Diamond Hill Capital's MS Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 181,422 shares of Morgan Stanley (MS) worth $28.84 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Diamond Hill Capital has maintained a long-term strategic position in MS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 2.23 M shares. Largest reduction occurred in Q1 2018, reducing 3.48 M shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Diamond Hill Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +9.06 M | Add 0.00% | 9.06 M | $24.43 |
| Q3 2013 | -126,975 | Reduce 1.40% | 8.94 M | $26.95 |
| Q4 2013 | -1.05 M | Reduce 11.70% | 7.89 M | $31.36 |
| Q1 2014 | -184,612 | Reduce 2.34% | 7.71 M | $31.17 |
| Q2 2014 | +953,715 | Add 12.37% | 8.66 M | $32.33 |
| Q3 2014 | -161,001 | Reduce 1.86% | 8.5 M | $34.57 |
| Q4 2014 | -323,053 | Reduce 3.80% | 8.18 M | $38.80 |
| Q1 2015 | +77,909 | Add 0.95% | 8.26 M | $35.69 |
| Q2 2015 | -112,098 | Reduce 1.36% | 8.14 M | $38.79 |
| Q3 2015 | +876,943 | Add 10.77% | 9.02 M | $31.50 |
| Q4 2015 | +479,790 | Add 5.32% | 9.5 M | $31.81 |
| Q1 2016 | +2.23 M | Add 23.49% | 11.73 M | $25.01 |
| Q2 2016 | +418,850 | Add 3.57% | 12.15 M | $25.98 |
| Q3 2016 | -600,593 | Reduce 4.94% | 11.55 M | $32.06 |
| Q4 2016 | -3.28 M | Reduce 28.38% | 8.27 M | $42.25 |
| Q1 2017 | -149,986 | Reduce 1.81% | 8.12 M | $42.84 |
| Q2 2017 | +39,772 | Add 0.49% | 8.16 M | $44.56 |
| Q3 2017 | -384,946 | Reduce 4.72% | 7.78 M | $48.17 |
| Q4 2017 | -457,628 | Reduce 5.88% | 7.32 M | $52.47 |
| Q1 2018 | -3.48 M | Reduce 47.60% | 3.84 M | $53.96 |
| Q2 2018 | +529,267 | Add 13.80% | 4.36 M | $47.40 |
| Q3 2018 | +608,842 | Add 13.95% | 4.97 M | $46.57 |
| Q4 2018 | +504,277 | Add 10.14% | 5.48 M | $39.65 |
| Q1 2019 | +74,689 | Add 1.36% | 5.55 M | $42.20 |
| Q2 2019 | +216,803 | Add 3.90% | 5.77 M | $43.81 |
| Q3 2019 | +55,695 | Add 0.97% | 5.83 M | $42.67 |
| Q4 2019 | -498,227 | Reduce 8.55% | 5.33 M | $51.12 |
| Q1 2020 | -114,312 | Reduce 2.15% | 5.21 M | $34.00 |
| Q2 2020 | -652,123 | Reduce 12.51% | 4.56 M | $48.30 |
| Q3 2020 | -104,920 | Reduce 2.30% | 4.46 M | $48.35 |
| Q4 2020 | -17,180 | Reduce 0.39% | 4.44 M | $68.53 |
| Q1 2021 | +141,151 | Add 3.18% | 4.58 M | $77.66 |
| Q2 2021 | -795,403 | Reduce 17.37% | 3.78 M | $91.69 |
| Q3 2021 | -3.38 M | Reduce 89.32% | 404,154 | $97.31 |
| Q4 2021 | -171,192 | Reduce 42.36% | 232,962 | $98.16 |
| Q1 2022 | -30,710 | Reduce 13.18% | 202,252 | $87.40 |
| Q4 2024 | -20,830 | Reduce 10.30% | 181,422 | $125.72 |
Diamond Hill Capital's Morgan Stanley Investment FAQs
Diamond Hill Capital first purchased Morgan Stanley (MS) in Q2 2013, acquiring 9,064,766 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held Morgan Stanley (MS) for 50 quarters since Q2 2013.
Diamond Hill Capital's largest addition to Morgan Stanley (MS) was in Q2 2013, adding 9,064,766 shares worth $221.45 M.
According to the latest 13F filing for Q3 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 181,422 shares of Morgan Stanley (MS), valued at approximately $28.84 M.
As of the Q3 2025 filing, Morgan Stanley (MS) represents approximately 0.14% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Diamond Hill Capital's peak holding in Morgan Stanley (MS) was 12,149,704 shares, as reported at the end of Q2 2016.