Joel Greenblatt's MS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 44,475 shares of Morgan Stanley (MS) worth $7.07 M, representing 0.03% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 88,863 shares. Largest reduction occurred in Q3 2016, reducing 71,481 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +9,827 | New Buy | 9,827 | $32.36 |
| Q3 2014 | -9,827 | Sold Out | 0 | $0.00 |
| Q2 2015 | +5,904 | New Buy | 5,904 | $38.79 |
| Q3 2015 | +66,239 | Add 1121.93% | 72,143 | $31.51 |
| Q4 2015 | -25,812 | Reduce 35.78% | 46,331 | $31.81 |
| Q1 2016 | -35,349 | Reduce 76.30% | 10,982 | $25.04 |
| Q2 2016 | +88,863 | Add 809.17% | 99,845 | $25.98 |
| Q3 2016 | -71,481 | Reduce 71.59% | 28,364 | $32.05 |
| Q4 2016 | -815 | Reduce 2.87% | 27,549 | $42.25 |
| Q1 2017 | +32,847 | Add 119.23% | 60,396 | $42.83 |
| Q2 2017 | -22,076 | Reduce 36.55% | 38,320 | $44.57 |
| Q3 2017 | -5,288 | Reduce 13.80% | 33,032 | $48.17 |
| Q4 2017 | -3,987 | Reduce 12.07% | 29,045 | $52.47 |
| Q1 2018 | +2,862 | Add 9.85% | 31,907 | $53.97 |
| Q2 2018 | -31,907 | Sold Out | 0 | $0.00 |
| Q4 2018 | +58,119 | New Buy | 58,119 | $39.64 |
| Q1 2019 | -46,462 | Reduce 79.94% | 11,657 | $42.21 |
| Q2 2019 | +9,017 | Add 77.35% | 20,674 | $43.82 |
| Q3 2019 | -10,965 | Reduce 53.04% | 9,709 | $42.64 |
| Q4 2019 | +9,335 | Add 96.15% | 19,044 | $51.14 |
| Q1 2020 | +26,325 | Add 138.23% | 45,369 | $34.01 |
| Q2 2020 | -27,236 | Reduce 60.03% | 18,133 | $48.31 |
| Q3 2020 | +8,685 | Add 47.90% | 26,818 | $48.36 |
| Q4 2020 | +1,001 | Add 3.73% | 27,819 | $68.51 |
| Q1 2021 | +3,325 | Add 11.95% | 31,144 | $77.67 |
| Q2 2021 | -12,947 | Reduce 41.57% | 18,197 | $91.66 |
| Q3 2021 | +3,583 | Add 19.69% | 21,780 | $97.29 |
| Q4 2021 | -6,425 | Reduce 29.50% | 15,355 | $98.14 |
| Q1 2022 | -2,960 | Reduce 19.28% | 12,395 | $87.37 |
| Q2 2022 | -2,365 | Reduce 19.08% | 10,030 | $76.07 |
| Q3 2022 | +248 | Add 2.47% | 10,278 | $79.00 |
| Q4 2022 | +1,965 | Add 19.12% | 12,243 | $85.02 |
| Q1 2023 | +4,891 | Add 39.95% | 17,134 | $87.80 |
| Q2 2023 | -1,342 | Reduce 7.83% | 15,792 | $85.40 |
| Q3 2023 | -203 | Reduce 1.29% | 15,589 | $81.67 |
| Q4 2023 | +9,706 | Add 62.26% | 25,295 | $93.25 |
| Q1 2024 | +232 | Add 0.92% | 25,527 | $94.16 |
| Q2 2024 | +249 | Add 0.98% | 25,776 | $97.19 |
| Q3 2024 | +2,809 | Add 10.90% | 28,585 | $104.24 |
| Q4 2024 | +730 | Add 2.55% | 29,315 | $125.72 |
| Q1 2025 | +1,015 | Add 3.46% | 30,330 | $116.67 |
| Q2 2025 | +2,721 | Add 8.97% | 33,051 | $140.86 |
| Q3 2025 | +11,424 | Add 34.56% | 44,475 | $158.96 |
Joel Greenblatt's Morgan Stanley Investment FAQs
Joel Greenblatt first purchased Morgan Stanley (MS) in Q2 2014, acquiring 9,827 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Morgan Stanley (MS) for 43 quarters since Q2 2014.
Joel Greenblatt's largest addition to Morgan Stanley (MS) was in Q2 2016, adding 99,845 shares worth $2.59 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 44,475 shares of Morgan Stanley (MS), valued at approximately $7.07 M.
As of the Q3 2025 filing, Morgan Stanley (MS) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Morgan Stanley (MS) was 99,845 shares, as reported at the end of Q2 2016.