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JYNT · MS in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

JYNTMS
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JYNT
  • MS
010203040202120222023202420252026
Holders and value by quarter
QuarterJYNTMS
Q3 2020none listed holders, n.a.34 holders, $8.9bn
Q4 2020none listed holders, n.a.28 holders, $15.5bn
Q1 20211 holders, $216k33 holders, $16.4bn
Q2 20213 holders, $2.9m27 holders, $18.8bn
Q3 20215 holders, $19m28 holders, $20.9bn
Q4 20213 holders, $13m27 holders, $18.2bn
Q1 20221 holders, $207k25 holders, $15.5bn
Q2 20222 holders, $3.3m27 holders, $13.1bn
Q3 20221 holders, $202k21 holders, $14.4bn
Q4 20221 holders, $180k22 holders, $15.1bn
Q1 2023none listed holders, n.a.17 holders, $16.7bn
Q2 2023none listed holders, n.a.23 holders, $15.1bn
Q3 2023none listed holders, n.a.20 holders, $12.7bn
Q4 2023none listed holders, n.a.21 holders, $13.1bn
Q1 2024none listed holders, n.a.24 holders, $13.1bn
Q2 2024none listed holders, n.a.24 holders, $13.6bn
Q3 2024none listed holders, n.a.25 holders, $14.4bn
Q4 2024none listed holders, n.a.25 holders, $17.7bn
Q1 2025none listed holders, n.a.27 holders, $14.6bn
Q2 2025none listed holders, n.a.26 holders, $17.4bn
Q3 2025none listed holders, n.a.33 holders, $20.8bn
Q4 2025none listed holders, n.a.33 holders, $22.3bn
Q1 2026none listed holders, n.a.34 holders, $19.8bn
Q2 2026none listed holders, n.a.32 holders, $25.5bn
JYNT

Joint Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Other financial services
MS

Morgan Stanley

Holders
21
Reported value
$13.1bn
Buyers
10
Sellers
11

Breadth -1 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only JYNT (0)

None.

Only MS (21)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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