Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders
1new positions
1sold out
$23.57avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($479K), Vermillion Wealth Management, Inc. ($215K) and First Command Advisory Services, Inc. ($20K).
- Company
- Morgan Stanley (ms 5.85 Perp K)
- CUSIP
- 61762V606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $215K |
| Exits | 1 | $584 |
All 13F filers, Q1 2026 → Q2 2026: 9,721 shares bought and 31 shares sold, net +9,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 20,350 | $479K |
| Vermillion Wealth Management, Inc. | — | New | 9,143 | $215K |
| First Command Advisory Services, Inc. | — | Add +207.9% | 856 | $20K |
| PNC Financial Services Group, Inc. | — | Reduce -2.1% | 284 | $7K |
"% of holder's portfolio" is MORGAN STANLEY (MS 5.85 PERP K)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 5.85 Perp K) the manager owns.