Jefferies Group's MS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 195,057 shares of Morgan Stanley (MS) worth $34.63 M, representing 0.18% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 189,153 shares. Largest reduction occurred in Q1 2025, reducing 96,758 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +189,153 | Add 3203.81% | 195,057 | $177.53 |
| Q3 2025 | -34,719 | Reduce 85.47% | 5,904 | $158.96 |
| Q2 2025 | -7,519 | Reduce 15.62% | 40,623 | $140.86 |
| Q1 2025 | -96,758 | Reduce 66.78% | 48,142 | $116.67 |
| Q4 2024 | +138,685 | Add 2231.46% | 144,900 | $125.72 |
| Q3 2024 | +6,215 | New Buy | 6,215 | $104.24 |
| Q1 2024 | -12,241 | Sold Out | 0 | $0.00 |
| Q4 2023 | -37,633 | Reduce 75.46% | 12,241 | $93.25 |
| Q3 2023 | +19,876 | Add 66.26% | 49,874 | $81.67 |
| Q2 2023 | +9,820 | Add 48.67% | 29,998 | $85.40 |
| Q1 2023 | -29,747 | Reduce 59.58% | 20,178 | $87.80 |
| Q4 2022 | +49,925 | New Buy | 49,925 | $85.02 |
Jefferies Group's Morgan Stanley Investment FAQs
Jefferies Group first purchased Morgan Stanley (MS) in Q4 2022, acquiring 49,925 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Morgan Stanley (MS) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Morgan Stanley (MS) was in Q4 2025, adding 195,057 shares worth $34.63 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 195,057 shares of Morgan Stanley (MS), valued at approximately $34.63 M.
As of the Q4 2025 filing, Morgan Stanley (MS) represents approximately 0.18% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Morgan Stanley (MS) was 195,057 shares, as reported at the end of Q4 2025.