Morgan Stanley reports 5.5% stake in Trimble (TRMB) — 13.06M shares
Schedule 13G filed by Morgan Stanley discloses beneficial ownership in Trimble Inc. (CUSIP 896239100).
Rhea-AI Filing Summary
Schedule 13G filed by Morgan Stanley discloses beneficial ownership in Trimble Inc. (CUSIP 896239100).
The filing reports Morgan Stanley beneficially owns 13,064,278 shares of Trimble common stock, representing 5.5% of the class as of the event date 06/30/2025. Reported powers: Shared voting power 11,332,309, Shared dispositive power 12,687,834, and sole voting/dispositive power 0. Item 10 certifies the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.
- Filer: Morgan Stanley (Delaware); principal office 1585 Broadway, New York, NY 10036
- Issuer principal office: 10368 Westmoor Dr, Westminster, CO 80021
- Filing signed by Christopher O'Hara on 08/05/2025; reporting person types: HC, CO.
Positive
- Beneficial ownership disclosed: Morgan Stanley reports 13,064,278 shares (5.5%) of TRMB
- Filing certifies passive holding: Item 10 states shares are held in the ordinary course and not to change control
Negative
- None.
Insights
TL;DR: Morgan Stanley discloses a passive 5.5% stake (13.06M shares) in TRMB; filing shows no sole control rights.
The Schedule 13G reports an aggregate beneficial ownership of 13,064,278 Trimble shares (5.5% of the class) as of the 06/30/2025 event date. The filing specifies 0 sole voting and dispositive power and substantial shared voting (11,332,309) and shared dispositive (12,687,834) powers. Item 10 affirms the securities are held in the ordinary course and not for the purpose of changing control. For investors, this is a material disclosure of institutional ownership but does not, on its face, signal an intent to seek control.
TL;DR: Schedule 13G indicates Morgan Stanley is a >5% institutional holder of TRMB but certifies passive intent and no control purpose.
The filing names Morgan Stanley (organized in Delaware) as beneficial owner of 13,064,278 shares (5.5%). The form classifies the reporting person types as HC and CO and documents shared voting/dispositive powers rather than sole control. The Item 10 certification and the reference to MS Reporting Units clarify that reported holdings reflect certain Morgan Stanley operating units. From a governance perspective, the disclosure notifies stakeholders of notable institutional ownership while the filer explicitly disclaims control intent.
FAQ
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What stake did Morgan Stanley disclose in Trimble (TRMB)?
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Does the filing indicate Morgan Stanley intends to influence control of Trimble?
Who filed the Schedule 13G and where is the filer organized?
AI-generated analysis. How Rhea-AI works. Not financial advice.