Pzena Investment Management LLC / DWD
Pzena Investment Management LLC’s Morgan Stanley Position
Does Pzena Investment Management LLC own Morgan Stanley (DWD)? Yes — 476.4K shares worth $78M (+0.25% of its 13F portfolio) as of Q1 2026, up from 472.2K shares the prior filed quarter.
Position Value
$78M
Q1 2026
Shares
476.4K
% of Portfolio
+0.25%
Quarters Held
30
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 476.4K | $78M | +0.25% |
| Q4 2025 | 472.2K | $84M | +0.25% |
| Q3 2025 | 785.6K | $125M | +0.40% |
| Q2 2025 | 791.2K | $111M | +0.36% |
| Q1 2025 | 763.2K | $89M | +0.31% |
| Q4 2024 | 749.0K | $94M | +0.32% |
| Q3 2024 | 750.2K | $78M | +0.25% |
| Q2 2024 | 749.8K | $73M | +0.26% |
| Q1 2024 | 751.8K | $71M | +0.24% |
| Q4 2023 | 749.8K | $70M | +0.26% |
| Q3 2023 | 749.2K | $61M | +0.26% |
| Q2 2023 | 750.2K | $64M | +0.27% |
| Q1 2023 | 754.5K | $66M | +0.29% |
| Q4 2022 | 758.7K | $65M | +0.29% |
| Q3 2022 | 763.5K | $60M | +0.30% |
| Q2 2022 | 778.9K | $59M | +0.27% |
| Q1 2022 | 833.0K | $73M | +0.28% |
| Q4 2021 | 1.02M | $100M | +0.38% |
| Q3 2021 | 1.75M | $171M | +0.68% |
| Q2 2021 | 2.41M | $221M | +0.86% |
| Q1 2021 | 3.32M | $258M | +1.05% |
| Q4 2020 | 4.98M | $341M | +1.61% |
| Q3 2020 | 6.18M | $299M | +1.86% |
| Q2 2020 | 7.38M | $357M | +2.33% |
| Q1 2020 | 8.48M | $288M | +2.18% |
| Q4 2019 | 8.70M | $445M | +2.08% |
| Q3 2019 | 8.62M | $368M | +2.00% |
| Q2 2019 | 8.90M | $390M | +2.06% |
| Q1 2019 | 8.99M | $379M | +2.06% |
| Q4 2018 | 9.26M | $367M | +2.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pzena Investment Management LLC’s full portfolio or all institutional holders of DWD.