MORGAN STANLEY

Position in IBP — Installed Building Products, Inc.

CIK 895421 NEW YORK, NY

Back to IBP Full portfolio

Position in IBP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$146,352,684

-$26,535,717 QoQ

Shares Held

636,759

-2.3% QoQ

Ownership

2.40%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#10

of 424 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in IBP Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. IBP ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	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 IBP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,352,684	636,759	-2.3%	Shares	Defined	2026-08-13
2026-03-31	$172,888,401	652,040	-16.2%	Shares	Defined	2026-05-15
2025-12-31	$201,805,936	778,002	-9.0%	Shares	Defined	2026-05-27
2025-09-30	$210,897,010	855,011	+46.6%	Shares	Defined	2026-05-27
2025-06-30	$105,198,864	583,401	-10.8%	Shares	Defined	2025-08-15
2025-03-31	$112,115,287	653,886	+8.4%	Shares	Defined	2025-05-15
2024-12-31	$105,749,878	603,423	+0.8%	Shares	Defined	2025-05-15
2024-09-30	$147,460,560	598,776	+48.0%	Shares	Defined	2025-05-14
2024-06-30	$83,219,358	404,606	+15.1%	Shares	Defined	2025-05-14
2024-03-31	$90,978,518	351,635	+33.0%	Shares	Defined	2024-10-17
2023-12-31	$48,338,883	264,407	-1.0%	Shares	Defined	2024-08-16
2023-09-30	$33,356,741	267,089	-8.3%	Shares	Defined	2023-11-15
2023-06-30	$40,821,316	291,248	+12.2%	Shares	Defined	2023-08-14
2023-03-31	$29,598,420	259,567	+38.0%	Shares	Defined	2023-05-15
2022-12-31	$16,103,325	188,123	+3.8%	Shares	Defined	2023-02-14
2022-09-30	$14,671,820	181,156	-37.5%	Shares	Defined	2022-11-14
2022-06-30	$24,091,032	289,695	+65.5%	Shares	Defined	2022-10-27
2022-03-31	$14,791,323	175,066	+3.6%	Shares	Defined	2022-10-27
2021-12-31	$23,602,617	168,928	-3.9%	Shares	Defined	2022-02-14
2021-09-30	$18,836,110	175,792	+0.8%	Shares	Defined	2021-11-15
2021-06-30	$21,341,904	174,419	+14.7%	Shares	Defined	2021-08-23
2021-03-31	$16,855,864	152,019	+9.6%	Shares	Defined	2021-05-17
2020-12-31	$14,133,713	138,661	+89.2%	Shares	Defined	2021-02-16
2020-09-30	$7,455,220	73,270	+26.2%	Shares	Defined	2020-11-13
2020-06-30	$3,994,328	58,074	+1.6%	Shares	Defined	2020-08-14
2020-03-31	$2,278,808	57,156	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.