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Morgan Stanley details 5.7% Roivant Sciences (ROIV) stake in 13G/A

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Morgan Stanley and Morgan Stanley Investment Management Inc. report beneficial ownership of Roivant Sciences Ltd. common shares on a Schedule 13G/A (Amendment No. 3). Morgan Stanley reports beneficial ownership of 40,693,386 common shares, representing 5.7% of the class, with 36,175,596 shares having shared voting power and 40,610,322 shares having shared dispositive power. Morgan Stanley Investment Management Inc. reports beneficial ownership of 39,432,015 shares, representing 5.5% of the class, all with shared dispositive power. The filing applies only to specified Morgan Stanley operating units defined as the MS Reporting Units and excludes disaggregated units under SEC Release No. 34-39538.

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Morgan Stanley beneficial ownership 40,693,386 shares Common shares of Roivant Sciences Ltd. beneficially owned, representing 5.7% of the class
Morgan Stanley ownership percentage 5.7% Percent of Roivant Sciences common shares class reported as beneficially owned
Shared voting power (Morgan Stanley) 36,175,596 shares Roivant Sciences shares over which Morgan Stanley reports shared voting power
Shared dispositive power (Morgan Stanley) 40,610,322 shares Roivant Sciences shares over which Morgan Stanley reports shared dispositive power
MS Investment Management beneficial ownership 39,432,015 shares Roivant Sciences shares beneficially owned by Morgan Stanley Investment Management Inc.
MS Investment Management ownership percentage 5.5% Percent of Roivant Sciences common shares class held by Morgan Stanley Investment Management Inc.
beneficially owned financial
"this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 36,175,596.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 40,610,322.00"
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Item 7 Information regulatory
"99.2 Item 7 Information"

FAQ

What percentage of Roivant Sciences (ROIV) shares does Morgan Stanley report owning?

Morgan Stanley reports beneficial ownership of 5.7% of Roivant Sciences’ common shares, corresponding to 40,693,386 shares. This stake reflects holdings of specific Morgan Stanley operating units designated as MS Reporting Units.

How many Roivant Sciences (ROIV) shares does Morgan Stanley have voting power over?

Morgan Stanley reports 36,175,596 Roivant Sciences shares with shared voting power and no shares with sole voting power. It reports 40,610,322 shares with shared dispositive power and none with sole dispositive power.

What is Morgan Stanley Investment Management Inc.’s stake in Roivant Sciences (ROIV)?

Morgan Stanley Investment Management Inc. reports beneficial ownership of 39,432,015 Roivant Sciences shares, representing 5.5% of the class. All of these shares are reported with shared dispositive power and no sole voting or dispositive power.

Which entities are filing the Schedule 13G/A for Roivant Sciences (ROIV)?

The filing is made jointly by Morgan Stanley and Morgan Stanley Investment Management Inc., both organized in Delaware and using 1585 Broadway, New York, NY 10036 as their principal business address in the ownership report.

Does the Morgan Stanley Schedule 13G/A for Roivant Sciences (ROIV) cover all Morgan Stanley units?

No. The report states it covers only certain operating units called MS Reporting Units. It expressly excludes any Morgan Stanley units whose securities ownership is disaggregated under SEC Release No. 34-39538.

What exhibits accompany Morgan Stanley’s Schedule 13G/A on Roivant Sciences (ROIV)?

The filing includes Exhibit 99.1, a Joint Filing Agreement, and Exhibit 99.2, the Item 7 subsidiary identification information. These exhibits provide details on joint reporting and relevant subsidiaries involved in the reported ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G76279101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:08/13/2026
Morgan Stanley Investment Management Inc.
Signature:Deidre A. Downes
Name/Title:Authorized Signatory, Morgan Stanley Investment Management Inc.
Date:08/13/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).