← Top Holdings

MSMORGAN STANLEY

CUSIP: 617446448

4

Guru Owners

$132.9M

Total Value Held

748,377

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	472239	$83.8M	0.25%	$177.53	Q4 2025
David Katz	Matrix Asset Advisors	260503	$46.2M	4.17%	$177.53	Q4 2025
Ray Dalio	Bridgewater Associates	13283	$2.4M	0.01%	$177.53	Q4 2025
FPA Queens Road	Bragg Financial Advisors	2352	$418K	0.01%	$177.53	Q4 2025

$83.8M

0.25%

$46.2M

4.17%

$2.4M

0.01%

FPA Queens Road

$418K

0.01%

📊 Fundamentals

Market Cap$302.8B

P/E Ratio17.3x

Near market avg

Forward P/E15.2x

EPS (TTM)$11.04

Revenue (TTM)$73.2B

Profit Margin24.75%

Div Yield2.10%

Beta1.18

52-Week Range

$107.97

$194.59

Current: $190.70

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.3x trailing earnings → 15.2x forward · 24.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $132.9M

REDUCEDRichard Pzena$83.8M

REDUCEDDavid Katz$46.2M

NEWRay Dalio$2.4M

REDUCEDFPA Queens Road$418K

Q3 '253 owners · $167.9M

REDUCEDRichard Pzena$124.9M

REDUCEDDavid Katz$42.7M

REDUCEDFPA Queens Road$394K

SOLDEdgar Wachenheim

Q2 '254 owners · $151.2M

INCREASEDRichard Pzena$111.4M

INCREASEDDavid Katz$38.0M

REDUCEDFPA Queens Road$360K

Q1 '254 owners · $120.9M

NEWRichard Pzena$89.0M

REDUCEDDavid Katz$30.4M

NEWEdgar Wachenheim$1.2M

NEWFPA Queens Road$303K

Q4 '241 owners · $35.3M

REDUCEDDavid Katz$35.3M

Q3 '242 owners · $49.1M

REDUCEDDavid Katz$31.4M

REDUCEDRay Dalio$17.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

34.5%current: 34.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MS: Held by 4 superinvestors · 42 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLSteve CohenD

$50,001 - $100,0002025-12-17

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-10-07

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-08-28

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

$1,001 - $15,0002025-08-04

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-06-06

$1,001 - $15,0002025-06-06

$15,001 - $50,0002025-05-28

SELLJulie JohnsonD

$1,001 - $15,0002025-05-15

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-14

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

SELLBruce WestermanR

$1,001 - $15,0002025-04-21

$15,001 - $50,0002025-04-15

$1,001 - $15,0002025-04-10

MS Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker