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Livermore
Livermore
ZHEN

Boston Partners

SEC CIK
0001386060
Latest filing
Aug 4, 2026

MS holding history

Morgan Stanley in every 13F filed by Boston Partners, 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)
4,685,095
Value
$984.7M
% of portfolio
0.9%
Quarters held
20
Since Q1 2021
Holdings of MS by Boston Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,685,095$984.7M0.9%+255,915+5.8%AddedHolders
Q1 20264,429,180$729.3M0.8%+622,132+16.3%AddedHolders
Q4 20253,807,048$676.9M0.7%−223,919−5.6%ReducedHolders
Q3 20254,030,967$640.1M0.7%+163,808+4.2%AddedHolders
Q2 20253,867,159$544.7M0.6%+11,861+0.3%AddedHolders
Q1 20253,855,298$448.6M0.5%−105,680−2.7%ReducedHolders
Q4 20243,960,978$500.1M0.6%−2,218,533−35.9%ReducedHolders
Q3 20246,179,511$648.4M0.8%−974,004−13.6%ReducedHolders
Q2 20247,153,515$697.5M0.9%+2,0230.0%AddedHolders
Q1 20247,151,492$673.0M0.8%+57,104+0.8%AddedHolders
Q4 20237,094,388$659.3M0.9%+1,195,258+20.3%AddedHolders
Q3 20235,899,130$477.8M0.7%+5,899,130NewHolders
Q1 20230$00.0%−13,890−100.0%Sold outHolders
Q4 202213,890$1.18M<0.1%+322+2.4%AddedHolders
Q3 202213,568$1.07M<0.1%+271+2.0%AddedHolders
Q2 202213,297$1.01M<0.1%00.0%UnchangedHolders
Q1 202213,297$1.16M<0.1%−1,261−8.7%ReducedHolders
Q4 202114,558$1.43M<0.1%−2,367−14.0%ReducedHolders
Q3 202116,925$1.65M<0.1%−3,382−16.7%ReducedHolders
Q2 202120,307$1.86M<0.1%−609−2.9%ReducedHolders
Q1 202120,916$1.62M<0.1%––Holders

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