Significant Ownership of MORGAN STANLEY
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- Large-stake filing summary
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- 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 signature
- Claire Gordon - Authorized Signatory, Morgan Stanley
- 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 | 19% | $21,991,674 | +$1,406,372 | 2,250,939 | +6.8% | Morgan Stanley | 30 Sep 2026 |
| KTCC | KEY TRONIC CORP | Common Stock | 15% | $5,621,814 | -$471,954 | 1,592,582 | -7.7% | Morgan Stanley | 30 Sep 2025 |
| BMN | BlackRock 2037 Municipal Target Term Trust | Common Shares of Beneficial Interest | 14% | $22,132,023 | +$1,705,922 | 866,224 | +8.4% | Morgan Stanley | 30 Jun 2026 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | Common Stock | 13% | $151,036,759 | 7,887,037 | Morgan Stanley | 30 Sep 2025 | ||
| GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Common Shares of Beneficial Interest | 13% | $50,769,485 | +$5,370,225 | 3,542,881 | +12% | Morgan Stanley | 30 Jun 2026 |
| ODD | Oddity Tech Ltd | Class A Ordinary Shares | 13% | $85,496,862 | -$13,475,053 | 4,373,241 | -14% | Morgan Stanley | 30 Sep 2026 |
| AGL | agilon health, inc. | Common Stock | 12% | $192,768,956 | 50,200,249 | Morgan Stanley | 31 Mar 2025 | ||
| ABUS | Arbutus Biopharma Corp | Common Shares | 12% | $89,303,344 | +$6,191,582 | 18,682,708 | +7.4% | Morgan Stanley | 30 Sep 2026 |
| BIVI | BIOVIE INC. | Class A Common Stock | 12% | $1,937,136 | +$629,316 | 896,822 | +48% | Morgan Stanley | 31 Jul 2026 |
| OPEN | Opendoor Technologies Inc. | Common Stock | 12% | $591,625,331 | +$72,910,945 | 111,627,421 | +14% | Morgan Stanley | 30 Jun 2026 |
| AUR | Aurora Innovation, Inc. | Class A Common Stock | 11% | $1,208,261,297 | +$110,848,316 | 182,241,523 | +10% | Morgan Stanley | 30 Jun 2026 |
| BLW | BLACKROCK Ltd DURATION INCOME TRUST | Common Stock | 11% | $52,889,852 | 4,167,837 | Morgan Stanley | 31 Mar 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 |
| WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Common Shares of Beneficial interest | 10% | $48,658,904 | +$643,514 | 6,182,834 | +1.3% | Morgan Stanley | 31 Oct 2026 |
| CRTO | Criteo S.A. | Ordinary Shares / American Depository Shares | 9.8% | $113,682,736 | +$10,053,246 | 4,908,581 | +9.7% | Morgan Stanley | 31 Mar 2026 |
| CHW | Calamos Global Dynamic Income Fund | Common Shares | 9.3% | $46,164,980 | 5,933,802 | Morgan Stanley | 31 Mar 2026 | ||
| RPRX | Royalty Pharma plc | Class A Ordinary Shares | 9.2% | $1,394,427,274 | 38,907,011 | Morgan Stanley | 30 Jun 2025 | ||
| BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | Common Stock | 9.1% | $10,566,667 | -$1,431,693 | 1,526,975 | -12% | Morgan Stanley | 30 Sep 2026 |
| DMRC | Digimarc Corp | Common Stock | 9% | $13,896,531 | 2,016,913 | Morgan Stanley | 30 Jun 2026 | ||
| 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 |
| OPPPRB | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 4.75% Series B Cumulative Preferred Shares | 8.9% | $3,436,745 | -$542,807 | 212,407 | -14% | Morgan Stanley | 30 Sep 2026 |
| ZEPP | Zepp Health Corp | Class A Ordinary Shares / American Depositary Receipts | 8.8% | $63,382,297 | +$18,140,621 | 11,869,344 | +40% | Morgan Stanley | 30 Jun 2026 |
| EMD | WESTERN ASSET EMERGING MARKETS DEBT FUND INC. | Common Stock | 8.7% | $54,148,062 | +$13,367,036 | 5,041,719 | +33% | Morgan Stanley | 30 Jun 2026 |
| OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | Common Stock | 8.7% | $16,351,256 | 1,998,931 | Morgan Stanley | 31 Dec 2024 | ||
