Focused Investors LLC

Position in MS — Morgan Stanley

CIK 1426398 LOS ANGELES, CA

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$202,149,559

-$21,351,834 QoQ

Shares Held

1,228,350

-2.4% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

6.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Focused Investors LLC holds $431,497,448 across 2 Capital Markets names. MS ranks #2 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	271,100	$229,347,889
2	MS	Morgan Stanley This page	1,228,350	$202,149,559

All Filings in MS

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,149,559	1,228,350	-2.4%	Shares	Sole	2026-04-16
2025-12-31	$223,501,393	1,258,950	-3.3%	Shares	Sole	2026-01-27
2025-09-30	$206,886,440	1,301,500	+4.1%	Shares	Sole	2025-10-28
2025-06-30	$176,060,914	1,249,900	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$148,987,590	1,277,000	-2.7%	Shares	Sole	2025-05-01
2024-12-31	$164,919,496	1,311,800	-18.9%	Shares	Sole	2025-02-11
2024-09-30	$168,681,168	1,618,200	-1.9%	Shares	Sole	2024-11-06
2024-06-30	$160,334,343	1,649,700	-2.7%	Shares	Sole	2024-07-30
2024-03-31	$159,714,192	1,696,200	-5.8%	Shares	Sole	2024-05-14
2023-12-31	$167,882,637	1,800,350	-0.6%	Shares	Sole	2024-01-25
2023-09-30	$147,892,119	1,810,850	-1.2%	Shares	Sole	2023-10-19
2023-06-30	$156,474,150	1,832,250	-0.6%	Shares	Sole	2023-07-25
2023-03-31	$161,771,500	1,842,500	-5.1%	Shares	Sole	2023-04-26
2022-12-31	$165,040,824	1,941,200	-0.3%	Shares	Sole	2023-01-25
2022-09-30	$153,911,480	1,948,000	-1.7%	Shares	Sole	2022-10-14
2022-06-30	$150,712,890	1,981,500	-0.1%	Shares	Sole	2022-08-01
2022-03-31	$173,349,160	1,983,400	-3.3%	Shares	Sole	2022-04-20
2021-12-31	$201,257,448	2,050,300	-5.9%	Shares	Sole	2022-02-07
2021-09-30	$212,116,338	2,179,800	-3.1%	Shares	Sole	2021-10-27
2021-06-30	$206,302,500	2,250,000	-2.5%	Shares	Sole	2021-08-03
2021-03-31	$179,169,386	2,307,100	-4.6%	Shares	Sole	2021-04-26
2020-12-31	$165,650,716	2,417,200	-0.3%	Shares	Sole	2021-01-22
2020-09-30	$117,253,585	2,425,100	-2.7%	Shares	Sole	2020-10-21
2020-06-30	$120,349,110	2,491,700	-0.8%	Shares	Sole	2020-07-23
2020-03-31	$85,367,200	2,510,800	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.