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MSFinancialsCommon Stock

Morgan Stanley

Held by 21 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 617446448 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 21 of the investors we track own this stock. In the latest quarter, 8 of them bought more of it and 11 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
21
0 vs last quarter (like-for-like)
Total value held
$11.93B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$684.76M
+9.1% vs last quarter
Net shares bought
-6.4M
Est. net flow -$1.31B
Quarter activity
8 bought · 11 sold
2 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns MS?

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Who owns MS? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Ken Fisher Fisher Asset Management 26.17M $5.47B 1.6% Added +572.9K +2.2% +$119.76M
2 Norges Bank Norges Bank Investment Management 17.98M $3.76B 0.4% — — — —
3 Boston Partners Boston Partners Global Investors 4.69M $984.68M 0.9% Added +255.9K +5.8% +$53.79M
4 Two Sigma Two Sigma Investments 3.42M $715.66M 0.5% Reduced -316.1K -8.5% -$66.07M
5 Andreas Halvorsen Viking Global Investors 1.62M $339.19M 1.0% New +1.6M — +$339.19M
6 David Shaw D.E. Shaw & Co. 1.03M $215.62M 0.1% Reduced -832.8K -44.7% -$174.09M
7 Ken Griffin Citadel Advisors 545.07K $113.94M 0.1% Reduced -2.3M -81.0% -$484.96M
8 Israel Englander Millennium Management 529.31K $110.65M 0.1% Reduced -3.5M -86.8% -$724.94M
9 Richard Pzena Pzena Investment Management 454.49K $95.01M 0.3% Reduced -21.9K -4.6% -$4.57M
10 Steve Cohen Point72 Asset Management 245.40K $51.30M 0.1% Reduced -1.2M -83.0% -$251.06M
11 Fred Alger Fred Alger Management 154.30K $32.26M 0.1% Added +5.7K +3.8% +$1.19M
12 Mario Gabelli GAMCO Investors 100.18K $20.94M 0.2% Reduced -7.2K -6.7% -$1.50M
13 LSV Asset Management LSV Asset Management 24.30K $5.08M 0.0% Added +1 +0.0% +$209
14 George Soros Soros Fund Management 19.10K $3.99M 0.1% New +19.1K — +$3.99M
15 Ray Dalio Bridgewater Associates 18.73K $3.92M 0.0% Added +4.0K +26.9% +$829.26K
16 Jeremy Grantham GMO 16.89K $3.53M 0.0% Reduced -2.5K -12.9% -$522.39K
17 Ron Baron Baron Capital (BAMCO) 9.62K $2.01M 0.0% Added +520 +5.7% +$108.70K
18 Robert Robotti Robotti & Co Advisors 6.50K $1.36M 0.2% Held 0 0.0% $0
19 Torray Torray Investment Partners 2.38K $496.89K 0.1% Reduced -28.5K -92.3% -$5.95M
20 Hotchkis & Wiley Hotchkis & Wiley Capital Management 1.70K $355.37K 0.0% Held 0 0.0% $0
21 Beutel Goodman Beutel, Goodman & Co 500 $104.00K 0.0% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Jim Simons Renaissance Technologies -674.1K $110.94M
Diamond Hill Diamond Hill Capital Management -33.7K $5.54M

Politician trades

Politician trades in MS

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Dan Newhouse Politician Jul 10, 2026 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Edward Jones IRA Jul 17, 2026 7 days PTR ↗
Ro Khanna Politician May 27, 2026 MS MORGAN STANLEY CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Jun 9, 2026 13 days PTR ↗
Ro Khanna Politician Apr 13, 2026 MS MORGAN STANLEY CMN scanned Sale (partial) $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Spouse — May 11, 2026 28 days PTR ↗
Ro Khanna Politician Apr 24, 2026 MS MORGAN STANLEY CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — May 11, 2026 17 days PTR ↗
Ro Khanna Politician Jan 29, 2026 MS MORGAN STANLEY CMN scanned Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Spouse — Feb 6, 2026 8 days PTR ↗
Julie Johnson Politician Dec 18, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Chase Brokerage Account (3935) Jan 15, 2026 28 days PTR ↗
Steve Cohen Politician Dec 17, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale (partial) $50,001 - $100,000 Est. $75,000 (midpoint of reported range $50,001–$100,000) Self Stephens Advantage Account Jan 14, 2026 28 days PTR ↗
Gil Cisneros Politician Nov 18, 2025 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Dec 15, 2025 27 days PTR ↗
Julie Johnson Politician Nov 13, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Chase Brokerage Account (3935) Dec 11, 2025 28 days PTR ↗
Gil Cisneros Politician Oct 17, 2025 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Nov 18, 2025 32 days PTR ↗
Val T. Hoyle Politician Sep 23, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Oct 10, 2025 17 days PTR ↗
Val T. Hoyle Politician Jan 24, 2025 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Fidelity Rollover IRA Sep 12, 2025 231 days Late PTR ↗
Val T. Hoyle Politician Apr 2, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Fidelity Rollover IRA Sep 12, 2025 163 days Late PTR ↗
Julie Johnson Politician Aug 14, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Chase Brokerage Account (3935) Sep 11, 2025 28 days PTR ↗
Ro Khanna Politician Aug 4, 2025 MS MORGAN STANLEY CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Sep 9, 2025 36 days PTR ↗
Ritchie Torres Politician Sep 26, 2024 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Aug 20, 2025 328 days Late PTR ↗
Ritchie Torres Politician Jul 11, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Aug 20, 2025 40 days PTR ↗
Ro Khanna Politician Jul 1, 2025 MS MORGAN STANLEY CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Aug 7, 2025 37 days PTR ↗
Julie Johnson Politician May 15, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Chase Brokerage Account (3935) Jun 13, 2025 29 days PTR ↗
Julie Johnson Politician Apr 7, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Merrill Lynch Long Term Growth May 14, 2025 37 days PTR ↗
Ro Khanna Politician Apr 4, 2025 MS MORGAN STANLEY CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — May 12, 2025 38 days PTR ↗
Ro Khanna Politician Apr 15, 2025 MS MORGAN STANLEY CMN scanned Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) — — May 12, 2025 27 days PTR ↗
Bruce Westerman Politician Apr 21, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self Fisher IRA May 12, 2025 21 days PTR ↗
Jefferson Shreve Politician Apr 7, 2025 MS Morgan Stanley Common Stock (MS) [ST] Sale $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Self — May 8, 2025 31 days PTR ↗
Bruce Westerman Politician Mar 3, 2025 MS Morgan Stanley Common Stock (MS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self Fisher IRA Apr 16, 2025 44 days PTR ↗