SEC 13F Intelligence

Basswood Capital Management, L.L.C. / DWD

Basswood Capital Management, L.L.C.’s Morgan Stanley Position

Does Basswood Capital Management, L.L.C. own Morgan Stanley (DWD)? Yes — 369.3K shares worth $61M (+2.87% of its 13F portfolio) as of Q1 2026.

Position Value
$61M
Q1 2026
Shares
369.3K
% of Portfolio
+2.87%
Quarters Held
30
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $22MQ4 ’19: $18MQ4 ’19Q1 ’20: $21MQ2 ’20: $19MQ3 ’20: $26MQ4 ’20: $25MQ4 ’20Q1 ’21: $29MQ2 ’21: $34MQ3 ’21: $36MQ4 ’21: $36MQ4 ’21Q1 ’22: $32MQ2 ’22: $28MQ3 ’22: $29MQ4 ’22: $31MQ4 ’22Q1 ’23: $32MQ2 ’23: $32MQ3 ’23: $30MQ4 ’23: $34MQ4 ’23Q1 ’24: $35MQ2 ’24: $36MQ3 ’24: $38MQ4 ’24: $46MQ4 ’24Q1 ’25: $43MQ2 ’25: $52MQ3 ’25: $59MQ4 ’25: $66MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026369.3K$61M+2.87%
Q4 2025369.3K$66M+2.65%
Q3 2025369.3K$59M+2.41%
Q2 2025369.3K$52M+2.39%
Q1 2025369.3K$43M+2.42%
Q4 2024369.3K$46M+2.70%
Q3 2024369.3K$38M+1.98%
Q2 2024369.3K$36M+2.33%
Q1 2024369.3K$35M+2.03%
Q4 2023369.3K$34M+2.22%
Q3 2023369.3K$30M+2.29%
Q2 2023369.3K$32M+2.32%
Q1 2023369.3K$32M+2.26%
Q4 2022369.3K$31M+2.32%
Q3 2022369.3K$29M+2.14%
Q2 2022369.3K$28M+1.77%
Q1 2022369.3K$32M+1.54%
Q4 2021369.3K$36M+1.66%
Q3 2021369.3K$36M+1.46%
Q2 2021369.3K$34M+1.42%
Q1 2021369.3K$29M+1.29%
Q4 2020369.3K$25M+1.57%
Q3 2020531.4K$26M+2.13%
Q2 2020397.7K$19M+1.84%
Q1 2020617.2K$21M+2.45%
Q4 2019346.2K$18M+1.23%
Q3 2019526.3K$22M+1.64%
Q2 2019366.9K$16M+1.00%
Q1 2019366.0K$15M+1.00%
Q4 2018339.1K$13M+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Basswood Capital Management, L.L.C.’s full portfolio or all institutional holders of DWD.