Sprott Inc
MS icon

Sprott Inc’s Morgan Stanley MS Stock Holding History

Sprott Inc’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
Q3 		$323K Buy
+1,720
New +$365K 0.01% 206
2015
Q1 		– Sell
-30,000
Closed -$1.16M – 171
2014
Q4 		$1.16M Hold
30,000
– – 0.09% 71
2014
Q3 		$1.04M Hold
30,000
– – 0.06% 83
2014
Q2 		$970K Hold
30,000
– – 0.06% 87
2014
Q1 		$935K Hold
30,000
– – 0.08% 85
2013
Q4 		$941K Buy
+30,000
New +$892K 0.07% 81

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sprott Inc's MS Position: Q3 2026 in Review

Sprott Inc opened a new position in Morgan Stanley (MS) in Q3 2026: 1,720 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Sprott Inc previously reported a position in MS as recently as Q4 2014.

Sprott Inc first reported a position in MS in Q4 2013 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2014. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Sprott Inc held 1,720 shares of Morgan Stanley worth $323K as of Q3 2026.
  • Morgan Stanley was a new Sprott Inc position in Q3 2026.
  • Morgan Stanley made up 0.01% of Sprott Inc's portfolio in Q3 2026, its #206 holding.
  • Sprott Inc first reported a position in Morgan Stanley in Q4 2013 and has held it in 6 quarters since.
  • Sprott Inc's Morgan Stanley position peaked at $1.16M in Q4 2014.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Sprott Inc's 13F filing for Q3 2026, filed 9 Nov 2026.