Position in IBP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$172,888,401
-$28,917,535 QoQ
Shares Held
652,040
-16.2% QoQ
Ownership
2.42%
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 92.25400282191276.ToString("F0")%
Shared 0.ToString("F0")%
None 7.745997178087234.ToString("F0")%
Common Shares in IBP Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,081,735,869 across 20 Residential Construction names. IBP ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,843,868 | $527,455,558 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,917,809 | $343,163,507 | |
| 3 | LEN |
Lennar Corp /New/
|
3,205,597 | $278,374,034 | |
| 4 | NVR |
Nvr Inc
|
32,181 | $212,067,313 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,273,748 | $173,828,381 | |
| 6 | IBP |
Installed Building Products, Inc.
This page
|
652,040 | $172,888,401 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
1,490,215 | $86,790,113 | |
| 8 | MTH |
Meritage Homes CORP
|
952,973 | $58,931,842 |
All Filings in IBP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,888,401 | 652,040 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $201,805,936 | 778,002 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $210,897,010 | 855,011 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $105,198,864 | 583,401 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $112,115,287 | 653,886 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $105,749,878 | 603,423 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $147,460,560 | 598,776 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $83,219,358 | 404,606 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $90,978,518 | 351,635 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $48,338,883 | 264,407 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $33,356,741 | 267,089 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,821,316 | 291,248 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,598,420 | 259,567 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,103,325 | 188,123 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,671,820 | 181,156 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,091,032 | 289,695 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,791,323 | 175,066 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $23,602,617 | 168,928 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,836,110 | 175,792 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,341,904 | 174,419 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,855,864 | 152,019 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,133,713 | 138,661 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,455,220 | 73,270 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,994,328 | 58,074 | 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. | ||||||