Updated
Morgan StanleyMS · Financial Services
$187.11+3.12%
Market cap$292.9B
IndustryCapital Markets
Morgan Stanley (MS) Superinvestor holders
43 of the superinvestors we track hold Morgan Stanley (MS) in their latest 13F filings, $10.3B in total.
Summary
The largest holder is Ken Fisher (Fisher Investments), with $5.0B, 1.4% of the portfolio.
In their latest quarter: 5 opened a new position, 10 added, 24 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Ken Fisher Fisher Investments |
Added | 26,581,811 | $5.0B | 1.4% | Q3 2026 |
| Mark Donovan Boston Partners |
Added | 4,685,095 | $985M | 0.9% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 4,648,847 | $972M | 0.8% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 3,423,546 | $716M | 0.6% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 1,808,366 | $378M | 0.6% | Q2 2026 |
| Andreas Halvorsen Viking Global Investors |
New position | 1,622,593 | $339M | 1.0% | Q2 2026 |
| Fayez Sarofim Fayez Sarofim & Co |
Trimmed | 1,573,250 | $329M | 0.8% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 1,199,052 | $225M | 0.3% | Q3 2026 |
| Brandon Haley Holocene Advisors |
Added | 1,052,219 | $220M | 0.5% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 1,031,476 | $216M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 915,529 | $191M | 0.1% | Q2 2026 |
| Howard Gleicher Aristotle Capital Management |
Trimmed | 518,691 | $108M | 0.2% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | 431,988 | $90M | 0.1% | Q2 2026 |
| Teewinot Capital Teewinot Capital Advisers |
Trimmed | 275,682 | $58M | 4.2% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 270,000 | $56M | 0.2% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 245,395 | $51M | 0.1% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 211,022 | $44M | 0.1% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 198,826 | $42M | 0.1% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | 208,893 | $39M | 0.1% | Q3 2026 |
| David Katz Matrix Asset Advisors |
Trimmed | 205,191 | $39M | 3.2% | Q3 2026 |
| Alger Fred Alger Management |
Added | 154,303 | $32M | 0.1% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 125,079 | $26M | 0.0% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | 100,177 | $21M | 0.2% | Q2 2026 |
| Boykin Curry Eagle Capital Management |
Trimmed | 76,500 | $16M | 0.0% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 49,868 | $10M | 0.0% | Q2 2026 |
| Artisan Partners | Trimmed | 48,437 | $10M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 45,373 | $9M | 0.0% | Q2 2026 |
| Neil Hennessy Hennessy Advisors |
Trimmed | 38,400 | $7M | 0.3% | Q3 2026 |
| George Soros Soros Fund Management |
New position | 19,096 | $4M | 0.1% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 18,729 | $4M | 0.0% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 20,618 | $4M | 0.0% | Q3 2026 |
| Jeremy Grantham GMO |
Trimmed | 16,891 | $4M | 0.0% | Q2 2026 |
| Peter Muller PDT Partners |
Trimmed | 10,400 | $2M | 0.1% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 9,620 | $2M | 0.0% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
Held | 7,815 | $2M | 0.2% | Q2 2026 |
| Robert Robotti Robotti & Company |
Held | 6,500 | $1M | 0.2% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | 5,351 | $1M | 0.1% | Q2 2026 |
| Jennison Associates | New position | 2,305 | $481,837 | 0.0% | Q2 2026 |
| Robert Torray Torray Investment Partners |
Held | 2,377 | $447,066 | 0.1% | Q3 2026 |
| Hotchkis & Wiley Hotchkis & Wiley Capital Management |
Held | 1,700 | $355,368 | 0.0% | Q2 2026 |
| Mairs & Power Mairs & Power Inc |
New position | 1,036 | $216,565 | 0.0% | Q2 2026 |
| Derek Pilecki Gator Capital Management |
New position | 985 | $205,904 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 458 | $95,775 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 43 |
| Q1 2026 | 42 |
| Q4 2025 | 38 |
| Q3 2025 | 36 |
| Q2 2025 | 37 |
| Q1 2025 | 37 |
| Q4 2024 | 38 |
| Q3 2024 | 43 |
Questions about Morgan Stanley
Which superinvestors own Morgan Stanley?
43 of the superinvestors we track hold Morgan Stanley (MS) in their latest 13F filings, $10.3B in total. Ken Fisher, Mark Donovan, Paul Marshall, Two Sigma, Ensign Peak, Andreas Halvorsen.
Who is the largest superinvestor holder of MS?
The largest holder is Ken Fisher (Fisher Investments), with $5.0B, 1.4% of the portfolio.
From Morgan Stanley's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.