Significant Ownership of MORGAN STANLEY

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Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for MORGAN STANLEY focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Claire Gordon - Authorized Signatory
Manager location
New York, NY

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Significant Ownership of MORGAN STANLEY

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WEA WESTERN ASSET PREMIER BOND FUND Common Shares of Beneficial Interest 18% $22,945,132 +$2,736,635 2,106,991 +14% Morgan Stanley 31 Mar 2026
KTCC KEY TRONIC CORP Common Stock 15% $5,621,814 -$471,954 1,592,582 -7.7% Morgan Stanley 30 Sep 2025
OPPPRB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.75% Series B Cumulative Preferred Shares 14% $6,335,258 +$1,123,034 345,811 +22% Morgan Stanley 31 Dec 2025
XOMA XOMA Royalty Corp Common Stock 14% $46,207,071 +$4,805,083 1,702,545 +12% Morgan Stanley 31 Dec 2025
ABUS Arbutus Biopharma Corp Common Shares 14% $122,814,997 +$20,788,104 25,910,337 +20% Morgan Stanley 31 Dec 2025
FPF First Trust Intermediate Duration Preferred & Income Fund Common Stock 13% $151,036,759 7,887,037 Morgan Stanley 30 Sep 2025
BMN BlackRock 2037 Municipal Target Term Trust Common Shares of Beneficial Interest 13% $19,106,998 +$1,719,868 799,456 +9.9% Morgan Stanley 31 Mar 2025
AGL agilon health, inc. Common Stock 12% $192,768,956 50,200,249 Morgan Stanley 31 Mar 2025
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest 11% $45,937,842 +$5,347,760 3,168,127 +13% Morgan Stanley 31 Mar 2026
BLW BLACKROCK Ltd DURATION INCOME TRUST Common Stock 11% $52,889,852 4,167,837 Morgan Stanley 31 Mar 2026
NSIT INSIGHT ENTERPRISES INC Common Stock 10% $272,739,654 +$24,240,993 3,123,450 +9.8% Morgan Stanley 31 May 2026
BWG BrandywineGLOBAL-Global Income Opportunities Fund Inc Common Stock 10% $15,049,966 -$1,590,758 1,733,867 -9.6% Morgan Stanley 30 Sep 2025
OPEN Opendoor Technologies Inc. Common Stock 10% $458,034,591 +$221,436,479 97,870,639 +94% Morgan Stanley 31 Mar 2026
ODD Oddity Tech Ltd Class A Ordinary Shares 10% $142,277,540 +$26,390,194 4,692,531 +23% Morgan Stanley 28 Feb 2026
XFOR X4 Pharmaceuticals, Inc Common Stock 10% $29,940,219 +$2,318,051 8,884,338 +8.4% Morgan Stanley 28 Feb 2026
BLKB BLACKBAUD INC Common Stock 10% $150,051,656 +$3,476,042 4,619,817 +2.4% Morgan Stanley 31 May 2026
BGY BlackRock Enhanced International Dividend Trust Common Stock 10% $51,709,215 +$1,180,885 9,119,791 +2.3% Morgan Stanley 30 Apr 2026
AUR Aurora Innovation, Inc. Class A Common Stock 10% $1,390,387,488 +$185,437,451 165,522,320 +15% Morgan Stanley 31 May 2026
WOLF WOLFSPEED, INC. Common Stock 9.5% $47,914,160 2,455,877 Morgan Stanley 31 Dec 2025
CHW Calamos Global Dynamic Income Fund Common Shares 9.3% $46,164,980 5,933,802 Morgan Stanley 31 Mar 2026
CCCC C4 Therapeutics, Inc. Common Stock 9.3% $17,140,705 +$8,067,473 8,974,191 +89% Morgan Stanley 31 Dec 2025
RPRX Royalty Pharma plc Class A Ordinary Shares 9.2% $1,394,427,274 38,907,011 Morgan Stanley 30 Jun 2025
