Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q2 2026 (June 30)5holders
0new positions
0sold out
$19.52avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($602K), Whalerock Point Partners, LLC ($234K) and First Command Advisory Services, Inc. ($11K).
- Company
- Morgan Stanley (ms 4.875 Perp L)
- CUSIP
- 61762V804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 360 shares bought and 76 shares sold, net +284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | No change | 30,845 | $602K |
| Whalerock Point Partners, LLC | — | No change | 12,000 | $234K |
| First Command Advisory Services, Inc. | — | Add +211.8% | 530 | $11K |
| Byrne Asset Management LLC | — | No change | 400 | $8K |
| PNC Financial Services Group, Inc. | — | Reduce -29.2% | 184 | $4K |
"% of holder's portfolio" is MORGAN STANLEY (MS 4.875 PERP L)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 4.875 Perp L) the manager owns.