Samlyn Capital’s Morgan Stanley MS Stock Holding History

Samlyn Capital’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 Q2	$151M	Sell	723,118 -600,426	-45%	-$119M	2.46%	8
2026 Q1	$218M	Sell	1,323,544 -169,525	-11%	-$29.3M	3.72%	5
2025 Q4	$265M	Buy	1,493,069 +1,238,497	+487%	+$207M	4.22%	5
2025 Q3	$40.5M	Buy	+254,572	New	+$37.6M	0.56%	52
2021 Q2	–	Sell	-2,242,094	Closed	-$174M	–	185
2021 Q1	$174M	Sell	2,242,094 -1,652,410	-42%	-$127M	2.4%	11
2020 Q4	$267M	Buy	3,894,504 +2,130,350	+121%	+$122M	3.82%	6
2020 Q3	$85.3M	Sell	1,764,154 -580,546	-25%	-$29.2M	1.54%	17
2020 Q2	$113M	Buy	2,344,700 +655,727	+39%	+$27.5M	2.09%	12
2020 Q1	$57.4M	Buy	+1,688,973	New	+$79.5M	1.45%	27
2019 Q1	–	Sell	-1,790,279	Closed	-$71M	–	126
2018 Q4	$71M	Buy	+1,790,279	New	+$78.1M	1.69%	20
2018 Q2	–	Sell	-1,223,746	Closed	-$66M	–	152
2018 Q1	$66M	Buy	+1,223,746	New	+$67.7M	1.45%	23

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Samlyn Capital's MS Position: Q2 2026 in Review

Samlyn Capital reduced its Morgan Stanley (MS) stake by 45% in Q2 2026, selling an estimated $119M and leaving 723,118 shares worth $151M. The position accounts for 2.46% of the portfolio, ranked #8.

Samlyn Capital first reported a position in MS in Q1 2018 and has held it in 11 quarters since. The position peaked at $267M in Q4 2020. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Samlyn Capital held 723,118 shares of Morgan Stanley worth $151M as of Q2 2026.
Samlyn Capital sold 600,426 Morgan Stanley shares in Q2 2026, an estimated $119M.
Morgan Stanley made up 2.46% of Samlyn Capital's portfolio in Q2 2026, its #8 holding.
Samlyn Capital first reported a position in Morgan Stanley in Q1 2018 and has held it in 11 quarters since.
Samlyn Capital's Morgan Stanley position peaked at $267M in Q4 2020.
2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Samlyn Capital's 13F filing for Q2 2026, filed 14 Aug 2026.