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Common Shares 8.9% $44,513,862 +$6,830,851 3,290,012 +18% Morgan Stanley 31 Mar 2026
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Common Stock 8.7% $16,351,256 1,998,931 Morgan Stanley 31 Dec 2024
QXO QXO, Inc. Common Stock 8.6% $1,349,039,607 +$377,000,863 57,700,582 +39% Morgan Stanley 31 Dec 2025
GDV GABELLI DIVIDEND & INCOME TRUST Common Stock 8.6% $217,846,715 7,617,018 Morgan Stanley 31 Dec 2025
BBNX Beta Bionics, Inc. Common Stock 8.6% $74,305,196 +$16,109,185 3,739,567 +28% Morgan Stanley 30 Sep 2025
KRNT Kornit Digital Ltd. Ordinary Shares 8.6% $59,821,087 +$17,372,814 3,945,982 +41% Morgan Stanley 31 Dec 2025
CRTO Criteo S.A. American Depository Shares / Ordinary Shares 8.5% $92,219,507 +$23,453,788 4,474,503 +34% Morgan Stanley 31 Dec 2025
WIW WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND Common Shares of Beneficial Interest 8.5% $45,921,799 +$6,006,198 5,224,323 +15% Morgan Stanley 30 Jun 2025
FFA FIRST TRUST ENHANCED EQUITY INCOME FUND Common Stock 8.5% $34,843,914 1,701,363 Morgan Stanley 30 Jun 2025
LUNG Pulmonx Corp Common Stock 8.5% $17,530,110 +$2,200,052 3,390,737 +14% Morgan Stanley 31 Mar 2025
GUG Guggenheim Active Allocation Fund Common Shares 8.4% $43,332,058 +$5,735,855 2,777,696 +15% Morgan Stanley 30 Sep 2025
NXDTPRA NEXPOINT DIVERSIFIED REAL ESTATE TRUST 5.50% Series A Cumulative Preferred Shares 8.4% $4,022,523 +$1,111,197 283,876 +38% Morgan Stanley 30 Sep 2025
NPCE NeuroPace Inc Common Stock 8.3% $28,926,723 2,489,391 Morgan Stanley 31 Dec 2024
DLB Dolby Laboratories, Inc. Class A Common Stock 8.2% $309,079,032 -$72,115,324 5,020,777 -19% Morgan Stanley 31 Mar 2026
AOD abrdn Total Dynamic Dividend Fund Common Stock 8.2% $81,320,421 -$13,674,089 8,596,239 -14% Morgan Stanley 31 Mar 2026
RIV RIVERNORTH OPPORTUNITIES FUND, INC. Common Stock 8.2% $20,391,036 1,768,520 Morgan Stanley 31 Mar 2025
EVH Evolent Health, Inc. Class A Common Stock 8.1% $37,755,903 +$3,682,702 9,097,808 +11% Morgan Stanley 31 Dec 2025
NPCT NUVEEN CORE PLUS IMPACT FUND Common Shares of Beneficial Interest 8% $23,432,541 -$3,056,028 2,290,571 -12% Morgan Stanley 31 Dec 2025
INBX Inhibrx Biosciences, Inc. Common Stock 7.9% $84,668,884 1,155,416 Morgan Stanley 31 Dec 2025
SPXX Nuveen S&P 500 Dynamic Overwrite Fund Common Shares 7.8% $185,377,726 10,765,257 Morgan Stanley 31 Mar 2026
AMWL American Well Corp Class A Common Stock 7.8% 1,156,087 Morgan Stanley 31 Mar 2026
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest 7.7% $84,319,912 7,325,796 Morgan Stanley 31 Mar 2025
CHH CHOICE HOTELS INTERNATIONAL INC /DE Common Stock 7.6% $382,917,482 3,532,775 Morgan Stanley 31 Dec 2025
ZEPP Zepp Health Corp Class A Ordinary Shares / American Depositary Receipts 7.5% $141,570,863 8,472,224 Morgan Stanley 30 Sep 2025
FTF FRANKLIN LTD DURATION INCOME TRUST Common Shares of Beneficial Interest 7.5% $18,033,794 +$2,792,276 3,020,736 +18% Morgan Stanley 31 Mar 2026
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock 7.4% $28,479,074 +$8,220,545 1,292,154 +41% Morgan Stanley 31 Dec 2025
