Who Owns MS?
MORGAN STANLEY — institutional ownership across 9 tracked superinvestors.
Last updated · Full stock page →
9
Institutional Holders
$499.6M
Total Value Held
1000.00T
Total Shares
MORGAN STANLEY (MS) is held by 9 tracked superinvestors with a combined position of $499.6M across 1000.00T shares. The largest holder is Andreas Halvorsen (Viking Global Investors) with $339.2M (0.97% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Andreas Halvorsen | Viking Global Investors | 1622593 | $339.2M | 0.97% | 2026-06-30 |
| 2 | Richard Pzena | Pzena Investment Management | 454492 | $95.0M | 0.28% | 2026-06-30 |
| 3 | David Katz | Matrix Asset Advisors | 208042 | $43.5M | 3.54% | 2026-06-30 |
| 4 | Boykin Curry | Eagle Capital Management | 76500 | $16.0M | 0.05% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates | 18729 | $3.9M | 0.02% | 2026-06-30 |
| 6 | Wally Obermeyer | Obermeyer Wealth Partners | 4040 | $845K | 0.03% | 2026-06-30 |
| 7 | Torray LLC | Torray LLC | 2377 | $497K | 0.07% | 2026-06-30 |
| 8 | FPA Queens Road | Bragg Financial Advisors | 2352 | $492K | 0.01% | 2026-06-30 |
| 9 | Mairs & Power | Mairs & Power | 1036 | $217K | 0.00% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $92.9M | 1.1M |
| 2023-09-30 | 2 | $37.9M | 272.06B |
| 2023-12-31 | 2 | $40.6M | 306.41B |
| 2024-03-31 | 3 | $40.9M | 1000.00T |
| 2024-06-30 | 3 | $39.6M | 1000.00T |
| 2024-09-30 | 4 | $58.8M | 1000.00T |
| 2024-12-31 | 5 | $51.9M | 1000.00T |
| 2025-03-31 | 7 | $135.7M | 1000.00T |
| 2025-06-30 | 7 | $168.9M | 1000.00T |
| 2025-09-30 | 6 | $187.4M | 1000.00T |
| 2025-12-31 | 7 | $153.1M | 1000.00T |
| 2026-03-31 | 7 | $139.2M | 1000.00T |