Position in HOV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,968,539
+$1,894,450 QoQ
Shares Held
34,889
+25.9% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 180 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in HOV Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. HOV ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in HOV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,968,539 | 34,889 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,074,089 | 27,717 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,491,792 | 56,303 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $17,034,302 | 132,573 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,614,519 | 139,785 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $9,672,687 | 92,376 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,689,149 | 109,768 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $21,846,535 | 106,897 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,648,886 | 60,942 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,088,299 | 77,025 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,272,389 | 98,139 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,575,569 | 64,682 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,478,672 | 55,223 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,874,708 | 71,856 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,721,553 | 88,440 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,133,671 | 87,778 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,794,867 | 65,316 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $916,578 | 15,509 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,200,694 | 33,001 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,215,186 | 12,607 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,272,479 | 21,380 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,153,077 | 20,362 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $500,096 | 15,219 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $321,525 | 9,887 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,942,678 | 83,056 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,804 | 826 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||