Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +1
1new positions
0sold out
$20.45avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($631K), Whalerock Point Partners, LLC ($327K) and ORG Partners LLC ($197K).
- Company
- Morgan Stanley (ms 4.875 Perp L)
- CUSIP
- 61762V804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $327K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 16,000 shares bought and 3,670 shares sold, net +12,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sterling Capital Management LLC | — | No change | 30,845 | $631K |
| Whalerock Point Partners, LLC | — | New | 16,000 | $327K |
| ORG Partners LLC | — | Reduce -27.2% | 9,650 | $197K |
| Byrne Asset Management LLC | — | No change | 400 | $8K |
| PNC Financial Services Group, Inc. | — | Reduce -20.7% | 260 | $5K |
| Lanark Financial, Inc. | — | Reduce -4.1% | 47 | $960 |
"% 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.