State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Morgan Stanley MS Stock Holding History

State of Wisconsin Investment Board’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 		$113M Buy
687,619
+36,558
+6% +$6.33M 0.26% 62
2025
Q4 		$116M Sell
651,061
-13,088
-2% -$2.18M 0.26% 57
2025
Q3 		$106M Sell
664,149
-17,473
-3% -$2.58M 0.24% 61
2025
Q2 		$96M Sell
681,622
-76,640
-10% -$9.41M 0.23% 70
2025
Q1 		$88.5M Buy
758,262
+27,694
+4% +$3.57M 0.23% 75
2024
Q4 		$91.8M Buy
730,568
+8,508
+1% +$1.05M 0.23% 70
2024
Q3 		$75.3M Buy
722,060
+35,360
+5% +$3.56M 0.19% 89
2024
Q2 		$66.7M Sell
686,700
-6,910
-1% -$658K 0.18% 104
2024
Q1 		$65.3M Buy
693,610
+533
+0.1% +$46.9K 0.17% 111
2023
Q4 		$64.6M Buy
693,077
+11,296
+2% +$904K 0.18% 106
2023
Q3 		$55.7M Sell
681,781
-157,173
-19% -$13.6M 0.17% 113
2023
Q2 		$71.6M Sell
838,954
-174,690
-17% -$14.9M 0.2% 99
2023
Q1 		$89M Buy
1,013,644
+354,576
+54% +$33.1M 0.26% 70
2022
Q4 		$56M Sell
659,068
-515,473
-44% -$43.9M 0.18% 118
2022
Q3 		$92.8M Sell
1,174,541
-154,945
-12% -$13.1M 0.29% 62
2022
Q2 		$101M Buy
1,329,486
+95,724
+8% +$7.84M 0.26% 70
2022
Q1 		$108M Sell
1,233,762
-505,205
-29% -$48.7M 0.22% 86
2021
Q4 		$171M Sell
1,738,967
-237,382
-12% -$23.6M 0.33% 54
2021
Q3 		$192M Buy
1,976,349
+556,820
+39% +$55.2M 0.4% 36
2021
Q2 		$130M Sell
1,419,529
-168,739
-11% -$14.5M 0.27% 76
2021
Q1 		$123M Buy
1,588,268
+88,023
+6% +$6.75M 0.26% 84
2020
Q4 		$103M Buy
1,500,245
+298,155
+25% +$17.1M 0.24% 101
2020
Q3 		$58.1M Sell
1,202,090
-4,420
-0.4% -$223K 0.15% 156
2020
Q2 		$58.3M Sell
1,206,510
-28,321
-2% -$1.19M 0.16% 139
2020
Q1 		$42M Sell
1,234,831
-307,275
-20% -$14.5M 0.14% 159
2019
Q4 		$78.8M Sell
1,542,106
-61,200
-4% -$2.9M 0.2% 108
2019
Q3 		$68.4M Buy
1,603,306
+49,818
+3% +$2.13M 0.19% 121
2019
Q2 		$68.1M Sell
1,553,488
-131,746
-8% -$5.88M 0.19% 113
2019
Q1 		$71.1M Buy
1,685,234
+17,188
+1% +$723K 0.2% 98
2018
Q4 		$66.1M Buy
1,668,046
+19,279
+1% +$841K 0.22% 95
2018
Q3 		$76.8M Sell
1,648,767
-88,549
-5% -$4.32M 0.21% 95
2018
Q2 		$82.3M Sell
1,737,316
-184,576
-10% -$9.64M 0.24% 89
2018
Q1 		$104M Sell
1,921,892
-129,314
-6% -$7.16M 0.3% 72
2017
Q4 		$108M Sell
2,051,206
-8,060
-0.4% -$408K 0.3% 80
2017
Q3 		$99.2M Buy
2,059,266
+75,001
+4% +$3.48M 0.29% 75
2017
Q2 		$88.4M Buy
1,984,265
+291,330
+17% +$12.6M 0.29% 70
2017
Q1 		$72.5M Buy
1,692,935
+189,575
+13% +$8.41M 0.28% 77
2016
Q4 		$63.5M Sell
1,503,360
-224,026
-13% -$8.47M 0.27% 79
2016
Q3 		$55.4M Buy
1,727,386
+3,100
+0.2% +$92.5K 0.22% 95
2016
Q2 		$44.8M Sell
1,724,286
-136,270
-7% -$3.56M 0.18% 119
2016
Q1 		$46.5M Sell
1,860,556
-45,320
-2% -$1.16M 0.18% 116
2015
Q4 		$60.6M Sell
1,905,876
-10,410
-0.5% -$346K 0.23% 87
2015
Q3 		$60.4M Sell
1,916,286
-120,013
-6% -$4.37M 0.23% 86
2015
Q2 		$79M Sell
2,036,299
-602,310
-23% -$22.9M 0.28% 68
2015
Q1 		$94.2M Buy
2,638,609
+103,416
+4% +$3.71M 0.33% 57
2014
Q4 		$98.4M Buy
2,535,193
+68,280
+3% +$2.43M 0.34% 56
2014
Q3 		$85.3M Buy
2,466,913
+192,008
+8% +$6.4M 0.31% 62
2014
Q2 		$73.5M Buy
2,274,905
+50,374
+2% +$1.55M 0.26% 74
2014
Q1 		$69.3M Buy
2,224,531
+31,330
+1% +$968K 0.26% 74
2013
Q4 		$68.8M Sell
2,193,201
-138,395
-6% -$4.11M 0.26% 74
2013
Q3 		$62.8M Sell
2,331,596
-86,800
-4% -$2.33M 0.26% 79
2013
Q2 		$59.1M Buy
+2,418,396
New +$57.4M 0.25% 82

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

State of Wisconsin Investment Board's MS Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Morgan Stanley (MS) stake by 5.6% in Q1 2026, buying an estimated $6.33M and bringing the position to 687,619 shares worth $113M. The position accounts for 0.26% of the portfolio, ranked #62.

State of Wisconsin Investment Board first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $192M in Q3 2021. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • State of Wisconsin Investment Board held 687,619 shares of Morgan Stanley worth $113M as of Q1 2026.
  • State of Wisconsin Investment Board bought 36,558 Morgan Stanley shares in Q1 2026, an estimated $6.33M.
  • Morgan Stanley made up 0.26% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #62 holding.
  • State of Wisconsin Investment Board first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Morgan Stanley position peaked at $192M in Q3 2021.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.