SEC 13F Intelligence

Empirical Finance, LLC / DWD

Empirical Finance, LLC’s Morgan Stanley Position

Does Empirical Finance, LLC own Morgan Stanley (DWD)? Yes — 68.6K shares worth $11M (+0.53% of its 13F portfolio) as of Q1 2026, up from 66.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
68.6K
% of Portfolio
+0.53%
Quarters Held
26
currently held

Position History DWD

Reported value by quarter
Q4 ’19: $251,000Q4 ’19Q1 ’20: $253,000Q2 ’20: $810,000Q3 ’20: $501,000Q4 ’20: $994,000Q4 ’20Q1 ’21: $994,000Q2 ’21: $3MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.6K$11M+0.53%
Q4 202566.4K$12M+0.56%
Q3 202562.2K$10M+0.47%
Q2 202545.1K$6M+0.33%
Q1 202544.8K$5M+0.32%
Q4 202444.3K$6M+0.32%
Q3 202445.0K$5M+0.27%
Q2 202444.1K$4M+0.27%
Q1 202448.4K$5M+0.28%
Q4 202346.8K$4M+0.30%
Q3 202346.9K$4M+0.28%
Q2 202342.9K$4M+0.28%
Q1 202338.6K$3M+0.32%
Q4 202237.3K$3M+0.33%
Q3 202234.7K$3M+0.32%
Q2 202229.3K$2M+0.28%
Q1 202227.8K$2M+0.27%
Q4 202124.9K$2M+0.29%
Q3 202118.4K$2M+0.27%
Q2 202131.9K$3M+0.22%
Q1 202114.5K$994,000+0.17%
Q4 202014.5K$994,000+0.17%
Q3 202010.4K$501,000+0.11%
Q2 202011.8K$810,000+0.11%
Q1 20207.4K$253,000+0.08%
Q4 20194.9K$251,000+0.06%

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