Morgan Stanley (ms 6.875 Perp F)Preferred / convertible

13F holders, Q3 2025 (September 30)
3holders +1
1new positions
0sold out
$25.15avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Morgan Stanley (ms 6.875 Perp F) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($11K), ORG Partners LLC ($503) and Lanark Financial, Inc. ($251).

Company
Morgan Stanley (ms 6.875 Perp F)
CUSIP
61763E207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$251
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 10 shares bought and 38 shares sold, net −28 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

PNC Financial Services Group, Inc. — Reduce -7.7% 453 $11K
ORG Partners LLC — No change 20 $503
Lanark Financial, Inc. — New 10 $251

"% of holder's portfolio" is MORGAN STANLEY (MS 6.875 PERP F)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 6.875 Perp F) the manager owns.