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
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).
Aggregate buying and selling
Net share change reported each quarter
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.
Column filters
| # | 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 |
Column filters
| 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
Column filters
| 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 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| Ro Khanna Politician | Mar 6, 2025 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Apr 10, 2025 | 35 days | PTR ↗ |
| Ro Khanna Politician | Feb 7, 2025 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Mar 6, 2025 | 27 days | PTR ↗ |
| Ro Khanna Politician | Feb 19, 2025 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Mar 6, 2025 | 15 days | PTR ↗ |
| Ro Khanna Politician | Jan 17, 2025 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Feb 6, 2025 | 20 days | PTR ↗ |
| Ro Khanna Politician | Dec 1, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Dec 5, 2024 | 4 days | PTR ↗ |
| Ro Khanna Politician | Nov 12, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Dec 5, 2024 | 23 days | PTR ↗ |
| Ro Khanna Politician | Oct 14, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Nov 8, 2024 | 25 days | PTR ↗ |
| John James Politician | Nov 10, 2023 | MS | Morgan Stanley Common Stock (MS) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 2, 2024 | 297 days Late | PTR ↗ |
| Ro Khanna Politician | May 29, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jun 5, 2024 | 7 days | PTR ↗ |
| Ro Khanna Politician | May 28, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jun 5, 2024 | 8 days | PTR ↗ |
| Ro Khanna Politician | Apr 23, 2024 | MS | SP MORGAN STANLEY CMN scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | May 6, 2024 | 13 days | PTR ↗ |
| Ro Khanna Politician | Jan 10, 2024 | MS | MORGAN STANLEY CMN scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | Feb 5, 2024 | 26 days | PTR ↗ |