Public Sector Pension Investment Board (PSP Investments)
MS icon

Public Sector Pension Investment Board (PSP Investments)’s Morgan Stanley MS Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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 		$96.6M Buy
587,180
+279,597
+91% +$48.4M 0.3% 57
2025
Q4 		$54.6M Buy
307,583
+45,972
+18% +$7.67M 0.18% 79
2025
Q3 		$41.6M Buy
261,611
+7,355
+3% +$1.09M 0.15% 88
2025
Q2 		$35.8M Sell
254,256
-176,553
-41% -$21.7M 0.15% 89
2025
Q1 		$50.3M Buy
430,809
+108,960
+34% +$14M 0.22% 74
2024
Q4 		$40.5M Buy
321,849
+104,453
+48% +$12.9M 0.17% 94
2024
Q3 		$22.7M Buy
217,396
+5,213
+2% +$525K 0.12% 109
2024
Q2 		$20.6M Buy
212,183
+15,073
+8% +$1.43M 0.13% 106
2024
Q1 		$18.6M Sell
197,110
-185
-0.1% -$16.3K 0.13% 112
2023
Q4 		$18.4M Sell
197,295
-95,185
-33% -$7.61M 0.14% 99
2023
Q3 		$23.9M Buy
292,480
+12,127
+4% +$1.05M 0.17% 94
2023
Q2 		$23.9M Sell
280,353
-19,002
-6% -$1.63M 0.16% 104
2023
Q1 		$26.3M Sell
299,355
-3,023
-1% -$282K 0.19% 99
2022
Q4 		$25.7M Buy
302,378
+36,363
+14% +$3.1M 0.2% 92
2022
Q3 		$21M Sell
266,015
-372,564
-58% -$31.4M 0.18% 104
2022
Q2 		$48.6M Sell
638,579
-100,161
-14% -$8.2M 0.41% 55
2022
Q1 		$64.6M Sell
738,740
-113,630
-13% -$11M 0.39% 52
2021
Q4 		$83.7M Sell
852,370
-141,620
-14% -$14.1M 0.45% 44
2021
Q3 		$96.7M Buy
993,990
+160
+0% +$15.9K 0.55% 30
2021
Q2 		$91.1M Buy
993,830
+91,420
+10% +$7.84M 0.55% 34
2021
Q1 		$70.1M Buy
902,410
+790,170
+704% +$60.6M 0.45% 45
2020
Q4 		$7.69M Sell
112,240
-32,778
-23% -$1.88M 0.06% 289
2020
Q3 		$7.01M Buy
145,018
+29,500
+26% +$1.49M 0.06% 300
2020
Q2 		$5.58M Sell
115,518
-1,000
-0.9% -$42K 0.05% 330
2020
Q1 		$3.96M Sell
116,518
-151,450
-57% -$7.13M 0.05% 361
2019
Q4 		$13.7M Sell
267,968
-124,820
-32% -$5.91M 0.09% 225
2019
Q3 		$16.8M Buy
392,788
+111,848
+40% +$4.78M 0.11% 167
2019
Q2 		$12.3M Buy
280,940
+172,500
+159% +$7.69M 0.1% 183
2019
Q1 		$4.58M Sell
108,440
-44,900
-29% -$1.89M 0.04% 353
2018
Q4 		$6.08M Sell
153,340
-115,900
-43% -$5.06M 0.05% 292
2018
Q3 		$12.5M Buy
269,240
+192,100
+249% +$9.38M 0.09% 201
2018
Q2 		$3.66M Hold
77,140
– – 0.02% 363
2018
Q1 		$4.16M Sell
77,140
-78,400
-50% -$4.34M 0.03% 300
2017
Q4 		$8.16M Sell
155,540
-1,400
-0.9% -$70.8K 0.05% 278
2017
Q3 		$7.56M Sell
156,940
-5,379
-3% -$249K 0.03% 296
2017
Q2 		$7.23M Sell
162,319
-165,100
-50% -$7.12M 0.06% 248
2017
Q1 		$14M Buy
327,419
+8,700
+3% +$386K 0.13% 174
2016
Q4 		$13.5M Sell
318,719
-11,400
-3% -$431K 0.13% 174
2016
Q3 		$10.6M Buy
330,119
+43,700
+15% +$1.3M 0.11% 198
2016
Q2 		$7.44M Buy
286,419
+39,000
+16% +$1.02M 0.08% 231
2016
Q1 		$6.19M Sell
247,419
-137,900
-36% -$3.52M 0.07% 229
2015
Q4 		$12.3M Sell
385,319
-15,900
-4% -$528K 0.1% 175
2015
Q3 		$12.6M Sell
401,219
-127,000
-24% -$4.62M 0.11% 171
2015
Q2 		$20.5M Sell
528,219
-6,800
-1% -$259K 0.15% 154
2015
Q1 		$19.1M Buy
535,019
+18,152
+4% +$651K 0.14% 146
2014
Q4 		$20.1M Sell
516,867
-47,500
-8% -$1.69M 0.13% 160
2014
Q3 		$19.5M Buy
564,367
+37,400
+7% +$1.25M 0.13% 165
2014
Q2 		$17M Buy
526,967
+13,471
+3% +$415K 0.1% 194
2014
Q1 		$16M Sell
513,496
-1,700
-0.3% -$52.5K 0.1% 181
2013
Q4 		$16.2M Buy
515,196
+51,800
+11% +$1.54M 0.1% 180
2013
Q3 		$12.5M Sell
463,396
-8,700
-2% -$233K 0.08% 202
2013
Q2 		$11.5M Buy
+472,096
New +$11.2M 0.09% 197

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Public Sector Pension Investment Board (PSP Investments)'s MS Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Morgan Stanley (MS) stake by 91% in Q1 2026, buying an estimated $48.4M and bringing the position to 587,180 shares worth $96.6M. The position accounts for 0.3% of the portfolio, ranked #57.

Public Sector Pension Investment Board (PSP Investments) first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.7M in Q3 2021. 2,497 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 587,180 shares of Morgan Stanley worth $96.6M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 279,597 Morgan Stanley shares in Q1 2026, an estimated $48.4M.
  • Morgan Stanley made up 0.3% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #57 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Morgan Stanley position peaked at $96.7M in Q3 2021.
  • 2,497 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.