BEBE TGE Value Creative Solutions Corp Class A Ordinary Shares 7.3% $10,769,170 1,089,997 Morgan Stanley 31 Mar 2026
RDWR RADWARE LTD Ordinary Shares 7.2% $85,095,001 +$12,146,089 3,052,188 +17% Morgan Stanley 31 Mar 2026
EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock 7.2% $58,199,824 -$10,051,350 1,309,627 -15% Morgan Stanley 31 Dec 2025
AFRM Affirm Holdings, Inc. Class A Common Stock 7.1% $1,077,709,997 -$71,634,928 20,737,156 -6.2% Morgan Stanley 31 Mar 2026
CACI CACI INTERNATIONAL INC /DE/ Common Stock 7.1% $773,618,753 -$131,774,185 1,551,022 -15% Morgan Stanley 30 Sep 2025
NHC NATIONAL HEALTHCARE CORP Common Stock 7.1% $185,590,053 1,102,537 Morgan Stanley 31 Dec 2025
XIFR XPLR Infrastructure, LP Common Units 7.1% $70,780,155 6,664,798 Morgan Stanley 31 Mar 2026
GROV Grove Collaborative Holdings, Inc. Class A Common Stock 7.1% $3,624,801 -$572,179 2,946,993 -14% Morgan Stanley 31 Dec 2025
AMG AFFILIATED MANAGERS GROUP, INC. Common Stock 7% $472,898,962 1,983,387 Morgan Stanley 30 Sep 2025
SPHR Sphere Entertainment Co. Class A Common Stock 7% $255,870,716 +$33,498,553 2,011,246 +15% Morgan Stanley 31 Mar 2026
ROIV Roivant Sciences Ltd. Common Shares 6.9% $1,401,593,746 -$170,482,433 49,473,835 -11% Morgan Stanley 31 Mar 2026
DIN Dine Brands Global, Inc. Common Stock 6.9% $23,352,892 +$3,207,525 889,973 +16% Morgan Stanley 31 Mar 2026
GAXY GALAXY NEXT GENERATION, INC. Common Stock 6.9% $48,360 4,836,001 Morgan Stanley 31 Dec 2024
TSHA Taysha Gene Therapies, Inc. Common Stock 6.7% $44,506,820 -$2,034,437 16,858,644 -4.4% Morgan Stanley 30 Jun 2025
CEVA CEVA INC Common Stock 6.7% $36,843,172 1,609,575 Morgan Stanley 30 Jun 2025
NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest 6.6% $30,508,656 1,944,465 Morgan Stanley 30 Jun 2025
LSAK LESAKA TECHNOLOGIES INC Common Stock 6.6% $24,862,671 5,212,300 Morgan Stanley 31 Dec 2024
ONON On Holding AG Class A Ordinary Shares 6.5% $905,813,989 19,166,610 Morgan Stanley 31 Dec 2025
ACP abrdn Income Credit Strategies Fund Common Shares 6.5% $43,501,683 +$12,288,099 8,177,008 +39% Morgan Stanley 31 Mar 2026
EMD WESTERN ASSET EMERGING MARKETS DEBT FUND INC. Common Stock 6.5% $37,287,679 -$18,083,137 3,797,116 -33% Morgan Stanley 31 Mar 2026
STOK Stoke Therapeutics, Inc. Common Stock 6.5% $32,588,288 3,426,739 Morgan Stanley 31 Dec 2024
NPFD Nuveen Variable Rate Preferred & Income Fund Common Shares of Beneficial Interest 6.5% $30,415,184 +$18,885,182 1,567,793 +164% Morgan Stanley 30 Jun 2025
RGT ROYCE GLOBAL TRUST, INC. Common Stock 6.5% $5,253,799 424,721 Morgan Stanley 30 Jun 2025
EVGO EVgo Inc. Class A Common Stock 6.4% $17,614,403 9,079,589 Morgan Stanley 31 Mar 2026
PCOR PROCORE TECHNOLOGIES, INC. Common Stock 6.3% $692,335,002 9,494,446 Morgan Stanley 30 Sep 2025
PSF Cohen & Steers Select Preferred & Income Fund, Inc. Common Stock 6.3% $14,718,575 761,831 Morgan Stanley 31 Mar 2025
HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. Common Stock 6.2% $21,539,379 +$1,362,347 5,853,092 +6.8% Morgan Stanley 31 Mar 2026
