MS — Morgan Stanley

Ownership history in V-Square Quantitative Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which V-Square Quantitative Management LLC reported a position in Morgan Stanley (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.06% (2025 Q3)
Avg. % of fund
0.56%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,025 -445 -1.1% 0.72% $6.9M $176.56
2025 Q3 ADDED 39,470 +1,686 +4.5% 1.06% $6.3M $157.13
2025 Q2 REDUCED 37,784 -192 -0.5% 0.71% $5.3M $138.28
2025 Q1 ADDED 37,976 +1,262 +3.4% 0.65% $4.4M $113.62
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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