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IDCC · 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.

IDCCMS
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.
  • IDCC
  • MS
010203040202120222023202420252026
Holders and value by quarter
QuarterIDCCMS
Q3 20203 holders, $143m34 holders, $8.9bn
Q4 20203 holders, $143m28 holders, $15.5bn
Q1 20211 holders, $72m33 holders, $16.4bn
Q2 20213 holders, $78m27 holders, $18.8bn
Q3 20212 holders, $51m28 holders, $20.9bn
Q4 20212 holders, $50m27 holders, $18.2bn
Q1 20222 holders, $46m25 holders, $15.5bn
Q2 20224 holders, $78m27 holders, $13.1bn
Q3 20222 holders, $30m21 holders, $14.4bn
Q4 20221 holders, $33m22 holders, $15.1bn
Q1 20232 holders, $41m17 holders, $16.7bn
Q2 20233 holders, $120m23 holders, $15.1bn
Q3 20233 holders, $84m20 holders, $12.7bn
Q4 20233 holders, $34m21 holders, $13.1bn
Q1 20244 holders, $9.8m24 holders, $13.1bn
Q2 20243 holders, $5.9m24 holders, $13.6bn
Q3 20243 holders, $6.4m25 holders, $14.4bn
Q4 20247 holders, $23m25 holders, $17.7bn
Q1 20259 holders, $164m27 holders, $14.6bn
Q2 20256 holders, $34m26 holders, $17.4bn
Q3 20258 holders, $567m33 holders, $20.8bn
Q4 20254 holders, $787m33 holders, $22.3bn
Q1 20264 holders, $858m34 holders, $19.8bn
Q2 20262 holders, $758m32 holders, $25.5bn
IDCC

Interdigital Inc

Holders
3
Reported value
$6.4m
Buyers
3
Sellers
0

Breadth +3 among 94 comparable managers.

Other financial services
MS

Morgan Stanley

Holders
25
Reported value
$14.4bn
Buyers
13
Sellers
14

Breadth -1 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IDCC (1)

Caxton Associates LLP

Only MS (23)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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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