Jeremy Grantham's MS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 29,070 shares of Morgan Stanley (MS) worth $5.16 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 206,100 shares. Largest reduction occurred in Q1 2014, reducing 330,432 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -61,952 | Reduce 68.06% | 29,070 | $177.53 |
| Q3 2025 | -30,664 | Reduce 25.20% | 91,022 | $158.96 |
| Q2 2025 | +24,576 | Add 25.31% | 121,686 | $140.86 |
| Q1 2025 | -23,795 | Reduce 19.68% | 97,110 | $116.67 |
| Q4 2024 | +15,142 | Add 14.32% | 120,905 | $125.72 |
| Q3 2024 | +20,896 | Add 24.62% | 105,763 | $104.24 |
| Q2 2024 | +84,867 | New Buy | 84,867 | $97.19 |
| Q1 2024 | -3,646 | Sold Out | 0 | $0.00 |
| Q4 2023 | -36,177 | Reduce 90.84% | 3,646 | $93.25 |
| Q3 2023 | +39,823 | New Buy | 39,823 | $81.67 |
| Q4 2022 | -13,000 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,500 | Add 23.81% | 13,000 | $79.00 |
| Q2 2022 | +10,500 | New Buy | 10,500 | $76.10 |
| Q1 2021 | -206,100 | Sold Out | 0 | $0.00 |
| Q4 2020 | +206,100 | New Buy | 206,100 | $68.53 |
| Q4 2015 | -109,800 | Sold Out | 0 | $0.00 |
| Q3 2015 | -239,400 | Reduce 68.56% | 109,800 | $31.50 |
| Q2 2015 | -74,100 | Reduce 17.51% | 349,200 | $38.79 |
| Q1 2015 | +21,755 | Add 5.42% | 423,300 | $35.69 |
| Q4 2014 | -200,855 | Reduce 33.34% | 401,545 | $38.80 |
| Q3 2014 | +143,500 | Add 31.27% | 602,400 | $34.57 |
| Q2 2014 | -240,045 | Reduce 34.34% | 458,900 | $32.33 |
| Q1 2014 | -330,432 | Reduce 32.10% | 698,945 | $31.17 |
| Q4 2013 | -233,232 | Reduce 18.47% | 1.03 M | $31.36 |
| Q3 2013 | +160,324 | Add 14.54% | 1.26 M | $26.95 |
| Q2 2013 | +1.1 M | Add 0.00% | 1.1 M | $24.43 |
Jeremy Grantham's Morgan Stanley Investment FAQs
Jeremy Grantham first purchased Morgan Stanley (MS) in Q2 2013, acquiring 1,102,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Morgan Stanley (MS) for 26 quarters since Q2 2013.
Jeremy Grantham's largest addition to Morgan Stanley (MS) was in Q2 2013, adding 1,102,285 shares worth $26.93 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 29,070 shares of Morgan Stanley (MS), valued at approximately $5.16 M.
As of the Q4 2025 filing, Morgan Stanley (MS) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Morgan Stanley (MS) was 1,262,609 shares, as reported at the end of Q3 2013.