FTW PRESIDIO PRODUCTION COMPANY Class A common stock, $0.0001 par value per share 6.2% $18,977,171 1,717,391 MORGAN STANLEY 31 Mar 2026
ATR APTARGROUP, INC. Common Stock 6.1% $484,617,925 4,019,724 Morgan Stanley 31 Dec 2025
JBGS JBG SMITH Properties Common Shares 6.1% $54,154,886 +$9,581,664 3,624,825 +21% Morgan Stanley 31 Mar 2026
TYG TORTOISE ENERGY INFRASTRUCTURE CORP Common Stock 6.1% $45,402,272 +$3,664,425 1,045,172 +8.8% Morgan Stanley 30 Jun 2025
BOE BlackRock Enhanced Global Dividend Trust Common Shares of Beneficial Interest 6.1% $38,762,843 +$5,630,000 3,382,447 +17% Morgan Stanley 31 Mar 2026
NML Neuberger Berman Energy Infrastructure & Income Fund Inc. Common Stock 6.1% $30,534,158 3,458,002 Morgan Stanley 30 Jun 2025
IHD Voya Emerging Markets High Dividend Equity Fund Common Shares of Beneficial Interest 6.1% $6,813,910 1,086,748 Morgan Stanley 31 Dec 2025
RA Brookfield Real Assets Income Fund Inc. Common Shares 6% $42,672,631 +$11,100,379 3,318,245 +35% Morgan Stanley 31 Mar 2026
RMT ROYCE MICRO-CAP TRUST, INC. Common Stock 6% $25,326,764 3,092,401 Morgan Stanley 31 Mar 2025
AIJTY Jianpu Technology Inc. Class A Ordinary Shares / American Depositary Shares 6% $20,219,108 22,218,800 Morgan Stanley 31 Dec 2025
PROK PROKIDNEY CORP. Class A Common Stock 6% $19,510,759 8,519,982 Morgan Stanley 31 Dec 2025
USPH U S PHYSICAL THERAPY INC /NV Common Stock 5.9% $60,006,488 889,644 Morgan Stanley 31 Dec 2024
TBCH Turtle Beach Corp Common Stock 5.9% $11,977,445 1,156,124 Morgan Stanley 31 Mar 2026
OPPPRA RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.375% Series A Cumulative Perpetual Preferred Stock 5.9% $2,434,325 -$487,087 142,275 -17% Morgan Stanley 30 Sep 2025
TULP BLOOMIA HOLDINGS, INC. Common Stock 5.9% $1,143,479 +$173,117 280,953 +18% Morgan Stanley 30 Apr 2026
WEX WEX Inc. Common Stock 5.8% $334,404,445 -$67,129,368 2,015,213 -17% Morgan Stanley 31 Mar 2026
TCMD TACTILE SYSTEMS TECHNOLOGY INC Common Stock 5.8% $37,505,381 1,293,289 Morgan Stanley 31 Dec 2025
SMLR Semler Scientific, Inc. Common Stock 5.8% $35,996,155 790,603 Morgan Stanley 30 Jun 2025
ASGI abrdn Global Infrastructure Income Fund Common Shares of Beneficial Interest 5.7% $30,484,187 +$6,233,014 1,640,699 +26% Morgan Stanley 31 Mar 2025
CAR AVIS BUDGET GROUP, INC. Common Stock 5.6% $251,551,966 1,971,874 Morgan Stanley 31 Dec 2025
TBBB BBB FOODS INC Class A Common Shares 5.6% $65,415,605 2,176,892 Morgan Stanley 31 Dec 2024
KIO KKR Income Opportunities Fund Common Shares 5.6% $25,687,406 2,295,568 Morgan Stanley 31 Mar 2026
VCV Invesco California Value Municipal Income Trust Common Shares of Beneficial Interest 5.5% $29,620,105 2,623,570 Morgan Stanley 31 Dec 2025
FUN Six Flags Entertainment Corporation/NEW Common Stock 5.4% $96,937,931 -$64,778,292 5,514,103 -40% Morgan Stanley 31 Mar 2026
NBXG Neuberger Berman Next Generation Connectivity Fund Inc. Shares of Common Stock 5.4% $51,115,724 4,245,492 Morgan Stanley 31 Mar 2025

Schedules 13D/G Reported by MORGAN STANLEY:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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