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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Burney Co, 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)
25,563
Value
$5.34M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,563$5.34M0.1%+486+1.9%AddedHolders
Q1 202625,077$4.13M0.1%−11,323−31.1%ReducedHolders
Q4 202536,400$6.46M0.2%+11,507+46.2%AddedHolders
Q3 202524,893$3.96M0.1%+398+1.6%AddedHolders
Q2 202524,495$3.45M0.1%−21,447−46.7%ReducedHolders
Q1 202545,942$5.36M0.2%+21,226+85.9%AddedHolders
Q4 202424,716$3.11M0.1%−2,358−8.7%ReducedHolders
Q3 202427,074$2.82M0.1%+2,828+11.7%AddedHolders
Q2 202424,246$2.36M0.1%+2,675+12.4%AddedHolders
Q1 202421,571$2.03M0.1%−794−3.6%ReducedHolders
Q4 202322,365$2.09M0.1%−5,713−20.3%ReducedHolders
Q3 202328,078$2.29M0.1%−6,395−18.6%ReducedHolders
Q2 202334,473$2.94M0.1%−82,685−70.6%ReducedHolders
Q1 2023117,158$10.3M0.5%−4,930−4.0%ReducedHolders
Q4 2022122,088$10.4M0.5%−11,702−8.7%ReducedHolders
Q3 2022133,790$10.6M0.6%−523−0.4%ReducedHolders
Q2 2022134,313$10.2M0.5%−1,999−1.5%ReducedHolders
Q1 2022136,312$11.9M0.5%−1,482−1.1%ReducedHolders
Q4 2021137,794$13.5M0.6%+998+0.7%AddedHolders
Q3 2021136,796$13.3M0.6%−11,241−7.6%ReducedHolders
Q2 2021148,037$13.6M0.6%+4,623+3.2%AddedHolders
Q1 2021143,414$11.1M0.5%––Holders

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