DOSSIER · 13F Holders · Q2 2026
MS 4.875 PERP L

MORGAN STANLEY

6 institutions still hold MORGAN STANLEY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61762V804·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
6
filers reporting
Concentration
56.93%
Sterling Capital Management LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported MS 4.875 PERP L in Q2 2026. Sterling Capital Management LLC leads at 56.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sterling Capital Management LLC
CIK 0001329883
$602K31K0.01%Q2 2026
02
WHALEROCK POINT PARTNERS, LLC
CIK 0001389709
$234K12K0.04%Q2 2026
03
ORG Partners LLC
CIK 0001979372
$197K10K0.03%Q4 2025
04
First Command Advisory Services, Inc.
CIK 0001727336
$11K5300.00%Q2 2026
05
Byrne Asset Management LLC
CIK 0001911322
$8K4000.00%Q2 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$5K2600.00%Q4 2025