SEC 13F Intelligence

Oregon Public Employees Retirement Fund / MS

Oregon Public Employees Retirement Fund’s Morgan Stanley Position

Does Oregon Public Employees Retirement Fund own Morgan Stanley (MS)? Yes — 137.8K shares worth $23M (+0.30% of its 13F portfolio) as of Q1 2026, down from 138.3K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
137.8K
% of Portfolio
+0.30%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $14MQ2 ’19: $15MQ3 ’19: $14MQ4 ’19: $17MQ4 ’19Q1 ’20: $11MQ2 ’20: $19MQ3 ’20: $18MQ4 ’20: $23MQ4 ’20Q1 ’21: $26MQ2 ’21: $41MQ3 ’21: $43MQ4 ’21: $32MQ4 ’21Q1 ’22: $29MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $15MQ3 ’25: $22MQ4 ’25: $25MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.8K$23M+0.30%
Q4 2025138.3K$25M+0.31%
Q3 2025138.7K$22M+0.29%
Q2 2025106.8K$15M+0.27%
Q1 2025106.3K$12M+0.24%
Q4 2024106.4K$13M+0.25%
Q3 2024106.6K$11M+0.21%
Q2 2024107.4K$10M+0.21%
Q1 2024107.1K$10M+0.20%
Q4 202398.6K$9M+0.16%
Q3 202398.7K$8M+0.11%
Q2 2023101.4K$9M+0.10%
Q1 2023101.3K$9M+0.11%
Q4 2022101.7K$9M+0.11%
Q3 2022102.3K$8M+0.12%
Q2 2022110.4K$8M+0.13%
Q1 2022333.1K$29M+0.30%
Q4 2021330.4K$32M+0.36%
Q3 2021442.3K$43M+0.49%
Q2 2021451.2K$41M+0.46%
Q1 2021340.6K$26M+0.31%
Q4 2020330.9K$23M+0.30%
Q3 2020371.2K$18M+0.26%
Q2 2020392.7K$19M+0.28%
Q1 2020319.2K$11M+0.19%
Q4 2019337.4K$17M+0.24%
Q3 2019327.5K$14M+0.18%
Q2 2019332.5K$15M+0.20%
Q1 2019343.2K$14M+0.21%
Q4 2018341.7K$14M+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oregon Public Employees Retirement Fund’s full portfolio or all institutional holders of MS.