MS MORGAN STANLEY

Ownership history in Lazard Freres Gestion S.A.S.  ·  21 quarters on record

AI Ownership Summary

Lazard Freres Gestion S.A.S. reported MORGAN STANLEY (MS) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.58% in 2025 Q3. The latest visible filing shows MS at 1.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lazard Freres Gestion S.A.S.'s position in MORGAN STANLEY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MS was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lazard Freres Gestion S.A.S. held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 484,783 -37,181 -7.1% 1.55% $86.1M 2026-02-14 (Est.) $171.15
2025 Q3 ADDED 521,964 +89,686 +20.7% 1.58% $83.0M 2025-10-21 $157.40
2025 Q2 ADDED 432,278 +6,835 +1.6% 1.27% $60.9M 2025-07-31 $140.82
2025 Q1 REDUCED 425,443 -44,585 -9.5% 1.21% $49.6M 2025-05-07 $116.92
2024 Q4 REDUCED 470,028 -53,770 -10.3% 1.18% $59.1M 2025-02-10 $133.72
2024 Q3 REDUCED 523,798 -8,787 -1.6% 1.16% $54.6M 2024-11-13 $128.44
2024 Q2 ADDED 532,585 +2,378 +0.4% 1.14% $49.3M 2024-07-29 $97.49
2024 Q1 ADDED 530,207 +18,909 +3.7% 1.17% $47.3M 2024-05-10 $93.49
2023 Q4 ADDED 511,298 +857 +0.2% 1.29% $44.7M 2024-02-08 $80.73
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lazard Freres Gestion S.A.S. and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lazard Freres Gestion S.A.S. reported owning MS?

Lazard Freres Gestion S.A.S. reported MS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MS position in Lazard Freres Gestion S.A.S.'s portfolio?

The largest reported portfolio weight for MS was 1.58% in 2025 Q3.

What is the latest reported MS position on this page?

The most recent filing on this page is 2025 Q4, when Lazard Freres Gestion S.A.S. reported 484,783 shares, equal to 1.55% of portfolio, with an estimated market value of $86.1M.

What does the chart on this MS ownership page compare?

The chart compares Lazard Freres Gestion S.A.S.'s quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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