Sumitomo Mitsui Trust Group
MS icon

Sumitomo Mitsui Trust Group’s Morgan Stanley MS Stock Holding History

Sumitomo Mitsui Trust Group’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 		$523M Sell
2,502,924
-39,272
-2% -$7.78M 0.3% 66
2026
Q1 		$418M Sell
2,542,196
-139,926
-5% -$24.2M 0.27% 70
2025
Q4 		$476M Sell
2,682,122
-107,529
-4% -$17.9M 0.28% 69
2025
Q3 		$443M Sell
2,789,651
-49,861
-2% -$7.36M 0.26% 73
2025
Q2 		$400M Sell
2,839,512
-151,410
-5% -$18.6M 0.25% 81
2025
Q1 		$349M Buy
2,990,922
+185,846
+7% +$23.9M 0.25% 83
2024
Q4 		$353M Buy
2,805,076
+72,285
+3% +$8.9M 0.24% 81
2024
Q3 		$285M Buy
2,732,791
+28,723
+1% +$2.89M 0.2% 103
2024
Q2 		$263M Sell
2,704,068
-227,660
-8% -$21.7M 0.19% 107
2024
Q1 		$276M Sell
2,931,728
-36,551
-1% -$3.22M 0.19% 112
2023
Q4 		$277M Sell
2,968,279
-38,960
-1% -$3.12M 0.2% 107
2023
Q3 		$246M Sell
3,007,239
-52,800
-2% -$4.58M 0.2% 111
2023
Q2 		$261M Sell
3,060,039
-490,248
-14% -$41.9M 0.2% 103
2023
Q1 		$312M Sell
3,550,287
-307,490
-8% -$28.7M 0.23% 94
2022
Q4 		$328M Sell
3,857,777
-273,581
-7% -$23.3M 0.26% 89
2022
Q3 		$326M Sell
4,131,358
-399,697
-9% -$33.7M 0.27% 80
2022
Q2 		$345M Buy
4,531,055
+190,551
+4% +$15.6M 0.27% 80
2022
Q1 		$379M Sell
4,340,504
-72,358
-2% -$6.98M 0.25% 82
2021
Q4 		$433M Buy
4,412,862
+242,407
+6% +$24.1M 0.26% 84
2021
Q3 		$406M Sell
4,170,455
-282,814
-6% -$28M 0.25% 90
2021
Q2 		$408M Sell
4,453,269
-271,788
-6% -$23.3M 0.24% 94
2021
Q1 		$367M Sell
4,725,057
-1,003
-0% -$76.9K 0.23% 95
2020
Q4 		$324M Buy
4,726,060
+11,866
+0.3% +$681K 0.21% 109
2020
Q3 		$228M Sell
4,714,194
-444,618
-9% -$22.4M 0.15% 151
2020
Q2 		$249M Sell
5,158,812
-530,139
-9% -$22.3M 0.18% 126
2020
Q1 		$193M Buy
5,688,951
+529,268
+10% +$24.9M 0.17% 139
2019
Q4 		$264M Buy
5,159,683
+200,745
+4% +$9.5M 0.21% 104
2019
Q3 		$212M Buy
4,958,938
+68,528
+1% +$2.93M 0.18% 116
2019
Q2 		$214M Sell
4,890,410
-169,610
-3% -$7.56M 0.19% 111
2019
Q1 		$214M Sell
5,060,020
-10,102
-0.2% -$425K 0.2% 111
2018
Q4 		$200M Buy
5,070,122
+755,913
+18% +$33M 0.21% 101
2018
Q3 		$201M Sell
4,314,209
-100,124
-2% -$4.89M 0.22% 99
2018
Q2 		$209M Buy
4,414,333
+135,318
+3% +$7.07M 0.24% 89
2018
Q1 		$231M Buy
4,279,015
+201,350
+5% +$11.1M 0.3% 72
2017
Q4 		$214M Sell
4,077,665
-42,762
-1% -$2.16M 0.28% 78
2017
Q3 		$198M Sell
4,120,427
-68,053
-2% -$3.16M 0.28% 78
2017
Q2 		$187M Buy
4,188,480
+140,979
+3% +$6.08M 0.27% 82
2017
Q1 		$173M Buy
4,047,501
+26,545
+0.7% +$1.18M 0.27% 84
2016
Q4 		$170M Sell
4,020,956
-81,550
-2% -$3.08M 0.28% 82
2016
Q3 		$132M Sell
4,102,506
-8,640
-0.2% -$258K 0.22% 102
2016
Q2 		$107M Sell
4,111,146
-78,383
-2% -$2.05M 0.18% 128
2016
Q1 		$105M Buy
4,189,529
+107,365
+3% +$2.74M 0.18% 125
2015
Q4 		$132M Sell
4,082,164
-13,379
-0.3% -$445K 0.24% 94
2015
Q3 		$129M Buy
4,095,543
+202,912
+5% +$7.39M 0.25% 90
2015
Q2 		$151M Sell
3,892,631
-480,386
-11% -$18.3M 0.27% 82
2015
Q1 		$156M Buy
4,373,017
+846,186
+24% +$30.4M 0.28% 82
2014
Q4 		$138M Sell
3,526,831
-2,331
-0.1% -$82.9K 0.27% 87
2014
Q3 		$122M Sell
3,529,162
-379,956
-10% -$12.7M 0.24% 98
2014
Q2 		$126M Sell
3,909,118
-261,336
-6% -$8.06M 0.26% 93
2014
Q1 		$130M Buy
4,170,454
+404,284
+11% +$12.5M 0.27% 84
2013
Q4 		$116M Sell
3,766,170
-193,810
-5% -$5.76M 0.24% 96
2013
Q3 		$107M Sell
3,959,980
-39,616
-1% -$1.06M 0.23% 101
2013
Q2 		$97.5M Buy
+3,999,596
New +$94.9M 0.22% 108

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MS Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Morgan Stanley (MS) stake by 1.5% in Q2 2026, selling an estimated $7.78M and leaving 2,502,924 shares worth $523M. The position accounts for 0.3% of the portfolio, ranked #66.

Sumitomo Mitsui Trust Group first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 2,502,924 shares of Morgan Stanley worth $523M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 39,272 Morgan Stanley shares in Q2 2026, an estimated $7.78M.
  • Morgan Stanley made up 0.3% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #66 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.