Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$26.13avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($1.3M), PNC Financial Services Group, Inc. ($3K) and Lanark Financial, Inc. ($182).
- Company
- Morgan Stanley (ms 6.625 Perp Q)
- CUSIP
- 61762V838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 50,000 shares bought and 26 shares sold, net +49,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Whalerock Point Partners, LLC | — | New | 50,000 | $1.3M |
| PNC Financial Services Group, Inc. | — | Reduce -17.9% | 115 | $3K |
| Lanark Financial, Inc. | — | Reduce -12.5% | 7 | $182 |
"% of holder's portfolio" is MORGAN STANLEY (MS 6.625 PERP Q)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 6.625 Perp Q) the manager owns.