Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q2 2026 (June 30)8holders +1
1new positions
1sold out
$18.81avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($5.5M), Atlas Wealth LLC ($2.3M) and Moran Wealth Management, LLC ($929K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $929K |
| Exits | 1 | $19K |
All 13F filers, Q1 2026 → Q2 2026: 109,917 shares bought and 30,140 shares sold, net +79,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| PNC Financial Services Group, Inc. | — | Add +25.3% | 291,944 | $5.5M |
| Atlas Wealth LLC | — | Reduce -19.5% | 120,500 | $2.3M |
| Moran Wealth Management, LLC | — | New | 49,412 | $929K |
| Ethos Financial Group, LLC | — | Add +0.9% | 28,086 | $534K |
| Delta Capital Management LLC | — | Add +4.2% | 24,605 | $463K |
| Estabrook Capital Management | — | No change | 1,355 | $25K |
| Vima LLC | — | — | 1,081 | $20K |
| First Command Advisory Services, Inc. | — | Add +229.2% | 395 | $8K |
"% of holder's portfolio" is MORGAN STANLEY (MS F PERP +A)'s weight in each manager's 13F, not the share of Morgan Stanley (ms F Perp +a) the manager owns.