HOTCHKIS & WILEY's MS Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 3,100 shares of Morgan Stanley (MS) worth $492,776, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in MS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 3.7 M shares. Largest reduction occurred in Q4 2016, reducing 1.91 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.61 M | Add 0.00% | 2.61 M | $24.43 |
| Q3 2013 | -272,600 | Reduce 10.46% | 2.33 M | $26.95 |
| Q4 2013 | -39,200 | Reduce 1.68% | 2.29 M | $31.36 |
| Q1 2014 | +469,800 | Add 20.48% | 2.76 M | $31.17 |
| Q2 2014 | -1,000 | Reduce 0.04% | 2.76 M | $32.33 |
| Q3 2014 | -125,300 | Reduce 4.54% | 2.64 M | $34.57 |
| Q4 2014 | -929,600 | Reduce 35.25% | 1.71 M | $38.80 |
| Q1 2015 | -500 | Reduce 0.03% | 1.71 M | $35.69 |
| Q2 2015 | -22,200 | Reduce 1.30% | 1.68 M | $38.79 |
| Q3 2015 | -54,700 | Reduce 3.25% | 1.63 M | $31.50 |
| Q4 2015 | +1.78 M | Add 109.34% | 3.41 M | $31.81 |
| Q1 2016 | +3.7 M | Add 108.50% | 7.12 M | $25.01 |
| Q2 2016 | +377,900 | Add 5.31% | 7.49 M | $25.98 |
| Q3 2016 | -1.2 M | Reduce 16.01% | 6.29 M | $32.06 |
| Q4 2016 | -1.91 M | Reduce 30.42% | 4.38 M | $42.25 |
| Q1 2017 | -887,002 | Reduce 20.26% | 3.49 M | $42.84 |
| Q2 2017 | -979,600 | Reduce 28.05% | 2.51 M | $44.56 |
| Q3 2017 | -763,200 | Reduce 30.38% | 1.75 M | $48.17 |
| Q4 2017 | -646,300 | Reduce 36.95% | 1.1 M | $52.47 |
| Q1 2018 | -22,000 | Reduce 1.99% | 1.08 M | $53.96 |
| Q2 2018 | -17,200 | Reduce 1.59% | 1.06 M | $47.40 |
| Q3 2018 | -1,400 | Reduce 0.13% | 1.06 M | $46.57 |
| Q4 2018 | +420,200 | Add 39.55% | 1.48 M | $39.65 |
| Q1 2019 | +1.58 M | Add 106.47% | 3.06 M | $42.20 |
| Q2 2019 | -60,400 | Reduce 1.97% | 3 M | $43.81 |
| Q3 2019 | -5,600 | Reduce 0.19% | 3 M | $42.67 |
| Q4 2019 | +368,973 | Add 12.32% | 3.36 M | $51.12 |
| Q1 2020 | +67,300 | Add 2.00% | 3.43 M | $34.00 |
| Q2 2020 | -1.31 M | Reduce 38.27% | 2.12 M | $48.30 |
| Q3 2020 | -296,000 | Reduce 13.97% | 1.82 M | $48.35 |
| Q4 2020 | -157,590 | Reduce 8.65% | 1.66 M | $68.53 |
| Q1 2021 | -1.66 M | Sold Out | 0 | $0.00 |
| Q4 2021 | +2,300 | New Buy | 2,300 | $98.26 |
| Q1 2022 | +900 | Add 39.13% | 3,200 | $87.50 |
| Q2 2022 | +600 | Add 18.75% | 3,800 | $76.05 |
| Q3 2022 | -300 | Reduce 7.89% | 3,500 | $79.14 |
| Q4 2022 | -300 | Reduce 8.57% | 3,200 | $85.02 |
| Q3 2023 | -200 | Reduce 6.25% | 3,000 | $81.67 |
| Q4 2023 | +80,095 | Add 2669.83% | 83,095 | $93.25 |
| Q1 2024 | +12,750 | Add 15.34% | 95,845 | $94.16 |
| Q2 2024 | -1,680 | Reduce 1.75% | 94,165 | $97.19 |
| Q3 2024 | -89,745 | Reduce 95.31% | 4,420 | $104.24 |
| Q4 2024 | -850 | Reduce 19.23% | 3,570 | $125.72 |
| Q1 2025 | -280 | Reduce 7.84% | 3,290 | $116.67 |
| Q2 2025 | -190 | Reduce 5.78% | 3,100 | $140.86 |
HOTCHKIS & WILEY's Morgan Stanley Investment FAQs
HOTCHKIS & WILEY first purchased Morgan Stanley (MS) in Q2 2013, acquiring 2,605,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Morgan Stanley (MS) for 48 quarters since Q2 2013.
HOTCHKIS & WILEY's largest addition to Morgan Stanley (MS) was in Q1 2016, adding 7,115,424 shares worth $177.96 M.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 3,100 shares of Morgan Stanley (MS), valued at approximately $492,776.
As of the Q3 2025 filing, Morgan Stanley (MS) represents approximately 0.00% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Morgan Stanley (MS) was 7,493,324 shares, as reported at the end of Q2 2016.