Morgan Stanley (MS) 13F details $1.67T in positions across 24 affiliated managers
Filing Impact
Filing Sentiment
Form Type
13F-HR
Rhea-AI Filing Summary
Morgan Stanley filed a quarterly Form 13F report summarizing equity and related holdings managed across its platform. The report is a 13F combination report, meaning some positions are reported here and others by affiliated managers.
The filing covers 45,420 individual holdings with an aggregate reported value of $1,674,996,068,266, as stated on the summary page. It lists 24 other included managers, such as Morgan Stanley & Co. LLC, Eaton Vance entities, Parametric Portfolio Associates, and various international affiliates, reflecting the breadth of Morgan Stanley’s global asset management operations.
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FAQ
What does Morgan Stanley (MS) report in this Form 13F filing?
Morgan Stanley reports its institutional equity and related holdings in a quarterly Form 13F. This filing summarizes positions managed across the firm, including affiliates, giving a snapshot of reported assets and the scale of its investment management activities.
How large are Morgan Stanley’s reported 13F holdings in this filing?
The filing shows a Form 13F information table value total of $1,674,996,068,266. This figure, rounded to the nearest dollar, represents the aggregate value of all reportable holdings included in the 13F information table for the period.
How many positions does Morgan Stanley report on Form 13F?
Morgan Stanley reports a Form 13F information table entry total of 45,420 positions. Each entry represents a distinct reportable security holding, reflecting the firm’s highly diversified institutional investment portfolio at the time of the report.
What type of 13F report did Morgan Stanley (MS) file?
Morgan Stanley filed a 13F combination report. This means a portion of its reportable holdings appear in this filing, while other portions are reported by additional affiliated managers identified in the filing’s list of other managers.
Who signed Morgan Stanley’s Form 13F and in what capacity?
The report was signed by Chris O'Hara as an Authorized Signatory. The signature block confirms authority to submit the report and certifies that the information contained in the filing is true, correct, and complete to the best of the signatory’s knowledge.
How many other included managers appear in this Morgan Stanley 13F?
The summary page lists 24 other included managers. These include entities such as Morgan Stanley & Co. LLC, Eaton Vance Management, Parametric Portfolio Associates LLC, and various international and specialty affiliates associated with Morgan Stanley’s asset management business.