S&CO Inc

SEC CIK: 0001082461
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

MS holding history

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

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 33,987
Value: $7.10M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of MS by S&CO Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,987	$7.10M	0.4%	−315−0.9%	Reduced	Holders
Q1 2026	34,302	$5.64M	0.4%	−840−2.4%	Reduced	Holders
Q4 2025	35,142	$6.24M	0.4%	−100−0.3%	Reduced	Holders
Q3 2025	35,242	$5.60M	0.3%	−910−2.5%	Reduced	Holders
Q2 2025	36,152	$5.09M	0.3%	−195−0.5%	Reduced	Holders
Q1 2025	36,347	$4.24M	0.3%	−400−1.1%	Reduced	Holders
Q4 2024	36,747	$4.62M	0.3%	00.0%	Unchanged	Holders
Q3 2024	36,747	$3.83M	0.3%	+3,709+11.2%	Added	Holders
Q2 2024	33,038	$3.21M	0.2%	00.0%	Unchanged	Holders
Q1 2024	33,038	$3.11M	0.2%	+19,123+137.4%	Added	Holders
Q4 2023	13,915	$1.30M	0.1%	00.0%	Unchanged	Holders
Q3 2023	13,915	$1.14M	0.1%	00.0%	Unchanged	Holders
Q2 2023	13,915	$1.19M	0.1%	00.0%	Unchanged	Holders
Q1 2023	13,915	$1.22M	0.1%	00.0%	Unchanged	Holders
Q4 2022	13,915	$1.18M	0.1%	00.0%	Unchanged	Holders
Q3 2022	13,915	$1.10M	0.1%	−20.0%	Reduced	Holders
Q2 2022	13,917	$1.06M	0.1%	+20.0%	Added	Holders
Q1 2022	13,915	$1.22M	0.1%	00.0%	Unchanged	Holders
Q4 2021	13,915	$1.36M	0.1%	00.0%	Unchanged	Holders
Q3 2021	13,915	$1.35M	0.1%	00.0%	Unchanged	Holders
Q2 2021	13,915	$1.27M	0.1%	−4,316−23.7%	Reduced	Holders
Q1 2021	18,231	$1.42M	0.1%	–	–	Holders

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