Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders −1
1new positions
2sold out
$23.39avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Whalerock Point Partners, LLC ($476K), Lanark Financial, Inc. ($346K) and PNC Financial Services Group, Inc. ($12K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $346K |
| Exits | 2 | $201K |
All 13F filers, Q1 2025 → Q2 2025: 14,809 shares bought and 8,634 shares sold, net +6,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 20,350 | $476K |
| Lanark Financial, Inc. | — | New | 14,809 | $346K |
| PNC Financial Services Group, Inc. | — | Reduce -26.6% | 512 | $12K |
| ORG Partners LLC | — | No change | 25 | $594 |
"% 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.