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Renaissance Technologies (RenTech)’s MS Holdings & Trades

First Buy
Q3 2013
Duration Held
20 Quarters
Largest Add
Q2 2018
+3.63 M Shares
Current Position
674,111 Shares
$110.94 M Value

Renaissance Technologies (RenTech)'s MS Position Overview

Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 674,111 shares of Morgan Stanley (MS) worth $110.94 M, representing 0.17% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 3.63 M shares. Largest reduction occurred in Q4 2018, reducing 4.65 M shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies (RenTech)'s Morgan Stanley (MS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Morgan Stanley (MS) Trades by Renaissance Technologies (RenTech)

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +674,111 New Buy 674,111 $164.57
Q4 2024 -757,783 Sold Out 0 $0.00
Q3 2024 +439,159 Add 137.83% 757,783 $104.24
Q2 2024 -78,359 Reduce 19.74% 318,624 $97.19
Q1 2024 +396,983 New Buy 396,983 $94.16
Q2 2020 -56,500 Sold Out 0 $0.00
Q1 2020 +56,500 New Buy 56,500 $34.00
Q4 2019 -2.47 M Sold Out 0 $0.00
Q3 2019 +1.12 M Add 82.50% 2.47 M $42.67
Q2 2019 +1.35 M New Buy 1.35 M $43.81
Q4 2018 -4.65 M Sold Out 0 $0.00
Q3 2018 +1.02 M Add 28.19% 4.65 M $46.57
Q2 2018 +3.63 M New Buy 3.63 M $47.40
Q4 2017 -176,200 Sold Out 0 $0.00
Q3 2017 -307,800 Reduce 63.60% 176,200 $48.17
Q2 2017 +484,000 New Buy 484,000 $44.56
Q1 2016 -161,267 Sold Out 0 $0.00
Q4 2015 +161,267 New Buy 161,267 $31.81
Q4 2013 -612,400 Sold Out 0 $0.00
Q3 2013 +612,400 New Buy 612,400 $26.95

Renaissance Technologies (RenTech)'s Morgan Stanley Investment FAQs

Renaissance Technologies (RenTech) first purchased Morgan Stanley (MS) in Q3 2013, acquiring 612,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies (RenTech) has held Morgan Stanley (MS) for 20 quarters since Q3 2013.

Renaissance Technologies (RenTech)'s largest addition to Morgan Stanley (MS) was in Q2 2018, adding 3,630,727 shares worth $172.1 M.

According to the latest 13F filing for Q1 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 674,111 shares of Morgan Stanley (MS), valued at approximately $110.94 M.

As of the Q1 2026 filing, Morgan Stanley (MS) represents approximately 0.17% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies (RenTech)'s peak holding in Morgan Stanley (MS) was 4,654,200 shares, as reported at the end of Q3 2018.