M&T BANK CORP MS Morgan Stanley COMMON STOCK

Ownership history in M&T BANK CORP  ·  119 quarters on record

AI Ownership Summary

M&T BANK CORP reported Morgan Stanley COMMON STOCK (MS) in 119 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows MS at 0.48% 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 M&T BANK CORP's position in Morgan Stanley COMMON STOCK, 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
2026 Q2

MS was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 M&T BANK CORP held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 19 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 786,515 +786,374 +557712.1% 0.48% $164.4M 2026-08-04 $217.04
2026 Q2 REDUCED 141 -757,182 -100.0% 0.00% $27K 2026-08-04 $217.04
2026 Q1 ADDED 757,323 +757,200 +615609.8% 0.43% $124.6M 2026-05-12 $190.83
2026 Q1 REDUCED 99.4% +29.3% 123 -21,641 -99.4% 0.00% $14K 2026-05-12 $190.83
2025 Q4 REDUCED 97.2% -6.8% 21,764 -750,312 -97.2% 0.02% $7.6M 2026-01-28 $179.38
2025 Q3 ADDED 772,076 +771,937 +555350.4% 0.41% $122.7M 2025-11-14 $161.20
2025 Q3 REDUCED 100.0% +13.9% 139 -817,348 -100.0% 0.00% $47K 2025-11-14 $161.20
2025 Q2 ADDED 817,487 +817,354 +614551.9% 0.40% $115.2M 2025-08-13 $144.48
2025 Q2 REDUCED 100.0% +15.2% 133 -814,500 -100.0% 0.00% $67K 2025-08-13 $144.48
2025 Q1 ADDED 814,633 +814,515 +690266.9% 0.35% $95.0M 2025-04-30 $112.08
2025 Q1 REDUCED 100.0% +21.7% 118 -848,840 -100.0% 0.00% $31K 2025-04-30 $112.08
2024 Q4 ADDED 848,958 +848,795 +520733.1% 0.36% $106.7M 2025-02-06 $135.91
2024 Q4 REDUCED 100.0% -6.6% 163 -842,536 -100.0% 0.00% $29K 2025-02-06 $135.91
2024 Q3 ADDED 842,699 +842,559 +601827.9% 0.29% $87.8M 2024-11-15 $128.29
2024 Q3 REDUCED 100.0% +21.6% 140 -860,690 -100.0% 0.00% $32K 2024-11-15 $128.29
2024 Q2 ADDED 860,830 +860,686 +597698.6% 0.29% $83.7M 2024-07-31 $98.00
2024 Q2 REDUCED 100.0% +8.2% 144 -867,562 -100.0% 0.00% $22K 2024-07-31 $98.00
2024 Q1 ADDED 867,706 +867,547 +545627.0% 0.28% $81.7M 2024-05-07 $90.14
2024 Q1 REDUCED 100.0% +6.3% 159 -839,074 -100.0% 0.00% $57K 2024-05-07 $90.14
100 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M&T BANK CORP and MS

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

How long has M&T BANK CORP reported owning MS?

M&T BANK CORP reported MS across 19 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MS position in M&T BANK CORP's portfolio?

The largest reported portfolio weight for MS was 0.48% in 2026 Q2.

What is the latest reported MS position on this page?

The most recent filing on this page is 2026 Q2, when M&T BANK CORP reported 786,515 shares, equal to 0.48% of portfolio, with an estimated market value of $164.4M.

What does the chart on this MS ownership page compare?

The chart compares M&T BANK CORP'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.

How well did M&T BANK CORP time their MS position?

Based on 13F filing dates vs. subsequent MS price moves, M&T BANK CORP correctly timed 78 out of 116 reported position changes (67%). The annualised alpha on MS relative to SPY over the holding period was +11.8%.

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