MORGAN STANLEY

Position in CLF — Cleveland-Cliffs Inc.

CIK 895421 NEW YORK, NY

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Position in CLF

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

Position Value

$75,122,573

-$29,293,665 QoQ

Shares Held

8,890,246

+13.1% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 51.97885412844594.ToString("F0")% Shared 0.ToString("F0")% None 48.02114587155406.ToString("F0")%

Common Shares in CLF Over Time

Shares Held

Position Value (USD)

Position in Steel

Basic Materials · as of Mar 31, 2026

MORGAN STANLEY holds $1,716,726,421 across 17 Steel names. CLF ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	3,830,507	$647,738,726
2	STLD	Steel Dynamics Inc	3,149,055	$566,829,900
3	RS	Reliance, Inc.	580,146	$176,317,967
4	MT	ArcelorMittal	2,007,524	$104,351,093
5	CLF	Cleveland-Cliffs Inc. This page	8,890,246	$75,122,573
6	PKX	Posco Holdings Inc.	1,148,640	$67,183,948
7	GGB	Gerdau S.A.	7,500,835	$27,078,010
8	WS	Worthington Steel, Inc.	488,685	$14,831,584

All Filings in CLF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$75,122,573	8,890,246	+13.1%	Shares	Defined	2026-05-15
2025-12-31	$104,416,238	7,862,669	+17.3%	Shares	Defined	2026-05-27
2025-09-30	$81,799,703	6,704,894	-35.4%	Shares	Defined	2026-05-27
2025-06-30	$78,926,127	10,385,017	+23.0%	Shares	Defined	2025-08-15
2025-03-31	$69,430,068	8,446,481	+5.2%	Shares	Defined	2025-05-15
2024-12-31	$75,459,060	8,027,560	+7.6%	Shares	Defined	2025-05-15
2024-09-30	$95,297,780	7,462,630	+3.9%	Shares	Defined	2025-05-14
2024-06-30	$110,516,938	7,181,088	+4.1%	Shares	Defined	2025-05-14
2024-03-31	$156,799,002	6,895,295	+9.2%	Shares	Defined	2024-10-17
2023-12-31	$128,932,753	6,314,043	-6.3%	Shares	Defined	2024-08-16
2023-09-30	$105,284,597	6,736,059	+6.8%	Shares	Defined	2023-11-15
2023-06-30	$105,755,813	6,310,013	+1.5%	Shares	Defined	2023-08-14
2023-03-31	$113,976,869	6,218,051	-9.3%	Shares	Defined	2023-05-15
2022-12-31	$110,447,899	6,855,860	+1.5%	Shares	Defined	2023-02-14
2022-09-30	$91,026,793	6,757,743	+10.9%	Shares	Defined	2022-11-14
2022-06-30	$93,628,641	6,091,649	+23.7%	Shares	Defined	2022-10-27
2022-03-31	$158,578,007	4,923,254	-10.2%	Shares	Defined	2022-10-27
2021-12-31	$119,314,139	5,480,668	+3.7%	Shares	Defined	2022-02-14
2021-09-30	$104,728,076	5,286,627	-9.3%	Shares	Defined	2021-11-15
2021-06-30	$125,704,605	5,830,455	+44.2%	Shares	Defined	2021-08-23
2021-03-31	$81,324,655	4,043,991	-13.3%	Shares	Defined	2021-05-17
2020-12-31	$67,878,076	4,661,956	+17.2%	Shares	Defined	2021-02-16
2020-09-30	$25,542,634	3,978,604	-1.1%	Shares	Defined	2020-11-13
2020-06-30	$22,211,659	4,023,852	-15.9%	Shares	Defined	2020-08-14
2020-03-31	$18,900,703	4,784,989	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.