Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
1new positions
1sold out
$19.73avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($608K), Whalerock Point Partners, LLC ($237K) and Byrne Asset Management LLC ($8K).
- Company
- Morgan Stanley (ms 4.875 Perp L)
- CUSIP
- 61762V804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $960 |
All 13F filers, Q4 2025 → Q1 2026: 170 shares bought and 4,047 shares sold, net −3,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | No change | 30,845 | $608K |
| Whalerock Point Partners, LLC | — | Reduce -25.0% | 12,000 | $237K |
| Byrne Asset Management LLC | — | No change | 400 | $8K |
| PNC Financial Services Group, Inc. | — | No change | 260 | $5K |
| First Command Advisory Services, Inc. | — | New | 170 | $3K |
"% 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.