← Top Holdings

MSMORGAN STANLEY

CUSIP: 617446448

Financials

9

Guru Owners

$499.6M

Total Value Held

2.4M

Total Shares

Who owns MS? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$124.9M$249.8M$374.7M$499.6MQ2 '23Q4 '23Q2 '24Q4 '24Q2 '25Q4 '25Q2 '26

Quarter-by-Quarter Activity

Q2 '269 owners · $499.6M
REDUCEDRichard Pzena$95.0M
REDUCEDDavid Katz$43.5M
REDUCEDBoykin Curry$16.0M
INCREASEDRay Dalio$3.9M
INCREASEDWally Obermeyer$845K
REDUCEDTorray LLC$497K
REDUCEDFPA Queens Road$492K
Q1 '267 owners · $139.2M
INCREASEDRichard Pzena$78.4M
REDUCEDDavid Katz$39.2M
REDUCEDTorray LLC$5.1M
INCREASEDRay Dalio$2.4M
INCREASEDWally Obermeyer$625K
INCREASEDFPA Queens Road$398K
Q4 '257 owners · $153.1M
REDUCEDRichard Pzena$83.8M
REDUCEDDavid Katz$46.2M
REDUCEDTorray LLC$5.5M
NEWRay Dalio$2.4M
INCREASEDWally Obermeyer$569K
REDUCEDFPA Queens Road$418K
Q3 '256 owners · $187.4M
REDUCEDRichard Pzena$124.9M
REDUCEDDavid Katz$42.7M
REDUCEDTorray LLC$6.3M
INCREASEDWally Obermeyer$509K
REDUCEDFPA Queens Road$394K
Q2 '257 owners · $168.9M
INCREASEDRichard Pzena$111.4M
INCREASEDDavid Katz$38.0M
REDUCEDTorray LLC$6.2M
REDUCEDFPA Queens Road$360K
INCREASEDWally Obermeyer$354K
Q1 '257 owners · $135.7M
NEWRichard Pzena$89.0M
REDUCEDDavid Katz$30.4M
REDUCEDBoykin Curry$9.3M
INCREASEDTorray LLC$5.3M
INCREASEDFPA Queens Road$303K
INCREASEDWally Obermeyer$276K

🏛️ Congressional Trades

MS: Held by 9 superinvestors · 50 congress member trades

$1,001 - $15,0002026-07-10
$1,001 - $15,0002025-12-18
$50,001 - $100,0002025-12-17
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-11-13
$1,001 - $15,0002025-10-17
$1,001 - $15,0002025-10-17
$1,001 - $15,0002025-10-07
$1,001 - $15,0002025-09-23
$1,001 - $15,0002025-09-11
$1,001 - $15,0002025-08-28
$1,001 - $15,0002025-08-14
$1,001 - $15,0002025-08-14
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-11
$1,001 - $15,0002025-07-11
$1,001 - $15,0002025-07-01
$1,001 - $15,0002025-06-06
$1,001 - $15,0002025-06-06