Skip to main content
Livermore
Livermore
ZHEN

Focused Investors LLC

SEC CIK
0001426398
Latest filing
Jul 28, 2026

MS holding history

Morgan Stanley in every 13F filed by Focused Investors LLC, 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)
1,104,050
Value
$230.8M
% of portfolio
7.8%
Quarters held
22
Since Q1 2021
Holdings of MS by Focused Investors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,104,050$230.8M7.8%−124,300−10.1%ReducedHolders
Q1 20261,228,350$202.1M6.6%−30,600−2.4%ReducedHolders
Q4 20251,258,950$223.5M7.1%−42,550−3.3%ReducedHolders
Q3 20251,301,500$206.9M6.3%+51,600+4.1%AddedHolders
Q2 20251,249,900$176.1M5.8%−27,100−2.1%ReducedHolders
Q1 20251,277,000$149.0M4.8%−34,800−2.7%ReducedHolders
Q4 20241,311,800$164.9M5.2%−306,400−18.9%ReducedHolders
Q3 20241,618,200$168.7M5.1%−31,500−1.9%ReducedHolders
Q2 20241,649,700$160.3M5.2%−46,500−2.7%ReducedHolders
Q1 20241,696,200$159.7M5.0%−104,150−5.8%ReducedHolders
Q4 20231,800,350$167.9M5.4%−10,500−0.6%ReducedHolders
Q3 20231,810,850$147.9M5.3%−21,400−1.2%ReducedHolders
Q2 20231,832,250$156.5M5.2%−10,250−0.6%ReducedHolders
Q1 20231,842,500$161.8M5.6%−98,700−5.1%ReducedHolders
Q4 20221,941,200$165.0M5.3%−6,800−0.3%ReducedHolders
Q3 20221,948,000$153.9M5.5%−33,500−1.7%ReducedHolders
Q2 20221,981,500$150.7M5.2%−1,900−0.1%ReducedHolders
Q1 20221,983,400$173.3M5.5%−66,900−3.3%ReducedHolders
Q4 20212,050,300$201.3M6.2%−129,500−5.9%ReducedHolders
Q3 20212,179,800$212.1M7.1%−70,200−3.1%ReducedHolders
Q2 20212,250,000$206.3M6.6%−57,100−2.5%ReducedHolders
Q1 20212,307,100$179.2M6.2%––Holders

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