SEC 13F Intelligence

Schroder Investment Management Group / MS

Schroder Investment Management Group’s Morgan Stanley Position

Does Schroder Investment Management Group own Morgan Stanley (MS)? Yes — 10.24M shares worth $1.7B (+1.38% of its 13F portfolio) as of Q1 2026, down from 10.30M shares the prior filed quarter.

Position Value
$1.7B
Q1 2026
Shares
10.24M
% of Portfolio
+1.38%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $67MQ4 ’18Q1 ’19: $56MQ2 ’19: $72MQ3 ’19: $58MQ4 ’19: $36MQ4 ’19Q1 ’20: $40MQ2 ’20: $49MQ3 ’20: $129MQ4 ’20: $413MQ4 ’20Q1 ’21: $243MQ2 ’21: $298MQ3 ’21: $268MQ4 ’21: $367MQ4 ’21Q1 ’22: $304MQ2 ’22: $295MQ3 ’22: $285MQ4 ’22: $292MQ4 ’22Q1 ’23: $277MQ2 ’23: $287MQ3 ’23: $286MQ4 ’23: $219MQ4 ’23Q1 ’24: $371MQ2 ’24: $454MQ3 ’24: $503MQ4 ’24: $916MQ4 ’24Q1 ’25: $884MQ2 ’25: $1.3BQ3 ’25: $1.5BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.7Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.24M$1.7B+1.38%
Q4 202510.30M$1.8B+1.39%
Q3 20259.71M$1.5B+1.21%
Q2 20259.36M$1.3B+1.11%
Q1 20257.58M$884M+0.89%
Q4 20247.28M$916M+0.88%
Q3 20244.83M$503M+0.52%
Q2 20244.67M$454M+0.50%
Q1 20243.94M$371M+0.44%
Q4 20232.34M$219M+0.28%
Q3 20233.51M$286M+0.43%
Q2 20233.36M$287M+0.41%
Q1 20233.16M$277M+0.41%
Q4 20223.43M$292M+0.46%
Q3 20223.61M$285M+0.47%
Q2 20223.77M$295M+0.45%
Q1 20223.37M$304M+0.40%
Q4 20213.74M$367M+0.48%
Q3 20212.76M$268M+0.41%
Q2 20213.25M$298M+0.37%
Q1 20213.12M$243M+0.31%
Q4 20206.03M$413M+0.29%
Q3 20202.68M$129M+0.21%
Q2 20201.01M$49M+0.09%
Q1 20201.09M$40M+0.09%
Q4 2019700.2K$36M+0.06%
Q3 20191.35M$58M+0.10%
Q2 20191.63M$72M+0.13%
Q1 20191.34M$56M+0.10%
Q4 20181.69M$67M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schroder Investment Management Group’s full portfolio or all institutional holders of MS.