Morgan Stanley (ms 6.875 Perp F)Preferred / convertible
13F holders, Q1 2026 (March 31)3holders
2new positions
1sold out
$25.06avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Morgan Stanley (ms 6.875 Perp F) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Ascentis Independent Advisors ($240K), PNC Financial Services Group, Inc. ($7K) and First Command Advisory Services, Inc. ($4K).
- Company
- Morgan Stanley (ms 6.875 Perp F)
- CUSIP
- 61763E207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $244K |
| Exits | 1 | $225 |
All 13F filers, Q4 2025 → Q1 2026: 9,739 shares bought and 94 shares sold, net +9,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ascentis Independent Advisors | — | New | 9,599 | $240K |
| PNC Financial Services Group, Inc. | — | Reduce -23.5% | 277 | $7K |
| First Command Advisory Services, Inc. | — | New | 140 | $4K |
"% 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.