PZENA INVESTMENT MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 1027796 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$95,007,007

+$16,611,619 QoQ

Shares Held

454,492

-4.6% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#183

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

PZENA INVESTMENT MANAGEMENT LLC holds $95,007,007 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	454,492	$95,007,007

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,007,007	454,492	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$78,395,388	476,365	+0.9%	Shares	Sole	2026-04-24
2025-12-31	$83,836,589	472,239	-39.9%	Shares	Sole	2026-02-06
2025-09-30	$124,878,499	785,597	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$111,443,783	791,167	+3.7%	Shares	Sole	2025-07-25
2025-03-31	$89,039,510	763,174	+1.9%	Shares	Sole	2025-05-02
2024-12-31	$94,162,268	748,984	-0.2%	Shares	Sole	2025-02-07
2024-09-30	$78,199,597	750,188	+0.0%	Shares	Sole	2024-11-08
2024-06-30	$72,875,297	749,823	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$70,792,689	751,834	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$69,918,010	749,791	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$61,190,920	749,246	-0.1%	Shares	Sole	2023-11-09
2023-06-30	$64,066,738	750,196	-0.6%	Shares	Sole	2023-08-04
2023-03-31	$66,241,236	754,456	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$64,501,103	758,658	-0.6%	Shares	Sole	2023-02-03
2022-09-30	$60,325,162	763,513	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$59,246,632	778,946	-6.5%	Shares	Sole	2022-08-05
2022-03-31	$72,803,675	832,994	-18.3%	Shares	Sole	2022-05-06
2021-12-31	$100,024,647	1,018,996	-41.9%	Shares	Sole	2022-02-04
2021-09-30	$170,735,844	1,754,556	-27.2%	Shares	Sole	2021-11-05
2021-06-30	$220,906,699	2,409,278	-27.4%	Shares	Sole	2021-08-06
2021-03-31	$257,753,384	3,318,998	-33.4%	Shares	Sole	2021-05-07
2020-12-31	$341,418,995	4,982,037	-19.4%	Shares	Defined	2021-02-05
2020-09-30	$298,722,062	6,178,326	-16.3%	Shares	Defined	2020-10-30
2020-06-30	$356,680,527	7,384,690	-12.9%	Shares	Defined	2020-07-31
2020-03-31	$288,302,830	8,479,495	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.