Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q1 2026 (March 31)7holders −1
1new positions
2sold out
$18.95avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were PNC Financial Services Group, Inc. ($4.4M), Atlas Wealth LLC ($2.8M) and Ethos Financial Group, LLC ($535K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 2 | $652K |
All 13F filers, Q4 2025 → Q1 2026: 120 shares bought and 61,067 shares sold, net −60,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| PNC Financial Services Group, Inc. | — | Reduce -1.7% | 232,964 | $4.4M |
| Atlas Wealth LLC | — | Reduce -12.5% | 149,640 | $2.8M |
| Ethos Financial Group, LLC | — | No change | 27,836 | $535K |
| Delta Capital Management LLC | — | Reduce -7.8% | 23,605 | $447K |
| Estabrook Capital Management | — | No change | 1,355 | $26K |
| Hurley Capital, LLC | — | No change | 1,000 | $19K |
| First Command Advisory Services, Inc. | — | New | 120 | $2K |
"% 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.