SEC 13F Intelligence

Lazard Freres Gestion S.a.s. / MS

Lazard Freres Gestion S.a.s.’s Morgan Stanley Position

Does Lazard Freres Gestion S.a.s. own Morgan Stanley (MS)? Yes394.2K shares worth $65M (+1.28% of its 13F portfolio) as of Q1 2026, down from 484.8K shares the prior filed quarter.

Position Value
$65M
Q1 2026
Shares
394.2K
% of Portfolio
+1.28%
Quarters Held
22
currently held

Position History MS

Reported value by quarter
Q4 ’20: $64MQ4 ’20Q1 ’21: $56MQ2 ’21: $62MQ3 ’21: $73MQ3 ’21Q4 ’21: $63MQ1 ’22: $52MQ2 ’22: $45MQ2 ’22Q3 ’22: $46MQ4 ’22: $45MQ1 ’23: $43MQ1 ’23Q2 ’23: $41MQ3 ’23: $40MQ4 ’23: $45MQ4 ’23Q1 ’24: $47MQ2 ’24: $49MQ3 ’24: $55MQ3 ’24Q4 ’24: $59MQ1 ’25: $50MQ2 ’25: $61MQ2 ’25Q3 ’25: $83MQ4 ’25: $86MQ1 ’26: $65MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026394.2K$65M+1.28%
Q4 2025484.8K$86M+1.55%
Q3 2025522.0K$83M+1.58%
Q2 2025432.3K$61M+1.27%
Q1 2025425.4K$50M+1.21%
Q4 2024470.0K$59M+1.18%
Q3 2024523.8K$55M+1.16%
Q2 2024532.6K$49M+1.14%
Q1 2024530.2K$47M+1.17%
Q4 2023511.3K$45M+1.29%
Q3 2023510.4K$40M+1.27%
Q2 2023508.9K$41M+1.26%
Q1 2023546.8K$43M+1.59%
Q4 2022554.1K$45M+1.63%
Q3 2022571.9K$46M+1.74%
Q2 2022608.8K$45M+1.61%
Q1 2022643.5K$52M+1.57%
Q4 2021698.5K$63M+1.69%
Q3 2021754.8K$73M+2.07%
Q2 2021797.7K$62M+1.99%
Q1 2021843.4K$56M+1.94%
Q4 2020924.9K$64M+2.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lazard Freres Gestion S.a.s.’s full portfolio or all institutional holders of MS.