DOSSIER · 13F Holders · Q4 2025
MS F PERP +A

MORGAN STANLEY PFD A

8 institutions still hold MORGAN STANLEY PFD A as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61747S504·8 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$9M
visible holders
Holders
8
filers reporting
Concentration
51.67%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

8 institutions reported MS F PERP +A in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 51.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$5M237K0.00%Q4 2025
02
Atlas Wealth LLC
CIK 0001964106
$2M121K0.32%Q2 2026
03
Moran Wealth Management, LLC
CIK 0001965334
$929K49K0.03%Q2 2026
04
Ethos Financial Group, LLC
CIK 0001954242
$534K28K0.04%Q2 2026
05
DELTA CAPITAL MANAGEMENT LLC
CIK 0000893738
$494K26K0.28%Q4 2025
06
Estabrook Capital Management
CIK 0001344717
$25K1K0.00%Q2 2026
07
VIMA LLC
CIK 0002012155
$20K1K0.02%Q2 2026
08
First Command Advisory Services, Inc.
CIK 0001727336
$8K3950.00%Q2 2026