| 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 |
| FFA | FIRST TRUST ENHANCED EQUITY INCOME FUND | Common Stock | 8.5% | $34,843,914 | 1,701,363 | Morgan Stanley | 30 Jun 2025 | ||
| VACI | Viking Acquisition Corp. I | Class A Ordinary Shares | 8.5% | $974,673 | 126,253 | Morgan Stanley | 30 Sep 2026 | ||
| 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 |
| SPHR | Sphere Entertainment Co. | Class A Common Stock | 8.3% | $357,180,673 | +$59,114,016 | 2,410,126 | +20% | Morgan Stanley | 30 Jun 2026 |
| NPCE | NeuroPace Inc | Common Stock | 8.3% | $28,926,723 | 2,489,391 | Morgan Stanley | 31 Dec 2024 | ||
| 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 |
| BRCB | Black Rock Coffee Bar, Inc. | Class A Common Stock | 8.2% | $15,108,799 | +$4,396,842 | 1,822,533 | +41% | Morgan Stanley | 30 Jun 2026 |
| NSIT | INSIGHT ENTERPRISES INC | Common Stock | 8.1% | $379,090,321 | -$121,067,728 | 2,367,391 | -24% | Morgan Stanley | 30 Sep 2026 |
| CCCC | C4 Therapeutics, Inc. | Common Stock | 8% | $38,017,989 | -$481,291 | 8,862,002 | -1.3% | Morgan Stanley | 30 Jun 2026 |
| NBB | Nuveen Taxable Municipal Income Fund | Common Shares of Beneficial Interest | 8% | $36,574,090 | +$6,220,991 | 2,342,991 | +20% | Morgan Stanley | 30 Jun 2026 |
| 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 |
| NCZPRA | Virtus Convertible & Income Fund II | 5.50% Series A Cumulative Preferred Shares | 8% | $7,078,826 | +$2,322,710 | 347,683 | +49% | Morgan Stanley | 30 Jun 2026 |
| PCOR | PROCORE TECHNOLOGIES, INC. | Common Stock | 7.9% | $657,418,943 | +$137,313,191 | 12,001,076 | +26% | Morgan Stanley | 30 Sep 2026 |
| WULF | TERAWULF INC. | Common Stock | 7.9% | $518,226,636 | +$116,798,236 | 39,229,874 | +29% | Morgan Stanley | 30 Sep 2026 |
| 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 | ||
| ACP | abrdn Income Credit Strategies Fund | Common Shares | 7.6% | $41,683,586 | +$5,950,061 | 9,538,578 | +17% | Morgan Stanley | 30 Sep 2026 |
| 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 |
| CIFR | Cipher Digital Inc. | Common Stock | 7.4% | $348,306,785 | +$50,295,950 | 30,714,884 | +17% | Morgan Stanley | 30 Sep 2026 |
| BlackRock Municipal Credit Alpha Portfolio, Inc. | Common Stock | 7.4% | 896,446 | Morgan Stanley | 30 Sep 2026 | ||||
| MMT | ABERDEEN MULTI-MARKET INCOME FUND | Common Shares of Beneficial Interest | 7.3% | $37,328,289 | 8,483,702 | Morgan Stanley | 30 Jun 2026 | ||
| BEBE | TGE Value Creative Solutions Corp | Class A Ordinary Shares | 7.3% | $10,769,170 | 1,089,997 | 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 |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Common Stock | 7.2% | $36,916,541 | +$18,148,275 | 1,632,031 | +97% | Morgan Stanley | 30 Sep 2026 |
| 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 | ||
| CEVA | CEVA INC | Common Stock | 7% | $62,375,415 | +$17,252,791 | 1,964,580 | +38% | Morgan Stanley | 30 Sep 2026 |
| KREF | KKR Real Estate Finance Trust Inc. | Common Stock | 7% | $23,734,534 | 4,127,745 | Morgan Stanley | 30 Sep 2026 | ||
| XPOF | Xponential Fitness, Inc | Class A Common Stock | 7% | $14,306,340 | 2,974,291 | Morgan Stanley | 30 Sep 2026 | ||
| STLA | Stellantis N.V. | Common Shares | 6.9% | $904,929,826 | 203,355,017 | Morgan Stanley | 30 Sep 2026 | ||
| LUNG | Pulmonx Corp | Common Stock | 6.9% | $4,292,754 | -$691,629 | 2,920,241 | -14% | Morgan Stanley | 30 Jun 2026 |
| GAXY | GALAXY NEXT GENERATION, INC. | Common Stock | 6.9% | $48,360 | 4,836,001 | Morgan Stanley | 31 Dec 2024 | ||
