.3% 64
2024
Q2 		$65.3M Buy
672,008
+95,715
+17% +$9.11M 0.25% 70
2024
Q1 		$54.3M Sell
576,293
-56,667
-9% -$4.99M 0.21% 90
2023
Q4 		$59M Buy
632,960
+23,343
+4% +$1.87M 0.24% 81
2023
Q3 		$49.8M Sell
609,617
-49,802
-8% -$4.32M 0.22% 85
2023
Q2 		$56.3M Sell
659,419
-63,195
-9% -$5.4M 0.23% 87
2023
Q1 		$63.4M Sell
722,614
-278,693
-28% -$26M 0.26% 75
2022
Q4 		$85.1M Sell
1,001,307
-6,520
-0.6% -$556K 0.37% 54
2022
Q3 		$79.6M Buy
1,007,827
+96,555
+11% +$8.14M 0.36% 49
2022
Q2 		$69.3M Buy
911,272
+99,527
+12% +$8.15M 0.29% 67
2022
Q1 		$70.9M Sell
811,745
-78,795
-9% -$7.6M 0.25% 78
2021
Q4 		$87.4M Sell
890,540
-43,224
-5% -$4.31M 0.29% 62
2021
Q3 		$90.9M Sell
933,764
-27,941
-3% -$2.77M 0.32% 53
2021
Q2 		$88.2M Sell
961,705
-43,563
-4% -$3.74M 0.31% 61
2021
Q1 		$78.1M Buy
1,005,268
+132,213
+15% +$10.1M 0.31% 63
2020
Q4 		$59.8M Buy
873,055
+192,822
+28% +$11.1M 0.27% 68
2020
Q3 		$32.9M Buy
680,233
+14,474
+2% +$729K 0.18% 111
2020
Q2 		$32.2M Sell
665,759
-7,388
-1% -$310K 0.18% 109
2020
Q1 		$22.9M Sell
673,147
-237,650
-26% -$11.2M 0.16% 132
2019
Q4 		$46.6M Sell
910,797
-34,976
-4% -$1.66M 0.24% 84
2019
Q3 		$40.4M Buy
945,773
+201,185
+27% +$8.6M 0.22% 96
2019
Q2 		$32.6M Sell
744,588
-44,839
-6% -$2M 0.18% 126
2019
Q1 		$33.3M Sell
789,427
-36,313
-4% -$1.53M 0.17% 123
2018
Q4 		$32.7M Sell
825,740
-12,847
-2% -$561K 0.19% 114
2018
Q3 		$39.1M Sell
838,587
-23,723
-3% -$1.16M 0.19% 104
2018
Q2 		$40.9M Sell
862,310
-144,217
-14% -$7.54M 0.21% 100
2018
Q1 		$54.3M Buy
1,006,527
+16,021
+2% +$887K 0.28% 67
2017
Q4 		$52M Buy
990,506
+23,365
+2% +$1.18M 0.25% 79
2017
Q3 		$46.6M Buy
967,141
+55,942
+6% +$2.59M 0.24% 84
2017
Q2 		$40.6M Sell
911,199
-179,348
-16% -$7.73M 0.22% 93
2017
Q1 		$46.7M Sell
1,090,547
-27,350
-2% -$1.21M 0.26% 72
2016
Q4 		$52M Buy
1,117,897
+148,343
+15% +$5.61M 0.29% 65
2016
Q3 		$31.1M Hold
969,554
– – 0.19% 113
2016
Q2 		$25.2M Sell
969,554
-57,624
-6% -$1.51M 0.16% 148
2016
Q1 		$25.7M Sell
1,027,178
-68,627
-6% -$1.75M 0.17% 137
2015
Q4 		$34.9M Sell
1,095,805
-18,633
-2% -$619K 0.21% 102
2015
Q3 		$35.1M Buy
1,114,438
+2,436
+0.2% +$88.7K 0.22% 98
2015
Q2 		$43.1M Sell
1,112,002
-4,740
-0.4% -$180K 0.25% 84
2015
Q1 		$39.9M Sell
1,116,742
-68,473
-6% -$2.46M 0.23% 101
2014
Q4 		$46M Buy
1,185,215
+45,896
+4% +$1.63M 0.27% 77
2014
Q3 		$39.4M Sell
1,139,319
-73,726
-6% -$2.46M 0.23% 90
2014
Q2 		$39.2M Sell
1,213,045
-13,612
-1% -$420K 0.22% 94
2014
Q1 		$38.2M Sell
1,226,657
-100,542
-8% -$3.11M 0.22% 93
2013
Q4 		$41.6M Sell
1,327,199
-13,687
-1% -$407K 0.22% 94
2013
Q3 		$36.1M Sell
1,340,886
-67,588
-5% -$1.81M 0.19% 109
2013
Q2 		$34.4M Buy
+1,408,474
New +$33.4M 0.19% 111

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s MS Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Morgan Stanley (MS) stake by 2.1% in Q1 2026, selling an estimated $1.68M and leaving 461,751 shares worth $76M. The position accounts for 0.25% of the portfolio, ranked #71.

Ohio Public Employees Retirement System (OPERS) first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.9M in Q3 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 461,751 shares of Morgan Stanley worth $76M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 9,680 Morgan Stanley shares in Q1 2026, an estimated $1.68M.
  • Morgan Stanley made up 0.25% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #71 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Morgan Stanley position peaked at $90.9M in Q3 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.