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
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
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 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 | Mar 7, 2025 | MS | MORGAN STANLEY CMIN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Apr 10, 2025 | 34 days | PTR ↗ |
| Julie Johnson Politician | Feb 24, 2025 | MS | Morgan Stanley Common Stock (MS) | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Mar 12, 2025 | 16 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 ↗ |