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Livermore
Livermore
ZHEN

Pinnacle Associates Ltd

SEC CIK
0000743127
Latest filing
Aug 3, 2026

MS holding history

Morgan Stanley in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
447,409
Value
$93.5M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of MS by Pinnacle Associates Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026447,409$93.5M1.0%−2,065−0.5%ReducedHolders
Q1 2026449,474$74.0M1.0%−2,370−0.5%ReducedHolders
Q4 2025451,844$80.2M1.0%−1,952−0.4%ReducedHolders
Q3 2025453,796$72.1M1.0%+718+0.2%AddedHolders
Q2 2025453,078$63.8M0.9%−7,652−1.7%ReducedHolders
Q1 2025460,730$53.8M0.8%+5,785+1.3%AddedHolders
Q4 2024454,945$57.2M0.8%−16,839−3.6%ReducedHolders
Q3 2024471,784$44.0M0.8%+19,218+4.2%AddedHolders
Q2 2024452,566$44.0M0.7%−11,724−2.5%ReducedHolders
Q1 2024464,290$43.7M0.7%−7,494−1.6%ReducedHolders
Q4 2023471,784$44.0M0.7%−5,327−1.1%ReducedHolders
Q3 2023477,111$39.0M0.7%+14,552+3.1%AddedHolders
Q2 2023462,559$39.5M0.7%+23,029+5.2%AddedHolders
Q1 2023439,530$38.6M0.8%−2,337−0.5%ReducedHolders
Q4 2022441,867$37.6M0.8%−2,376−0.5%ReducedHolders
Q3 2022444,243$35.1M0.8%+9,362+2.2%AddedHolders
Q2 2022434,881$33.1M0.7%+83,340+23.7%AddedHolders
Q1 2022351,541$30.7M0.5%+40,983+13.2%AddedHolders
Q4 2021310,558$30.5M0.5%+28,057+9.9%AddedHolders
Q3 2021282,501$27.5M0.5%−2,791−1.0%ReducedHolders
Q2 2021285,292$26.2M0.5%+3,358+1.2%AddedHolders
Q1 2021281,934$21.9M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.