SEC 13F Intelligence

Viking Fund Management LLC / DWD

Viking Fund Management LLC’s Morgan Stanley Position

Does Viking Fund Management LLC own Morgan Stanley (DWD)? Yes95.0K shares worth $16M (+1.60% of its 13F portfolio) as of Q1 2026, up from 90.0K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
95.0K
% of Portfolio
+1.60%
Quarters Held
17
currently held

Position History DWD

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $8MQ3 ’23Q4 ’23: $12MQ1 ’24: $12MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $12MQ1 ’25: $11MQ1 ’25Q2 ’25: $14MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202695.0K$16M+1.60%
Q4 202590.0K$16M+1.85%
Q3 2025102.0K$16M+1.96%
Q2 2025102.0K$14M+1.97%
Q1 202595.0K$11M+1.60%
Q4 202495.0K$12M+1.86%
Q3 2024100.0K$10M+1.69%
Q2 2024100.0K$10M+1.74%
Q1 2024130.2K$12M+2.22%
Q4 2023130.2K$12M+2.36%
Q3 2023100.0K$8M+1.65%
Q2 202375.0K$6M+1.21%
Q1 202365.0K$6M+1.10%
Q4 202265.0K$6M+1.10%
Q3 202260.0K$5M+1.12%
Q2 202248.0K$4M+0.84%
Q1 202222.0K$2M+0.44%

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