Swedbank
MS icon

Swedbank’s Morgan Stanley MS Stock Holding History

Swedbank’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 		$379M Buy
2,016,558
+1,162,848
+136% +$247M 0.32% 60
2026
Q2 		$178M Sell
853,710
-22,155
-3% -$4.39M 0.15% 113
2026
Q1 		$144M Sell
875,865
-30,276
-3% -$5.24M 0.15% 122
2025
Q4 		$161M Buy
906,141
+16,953
+2% +$2.83M 0.16% 110
2025
Q3 		$141M Sell
889,188
-775
-0.1% -$114K 0.14% 119
2025
Q2 		$125M Buy
889,963
+58,262
+7% +$7.16M 0.14% 123
2025
Q1 		$97M Sell
831,701
-1,278
-0.2% -$165K 0.13% 136
2024
Q4 		$105M Sell
832,979
-5,006
-0.6% -$617K 0.13% 125
2024
Q3 		$87.4M Buy
837,985
+13,231
+2% +$1.33M 0.11% 147
2024
Q2 		$80.2M Sell
824,754
-105,133
-11% -$10M 0.11% 147
2024
Q1 		$87.6M Buy
929,887
+13,025
+1% +$1.15M 0.12% 145
2023
Q4 		$85.5M Sell
916,862
-69,147
-7% -$5.53M 0.14% 133
2023
Q3 		$80.5M Sell
986,009
-5,867
-0.6% -$509K 0.14% 127
2023
Q2 		$84.7M Buy
991,876
+30,464
+3% +$2.61M 0.14% 122
2023
Q1 		$84.4M Sell
961,412
-19,511
-2% -$1.82M 0.17% 116
2022
Q4 		$83.4M Buy
980,923
+125,308
+15% +$10.7M 0.18% 115
2022
Q3 		$67.6M Buy
855,615
+95,500
+13% +$8.05M 0.16% 125
2022
Q2 		$57.8M Buy
760,115
+54,900
+8% +$4.5M 0.13% 151
2022
Q1 		$61.6M Sell
705,215
-167
-0% -$16.1K 0.11% 164
2021
Q4 		$69.7M Sell
705,382
-37,207
-5% -$3.71M 0.12% 153
2021
Q3 		$72.3M Buy
742,589
+19,919
+3% +$1.97M 0.13% 146
2021
Q2 		$66.3M Sell
722,670
-2,446
-0.3% -$210K 0.12% 161
2021
Q1 		$56.3M Buy
+725,116
New +$55.6M 0.12% 171

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Swedbank's MS Position: Q3 2026 in Review

Swedbank increased its Morgan Stanley (MS) stake by 136% in Q3 2026, buying an estimated $247M and bringing the position to 2,016,558 shares worth $379M. The position accounts for 0.32% of the portfolio, ranked #60.

Swedbank first reported a position in MS in Q1 2021 and has held it in 23 quarters since. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Swedbank held 2,016,558 shares of Morgan Stanley worth $379M as of Q3 2026.
  • Swedbank bought 1,162,848 Morgan Stanley shares in Q3 2026, an estimated $247M.
  • Morgan Stanley made up 0.32% of Swedbank's portfolio in Q3 2026, its #60 holding.
  • Swedbank first reported a position in Morgan Stanley in Q1 2021 and has held it in 23 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.