Position in AVD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,360,207
-$780,696 QoQ
Shares Held
546,269
-2.5% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in AVD Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Mar 31, 2026MORGAN STANLEY holds $1,754,716,429 across 13 Agricultural Inputs names. AVD ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTVA |
Corteva, Inc.
|
9,931,302 | $831,349,285 | |
| 2 | CF |
CF Industries Holdings, Inc.
|
2,373,291 | $308,148,098 | |
| 3 | NTR |
Nutrien Ltd.
|
3,680,533 | $277,733,013 | |
| 4 | MOS |
Mosaic Co
|
4,908,563 | $125,168,353 | |
| 5 | UAN |
Cvr Partners, LP
|
533,355 | $67,560,076 | |
| 6 | FMC |
Fmc Corp
|
3,399,801 | $58,544,570 | |
| 7 | ICL |
ICL Group Ltd.
|
7,469,857 | $38,693,856 | |
| 8 | SMG |
Scotts Miracle-Gro Co
|
597,159 | $36,313,235 |
All Filings in AVD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,207 | 546,269 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,140,903 | 560,447 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,823,738 | 491,941 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,772,909 | 452,273 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,107,150 | 478,898 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,841,414 | 613,697 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,131,515 | 779,532 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,684,373 | 777,253 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,861,394 | 838,718 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,323,069 | 849,870 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,361,301 | 490,513 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,746,696 | 265,624 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,449,906 | 203,378 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,171,681 | 192,155 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,190,628 | 170,622 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,171,785 | 231,400 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,423,742 | 217,704 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,392,382 | 206,979 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,726,019 | 181,131 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,581,967 | 147,457 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,696,518 | 83,122 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,531,760 | 163,129 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,587,521 | 120,816 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,113,122 | 153,570 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,373,828 | 95,009 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||