MS 0Morgan Stanley Dean Witter COM

Ownership history in LORD, ABBETT & CO. LLC  ·  103 quarters on record

AI Ownership Summary

LORD, ABBETT & CO. LLC reported 0Morgan Stanley Dean Witter COM (MS) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.25% in 2025 Q4. The latest visible filing shows MS at 1.25% 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 LORD, ABBETT & CO. LLC's position in 0Morgan Stanley Dean Witter COM, 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 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2025 Q4

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 LORD, ABBETT & CO. LLC 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 2,298,004 -933 -0.0% 1.25% $408.0M 2026-02-14 (Est.) $171.15
2025 Q3 ADDED 2,298,937 +3,558 +0.2% 1.09% $365.4M 2025-11-13 $164.70
2025 Q2 ADDED 2,295,379 +438,917 +23.6% 1.04% $323.3M 2025-08-14 $146.80
2025 Q1 REDUCED 1,856,462 -211,293 -10.2% 0.77% $216.6M 2025-05-13 $126.98
2024 Q4 ADDED 2,067,755 +120,503 +6.2% 0.82% $260.0M 2025-02-14 $135.32
2024 Q3 REDUCED 1,947,252 -29,830 -1.5% 0.66% $203.0M 2024-11-14 $128.12
2024 Q2 ADDED 1,977,082 +27,504 +1.4% 0.64% $192.2M 2024-08-14 $95.45
2024 Q1 REDUCED 1,949,578 -849,624 -30.4% 0.60% $183.6M 2024-05-09 $93.33
2023 Q4 REDUCED 2,799,202 -316,823 -10.2% 0.94% $261.0M 2024-02-12 $81.88
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORD, ABBETT & CO. LLC and MS

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

How long has LORD, ABBETT & CO. LLC reported owning MS?

LORD, ABBETT & CO. LLC reported MS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MS position in LORD, ABBETT & CO. LLC's portfolio?

The largest reported portfolio weight for MS was 1.25% in 2025 Q4.

What is the latest reported MS position on this page?

The most recent filing on this page is 2025 Q4, when LORD, ABBETT & CO. LLC reported 2,298,004 shares, equal to 1.25% of portfolio, with an estimated market value of $408.0M.

What does the chart on this MS ownership page compare?

The chart compares LORD, ABBETT & CO. LLC'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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