SCHEDULE: Morgan Stanley Reduces IonQ Stake Below 5% Threshold

Morgan Stanley and its investment management arm have reduced their beneficial ownership in IonQ, Inc. to below 5% of the common stock.

Summary

• Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amendment to their Schedule 13G for IonQ, Inc.
• As of December 31, 2025, Morgan Stanley beneficially owned 17,092,900 shares of IonQ common stock, representing 4.8% of the class.
• As of December 31, 2025, Morgan Stanley Investment Management Inc. beneficially owned 16,626,434 shares of IonQ common stock, representing 4.7% of the class.
• Both entities have ceased to be beneficial owners of more than five percent of IonQ's common stock.
• Morgan Stanley Investment Management Inc. is a wholly-owned subsidiary of Morgan Stanley.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a factual disclosure of a change in institutional ownership below a reporting threshold, not an operational update or a direct indicator of company performance.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors when their beneficial ownership in a company either crosses or falls below a 5% threshold. This particular filing indicates a reduction in Morgan Stanley's passive stake in IonQ, which could reflect portfolio rebalancing or a change in investment strategy, rather than a direct commentary on IonQ's operational performance.

Stakeholder Impact

• Shareholders: The reduction in a significant institutional stake could be interpreted by some investors as a signal, potentially influencing trading sentiment, though the filing itself is a lagging indicator of the actual transaction date.

Key Dates

Keywords

IonQ, Morgan Stanley, Beneficial Ownership, Schedule 13G, Institutional Ownership, Common Stock, Quantum Computing