MS
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
BlackRock
· Reduced
Change
−437K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −437K | – | Q1 2026 | |||||
|
Aventail Capital Group, LP
· Exited
Change
−46K
Δ Own
−100.0%
Date
Q1 2026
|
Aventail Capital Group, LP | Exited· Q1 2026 | – | −46K | −100.0% | Q1 2026 | |||||
|
Principal Financial Group Inc
· Reduced
Change
−44K
Date
Q1 2026
|
Principal Financial Group Inc | Reduced· Q1 2026 | – | −44K | – | Q1 2026 | |||||
|
American Century Companies Inc
· Exited
Change
−39K
Δ Own
−100.0%
Date
Q1 2026
|
American Century Companies Inc | Exited· Q1 2026 | – | −39K | −100.0% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−29K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −29K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−25K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −25K | – | Q1 2026 | |||||
|
Catalyst Funds Management Pty Ltd
· Exited
Change
−21K
Δ Own
−100.0%
Date
Q1 2026
|
Catalyst Funds Management Pty Ltd | Exited· Q1 2026 | – | −21K | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Reduced
Change
−21K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −21K | – | Q1 2026 | |||||
|
Schwab
· Reduced
Change
−19K
Date
Q1 2026
|
Schwab | Reduced· Q1 2026 | – | −19K | – | Q1 2026 | |||||
|
UBS AM
· Reduced
Change
−18K
Date
Q1 2026
|
UBS AM | Reduced· Q1 2026 | – | −18K | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
Change
−17K
Δ Own
−5.5%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | – | −17K | −5.5% | Q1 2026 | |||||
|
Exoduspoint Capital Management, LP
· Exited
Change
−16K
Δ Own
−100.0%
Date
Q1 2026
|
Exoduspoint Capital Management, LP | Exited· Q1 2026 | – | −16K | −100.0% | Q1 2026 | |||||
|
Iq Eq Fund Management (ireland) Ltd
· Exited
Change
−16K
Δ Own
−100.0%
Date
Q1 2026
|
Iq Eq Fund Management (ireland) Ltd | Exited· Q1 2026 | – | −16K | −100.0% | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−15K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −15K | – | Q1 2026 | |||||
|
Cramer Rosenthal McGlynn LLC
· Reduced
Change
−11K
Date
Q1 2026
|
Cramer Rosenthal McGlynn LLC | Reduced· Q1 2026 | – | −11K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Simpson Georgia M.
· Officer
Other Form 4 events
-$40K
|
Simpson Georgia M. | Officer | Other Form 4 events | $52.05 | -759 | -$40K | 6K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Simpson Georgia M.
· Officer
Tax withholding or exercise payment (F)
$18K
|
Simpson Georgia M. | Officer | Tax withholding or exercise payment (F) | $52.05 | 338 | $18K | 1K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Simpson Georgia M.
· Officer
Grant (A)
$111K
|
Simpson Georgia M. | Officer | Grant (A) | $52.05 | 2K | $111K | 6K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Kooper Jay L.
· Officer
Other Form 4 events
-$40K
|
Kooper Jay L. | Officer | Other Form 4 events | $52.05 | -759 | -$40K | 7K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Kooper Jay L.
· Officer
Tax withholding or exercise payment (F)
$18K
|
Kooper Jay L. | Officer | Tax withholding or exercise payment (F) | $52.05 | 350 | $18K | 878 | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Kooper Jay L.
· Officer
Grant (A)
$135K
|
Kooper Jay L. | Officer | Grant (A) | $52.05 | 3K | $135K | 7K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Ginegaw Lorrie Beth
· Officer
Other Form 4 events
-$43K
|
Ginegaw Lorrie Beth | Officer | Other Form 4 events | $52.05 | -823 | -$43K | 5K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Ginegaw Lorrie Beth
· Officer
Tax withholding or exercise payment (F)
$19K
|
Ginegaw Lorrie Beth | Officer | Tax withholding or exercise payment (F) | $52.05 | 364 | $19K | 5K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Ginegaw Lorrie Beth
· Officer
Grant (A)
$105K
|
Ginegaw Lorrie Beth | Officer | Grant (A) | $52.05 | 2K | $105K | 6K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Fullagar Robert K.
· Officer
Other Form 4 events
-$46K
|
Fullagar Robert K. | Officer | Other Form 4 events | $52.05 | -886 | -$46K | 6K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Fullagar Robert K.
· Officer
Tax withholding or exercise payment (F)
$21K
|
Fullagar Robert K. | Officer | Tax withholding or exercise payment (F) | $52.05 | 394 | $21K | 1K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Fullagar Robert K.
· Officer
Grant (A)
$111K
|
Fullagar Robert K. | Officer | Grant (A) | $52.05 | 2K | $111K | 7K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Capko Robert John
· Officer
Other Form 4 events
-$10K
|
Capko Robert John | Officer | Other Form 4 events | $52.05 | -193 | -$10K | 3K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Capko Robert John
· Officer
Tax withholding or exercise payment (F)
$4K
|
Capko Robert John | Officer | Tax withholding or exercise payment (F) | $52.05 | 83 | $4K | 83 | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Capko Robert John
· Officer
Grant (A)
$87K
|
Capko Robert John | Officer | Grant (A) | $52.05 | 2K | $87K | 4K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
183 reporting institutions disclosed MSEX position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.