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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
2019
Q1 		– Sell
-1,513,000
Closed -$60M – 125
2018
Q4 		$60M Buy
+1,513,000
New +$66M 1.43% 25

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
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.