SCHEDULE: Morgan Stanley Reduces Stake in Lantheus Holdings

Morgan Stanley and its subsidiary have ceased to be beneficial owners of more than five percent of Lantheus Holdings, Inc. common stock.

Summary

• Morgan Stanley and its wholly-owned subsidiary, Morgan Stanley Capital Services LLC, are no longer beneficial owners of more than five percent of Lantheus Holdings, Inc. common stock.
• As of December 31, 2025, Morgan Stanley beneficially owned an aggregate of 1,640,837 shares, representing 2.5% of the class.
• Morgan Stanley Capital Services LLC beneficially owned 936,899 shares, representing 1.4% of the class.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing a routine portfolio adjustment by a large institutional investor rather than a direct commentary on Lantheus Holdings' performance or future prospects.

Positives

• The filing represents a routine portfolio adjustment by a major financial institution, indicating active management of investment positions.

Negatives

• A significant institutional investor reducing its stake below the 5% threshold could be perceived negatively by some investors, potentially signaling a shift in investment strategy or outlook.

Risks

• No specific risks related to Lantheus Holdings' operations or financial health are mentioned in this ownership disclosure.

Future Outlook

No forward-looking statements or guidance regarding Lantheus Holdings, Inc. are provided in this ownership disclosure.

Management Comments

• As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.
• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that institutional ownership changes, particularly by major players like Morgan Stanley, are closely watched by the market. While this filing indicates a reduction below a reporting threshold, it is a common occurrence in active portfolio management and does not inherently signal a negative outlook on Lantheus Holdings' industry or prospects, but rather a rebalancing of investment positions.

Stakeholder Impact

• Shareholders: May interpret the reduction in institutional ownership as a slight negative signal, though it could also be seen as a routine portfolio rebalancing.
• Employees, Customers, Suppliers, Creditors: Unlikely to experience any direct impact from this change in a non-controlling shareholder's stake.

Key Dates

Keywords

Lantheus Holdings, Morgan Stanley, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Stake Reduction, SEC Filing