MORGAN STANLEY

Position in BBY — Best Buy Co Inc

CIK 895421 NEW YORK, NY

Back to BBY Full portfolio

Position in BBY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$264,242,635

+$11,361,423 QoQ

Shares Held

4,115,929

+8.9% QoQ

Ownership

1.95%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75.74404223202102.ToString("F0")% Shared 0.ToString("F0")% None 24.25595776797899.ToString("F0")%

Common Shares in BBY Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $2,971,991,328 across 37 Specialty Retail names. BBY ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	935,994	$681,272,585
2	ULTA	Ulta Beauty, Inc.	1,120,044	$585,458,189
3	TSCO	Tractor Supply Co /De/	8,485,110	$384,375,476
4	BBY	Best Buy Co Inc This page	4,115,929	$264,242,635
5	DKS	Dick's Sporting Goods, Inc.	1,052,855	$208,770,608
6	WSM	Williams Sonoma Inc	1,056,318	$192,598,455
7	FIVE	Five Below, Inc	822,143	$187,843,225
8	MUSA	Murphy USA Inc.	210,612	$104,036,004

All Filings in BBY

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$264,242,635	4,115,929	+8.9%	Shares	Defined	2026-05-15
2025-12-31	$252,881,212	3,778,294	+19.1%	Shares	Defined	2026-05-27
2025-09-30	$239,895,595	3,172,383	+1.5%	Shares	Defined	2026-05-27
2025-06-30	$209,869,384	3,126,313	-4.8%	Shares	Defined	2025-08-15
2025-03-31	$241,728,385	3,283,907	-12.4%	Shares	Defined	2025-05-15
2024-12-31	$321,519,879	3,747,318	+19.8%	Shares	Defined	2025-05-15
2024-09-30	$323,121,567	3,127,992	+1.0%	Shares	Defined	2025-05-14
2024-06-30	$261,088,098	3,097,498	+3.1%	Shares	Defined	2025-05-14
2024-03-31	$246,467,168	3,004,598	+2.7%	Shares	Defined	2024-10-17
2023-12-31	$228,913,493	2,924,291	+8.2%	Shares	Defined	2024-08-16
2023-09-30	$187,836,102	2,703,845	-1.7%	Shares	Defined	2023-11-15
2023-06-30	$225,348,889	2,749,834	-4.7%	Shares	Defined	2023-08-14
2023-03-31	$225,766,911	2,884,463	-3.2%	Shares	Defined	2023-05-15
2022-12-31	$238,992,827	2,979,589	+15.6%	Shares	Defined	2023-02-14
2022-09-30	$163,205,322	2,576,655	+3.9%	Shares	Defined	2022-11-14
2022-06-30	$161,605,154	2,478,987	+132.4%	Shares	Defined	2022-10-27
2022-03-31	$96,949,299	1,066,549	-5.3%	Shares	Defined	2022-10-27
2021-12-31	$114,436,342	1,126,342	+35.0%	Shares	Defined	2022-02-14
2021-09-30	$88,208,328	834,437	-23.9%	Shares	Defined	2021-11-15
2021-06-30	$126,119,486	1,096,882	+15.5%	Shares	Defined	2021-08-23
2021-03-31	$109,003,135	949,422	-2.6%	Shares	Defined	2021-05-17
2020-12-31	$97,246,846	974,515	+41.0%	Shares	Defined	2021-02-16
2020-09-30	$76,943,009	691,374	+79.9%	Shares	Defined	2020-11-13
2020-06-30	$33,536,721	384,287	-4.4%	Shares	Defined	2020-08-14
2020-03-31	$22,916,166	402,038	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.