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LSV Asset Management

SEC CIK
0001050470
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by LSV Asset Management, 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)
24,303
Value
$5.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by LSV Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,303$5.08M<0.1%+10.0%AddedHolders
Q1 202624,302$4.00M<0.1%+75+0.3%AddedHolders
Q4 202524,227$4.30M<0.1%00.0%UnchangedHolders
Q3 202524,227$3.85M<0.1%+12,147+100.6%AddedHolders
Q2 202512,080$1.70M<0.1%+384+3.3%AddedHolders
Q1 202511,696$1.36M<0.1%+3,048+35.2%AddedHolders
Q4 20248,648$1.09M<0.1%+48+0.6%AddedHolders
Q3 20248,600$896.0K<0.1%00.0%UnchangedHolders
Q2 20248,600$836.0K<0.1%−35,300−80.4%ReducedHolders
Q1 202443,900$4.13M<0.1%−1,324,553−96.8%ReducedHolders
Q4 20231,368,453$127.6M0.3%−57,046−4.0%ReducedHolders
Q3 20231,425,499$116.4M0.3%−1,139,528−44.4%ReducedHolders
Q2 20232,565,027$219.1M0.5%−354,156−12.1%ReducedHolders
Q1 20232,919,183$256.3M0.6%−1,044,635−26.4%ReducedHolders
Q4 20223,963,818$337.0M0.7%−321,458−7.5%ReducedHolders
Q3 20224,285,276$338.6M0.8%−61,040−1.4%ReducedHolders
Q2 20224,346,316$330.6M0.7%−266,479−5.8%ReducedHolders
Q1 20224,612,795$403.2M0.7%−71,768−1.5%ReducedHolders
Q4 20214,684,563$459.8M0.8%−218,770−4.5%ReducedHolders
Q3 20214,903,333$477.1M0.9%−256,867−5.0%ReducedHolders
Q2 20215,160,200$473.1M0.8%−271,530−5.0%ReducedHolders
Q1 20215,431,730$421.8M0.7%––Holders

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