Question 1

How many shares of MS does Aristotle Capital Management, LLC own?

Accepted Answer

As of 2026-Q2, Aristotle Capital Management, LLC holds 518,691 shares of MS (MORGAN STANLEY).

Question 2

What is Aristotle Capital Management, LLC's MS position worth?

Accepted Answer

As of 2026-Q2, Aristotle Capital Management, LLC's MS position is worth $108.4M.

Question 3

Is Aristotle Capital Management, LLC buying or selling MS?

Accepted Answer

In 2026-Q2, Aristotle Capital Management, LLC decreased their MS position (-19.8% change in shares).

Question 4

When did Aristotle Capital Management, LLC first buy MS?

Accepted Answer

Based on available 13F filings, Aristotle Capital Management, LLC first reported a position in MS in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	518,691	-19.8%	$108.4M	0.2%	$207.90	0
2026-Q1	Decreased	646,691	-2.5%	$106.4M	0.2%	$162.79	0
2025-Q4	Decreased	663,487	-15.1%	$117.8M	0.2%	$174.65	0
2025-Q3	Decreased	781,487	-1.8%	$124.2M	0.2%	$155.44	0
2025-Q2	Unchanged	795,487	0.0%	$112.1M	0.2%	$136.79	0
2025-Q1	Decreased	795,487	-2.2%	$92.8M	0.2%	$112.39	0
2024-Q4	Decreased	813,487	-1.6%	$102.3M	0.2%	$120.31	0
2024-Q3	Increased	826,487	+0.8%	$86.2M	0.2%	$98.97	36