| HUT | HUT 8 CORP | Common Stock | 6.7% | $686,665,770 | 8,212,723 | Morgan Stanley | 30 Sep 2026 | ||
| QXO | QXO, Inc. | Common Stock | 6.6% | $753,573,299 | +$117,712,885 | 68,382,332 | +19% | Morgan Stanley | 30 Sep 2026 |
| LSAK | LESAKA TECHNOLOGIES INC | Common Stock | 6.6% | $24,862,671 | 5,212,300 | Morgan Stanley | 31 Dec 2024 | ||
| IMOS | CHIPMOS TECHNOLOGIES INC | Common Shares / American Depositary Shares | 6.5% | $3,328,776,434 | 46,079,408 | Morgan Stanley | 30 Sep 2026 | ||
| RIGL | RIGEL PHARMACEUTICALS INC | Common Stock | 6.5% | $58,389,386 | +$52,784,438 | 1,212,656 | +942% | Morgan Stanley | 30 Sep 2026 |
| 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 | ||
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Common Stock | 6.4% | $151,440,569 | 10,771,022 | Morgan Stanley | 30 Sep 2026 | ||
| EVGO | EVgo Inc. | Class A Common Stock | 6.4% | $17,614,403 | 9,079,589 | Morgan Stanley | 31 Mar 2026 | ||
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Common Stock | 6.3% | $310,002,081 | -$74,151,872 | 2,850,856 | -19% | Morgan Stanley | 30 Jun 2026 |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Common Shares | 6.2% | $49,408,828 | +$6,190,402 | 3,237,800 | +14% | Morgan Stanley | 30 Jun 2026 |
| 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 | ||
| JBGS | JBG SMITH Properties | Common Shares | 6.1% | $54,154,886 | +$9,581,664 | 3,624,825 | +21% | Morgan Stanley | 31 Mar 2026 |
| 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 | ||
| MNRO | MONRO, INC. | Common Stock | 6.1% | $26,502,068 | 1,897,070 | Morgan Stanley | 30 Sep 2026 | ||
| 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 |
| AIJTY | Jianpu Technology Inc. | Class A Ordinary Shares / American Depositary Shares | 6% | $20,219,108 | 22,218,800 | Morgan Stanley | 31 Dec 2025 | ||
| RIV | RIVERNORTH OPPORTUNITIES FUND, INC. | Common Stock | 6% | $19,442,879 | +$891,105 | 1,853,468 | +4.8% | Morgan Stanley | 30 Sep 2026 |
| LOGI | LOGITECH INTERNATIONAL S.A. | Registered Shares | 5.9% | $863,706,828 | 8,404,270 | Morgan Stanley | 30 Sep 2026 | ||
| IQ | iQIYI, Inc. | Class A Ordinary Shares / American Depositary Shares | 5.9% | $220,972,188 | 220,972,188 | Morgan Stanley | 30 Jun 2026 | ||
| TBCH | Turtle Beach Corp | Common Stock | 5.9% | $11,977,445 | 1,156,124 | Morgan Stanley | 31 Mar 2026 | ||
| 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 |
| SMLR | Semler Scientific, Inc. | Common Stock | 5.8% | $35,996,155 | 790,603 | Morgan Stanley | 30 Jun 2025 | ||
| ROIV | Roivant Sciences Ltd. | Common Shares | 5.7% | $1,440,138,931 | -$310,740,090 | 40,693,386 | -18% | Morgan Stanley | 30 Jun 2026 |
| AGIO | AGIOS PHARMACEUTICALS, INC. | Common Stock | 5.7% | $114,108,348 | 3,431,830 | Morgan Stanley | 30 Sep 2026 | ||
| 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 |
| BGB | Blackstone Strategic Credit 2027 Term Fund | Common Shares | 5.7% | $28,662,348 | 2,536,491 | Morgan Stanley | 30 Jun 2026 | ||
| IONQ | IonQ, Inc. | Common stock | 5.6% | $809,907,803 | +$145,335,851 | 20,830,962 | +22% | Morgan Stanley | 30 Jun 2026 |
| RADX | Radiopharm Theranostics Ltd | Ordinary Shares / American Depositary Shares | 5.6% | $313,442,306 | 272,558,527 | Morgan Stanley | 30 Sep 2026 | ||
| CAR | AVIS BUDGET GROUP, INC. | Common Stock | 5.6% | $251,551,966 | 1,971,874 | Morgan Stanley | 31 Dec 2025 | ||
| RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | Common Stock | 5.6% | $92,453,697 | 7,565,769 | Morgan Stanley | 30 Jun 2026 |
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.