Mario Gabelli's MS Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 124,216 shares of Morgan Stanley (MS) worth $19.75 M, representing 0.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in MS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 325,930 shares. Largest reduction occurred in Q4 2017, reducing 299,555 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Mario Gabelli
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.54 M | Add 0.00% | 1.54 M | $24.43 |
| Q3 2013 | +144,525 | Add 9.37% | 1.69 M | $26.95 |
| Q4 2013 | +14,600 | Add 0.87% | 1.7 M | $31.36 |
| Q1 2014 | -154,695 | Reduce 9.09% | 1.55 M | $31.17 |
| Q2 2014 | +85,345 | Add 5.52% | 1.63 M | $32.33 |
| Q3 2014 | +325,930 | Add 19.97% | 1.96 M | $34.57 |
| Q4 2014 | +187,231 | Add 9.56% | 2.15 M | $38.80 |
| Q1 2015 | -35,390 | Reduce 1.65% | 2.11 M | $35.69 |
| Q2 2015 | +20,395 | Add 0.97% | 2.13 M | $38.79 |
| Q3 2015 | -274,350 | Reduce 12.88% | 1.86 M | $31.50 |
| Q4 2015 | -19,630 | Reduce 1.06% | 1.84 M | $31.81 |
| Q1 2016 | +2,925 | Add 0.16% | 1.84 M | $25.01 |
| Q2 2016 | +10,799 | Add 0.59% | 1.85 M | $25.98 |
| Q3 2016 | -38,700 | Reduce 2.09% | 1.81 M | $32.06 |
| Q4 2016 | -114,840 | Reduce 6.34% | 1.7 M | $42.25 |
| Q1 2017 | -64,045 | Reduce 3.77% | 1.63 M | $42.84 |
| Q2 2017 | -73,972 | Reduce 4.53% | 1.56 M | $44.56 |
| Q3 2017 | -127,658 | Reduce 8.19% | 1.43 M | $48.17 |
| Q4 2017 | -299,555 | Reduce 20.93% | 1.13 M | $52.47 |
| Q1 2018 | -94,880 | Reduce 8.39% | 1.04 M | $53.96 |
| Q2 2018 | -174,855 | Reduce 16.87% | 861,740 | $47.40 |
| Q3 2018 | -2,600 | Reduce 0.30% | 859,140 | $46.57 |
| Q4 2018 | -100,800 | Reduce 11.73% | 758,340 | $39.65 |
| Q1 2019 | -59,021 | Reduce 7.78% | 699,319 | $42.20 |
| Q2 2019 | -20,000 | Reduce 2.86% | 679,319 | $43.81 |
| Q3 2019 | -74,615 | Reduce 10.98% | 604,704 | $42.67 |
| Q4 2019 | -63,520 | Reduce 10.50% | 541,184 | $51.12 |
| Q1 2020 | -28,180 | Reduce 5.21% | 513,004 | $34.00 |
| Q2 2020 | -121,600 | Reduce 23.70% | 391,404 | $48.30 |
| Q3 2020 | -52,600 | Reduce 13.44% | 338,804 | $48.35 |
| Q4 2020 | +60,394 | Add 17.83% | 399,198 | $68.53 |
| Q1 2021 | -16,494 | Reduce 4.13% | 382,704 | $77.66 |
| Q2 2021 | -16,221 | Reduce 4.24% | 366,483 | $91.69 |
| Q3 2021 | -16,802 | Reduce 4.58% | 349,681 | $97.31 |
| Q4 2021 | -62,199 | Reduce 17.79% | 287,482 | $98.16 |
| Q1 2022 | -21,400 | Reduce 7.44% | 266,082 | $87.40 |
| Q2 2022 | -4,885 | Reduce 1.84% | 261,197 | $76.06 |
| Q3 2022 | -6,250 | Reduce 2.39% | 254,947 | $79.01 |
| Q4 2022 | -9,750 | Reduce 3.82% | 245,197 | $85.02 |
| Q1 2023 | -3,600 | Reduce 1.47% | 241,597 | $87.80 |
| Q2 2023 | -12,715 | Reduce 5.26% | 228,882 | $85.40 |
| Q3 2023 | -5,612 | Reduce 2.45% | 223,270 | $81.67 |
| Q4 2023 | -16,561 | Reduce 7.42% | 206,709 | $93.25 |
| Q1 2024 | -16,999 | Reduce 8.22% | 189,710 | $94.16 |
| Q2 2024 | -13,894 | Reduce 7.32% | 175,816 | $97.19 |
| Q3 2024 | -14,129 | Reduce 8.04% | 161,687 | $104.24 |
| Q4 2024 | -10,895 | Reduce 6.74% | 150,792 | $125.72 |
| Q1 2025 | -5,599 | Reduce 3.71% | 145,193 | $116.67 |
| Q2 2025 | -5,489 | Reduce 3.78% | 139,704 | $140.86 |
| Q3 2025 | -15,488 | Reduce 11.09% | 124,216 | $158.96 |
Mario Gabelli's Morgan Stanley Investment FAQs
Mario Gabelli first purchased Morgan Stanley (MS) in Q2 2013, acquiring 1,542,560 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held Morgan Stanley (MS) for 50 quarters since Q2 2013.
Mario Gabelli's largest addition to Morgan Stanley (MS) was in Q2 2013, adding 1,542,560 shares worth $37.68 M.
According to the latest 13F filing for Q3 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 124,216 shares of Morgan Stanley (MS), valued at approximately $19.75 M.
As of the Q3 2025 filing, Morgan Stanley (MS) represents approximately 0.19% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings.
Mario Gabelli's peak holding in Morgan Stanley (MS) was 2,145,496 shares, as reported at the end of Q4 2014.