Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders
2new positions
1sold out
$23.37avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($476K), PNC Financial Services Group, Inc. ($7K) and First Command Advisory Services, Inc. ($7K).
- Company
- Morgan Stanley (ms 5.85 Perp K)
- CUSIP
- 61762V606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 1 | $283K |
All 13F filers, Q4 2025 → Q1 2026: 303 shares bought and 11,632 shares sold, net −11,329 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 |
| PNC Financial Services Group, Inc. | — | Reduce -21.6% | 290 | $7K |
| First Command Advisory Services, Inc. | — | New | 278 | $7K |
| Ascentis Independent Advisors | — | New | 25 | $584 |
"% 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.